Capstone Financial Advisors, Inc. Incresed Positions in Q3 2024

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
7
+ 0.87%
$429.6 - $500.99 $3.01K - $3.51K
809 $399K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.3%
$294.75 - $326.73 $2.06K - $2.29K
2.32K $758K
TV
Grupo Televisa, S.A.B.

Communication Services
20K
+ 50.0%
$1.77 - $2.72 $35.4K - $54.4K
60K $153K
VZ
Verizon Communications Inc

Communication Services
303
+ 3.89%
$38.89 - $45.0 $11.8K - $13.6K
8.1K $363K
XLE
Energy Sector Spdr

ETFs
551
+ 24.43%
$84.35 - $93.39 $46.5K - $51.5K
2.81K $246K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.23%
$520.18 - $576.82 $1.56K - $1.73K
1.31K $757K
JEPI
J P Morgan Exchange Traded Fd

ETFs
179
+ 1.81%
$54.98 - $59.51 $9.84K - $10.7K
10K $597K
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.34%
$95.54 - $108.77 $1.62K - $1.85K
5.08K $527K
XOM
Exxon Mobil Corp

Energy
41
+ 0.32%
$109.72 - $119.0 $4.5K - $4.88K
12.8K $1.5M
STKS
One Group Hospitality, Inc.

Consumer Cyclical
10K
+ 100.0%
$3.15 - $5.24 $31.5K - $52.4K
20K $73K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9
+ 0.11%
$59.93 - $66.52 $539 - $599
7.91K $526K
HTZ
Hertz Global Holdings, Inc

Industrials
10K
+ 50.0%
$2.62 - $4.55 $26.2K - $45.5K
30K $99K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
133
+ 1.06%
$42.76 - $45.16 $5.69K - $6.01K
12.7K $566K
PEP
Pepsico Inc

Consumer Defensive
18
+ 0.48%
$161.9 - $179.3 $2.91K - $3.23K
3.8K $645K
NFLX
Netflix Inc

Communication Services
5
+ 1.07%
$598.55 - $722.26 $2.99K - $3.61K
471 $334K
DIS
Walt Disney CO

Communication Services
312
+ 8.98%
$85.6 - $98.61 $26.7K - $30.8K
3.79K $364K
V
Visa Inc.

Financial Services
14
+ 1.69%
$253.74 - $291.56 $3.55K - $4.08K
842 $231K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.35%
$57.32 - $62.65 $688 - $752
3.47K $216K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
390
+ 1.01%
$19.94 - $22.45 $7.78K - $8.76K
38.8K $837K
PFE
Pfizer Inc

Healthcare
23
+ 0.23%
$27.7 - $31.39 $637 - $722
9.95K $287K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
26
+ 0.78%
$67.53 - $70.89 $1.76K - $1.84K
3.37K $237K
ICSH
Blackrock Ultra Short Term Bon

ETFs
158
+ 1.41%
$50.32 - $50.75 $7.95K - $8.02K
11.3K $575K
CSX
Csx Corp

Industrials
21
+ 0.28%
$32.48 - $35.45 $682 - $744
7.61K $262K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.84%
$514.43 - $606.85 $2.57K - $3.03K
597 $350K
INTC
Intel Corp

Technology
8.3K
+ 32.98%
$18.9 - $34.87 $157K - $289K
33.5K $784K
LYFT
Lyft, Inc.

Technology
1.42K
+ 12.49%
$9.08 - $13.97 $12.8K - $19.8K
12.7K $162K
PANW
Palo Alto Networks Inc

Technology
3
+ 0.44%
$294.18 - $368.01 $883 - $1.1K
686 $234K
Franklin Templeton Digital H
1.75K
+ 20.23%
N/A
10.4K $0
Cineverse Corp
10K
+ 100.0%
N/A
20K $0
DWAC
Digital World Acquisition Corp.

Financial Services
30.2K
+ 171.58%
N/A
47.8K $0
ADM
Archer Daniels Midland CO

Consumer Defensive
15
+ 0.26%
$57.96 - $65.72 $869 - $986
5.77K $344K
RYAAY
Ryanair Holdings PLC

Industrials
3K
+ 150.0%
$45.17 - $121.45 $136K - $364K
5K $225K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.21%
$158.61 - $180.75 $634 - $723
1.9K $310K
CVX
Chevron Corp

Energy
23
+ 0.74%
$137.88 - $161.97 $3.17K - $3.73K
3.15K $463K
GOOG
Alphabet Inc.

Communication Services
19
+ 0.96%
$149.54 - $192.66 $2.84K - $3.66K
2.01K $335K
LRCX
Lam Research Corp

Technology
1
+ 0.29%
$731.56 - $1127.3 $732 - $1.13K
348 $284K
CRWD
Crowd Strike Holdings, Inc.

Technology
88
+ 6.42%
$217.89 - $392.15 $19.2K - $34.5K
1.46K $409K
ESTC
Elastic N.V.

Technology
2
+ 0.04%
$70.13 - $122.27 $140 - $245
4.48K $344K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3
+ 0.02%
$53.01 - $82.74 $159 - $248
12.4K $802K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
7.58K
+ 7.08%
$8.26 - $12.16 $62.6K - $92.2K
115K $1.03M
QCOM
Qualcomm Inc

Technology
12
+ 0.07%
$156.12 - $209.64 $1.87K - $2.52K
17.8K $3.02M
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 1
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