Capstone Financial Advisors, Inc. Purchases in Q4 2024

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Linkers Inds LTD
20K
New
N/A
20K $0
Lam Research Corp
3.48K
New
N/A
3.48K $0
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
65
+ 1.93%
$68.01 - $70.67 $4.42K - $4.59K
3.43K $234K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.85%
$113.92 - $127.38 $2.73K - $3.06K
2.84K $326K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.69K
+ 1.72%
$49.79 - $51.14 $83.9K - $86.2K
99.8K $5M
F
Ford Motor CO

Consumer Cyclical
595
+ 2.17%
$9.69 - $11.4 $5.77K - $6.78K
28K $276K
FITB
Fifth Third Bancorp

Financial Services
1
+ 0.0%
$41.76 - $48.44 $41.8 - $48.4
21.9K $926K
VZ
Verizon Communications Inc

Communication Services
650
+ 8.03%
$39.6 - $45.21 $25.7K - $29.4K
8.75K $349K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.77%
$442.29 - $483.08 $13.7K - $15K
4.04K $1.83M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.82K
+ 4.69%
$20.04 - $22.53 $36.5K - $41K
40.6K $820K
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.47%
$244.52 - $284.07 $3.42K - $3.98K
969 $239K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$57.29 - $63.1 $115 - $126
5.31K $305K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.45%
$485.52 - $625.25 $1.46K - $1.88K
677 $342K
CBOE
Cboe Global Markets, Inc.

Financial Services
5
+ 0.08%
$191.61 - $217.84 $958 - $1.09K
6.38K $1.25M
ABBV
Abb Vie Inc.

Healthcare
35
+ 0.94%
$164.99 - $203.87 $5.77K - $7.14K
3.78K $670K
XOM
Exxon Mobil Corp

Energy
3
+ 0.02%
$105.51 - $125.37 $317 - $376
12.8K $1.38M
MRK
Merck & Co., Inc.

Healthcare
23
+ 0.23%
$96.31 - $114.76 $2.22K - $2.64K
10.1K $1M
KO
Coca Cola CO

Consumer Defensive
194
+ 1.14%
$61.74 - $71.71 $12K - $13.9K
17.2K $1.07M
UL
Unilever PLC

Consumer Defensive
209
+ 0.81%
$56.7 - $64.64 $11.9K - $13.5K
25.9K $1.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.16K
+ 0.83%
$49.87 - $52.46 $57.6K - $60.6K
140K $6.98M
CI
Cigna Corp

Healthcare
1
+ 0.02%
$265.59 - $358.58 $266 - $359
4.18K $1.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.13K
+ 1.2%
$96.64 - $101.23 $109K - $114K
95.3K $9.23M
RWO
Spdr Dow Jones Global Real Est

ETFs
26
+ 0.04%
$42.41 - $47.31 $1.1K - $1.23K
66.4K $2.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
55.2K
+ 3.44%
$71.75 - $75.11 $3.96M - $4.15M
1.66M $119M
MCD
Mcdonalds Corp

Consumer Cyclical
2.84K
+ 1.33%
$288.47 - $316.54 $818K - $897K
217K $62.8M
IXUS
Ishares Tr

ETFs
16.1K
+ 1.82%
$65.95 - $72.56 $1.06M - $1.17M
901K $59.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.94K
+ 0.67%
$58.88 - $64.8 $467K - $514K
1.19M $70.2M
NFRA
Flexshares Stoxx Global Broad

ETFs
22.1K
+ 1.09%
$54.11 - $59.58 $1.2M - $1.32M
2.06M $112M
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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