Capstone Capital Wealth Advisors Portfolio Holdings by Sector
Capstone Capital Wealth Advisors
- $138 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFIC DFEM VCSH VTEB VCIT BAB MUB 11 stocks |
$133 Million
96.75% of portfolio
|
  6  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$911,511
0.66% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$829,182
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$670,906
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$440,539
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$323,820
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$311,073
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
MMU 1 stocks |
$291,555
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$246,370
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$240,875
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$217,649
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|