Capstone Capital Wealth Advisors Portfolio Holdings by Sector
Capstone Capital Wealth Advisors
- $150 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DFEM VCSH VTEB VCIT BAB MUB 12 stocks |
$143 Million
95.78% of portfolio
|
  4  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.35 Million
0.9% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.04 Million
0.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$960,464
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$685,562
0.46% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$547,959
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$384,248
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$344,134
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MMU 1 stocks |
$304,513
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$254,520
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$238,056
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$206,350
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|