Kapstone Financial Advisors LLC Incresed Positions in Q4 2024

Kapstone Financial Advisors LLC

  • $187 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
161
+ 0.23%
$162.69 - $473.83 $26.2K - $76.3K
70.5K $24B
IVV
Ishares Core S&P 500 ETF

ETFs
5.14K
+ 11.97%
$570.51 - $610.59 $2.93M - $3.14M
48.1K $29.1B
PLTR
Palantir Technologies Inc.

Technology
2.85K
+ 8.4%
$36.46 - $82.38 $104K - $235K
36.8K $2.94B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.28K
+ 14.02%
$94.43 - $105.47 $405K - $452K
34.8K $3.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
954
+ 23.6%
$481.22 - $538.17 $459K - $513K
5K $2.6B
GOOGL
Alphabet Inc.

Communication Services
72
+ 0.43%
$161.86 - $196.66 $11.7K - $14.2K
16.9K $3.31B
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 4.87%
$213.65 - $479.86 $21.6K - $48.5K
2.17K $846M
AXON
Axon Enterprise, Inc.

Industrials
89
+ 15.51%
$399.22 - $689.78 $35.5K - $61.4K
663 $424M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
246
+ 5.24%
$442.29 - $483.08 $109K - $119K
4.94K $2.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 6.82%
$567.81 - $607.81 $69.8K - $74.8K
1.93K $1.16B
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.05%
$118.38 - $133.06 $474 - $532
7.64K $990M
THW
Tekla World Healthcare Fund

Financial Services
5.9K
+ 56.19%
$10.96 - $13.33 $64.7K - $78.6K
16.4K $196M
RDVY
First Trust Rising Dividend Ac

ETFs
140
+ 1.08%
$58.65 - $64.37 $8.21K - $9.01K
13.2K $825M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6.4K
+ 54.42%
$8.1 - $9.04 $51.8K - $57.9K
18.2K $158M
MA
Mastercard Inc

Financial Services
3
+ 0.5%
$491.3 - $536.15 $1.47K - $1.61K
607 $333M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.28K
+ 8.39%
$17.93 - $18.8 $22.9K - $24K
16.5K $303M
PGR
Progressive Corp

Financial Services
80
+ 5.44%
$239.6 - $268.88 $19.2K - $21.5K
1.55K $382M
HQL
Tekla Life Sciences Investors

Financial Services
1.3K
+ 11.0%
$13.12 - $15.25 $17.1K - $19.8K
13.1K $185M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
353
+ 2.04%
$5.55 - $6.07 $1.96K - $2.14K
17.6K $101M
IRM
Iron Mountain Inc

Real Estate
4
+ 0.07%
$101.62 - $128.14 $406 - $513
5.79K $583M
LMT
Lockheed Martin Corp

Industrials
28
+ 1.98%
$479.66 - $614.62 $13.4K - $17.2K
1.44K $655M
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.31%
$164.99 - $203.87 $7.09K - $8.77K
14.1K $2.47B
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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