Capstone Financial Advisors, Inc. Reduced Holdings in Q1 2025

Capstone Financial Advisors, Inc.

  • $1.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-14.5K
- 2.13%
$302.31 - $337.54 $4.38M - $4.89M
666K $204M
AAPL
Apple Inc.

Technology
-6.33K
- 4.07%
$209.68 - $247.1 $1.33M - $1.56M
149K $33.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-217
- 0.19%
$360.07 - $417.26 $78.1K - $90.5K
115K $41.5M
GWW
W.W. Grainger, Inc.

Industrials
-2.62K
- 42.56%
$953.54 - $1132.42 $2.5M - $2.97M
3.54K $3.49M
NVDA
Nvidia Corp

Technology
-10.7K
- 18.52%
$106.98 - $149.43 $1.14M - $1.59M
46.9K $5.08M
AVRE
American Centy ETF Tr Avantis
-62.4K
- 18.21%
$40.62 - $44.31 $2.53M - $2.76M
280K $12.1M
TILT
Flexshares Tr

ETFs
-1.62K
- 1.06%
$202.06 - $225.8 $326K - $365K
151K $31.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.16K
- 5.99%
$190.26 - $242.06 $411K - $523K
33.9K $6.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.48K
- 0.91%
$120.29 - $134.6 $178K - $199K
162K $19.7M
IWM
Ishares Russell 2000 ETF

ETFs
-298
- 1.07%
$198.1 - $229.79 $59K - $68.5K
27.6K $5.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-71
- 0.45%
$522.96 - $601.18 $37.1K - $42.7K
15.7K $8.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-373
- 11.53%
$222.15 - $428.22 $82.9K - $160K
2.86K $741K
PLTR
Palantir Technologies Inc.

Technology
-8.02K
- 51.76%
$64.98 - $124.62 $521K - $999K
7.47K $630K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.72K
- 9.74%
$49.25 - $50.66 $479K - $492K
90.1K $4.47M
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 29.65%
$154.33 - $206.19 $287K - $384K
4.42K $683K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-9.14K
- 6.54%
$49.42 - $50.43 $452K - $461K
131K $6.53M
IGF
Ishares Global Infrastructure

ETFs
-13.1K
- 10.6%
$51.96 - $54.84 $683K - $721K
111K $6.06M
AVGO
Broadcom Inc.

Technology
-1.22K
- 40.01%
$167.43 - $244.7 $203K - $297K
1.82K $305K
VONE
Vanguard Russell 1000 ETF

ETFs
-120
- 0.59%
$250.16 - $278.79 $30K - $33.5K
20.3K $5.15M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.6K
- 21.71%
$96.93 - $109.51 $155K - $175K
5.76K $563K
ZVIA
Zevia Pbc

Consumer Defensive
-30K
- 60.0%
$2.03 - $4.83 $60.9K - $145K
20K $43K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-46
- 0.3%
$47.79 - $59.89 $2.2K - $2.75K
15.4K $773K
MRK
Merck & Co., Inc.

Healthcare
-658
- 6.54%
$83.01 - $101.02 $54.6K - $66.5K
9.41K $844K
META
Meta Platforms, Inc.

Communication Services
-198
- 6.73%
$576.36 - $736.67 $114K - $146K
2.74K $1.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-178
- 10.76%
$468.34 - $539.52 $83.4K - $96K
1.48K $692K
BA
Boeing CO

Industrials
-700
- 31.19%
$148.15 - $186.25 $104K - $130K
1.54K $263K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 0.67%
$551.42 - $612.93 $14.9K - $16.5K
4.01K $2.25M
VIG
Vanguard Dividend Appreciation

ETFs
-654
- 1.52%
N/A
42.4K $7.72M
DIS
Walt Disney CO

Communication Services
-486
- 13.63%
$96.87 - $114.0 $47.1K - $55.4K
3.08K $303K
DFAI
Dimensional ETF Tr

ETFs
-3.56K
- 15.94%
$28.88 - $32.4 $103K - $115K
18.8K $586K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.08K
- 16.2%
$50.72 - $50.92 $54.6K - $54.8K
5.57K $283K
V
Visa Inc.

Financial Services
-218
- 25.0%
$306.92 - $362.71 $66.9K - $79.1K
654 $229K
COST
Costco Wholesale Corp

Consumer Defensive
-173
- 4.31%
$890.62 - $1076.86 $154K - $186K
3.84K $3.63M
LLY
Eli Lilly & CO

Healthcare
-82
- 19.81%
$725.72 - $929.72 $59.5K - $76.2K
332 $274K
PANW
Palo Alto Networks Inc

Technology
-101
- 7.31%
$167.82 - $208.28 $16.9K - $21K
1.28K $218K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-449
- 4.13%
$56.17 - $59.71 $25.2K - $26.8K
10.4K $595K
MUB
Ishares National Muni Bond ETF

ETFs
-57
- 0.29%
$104.71 - $107.69 $5.97K - $6.14K
19.4K $2.04M
ADM
Archer Daniels Midland CO

Consumer Defensive
-104
- 1.86%
$45.22 - $52.17 $4.7K - $5.43K
5.47K $262K
LYFT
Lyft, Inc.

Technology
-177
- 1.46%
$11.27 - $15.12 $1.99K - $2.68K
11.9K $141K
TV
Grupo Televisa, S.A.B.

Communication Services
-10K
- 16.67%
$1.68 - $2.17 $16.8K - $21.7K
50K $87K
PEP
Pepsico Inc

Consumer Defensive
-18
- 0.48%
$142.64 - $156.42 $2.57K - $2.82K
3.77K $564K
QCOM
Qualcomm Inc

Technology
-28
- 0.16%
$151.94 - $175.86 $4.25K - $4.92K
17.1K $2.62M
XLP
Consumer Staples Sector Spdr

ETFs
-46
- 1.77%
N/A
2.55K $194K
F
Ford Motor CO

Consumer Cyclical
-585
- 2.09%
$9.12 - $10.43 $5.34K - $6.1K
27.4K $274K
Gulf Res Inc
-10K
- 50.0%
N/A
10K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-36
- 2.2%
$308.86 - $455.36 $11.1K - $16.4K
1.6K $563K
MPC
Marathon Petroleum Corp

Energy
-4
- 0.21%
$134.72 - $159.03 $539 - $636
1.9K $276K
CVX
Chevron Corp

Energy
-228
- 6.7%
$146.71 - $167.97 $33.4K - $38.3K
3.17K $530K
PTLO
Portillo'S Inc.

Consumer Cyclical
-2K
- 7.77%
$9.2 - $15.39 $18.4K - $30.8K
23.7K $282K
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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