Kapstone Financial Advisors LLC Incresed Positions in Q1 2025

Kapstone Financial Advisors LLC

  • $177 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
9K
+ 148.32%
$37.48 - $44.96 $337K - $405K
15.1K $591M
PG
Procter & Gamble CO

Consumer Defensive
720
+ 2.29%
$158.56 - $176.26 $114K - $127K
32.1K $5.48B
F
Ford Motor CO

Consumer Cyclical
25.3K
+ 104.0%
$9.12 - $10.43 $231K - $264K
49.6K $497M
PLTR
Palantir Technologies Inc.

Technology
411
+ 1.12%
$64.98 - $124.62 $26.7K - $51.2K
37.3K $3.14B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.4K
+ 110.66%
$51.45 - $58.51 $226K - $257K
8.38K $434M
MO
Altria Group, Inc.

Consumer Defensive
998
+ 7.51%
$50.81 - $60.02 $50.7K - $59.9K
14.3K $857M
FTCS
First Trust Capital Strength E

ETFs
1.36K
+ 6.52%
$86.39 - $91.35 $117K - $124K
22.2K $1.99B
QQQ
Invesco Qqq Trust, Series 1

ETFs
751
+ 15.03%
$468.34 - $539.52 $352K - $405K
5.75K $2.69B
AXON
Axon Enterprise, Inc.

Industrials
217
+ 32.73%
$496.65 - $710.01 $108K - $154K
880 $463M
LCNB
Lcnb Corp

Financial Services
4.6K
+ 5.29%
$14.32 - $15.76 $65.8K - $72.5K
91.5K $1.35B
MU
Micron Technology Inc

Technology
107
+ 3.54%
$86.89 - $109.38 $9.3K - $11.7K
3.13K $272M
QTEC
First Trust Nasdaq 100 Technol

ETFs
132
+ 9.92%
$174.52 - $210.67 $23K - $27.8K
1.46K $254M
FTGS
First Tr Exchange Traded Fd Gr
4.36K
+ 9.37%
N/A
50.9K $1.51B
ASG
Liberty All Star Growth Fund Inc.

Financial Services
391
+ 2.22%
$4.79 - $6.02 $1.87K - $2.35K
18K $88.1M
HQL
Tekla Life Sciences Investors

Financial Services
471
+ 3.59%
$12.88 - $14.36 $6.07K - $6.76K
13.6K $173M
DIS
Walt Disney CO

Communication Services
8
+ 0.31%
$96.87 - $114.0 $775 - $912
2.62K $259M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.99K
+ 8.59%
$92.45 - $106.69 $277K - $319K
37.8K $3.51B
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 15.41%
$190.26 - $242.06 $221K - $281K
8.69K $1.65B
NVDA
Nvidia Corp

Technology
828
+ 4.29%
$106.98 - $149.43 $88.6K - $124K
20.1K $2.18B
GOOG
Alphabet Inc.

Communication Services
204
+ 2.17%
$156.06 - $207.71 $31.8K - $42.4K
9.6K $1.5B
MSFT
Microsoft Corp

Technology
145
+ 1.49%
$375.39 - $447.2 $54.4K - $64.8K
9.9K $3.72B
IVV
Ishares Core S&P 500 ETF

ETFs
2K
+ 4.16%
$554.06 - $615.85 $1.11M - $1.23M
50.1K $28.1B
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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