Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors

  • $121 Billion
  • Q3 2024

Capstone Capital Wealth Advisors has filed its 13F form on November 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 25 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 $53.5B, Dimensional ETF Tr Dimensional with a value of $26.8B, Dimensional ETF Tr Emerging Mk with a value of $13.5B, Vanguard Sht Term Corp Bd ETF with a value of $9.64B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.45B.

Examining the 13F form we can see an increase of $8.63B in the current position value, from $112B to 121B.

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 $121 Billion
ETFs: $116 Billion
Technology: $2.56 Billion
Consumer Cyclical: $773 Million
Financial Services: $572 Million
Healthcare: $302 Million
Industrials: $239 Million
Energy: $226 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.5 Billion 44.36% of portfolio
1,558,891
Q3 2024 Added 1.04%
$0
$26.8 Billion 22.27% of portfolio
953,872
Q3 2024 Added 1.76%
$0
$13.5 Billion 11.2% of portfolio
479,393
Q3 2024 Added 0.45%
$0
$9.64 Billion 8.0% of portfolio
121,366
Q3 2024 Added 1.32%
$0
$8.45 Billion 7.01% of portfolio
165,333
Q3 2024 Added 2.07%
$0
$948 Million 0.79% of portfolio
11,320
Q3 2024 Reduced 9.66%
$4.1T
$812 Million 0.67% of portfolio
3,486
Q3 2024 Added 4.84%
$0
$791 Million 0.66% of portfolio
28,707
Q3 2024 Reduced 4.96%
$3.24T
$717 Million 0.6% of portfolio
1,667
Q3 2024 Added 5.84%
$0
$664 Million 0.55% of portfolio
6,110
Q3 2024 Reduced 8.94%
$39.5B
$508 Million 0.42% of portfolio
10,094
Q3 2024 Added 0.33%
$348B
$461 Million 0.38% of portfolio
3,795
Q3 2024 Added 27.35%
$0
$438 Million 0.36% of portfolio
4,129
Q3 2024 Reduced 10.8%
$0
$401 Million 0.33% of portfolio
7,709
Q3 2024 New
$0
$319 Million 0.26% of portfolio
29,450
Q3 2024 Reduced 16.68%
$94.1B
$318 Million 0.26% of portfolio
1,844
Q3 2024 Added 896.76%
$2.29T
$265 Million 0.22% of portfolio
1,424
Q3 2024 Added 16.15%
$699B
$253 Million 0.21% of portfolio
1,200
Q3 2024 Reduced 0.41%
$199B
$249 Million 0.21% of portfolio
1,126
Q3 2024 New
$0
$257 Million 0.21% of portfolio
4,133
Q4 2023 New
$2.14B
$239 Million 0.2% of portfolio
5,075
Q3 2024 Added 400.0%
$0
$238 Million 0.2% of portfolio
5,735
Q3 2024 New
$280B
$226 Million 0.19% of portfolio
1,535
Q3 2024 Reduced 1.54%
$0
$218 Million 0.18% of portfolio
2,130
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $121 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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