Capstone Triton Financial Group, LLC Reduced Holdings in Q2 2025

Capstone Triton Financial Group, LLC

  • $136 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.33K
- 9.62%
$172.42 - $223.89 $919K - $1.19M
50K $10.3M
VNLA
Janus Henderson Short Duration

ETFs
-59.6K
- 70.14%
$48.74 - $49.2 $2.91M - $2.93M
25.4K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.75K
- 76.66%
$498.8 - $620.9 $1.87M - $2.33M
1.14K $707K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-31.8K
- 58.65%
$58.41 - $72.69 $1.86M - $2.31M
22.4K $1.63M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8.89K
- 55.65%
$171.4 - $227.1 $1.52M - $2.02M
7.08K $1.61M
VHT
Vanguard Health Care ETF

ETFs
-3.72K
- 52.76%
$236.71 - $261.92 $882K - $975K
3.34K $828K
MRVL
Marvell Technology, Inc.

Technology
-2.62K
- 11.63%
$49.38 - $79.97 $130K - $210K
19.9K $1.54M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16K
- 46.27%
$45.11 - $52.34 $722K - $838K
18.6K $973K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.66K
- 9.72%
$167.32 - $223.3 $445K - $594K
24.7K $5.42M
MRK
Merck & Co., Inc.

Healthcare
-1.91K
- 12.01%
$73.47 - $87.12 $140K - $167K
14K $1.11M
CRM
Salesforce, Inc.

Technology
-161
- 2.81%
$236.26 - $291.15 $38K - $46.9K
5.58K $1.52M
TT
Trane Technologies PLC

Industrials
-1.45K
- 33.22%
$315.21 - $437.41 $456K - $633K
2.91K $1.27M
CAG
Conagra Brands Inc.

Consumer Defensive
-2.16K
- 6.01%
$20.4 - $26.78 $44K - $57.7K
33.7K $689K
MDB
Mongo Db, Inc.

Technology
-923
- 19.87%
$145.85 - $225.38 $135K - $208K
3.72K $781K
RIO
Rio Tinto PLC

Basic Materials
-2.51K
- 12.27%
$52.32 - $62.75 $131K - $158K
18K $1.05M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-6.6K
- 8.91%
$27.29 - $29.28 $180K - $193K
67.4K $1.97M
AGZ
Ishares Agency Bond ETF

ETFs
-1.39K
- 8.4%
$108.32 - $109.92 $150K - $152K
15.1K $1.66M
META
Meta Platforms, Inc.

Communication Services
-300
- 30.4%
$484.66 - $738.09 $145K - $221K
687 $507K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-810
- 16.4%
$94.78 - $95.97 $76.8K - $77.7K
4.13K $395K
AMAT
Applied Materials Inc

Technology
-1.99K
- 13.73%
$126.95 - $183.52 $253K - $366K
12.5K $2.29M
IVE
Ishares S&P 500 Value ETF

ETFs
-324
- 15.03%
$168.34 - $195.42 $54.5K - $63.3K
1.83K $357K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-750
- 19.26%
$71.86 - $82.66 $53.9K - $62K
3.15K $259K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-633
- 8.26%
$75.05 - $77.34 $47.5K - $49K
7.03K $543K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-433
- 10.53%
$77.94 - $79.5 $33.7K - $34.4K
3.68K $292K
VBK
Vanguard Small Cap Growth ETF

ETFs
-69
- 8.7%
$219.76 - $276.94 $15.2K - $19.1K
724 $200K
VUSB
Vanguard Bd Index Fds
-195
- 1.21%
N/A
15.9K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-176
- 4.48%
$85.42 - $94.39 $15K - $16.6K
3.75K $352K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 4.01%
$416.06 - $551.64 $7.07K - $9.38K
407 $224K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-176
- 1.86%
$30.93 - $34.56 $5.44K - $6.08K
9.3K $308K
ABT
Abbott Laboratories

Healthcare
-2.78K
- 13.67%
$123.95 - $138.08 $345K - $384K
17.6K $2.39M
V
Visa Inc.

Financial Services
-131
- 3.16%
$308.27 - $373.31 $40.4K - $48.9K
4.02K $1.43M
CSCO
Cisco Systems, Inc.

Technology
-3.99K
- 9.57%
$53.19 - $69.38 $212K - $277K
37.7K $2.61M
COST
Costco Wholesale Corp

Consumer Defensive
-124
- 3.02%
$908.13 - $1056.85 $113K - $131K
3.99K $3.95M
WMT
Walmart Inc.

Consumer Defensive
-1.66K
- 3.04%
$81.79 - $99.98 $136K - $166K
53K $5.18M
CHKP
Check Point Software Technologies LTD

Technology
-486
- 4.47%
$204.26 - $233.47 $99.3K - $113K
10.4K $2.3M
MSFT
Microsoft Corp

Technology
-1.11K
- 9.8%
$354.56 - $497.45 $392K - $551K
10.2K $5.07M
ORCL
Oracle Corp

Technology
-432
- 4.37%
$122.82 - $218.63 $53.1K - $94.4K
9.45K $2.07M
NVDA
Nvidia Corp

Technology
-3.26K
- 7.86%
$94.31 - $157.99 $307K - $515K
38.2K $6.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
-708
- 10.65%
$321.63 - $509.31 $228K - $361K
5.94K $3.02M
NFLX
Netflix Inc

Communication Services
-235
- 9.76%
$855.86 - $1339.13 $201K - $315K
2.17K $2.91M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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