Kapstone Financial Advisors LLC Reduced Holdings in Q3 2024

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 5.74%
$148.65 - $191.18 $152K - $196K
16.8K $2.76B
GOOG
Alphabet Inc.

Communication Services
-5
- 0.05%
$149.54 - $192.66 $748 - $963
9.87K $1.63B
XLE
Energy Sector Spdr

ETFs
-1.36K
- 9.88%
$84.35 - $93.39 $115K - $127K
12.4K $1.09B
DIS
Walt Disney CO

Communication Services
-883
- 23.14%
$85.6 - $98.61 $75.6K - $87.1K
2.93K $282M
CVX
Chevron Corp

Energy
-219
- 5.15%
$137.88 - $161.97 $30.2K - $35.5K
4.04K $587M
MLM
Martin Marietta Materials Inc

Basic Materials
-120
- 8.35%
$502.48 - $593.35 $60.3K - $71.2K
1.32K $710M
ELV
Elevance Health, Inc.

Healthcare
-70
- 4.13%
$500.12 - $562.29 $35K - $39.4K
1.63K $852M
BA
Boeing CO

Industrials
-75
- 3.74%
$152.04 - $190.6 $11.4K - $14.3K
1.93K $302M
PEP
Pepsico Inc

Consumer Defensive
-417
- 23.3%
$161.9 - $179.3 $67.5K - $74.8K
1.37K $233M
NVDA
Nvidia Corp

Technology
-132
- 0.67%
$98.91 - $134.91 $13.1K - $17.8K
19.7K $2.39B
FDX
Fedex Corp

Industrials
-27
- 2.27%
$254.64 - $313.52 $6.88K - $8.47K
1.16K $311M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-30
- 2.16%
$169.92 - $205.38 $5.1K - $6.16K
1.36K $261M
KMB
Kimberly Clark Corp

Consumer Defensive
-136
- 5.13%
$135.05 - $148.35 $18.4K - $20.2K
2.52K $359M
MA
Mastercard Inc

Financial Services
-88
- 12.72%
$429.6 - $500.99 $37.8K - $44.1K
604 $298M
BAC
Bank Of America Corp

Financial Services
-53
- 0.42%
$36.65 - $44.13 $1.94K - $2.34K
12.6K $495M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-400
- 9.84%
$125.95 - $142.04 $50.4K - $56.8K
3.66K $519M
DAL
Delta Air Lines, Inc.

Industrials
-412
- 5.27%
$37.32 - $51.8 $15.4K - $21.3K
7.41K $382M
V
Visa Inc.

Financial Services
-75
- 2.44%
$253.74 - $291.56 $19K - $21.9K
3K $826M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8
- 0.38%
$105.53 - $118.34 $844 - $947
2.09K $243M
CINF
Cincinnati Financial Corp

Financial Services
-129
- 4.84%
$115.7 - $138.2 $14.9K - $17.8K
2.54K $344M
KR
Kroger CO

Consumer Defensive
-50
- 0.83%
$50.43 - $57.3 $2.52K - $2.87K
5.95K $336M
CSCO
Cisco Systems, Inc.

Technology
-751
- 4.31%
$44.74 - $53.22 $33.6K - $40K
16.7K $884M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.81%
$213.3 - $270.78 $2.35K - $2.98K
1.35K $361M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 0.11%
$332.02 - $382.76 $2.66K - $3.06K
7.42K $2.77B
MO
Altria Group, Inc.

Consumer Defensive
-200
- 1.45%
$45.95 - $54.71 $9.19K - $10.9K
13.6K $692M
LCNB
Lcnb Corp

Financial Services
-1.5K
- 1.7%
$13.06 - $16.0 $19.6K - $24K
86.9K $1.31B
DUK
Duke Energy Corp

Utilities
-35
- 0.55%
$99.35 - $117.71 $3.48K - $4.12K
6.36K $737M
PAYX
Paychex Inc

Industrials
-25
- 0.33%
$116.17 - $135.19 $2.9K - $3.38K
7.51K $998M
DGRO
Ishares Core Dividend Growth E

ETFs
-108
- 0.43%
$57.47 - $62.76 $6.21K - $6.78K
25.3K $1.58B
JNJ
Johnson & Johnson

Healthcare
-16
- 0.2%
$145.48 - $167.38 $2.33K - $2.68K
7.83K $1.26B
FTCS
First Trust Capital Strength E

ETFs
-44
- 0.2%
$83.58 - $90.94 $3.68K - $4K
21.5K $1.95B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-457
- 1.42%
$117.9 - $128.2 $53.9K - $58.6K
31.8K $4.06B
PG
Procter & Gamble CO

Consumer Defensive
-44
- 0.13%
$160.76 - $177.82 $7.07K - $7.82K
33.3K $5.78B
HDV
Ishares Core High Dividend ETF

ETFs
-234
- 0.22%
$107.62 - $118.76 $25.2K - $27.8K
105K $12.3B
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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