Kapstone Financial Advisors LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.5B, Apple Inc. with a value of $19.2B, Ishares Core High Dividend ETF with a value of $11.4B, Microstrategy Inc with a value of $9.82B, and Procter & Gamble CO with a value of $5.5B.
Examining the 13F form we can see an increase of $5.64B in the current position value, from $147B to 153B.
Kapstone Financial Advisors LLC is based out at Dayton, OH
Below you can find more details about Kapstone Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$153 Billion
ETFs: $58.1 Billion
Technology: $39.4 Billion
Financial Services: $10.8 Billion
Communication Services: $10.4 Billion
Consumer Defensive: $9.24 Billion
Healthcare: $8.49 Billion
Consumer Cyclical: $4.17 Billion
Industrials: $3.82 Billion
Other: $6.79 Billion
Stock Holdings Table Market Cap. of $200 Billions or more