Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors

  • $122 Billion
  • Q4 2024

Capstone Capital Wealth Advisors has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $56B, Dimensional ETF Tr Dimensional with a value of $26.4B, Dimensional ETF Tr Emerging Mk with a value of $13.1B, Vanguard Sht Term Corp Bd ETF with a value of $9.86B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.57B.

Examining the 13F form we can see an increase of $1.75B in the current position value, from $121B to 122B.

Capstone Capital Wealth Advisors is based out at Henderson, NV

Below you can find more details about Capstone Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $118 Billion
Technology: $2.51 Billion
Consumer Cyclical: $836 Million
Financial Services: $588 Million
Healthcare: $263 Million
Communication Services: $227 Million
Energy: $224 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56 Billion 45.8% of portfolio
1,618,711
Q4 2024 Added 3.84%
$0
$26.4 Billion 21.59% of portfolio
1,021,443
Q4 2024 Added 7.08%
$0
$13.1 Billion 10.7% of portfolio
499,505
Q4 2024 Added 4.2%
$0
$9.86 Billion 8.06% of portfolio
126,355
Q4 2024 Added 4.11%
$0
$8.57 Billion 7.01% of portfolio
170,991
Q4 2024 Added 3.42%
$0
$862 Million 0.71% of portfolio
10,744
Q4 2024 Reduced 5.09%
$3.59T
$873 Million 0.71% of portfolio
3,486
Q3 2024 Added 4.84%
$3.33T
$703 Million 0.57% of portfolio
1,667
Q3 2024 Added 5.84%
$0
$696 Million 0.57% of portfolio
26,599
Q4 2024 Reduced 7.34%
$0
$651 Million 0.53% of portfolio
6,110
Q3 2024 Reduced 8.94%
$367B
$576 Million 0.47% of portfolio
4,289
Q4 2024 Added 13.02%
$33.2B
$519 Million 0.42% of portfolio
10,098
Q4 2024 Added 0.04%
$0
$426 Million 0.35% of portfolio
4,040
Q4 2024 Reduced 2.16%
$0
$393 Million 0.32% of portfolio
7,709
Q3 2024 New
$97.3B
$354 Million 0.29% of portfolio
1,525
Q4 2024 Reduced 17.3%
$2.4T
$317 Million 0.26% of portfolio
1,446
Q4 2024 Added 1.54%
$780B
$287 Million 0.23% of portfolio
1,198
Q4 2024 Reduced 0.17%
$728B
$263 Million 0.22% of portfolio
341
Q1 2024 New
$0
$263 Million 0.22% of portfolio
4,133
Q4 2023 New
$1.18T
$227 Million 0.19% of portfolio
1,199
Q4 2024 New
$305B
$224 Million 0.18% of portfolio
1,544
Q4 2024 Added 0.59%
$0
$213 Million 0.17% of portfolio
5,735
Q3 2024 New
$0
$210 Million 0.17% of portfolio
2,130
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $122 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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