Capstone Financial Advisors, Inc. Reduced Holdings in Q2 2025

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-9.72K
- 4.48%
$285.55 - $321.23 $2.78M - $3.12M
207K $60.6M
AAPL
Apple Inc.

Technology
-2.46K
- 1.65%
$172.42 - $223.89 $424K - $551K
147K $30.1M
GWW
W.W. Grainger, Inc.

Industrials
-2.61K
- 73.82%
$919.93 - $1101.66 $2.4M - $2.88M
926 $963K
VTWO
Vanguard Russell 2000 ETF

ETFs
-16.6K
- 25.14%
$70.56 - $87.22 $1.17M - $1.45M
49.4K $4.31M
JNJ
Johnson & Johnson

Healthcare
-4.7K
- 52.94%
$146.36 - $159.82 $688K - $751K
4.18K $637K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.9K
- 5.11%
$96.84 - $99.46 $474K - $487K
90.9K $9.02M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-9.88K
- 7.56%
$50.09 - $51.09 $495K - $505K
121K $6.17M
CME
Cme Group Inc.

Financial Services
-1.72K
- 8.7%
$252.37 - $290.71 $435K - $501K
18.1K $4.99M
VIG
Vanguard Dividend Appreciation

ETFs
-1.45K
- 3.41%
N/A
40.9K $7.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-101
- 2.51%
$483.48 - $539.8 $48.8K - $54.5K
3.92K $1.9M
PG
Procter & Gamble CO

Consumer Defensive
-814
- 19.69%
$157.66 - $172.39 $128K - $140K
3.32K $529K
ABBV
Abb Vie Inc.

Healthcare
-443
- 12.97%
$170.16 - $206.27 $75.4K - $91.4K
2.97K $551K
PEP
Pepsico Inc

Consumer Defensive
-536
- 14.23%
$128.02 - $151.37 $68.6K - $81.1K
3.23K $426K
MRK
Merck & Co., Inc.

Healthcare
-381
- 4.05%
$73.47 - $87.12 $28K - $33.2K
9.03K $714K
AMGN
Amgen Inc

Healthcare
-182
- 10.91%
$262.28 - $309.85 $47.7K - $56.4K
1.49K $414K
ACN
Accenture PLC

Technology
-70
- 1.24%
$279.23 - $323.21 $19.5K - $22.6K
5.57K $1.66M
MUB
Ishares National Muni Bond ETF

ETFs
-626
- 3.23%
$102.31 - $105.8 $64K - $66.2K
18.7K $1.96M
INTC
Intel Corp

Technology
-3.09K
- 9.41%
$18.13 - $22.69 $56K - $70.1K
29.8K $666K
ABT
Abbott Laboratories

Healthcare
-441
- 11.75%
$123.95 - $138.08 $54.7K - $60.9K
3.31K $450K
CL
Colgate Palmolive CO

Consumer Defensive
-266
- 5.23%
$87.57 - $96.0 $23.3K - $25.5K
4.82K $437K
ALL
Allstate Corp

Financial Services
-121
- 5.0%
$180.53 - $212.64 $21.8K - $25.7K
2.3K $462K
KO
Coca Cola CO

Consumer Defensive
-313
- 1.85%
$68.37 - $73.9 $21.4K - $23.1K
16.6K $1.17M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-536
- 4.66%
$50.48 - $50.71 $27.1K - $27.2K
11K $556K
VZ
Verizon Communications Inc

Communication Services
-86
- 0.95%
$41.67 - $45.62 $3.58K - $3.92K
9.01K $390K
LDI
Loan Depot, Inc.

Financial Services
-15K
- 37.5%
$1.02 - $1.53 $15.3K - $23K
25K $31K
FICO
Fair Isaac Corp

Technology
-6
- 3.21%
$1503.62 - $2206.01 $9.02K - $13.2K
181 $330K
WTFC
Wintrust Financial Corp

Financial Services
-340
- 12.88%
$95.17 - $124.21 $32.4K - $42.2K
2.3K $285K
MA
Mastercard Inc

Financial Services
-28
- 3.43%
$479.92 - $590.74 $13.4K - $16.5K
788 $442K
VTV
Vanguard Value ETF

ETFs
-67
- 3.07%
$153.67 - $176.74 $10.3K - $11.8K
2.12K $374K
T
At&T Inc.

Communication Services
-353
- 2.67%
$26.33 - $28.94 $9.29K - $10.2K
12.9K $372K
Lam Research Corp
-1.29K
- 37.22%
N/A
2.18K $0
Franklin Templeton Digital H
-750
- 7.5%
N/A
9.25K $0
V
Visa Inc.

Financial Services
-3
- 0.46%
$308.27 - $373.31 $925 - $1.12K
651 $231K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-449
- 7.8%
$86.93 - $109.64 $39K - $49.2K
5.31K $581K
F
Ford Motor CO

Consumer Cyclical
-36
- 0.13%
$8.69 - $10.85 $313 - $391
27.4K $296K
CSCO
Cisco Systems, Inc.

Technology
-74
- 1.91%
$53.19 - $69.38 $3.94K - $5.13K
3.81K $264K
VEU
Vanguard Ftse All World Ex Us

ETFs
-138
- 2.6%
$54.19 - $67.22 $7.48K - $9.28K
5.18K $347K
FITB
Fifth Third Bancorp

Financial Services
-349
- 1.59%
$33.32 - $41.51 $11.6K - $14.5K
21.6K $887K
VEA
Vanguard Ftse Developed Market

ETFs
-313
- 3.76%
$45.65 - $57.01 $14.3K - $17.8K
8.02K $457K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-200
- 0.16%
$10.59 - $11.48 $2.12K - $2.3K
126K $1.45M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-690
- 2.85%
$19.1 - $23.83 $13.2K - $16.4K
23.5K $559K
BA
Boeing CO

Industrials
-27
- 1.75%
$136.59 - $217.51 $3.69K - $5.87K
1.52K $317K
DIS
Walt Disney CO

Communication Services
-171
- 5.55%
$81.72 - $124.01 $14K - $21.2K
2.91K $360K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-460
- 2.99%
$45.98 - $56.15 $21.2K - $25.8K
14.9K $838K
GOOGL
Alphabet Inc.

Communication Services
-137
- 3.1%
$144.7 - $178.6 $19.8K - $24.5K
4.28K $754K
META
Meta Platforms, Inc.

Communication Services
-448
- 16.34%
$484.66 - $738.09 $217K - $331K
2.29K $1.69M
CAT
Caterpillar Inc

Industrials
-96
- 3.36%
$273.94 - $388.21 $26.3K - $37.3K
2.76K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-159
- 3.96%
$496.48 - $617.85 $78.9K - $98.2K
3.86K $2.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
-75
- 4.7%
$321.63 - $509.31 $24.1K - $38.2K
1.52K $775K
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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