Capstone Capital Wealth Advisors Portfolio Holdings by Sector
Capstone Capital Wealth Advisors
- $121 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFIC DFEM VCSH VTEB VCIT BAB MUB 13 stocks |
$116 Million
96.12% of portfolio
|
  8  
|
  4  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$812,238
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$778,955
0.65% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$717,310
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$508,132
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
MMU 1 stocks |
$319,238
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$302,106
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$265,334
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$253,032
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$248,936
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$239,337
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$226,059
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|