Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors

  • $112 Billion
  • Q2 2024

Capstone Capital Wealth Advisors has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 21 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 $49.7B, Dimensional ETF Tr Dimensional with a value of $24.6B, Dimensional ETF Tr Emerging Mk with a value of $12.8B, Vanguard Sht Term Corp Bd ETF with a value of $9.26B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.12B.

Examining the 13F form we can see an decrease of $3.87B in the current position value, from $116B to 112B.

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 $112 Billion
ETFs: $108 Billion
Technology: $2.07 Billion
Consumer Cyclical: $682 Million
Financial Services: $610 Million
Healthcare: $309 Million
Energy: $244 Million
Industrials: $208 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.13T
$704 Million 0.63% of portfolio
1,575
Q4 2023 New
$3.58T
$700 Million 0.63% of portfolio
3,325
Q2 2024 Added 9.92%
$38.7B
$445 Million 0.4% of portfolio
10,061
Q2 2024 Added 0.1%
$363B
$368 Million 0.33% of portfolio
2,980
Q2 2024 New
$0
$366 Million 0.33% of portfolio
35,344
Q4 2023 New
$738B
$309 Million 0.28% of portfolio
341
Q1 2024 New
$72.7B
$297 Million 0.27% of portfolio
185
Q2 2024 Reduced 1.07%
$309B
$244 Million 0.22% of portfolio
1,559
Q2 2024 Reduced 10.76%
$725B
$244 Million 0.22% of portfolio
1,205
Q2 2024 Added 11.57%
$2.11T
$237 Million 0.21% of portfolio
1,226
Q2 2024 Added 8.88%
$2.5B
$208 Million 0.19% of portfolio
1,015
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $112 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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