Capstone Financial Advisors, Inc. New Holdings in Q2 2025

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
3.12K
New
$170.96 - $322.76 $534K - $1.01M
3.12K $1.01M
VST
Vistra Corp.

Utilities
4.6K
New
$98.07 - $195.04 $451K - $897K
4.6K $890K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.2K
New
$17.76 - $22.1 $412K - $513K
23.2K $512K
GLDM
World Gold Trust

ETFs
4.99K
New
$58.96 - $67.97 $294K - $339K
4.99K $327K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.39K
New
$45.11 - $52.34 $243K - $282K
5.39K $281K
AXP
American Express CO

Financial Services
825
New
$231.39 - $318.98 $191K - $263K
825 $263K
ORCL
Oracle Corp

Technology
1.12K
New
$122.82 - $218.63 $138K - $245K
1.12K $245K
VUG
Vanguard Growth ETF

ETFs
535
New
$329.49 - $438.4 $176K - $235K
535 $234K
DELL
Dell Technologies Inc.

Technology
1.88K
New
$71.63 - $125.98 $134K - $236K
1.88K $229K
URI
United Rentals, Inc.

Industrials
300
New
$551.94 - $753.4 $166K - $226K
300 $226K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.96K
New
$82.96 - $110.1 $162K - $216K
1.96K $215K
BAC
Bank Of America Corp

Financial Services
4.55K
New
$34.39 - $47.46 $156K - $216K
4.55K $215K
HOOD
Robinhood Markets, Inc.

Technology
2.28K
New
$34.17 - $93.63 $77.9K - $213K
2.28K $213K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.95K
New
$51.1 - $53.29 $202K - $211K
3.95K $210K
IYW
Ishares Dj Us Tech ETF

ETFs
1.21K
New
$122.57 - $173.27 $148K - $209K
1.21K $209K
LOW
Lowes Companies Inc

Consumer Cyclical
934
New
$210.83 - $235.28 $197K - $220K
934 $207K
CLF
Cleveland Cliffs Inc.

Basic Materials
16K
New
$5.83 - $8.88 $93K - $142K
16K $121K
NEO
Neogenomics Inc

Healthcare
10K
New
$6.4 - $10.27 $64K - $103K
10K $73K
FIGS
Figs, Inc.

Consumer Cyclical
10K
New
$3.62 - $5.89 $36.2K - $58.9K
10K $56K
BGS
B&G Foods, Inc.

Consumer Defensive
10K
New
$4.02 - $7.07 $40.2K - $70.7K
10K $42K
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
SEAT
Vivid Seats Inc.

Communication Services
15K
New
$1.48 - $3.06 $22.2K - $45.9K
15K $25K
WOLF
Wolfspeed, Inc.

Technology
25K
New
$0.4 - $4.46 $10K - $112K
25K $10K
Ge Vernova Inc
551
New
N/A
551 $0
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
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