Kapstone Financial Advisors LLC Incresed Positions in Q3 2024

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
63.2K
+ 885.85%
$114.3 - $1800.09 $7.22M - $114M
70.3K $12.4B
IVV
Ishares Core S&P 500 ETF

ETFs
1.87K
+ 4.54%
$520.18 - $576.82 $971K - $1.08M
43K $24.7B
AAPL
Apple Inc.

Technology
17
+ 0.02%
$207.23 - $234.82 $3.52K - $3.99K
91.4K $20.8B
MCD
Mcdonalds Corp

Consumer Cyclical
4.9K
+ 481.34%
$245.82 - $304.51 $1.2M - $1.49M
5.92K $1.8B
PLTR
Palantir Technologies Inc.

Technology
4.21K
+ 14.13%
$24.09 - $37.95 $101K - $160K
34K $1.25B
DVY
Ishares Tr

ETFs
300
+ 1.32%
$119.99 - $135.74 $36K - $40.7K
23K $3.1B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$163.84 - $199.33 $164 - $199
14K $2.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 3.71%
$405.19 - $478.57 $68.1K - $80.4K
4.7K $2.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
485
+ 13.64%
$434.77 - $502.96 $211K - $244K
4.04K $1.97B
LLY
Eli Lilly & CO

Healthcare
256
+ 50.2%
$772.14 - $960.02 $198K - $246K
766 $672M
FTGS
First Tr Exchange Traded Fd Gr
4.8K
+ 11.33%
N/A
47.1K $1.47B
IVW
Ishares S&P 500 Growth ETF

ETFs
973
+ 3.29%
$84.77 - $97.13 $82.5K - $94.5K
30.6K $2.91B
JPM
Jpmorgan Chase & CO

Financial Services
422
+ 4.52%
$194.9 - $224.8 $82.2K - $94.9K
9.77K $2.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.67%
$517.38 - $573.86 $6.21K - $6.89K
1.8K $1.03B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.8K
+ 22.6%
$16.42 - $18.12 $46K - $50.7K
15.2K $274M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
778
+ 20.76%
$49.7 - $56.11 $38.7K - $43.7K
4.53K $248M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
2K
+ 17.17%
$11.73 - $13.0 $23.5K - $26K
13.7K $177M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1.68K
+ 10.75%
$5.03 - $5.67 $8.44K - $9.51K
17.3K $96.4M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
850
+ 7.79%
$8.04 - $8.65 $6.83K - $7.35K
11.8K $102M
XOM
Exxon Mobil Corp

Energy
2
+ 0.02%
$109.72 - $119.0 $219 - $238
11.8K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
75
+ 0.94%
$161.02 - $200.0 $12.1K - $15K
8.06K $1.52B
MSFT
Microsoft Corp

Technology
256
+ 2.6%
$395.15 - $467.56 $101K - $120K
10.1K $4.32B
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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