Capstone Financial Advisors, Inc. Purchases in Q2 2025

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
6
+ 1.0%
$470.37 - $663.28 $2.82K - $3.98K
605 $401K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.47K
+ 9.15%
$19.6 - $24.44 $28.9K - $36K
17.6K $429K
NEO
Neogenomics Inc

Healthcare
10K
New
$6.4 - $10.27 $64K - $103K
10K $73K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.03%
$186.58 - $225.78 $373 - $452
6.62K $1.44M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
952
+ 27.59%
$68.11 - $69.33 $64.8K - $66K
4.4K $305K
GOOG
Alphabet Inc.

Communication Services
79
+ 3.4%
$146.58 - $180.01 $11.6K - $14.2K
2.4K $425K
UL
Unilever PLC

Consumer Defensive
293
+ 1.12%
$57.9 - $65.43 $17K - $19.2K
26.4K $1.61M
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 0.26%
$151.62 - $183.47 $1.97K - $2.39K
4.99K $915K
FIGS
Figs, Inc.

Consumer Cyclical
10K
New
$3.62 - $5.89 $36.2K - $58.9K
10K $56K
PANW
Palo Alto Networks Inc

Technology
30
+ 2.34%
$152.44 - $204.64 $4.57K - $6.14K
1.31K $268K
BGS
B&G Foods, Inc.

Consumer Defensive
10K
New
$4.02 - $7.07 $40.2K - $70.7K
10K $42K
XLI
Industrial Sector Spdr

ETFs
95
+ 6.03%
$116.42 - $147.52 $11.1K - $14K
1.67K $246K
PLUG
Plug Power Inc

Industrials
21.6K
New
$0.7 - $1.49 $15.1K - $32.2K
21.6K $32K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
10K
New
$2.57 - $4.95 $25.7K - $49.5K
10K $29K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$60.98 - $80.12 $61 - $80.1
3.23K $258K
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 0.11%
$41.79 - $54.16 $251 - $325
5.48K $289K
LLY
Eli Lilly & CO

Healthcare
52
+ 15.66%
$713.71 - $898.95 $37.1K - $46.7K
384 $299K
SEAT
Vivid Seats Inc.

Communication Services
15K
New
$1.48 - $3.06 $22.2K - $45.9K
15K $25K
HON
Honeywell International Inc

Industrials
4
+ 0.38%
$182.86 - $232.88 $731 - $932
1.04K $242K
CVX
Chevron Corp

Energy
667
+ 21.02%
$133.73 - $168.51 $89.2K - $112K
3.84K $549K
GLD
Spdr Gold Trust

ETFs
8
+ 1.07%
$273.71 - $316.29 $2.19K - $2.53K
754 $229K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.26%
$51.16 - $62.02 $460 - $558
3.5K $217K
JEPI
J P Morgan Exchange Traded Fd

ETFs
271
+ 2.6%
$51.14 - $57.0 $13.9K - $15.4K
10.7K $608K
WOLF
Wolfspeed, Inc.

Technology
25K
New
$0.4 - $4.46 $10K - $112K
25K $10K
CI
Cigna Corp

Healthcare
1
+ 0.02%
$301.89 - $340.04 $302 - $340
4.18K $1.38M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
21
+ 0.16%
$42.51 - $43.7 $893 - $918
13K $566K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.33%
$335.24 - $380.78 $1.34K - $1.52K
1.21K $444K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.31%
N/A
2.56K $194K
Ge Vernova Inc
551
New
N/A
551 $0
DWAC
Digital World Acquisition Corp.

Financial Services
9.9K
+ 14.64%
N/A
77.5K $0
PTLO
Portillo'S Inc.

Consumer Cyclical
20
+ 0.08%
$10.34 - $13.35 $207 - $267
23.7K $277K
UNH
Unitedhealth Group Inc

Healthcare
7
+ 1.0%
$274.35 - $599.47 $1.92K - $4.2K
704 $219K
BMY
Bristol Myers Squibb CO

Healthcare
577
+ 3.25%
$44.12 - $59.6 $25.5K - $34.4K
18.3K $848K
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email