Kapstone Financial Advisors LLC Sells in Q2 2025

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-3.13K
- 3.04%
$108.41 - $120.51 $339K - $377K
99.8K $11.7B
PG
Procter & Gamble CO

Consumer Defensive
-608
- 1.89%
$157.66 - $172.39 $95.9K - $105K
31.5K $5.02B
XLE
Energy Sector Spdr

ETFs
-2.32K
- 29.18%
$76.44 - $94.13 $177K - $218K
5.63K $478M
BMY
Bristol Myers Squibb CO

Healthcare
-302
- 4.04%
$44.12 - $59.6 $13.3K - $18K
7.17K $332M
CVX
Chevron Corp

Energy
-150
- 4.02%
$133.73 - $168.51 $20.1K - $25.3K
3.59K $513M
ELV
Elevance Health, Inc.

Healthcare
-24
- 1.74%
$372.27 - $452.69 $8.93K - $10.9K
1.36K $527M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-550
- 14.65%
$90.85 - $102.31 $50K - $56.3K
3.21K $323M
LCNB
Lcnb Corp

Financial Services
-2.07K
- 2.26%
$13.64 - $15.65 $28.2K - $32.4K
89.4K $1.3B
DGRO
Ishares Core Dividend Growth E

ETFs
-1.62K
- 6.42%
$55.22 - $63.94 $89.6K - $104K
23.6K $1.51B
DVY
Ishares Tr

ETFs
-112
- 0.51%
$118.37 - $134.86 $13.3K - $15.1K
22K $2.93B
THW
Tekla World Healthcare Fund

Financial Services
-1.03K
- 6.28%
$10.05 - $11.31 $10.4K - $11.6K
15.4K $158M
VZ
Verizon Communications Inc

Communication Services
-319
- 4.34%
$41.67 - $45.62 $13.3K - $14.6K
7.03K $304M
DHI
Horton D R Inc

Consumer Cyclical
-159
- 5.06%
$115.1 - $129.63 $18.3K - $20.6K
2.99K $385M
KR
Kroger CO

Consumer Defensive
-449
- 8.09%
$64.62 - $74.0 $29K - $33.2K
5.1K $366M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.29%
$335.24 - $380.78 $1.68K - $1.9K
1.73K $636M
MCK
Mckesson Corp

Healthcare
-11
- 2.99%
$652.83 - $732.78 $7.18K - $8.06K
357 $262M
MPC
Marathon Petroleum Corp

Energy
-750
- 10.32%
$118.55 - $170.08 $88.9K - $128K
6.52K $1.08B
DAL
Delta Air Lines, Inc.

Industrials
-213
- 3.42%
$35.88 - $52.99 $7.64K - $11.3K
6.02K $296M
BAC
Bank Of America Corp

Financial Services
-120
- 1.03%
$34.39 - $47.46 $4.13K - $5.7K
11.5K $546M
DIS
Walt Disney CO

Communication Services
-10
- 0.38%
$81.72 - $124.01 $817 - $1.24K
2.61K $324M
CSCO
Cisco Systems, Inc.

Technology
-300
- 1.89%
$53.19 - $69.38 $16K - $20.8K
15.5K $1.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-253
- 0.8%
$114.78 - $133.31 $29K - $33.7K
31.4K $4.19B
FTGS
First Tr Exchange Traded Fd Gr
-2.06K
- 4.04%
N/A
48.8K $1.67B
GOOGL
Alphabet Inc.

Communication Services
-615
- 3.64%
$144.7 - $178.6 $89K - $110K
16.3K $2.87B
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.21%
$210.28 - $289.91 $4.21K - $5.8K
9.31K $2.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-43
- 0.58%
$320.42 - $421.7 $13.8K - $18.1K
7.37K $3.13B
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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