Capstone Financial Advisors, Inc. Incresed Positions in Q1 2025

Capstone Financial Advisors, Inc.

  • $1.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFRA
Flexshares Stoxx Global Broad

ETFs
52.8K
+ 2.57%
$53.37 - $57.8 $2.82M - $3.05M
2.11M $122M
MCD
Mcdonalds Corp

Consumer Cyclical
376
+ 0.17%
$279.74 - $321.29 $105K - $121K
217K $67.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.2K
+ 1.64%
$71.17 - $73.66 $1.94M - $2.01M
1.69M $124M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.42K
+ 0.37%
$58.01 - $64.46 $256K - $285K
1.2M $74.3M
MSTR
Microstrategy Inc

Technology
10.4K
+ 154.21%
$239.27 - $396.5 $2.48M - $4.11M
17.1K $4.92M
BNDX
Vanguard Total International B

ETFs
18.4K
+ 1.78%
$48.33 - $49.5 $890K - $912K
1.05M $51.4M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.03%
$225.19 - $279.95 $4.28K - $5.32K
55K $13.5M
REET
Ishares Global Reit ETF

ETFs
389
+ 0.05%
$23.24 - $25.16 $9.04K - $9.79K
838K $20.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
546
+ 0.57%
$95.85 - $99.25 $52.3K - $54.2K
95.8K $9.48M
XOM
Exxon Mobil Corp

Energy
803
+ 6.26%
$105.44 - $118.93 $84.7K - $95.5K
13.6K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
378
+ 19.62%
$507.05 - $563.67 $192K - $213K
2.31K $1.18M
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.03%
$180.02 - $208.56 $360 - $417
6.62K $1.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
14
+ 0.28%
$142.8 - $176.36 $2K - $2.47K
4.98K $858K
ALK
Alaska Air Group, Inc.

Industrials
6.32K
+ 47.76%
$49.22 - $76.6 $311K - $484K
19.5K $961K
INTC
Intel Corp

Technology
250
+ 0.77%
$19.1 - $27.39 $4.78K - $6.85K
32.9K $746K
GE
General Electric CO

Industrials
146
+ 7.86%
$168.59 - $212.13 $24.6K - $31K
2K $401K
AMGN
Amgen Inc

Healthcare
3
+ 0.18%
$258.59 - $327.36 $776 - $982
1.67K $519K
UL
Unilever PLC

Consumer Defensive
202
+ 0.78%
$54.72 - $60.29 $11.1K - $12.2K
26.1K $1.55M
T
At&T Inc.

Communication Services
13
+ 0.1%
$21.56 - $28.28 $280 - $368
13.2K $374K
PG
Procter & Gamble CO

Consumer Defensive
360
+ 9.54%
$158.56 - $176.26 $57.1K - $63.5K
4.14K $704K
ABEV
Ambev S.A.

Consumer Defensive
25K
+ 100.0%
$1.77 - $2.37 $44.3K - $59.3K
50K $116K
VZ
Verizon Communications Inc

Communication Services
352
+ 4.02%
$37.81 - $46.49 $13.3K - $16.4K
9.1K $412K
RWO
Spdr Dow Jones Global Real Est

ETFs
14
+ 0.02%
$41.41 - $45.24 $580 - $633
66.4K $2.9M
VEA
Vanguard Ftse Developed Market

ETFs
432
+ 5.47%
$47.4 - $52.99 $20.5K - $22.9K
8.33K $423K
VTV
Vanguard Value ETF

ETFs
115
+ 5.56%
$167.73 - $179.21 $19.3K - $20.6K
2.18K $377K
UNH
Unitedhealth Group Inc

Healthcare
20
+ 2.95%
$461.52 - $548.18 $9.23K - $11K
697 $365K
MA
Mastercard Inc

Financial Services
1
+ 0.12%
$504.67 - $576.31 $505 - $576
816 $447K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$56.51 - $62.98 $113 - $126
5.32K $322K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
147
+ 1.15%
$42.36 - $43.8 $6.23K - $6.44K
13K $562K
PFE
Pfizer Inc

Healthcare
860
+ 9.47%
$25.01 - $27.13 $21.5K - $23.3K
9.95K $252K
CSCO
Cisco Systems, Inc.

Technology
6
+ 0.15%
$58.74 - $64.87 $352 - $389
3.88K $239K
ICSH
Blackrock Ultra Short Term Bon

ETFs
84
+ 0.74%
$50.44 - $50.7 $4.24K - $4.26K
11.5K $583K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
17
+ 0.5%
$67.41 - $69.37 $1.15K - $1.18K
3.45K $237K
Linkers Inds LTD
10K
+ 50.0%
N/A
30K $0
DWAC
Digital World Acquisition Corp.

Financial Services
20K
+ 42.02%
N/A
67.6K $0
LDI
Loan Depot, Inc.

Financial Services
15K
+ 60.0%
$1.19 - $1.95 $17.9K - $29.3K
40K $47K
HON
Honeywell International Inc

Industrials
4
+ 0.39%
$202.75 - $226.52 $811 - $906
1.04K $220K
SCHX
Schwab Strategic Tr Us Large C

ETFs
216
+ 1.36%
$21.75 - $24.28 $4.7K - $5.24K
16.1K $355K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.26%
$57.21 - $65.8 $515 - $592
3.5K $203K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 1.85%
$347.25 - $424.87 $7.64K - $9.35K
1.21K $443K
LMT
Lockheed Martin Corp

Industrials
8
+ 1.51%
$423.19 - $506.29 $3.39K - $4.05K
539 $240K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 1.75%
$554.06 - $615.85 $12.2K - $13.5K
1.28K $716K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
152
+ 0.63%
$21.23 - $23.75 $3.23K - $3.61K
24.2K $520K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7
+ 0.25%
$102.49 - $119.96 $717 - $840
2.85K $297K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.3%
$313.1 - $349.83 $2.19K - $2.45K
2.34K $741K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
474
+ 1.17%
$18.61 - $21.28 $8.82K - $10.1K
41.1K $780K
GOOG
Alphabet Inc.

Communication Services
155
+ 7.15%
$156.06 - $207.71 $24.2K - $32.2K
2.32K $362K
FITB
Fifth Third Bancorp

Financial Services
1
+ 0.0%
$37.48 - $44.96 $37.5 - $45
21.9K $859K
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.01%
$37.84 - $42.29 $75.7 - $84.6
32.8K $1.26M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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