Kapstone Financial Advisors LLC Purchases in Q2 2025

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
1.79K
+ 2.6%
$237.95 - $421.61 $425K - $753K
70.5K $28.5B
IVV
Ishares Core S&P 500 ETF

ETFs
3.19K
+ 6.37%
$498.8 - $620.9 $1.59M - $1.98M
53.3K $33.1B
PLTR
Palantir Technologies Inc.

Technology
2.09K
+ 5.6%
$74.01 - $144.25 $154K - $301K
39.3K $5.36B
META
Meta Platforms, Inc.

Communication Services
179
+ 1.96%
$484.66 - $738.09 $86.8K - $132K
9.29K $6.86B
MSFT
Microsoft Corp

Technology
544
+ 5.5%
$354.56 - $497.45 $193K - $271K
10.4K $5.19B
NVDA
Nvidia Corp

Technology
1.31K
+ 6.48%
$94.31 - $157.99 $123K - $206K
21.5K $3.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.65K
+ 7.01%
$82.96 - $110.1 $220K - $292K
40.5K $4.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
223
+ 3.88%
$416.06 - $551.64 $92.8K - $123K
5.97K $3.29B
UBER
Uber Technologies, Inc

Technology
4.45K
New
$64.62 - $93.3 $287K - $415K
4.45K $415M
Tidal Tr Ii
18.1K
New
N/A
18.1K $401M
AXON
Axon Enterprise, Inc.

Industrials
59
+ 6.7%
$497.13 - $827.94 $29.3K - $48.8K
939 $777M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
653
New
$376.48 - $440.65 $246K - $288K
653 $288M
AMZN
Amazon Com Inc

Consumer Cyclical
144
+ 1.66%
$167.32 - $223.3 $24.1K - $32.2K
8.83K $1.94B
Arm Holdings PLC
1.74K
New
N/A
1.74K $282M
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
New
$168.34 - $195.42 $232K - $269K
1.38K $269M
DOCU
Docusign, Inc.

Technology
3.29K
New
$70.35 - $93.84 $231K - $308K
3.29K $256M
PM
Philip Morris International Inc.

Consumer Defensive
369
+ 4.83%
$149.23 - $184.95 $55.1K - $68.2K
8.01K $1.46B
CAH
Cardinal Health Inc

Healthcare
595
+ 12.38%
$125.0 - $168.0 $74.4K - $100K
5.4K $907M
GOOG
Alphabet Inc.

Communication Services
197
+ 2.05%
$146.58 - $180.01 $28.9K - $35.5K
9.8K $1.74B
FPX
First Trust Us Equity Opportun

ETFs
1.62K
New
$99.2 - $144.91 $160K - $234K
1.62K $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
943
+ 19.09%
$483.48 - $539.8 $456K - $509K
5.88K $2.86B
ORCL
Oracle Corp

Technology
1.02K
New
$122.82 - $218.63 $125K - $222K
1.02K $222M
WFC
Wells Fargo & Company

Financial Services
2.56K
New
$60.98 - $80.12 $156K - $205K
2.56K $205M
TTAC
Fcf Us Quality ETF

ETFs
2.83K
New
$68.45 - $70.76 $194K - $200K
2.83K $200M
SPY
Spdr S&P 500 ETF Trust

ETFs
135
+ 7.01%
$496.48 - $617.85 $67K - $83.4K
2.06K $1.27B
RDVY
First Trust Rising Dividend Ac

ETFs
2.06K
+ 16.06%
$51.6 - $62.74 $106K - $129K
14.9K $932M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
12.7K
New
$12.76 - $14.51 $162K - $184K
12.7K $182M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11.1K
New
$13.74 - $15.66 $152K - $173K
11.1K $165M
F
Ford Motor CO

Consumer Cyclical
8.18K
+ 16.49%
$8.69 - $10.85 $71.1K - $88.7K
57.8K $627M
PGR
Progressive Corp

Financial Services
488
+ 31.48%
$255.27 - $288.74 $125K - $141K
2.04K $544M
USA
Liberty All Star Equity Fund

Financial Services
15.1K
New
$5.9 - $6.81 $89K - $103K
15.1K $103M
FTCS
First Trust Capital Strength E

ETFs
710
+ 3.2%
$81.6 - $92.39 $57.9K - $65.6K
22.9K $2.08B
AXP
American Express CO

Financial Services
77
+ 6.28%
$231.39 - $318.98 $17.8K - $24.6K
1.3K $416M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
4.94K
+ 36.19%
$10.48 - $12.62 $51.8K - $62.3K
18.6K $235M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
4.9K
+ 37.26%
$8.74 - $11.04 $42.8K - $54.1K
18.1K $199M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6.8K
+ 37.44%
$7.6 - $8.89 $51.7K - $60.5K
25K $222M
DUK
Duke Energy Corp

Utilities
759
+ 11.94%
$112.46 - $124.05 $85.4K - $94.2K
7.12K $840M
GAB
Gabelli Equity Trust Inc

Financial Services
9.43K
+ 80.94%
$4.97 - $5.87 $46.9K - $55.4K
21.1K $123M
MO
Altria Group, Inc.

Consumer Defensive
1.11K
+ 7.8%
$55.56 - $60.91 $61.9K - $67.9K
15.4K $903M
V
Visa Inc.

Financial Services
19
+ 0.66%
$308.27 - $373.31 $5.86K - $7.09K
2.91K $1.03B
XLF
Financial Sector Spdr

ETFs
131
+ 2.66%
$43.92 - $52.37 $5.75K - $6.86K
5.06K $265M
MA
Mastercard Inc

Financial Services
17
+ 2.81%
$479.92 - $590.74 $8.16K - $10K
623 $350M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
300
+ 2.74%
$12.25 - $15.47 $3.68K - $4.64K
11.3K $174M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
341
+ 1.89%
$4.41 - $5.47 $1.5K - $1.87K
18.4K $100M
HQL
Tekla Life Sciences Investors

Financial Services
400
+ 2.94%
$10.87 - $13.02 $4.35K - $5.21K
14K $179M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
300
+ 1.82%
$14.97 - $16.79 $4.49K - $5.04K
16.8K $280M
JNJ
Johnson & Johnson

Healthcare
336
+ 4.5%
$146.36 - $159.82 $49.2K - $53.7K
7.8K $1.19B
MRK
Merck & Co., Inc.

Healthcare
459
+ 5.08%
$73.47 - $87.12 $33.7K - $40K
9.5K $752M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.01%
$170.16 - $206.27 $340 - $413
14K $2.6B
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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