Kapstone Financial Advisors LLC Portfolio Holdings
Kapstone Financial Advisors LLC
- $147 Billion
- Q1 2024
Kapstone Financial Advisors LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.2B, Apple Inc. with a value of $15.7B, Microstrategy Inc with a value of $11.9B, Ishares Core High Dividend ETF with a value of $11.4B, and Procter & Gamble CO with a value of $5.67B.
Examining the 13F form we can see an increase of $19.3B in the current position value, from $128B to 147B.
Kapstone Financial Advisors LLC is based out at Dayton, OH
Below you can find more details about Kapstone Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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