Capstone Triton Financial Group, LLC Reduced Holdings in Q4 2024

Capstone Triton Financial Group, LLC

  • $158 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-292
- 2.52%
$406.35 - $454.46 $119K - $133K
11.3K $4.76M
MDB
Mongo Db, Inc.

Technology
-44
- 0.94%
$232.81 - $350.13 $10.2K - $15.4K
4.65K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-948
- 3.61%
$113.92 - $127.38 $108K - $121K
25.3K $2.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.16K
- 9.3%
$80.13 - $83.77 $93.1K - $97.3K
11.3K $909K
BALT
Innovator Etfs Tr
-5.48K
- 6.62%
$30.76 - $31.55 $169K - $173K
77.4K $2.43M
SOXX
Ishares Semiconductor ETF

ETFs
-134
- 2.51%
$211.27 - $239.8 $28.3K - $32.1K
5.21K $1.12M
VNLA
Janus Henderson Short Duration

ETFs
-1.7K
- 1.96%
$48.82 - $49.11 $83K - $83.5K
85K $4.16M
IYR
Ishares Tr

ETFs
-146
- 1.81%
$90.74 - $102.87 $13.2K - $15K
7.91K $736K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.14K
- 2.93%
$61.68 - $67.87 $70.3K - $77.4K
37.7K $2.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 0.63%
$442.29 - $483.08 $19.5K - $21.3K
6.91K $3.13M
AGZ
Ishares Agency Bond ETF

ETFs
-215
- 1.29%
$107.68 - $110.37 $23.2K - $23.7K
16.5K $1.78M
ICLN
Ishares

ETFs
-141
- 0.96%
$11.35 - $14.51 $1.6K - $2.05K
14.5K $165K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-132
- 1.69%
$74.5 - $78.37 $9.83K - $10.3K
7.66K $572K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-200
- 4.64%
$77.86 - $79.27 $15.6K - $15.9K
4.11K $320K
ABT
Abbott Laboratories

Healthcare
-18
- 0.09%
$111.93 - $119.39 $2.01K - $2.15K
20.4K $2.3M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-225
- 2.32%
$30.58 - $33.39 $6.88K - $7.51K
9.48K $296K
IVE
Ishares S&P 500 Value ETF

ETFs
-9
- 0.42%
$189.5 - $206.17 $1.71K - $1.86K
2.16K $411K
XLK
Technology Sector Spdr

ETFs
-68
- 6.01%
$220.26 - $241.44 $15K - $16.4K
1.06K $247K
Gsk PLC
-785
- 10.09%
N/A
7K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 1.77%
$567.81 - $607.81 $7.95K - $8.51K
775 $454K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-33
- 0.61%
$43.97 - $45.33 $1.45K - $1.5K
5.4K $242K
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 1.59%
$570.51 - $610.59 $45.1K - $48.2K
4.89K $2.88M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-721
- 1.31%
$66.77 - $71.52 $48.1K - $51.6K
54.3K $3.74M
BAC
Bank Of America Corp

Financial Services
-33
- 0.46%
$39.22 - $47.77 $1.29K - $1.58K
7.09K $311K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-15
- 0.45%
$60.57 - $82.2 $909 - $1.23K
3.3K $255K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 1.67%
$873.59 - $994.69 $61.2K - $69.6K
4.11K $3.77M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-224
- 1.38%
$198.04 - $221.51 $44.4K - $49.6K
16K $3.36M
V
Visa Inc.

Financial Services
-19
- 0.46%
$273.87 - $320.91 $5.2K - $6.1K
4.15K $1.31M
CSCO
Cisco Systems, Inc.

Technology
-193
- 0.46%
$52.45 - $60.02 $10.1K - $11.6K
41.7K $2.47M
WMT
Walmart Inc.

Consumer Defensive
-1.54K
- 2.73%
$79.1 - $95.7 $121K - $147K
54.6K $4.94M
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 0.23%
$275.15 - $388.2 $4.13K - $5.82K
6.65K $2.27M
NFLX
Netflix Inc

Communication Services
-14
- 0.58%
$687.65 - $936.56 $9.63K - $13.1K
2.41K $2.15M
GOOG
Alphabet Inc.

Communication Services
-472
- 2.11%
$163.08 - $198.16 $77K - $93.5K
21.9K $4.16M
NVDA
Nvidia Corp

Technology
-609
- 1.45%
$117.0 - $148.88 $71.3K - $90.7K
41.4K $5.57M
AAPL
Apple Inc.

Technology
-1.71K
- 2.99%
$221.69 - $259.02 $379K - $443K
55.4K $13.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-898
- 3.18%
$180.88 - $232.93 $162K - $209K
27.3K $6M
MRVL
Marvell Technology, Inc.

Technology
-230
- 1.01%
$70.31 - $124.78 $16.2K - $28.7K
22.6K $2.49M
Activity Summary
Buys All Purchases 54 New Holdings 3 Increased Positions 51 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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