$1.27 Billion is the total value of Capstone Financial Advisors, Inc.'s 146 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $180,265,142 | -3.1% | 848,666 | +0.5% | 14.22% | +1.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $170,593,529 | -5.4% | 726,208 | -1.8% | 13.46% | -0.7% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $138,067,055 | -4.4% | 5,269,735 | -0.9% | 10.89% | +0.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $91,535,237 | -0.1% | 1,311,769 | +4.1% | 7.22% | +4.9% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $82,906,408 | -7.6% | 1,711,800 | -0.0% | 6.54% | -2.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $74,440,444 | -3.2% | 1,390,890 | +1.4% | 5.87% | +1.6% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $63,212,145 | -2.7% | 2,806,934 | +0.7% | 4.99% | +2.2% | |
| IXUS | Sell | ISHARES TRcore msci total | $62,732,175 | -4.8% | 1,045,711 | -0.7% | 4.95% | -0.1% |
| MCD | Buy | MCDONALDS CORP | $58,170,086 | -11.0% | 220,810 | +0.8% | 4.59% | -6.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $39,060,245 | +2.4% | 816,647 | +4.6% | 3.08% | +7.5% |
| TLTD | Buy | FLEXSHARES TRm star dev mkt | $31,216,948 | -3.6% | 499,072 | +0.0% | 2.46% | +1.2% |
| AAPL | Buy | APPLE INC | $28,684,885 | -8.9% | 167,542 | +3.2% | 2.26% | -4.4% |
| IWF | ISHARES TRrus 1000 grw etf | $28,483,322 | -3.3% | 107,084 | 0.0% | 2.25% | +1.4% | |
| TILT | Sell | FLEXSHARES TRmornstar usmkt | $27,713,731 | -4.2% | 170,143 | -0.9% | 2.19% | +0.6% |
| REET | Sell | ISHARES TRglobal reit etf | $27,119,346 | -10.3% | 1,281,027 | -2.6% | 2.14% | -5.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $16,739,525 | -8.3% | 177,721 | -4.8% | 1.32% | -3.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $12,807,021 | -24.1% | 136,187 | -21.0% | 1.01% | -20.3% |
| IAGG | Sell | ISHARES TRcore intl aggr | $9,643,648 | -20.4% | 197,697 | -19.5% | 0.76% | -16.4% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,154,536 | -6.4% | 52,481 | -2.1% | 0.64% | -1.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,001,613 | +0.1% | 55,176 | +0.3% | 0.63% | +5.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $7,451,616 | -5.4% | 16,318 | -0.8% | 0.59% | -0.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,698,481 | -7.4% | 26,584 | -1.9% | 0.37% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $4,573,955 | +9.3% | 35,981 | +12.1% | 0.36% | +15.0% |
| MSFT | Buy | MICROSOFT CORP | $4,495,820 | -0.4% | 14,239 | +7.5% | 0.36% | +4.7% |
| CME | Sell | CME GROUP INC | $4,484,072 | +7.8% | 22,396 | -0.2% | 0.35% | +13.1% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $4,104,985 | -4.3% | 21,088 | -1.0% | 0.32% | +0.3% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,076,520 | -1.9% | 43,064 | +3.8% | 0.24% | +3.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,018,292 | -3.4% | 7,061 | +0.2% | 0.24% | +1.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $2,480,595 | -22.0% | 111,538 | -0.1% | 0.20% | -18.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,449,093 | -6.1% | 64,112 | +1.0% | 0.19% | -1.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $2,352,333 | -5.7% | 48,905 | -1.6% | 0.19% | -1.1% |
| MUB | Buy | ISHARES TRnational mun etf | $2,323,378 | -3.3% | 22,658 | +0.7% | 0.18% | +1.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,188,773 | -1.5% | 7,127 | -1.0% | 0.17% | +3.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,171,638 | +3.2% | 3,844 | -1.7% | 0.17% | +8.2% |
| TY | TRI CONTL CORP | $2,007,891 | -3.0% | 75,513 | 0.0% | 0.16% | +1.3% | |
| QCOM | Buy | QUALCOMM INC | $1,981,528 | -6.7% | 17,842 | +0.0% | 0.16% | -2.5% |
| NVDA | Sell | NVIDIA CORPORATION | $1,873,947 | +2.6% | 4,308 | -0.3% | 0.15% | +8.0% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,859,062 | -0.8% | 36,850 | -0.4% | 0.15% | +4.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,722,525 | -3.6% | 34,554 | +0.0% | 0.14% | +1.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,495,605 | +10.7% | 12,720 | +1.0% | 0.12% | +15.7% |
| GIS | Sell | GENERAL MLS INC | $1,458,589 | -16.7% | 22,794 | -0.1% | 0.12% | -12.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,365,820 | +0.3% | 3,899 | -2.4% | 0.11% | +5.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,310,369 | -6.1% | 8,413 | -0.2% | 0.10% | -1.9% |
| UL | Buy | UNILEVER PLCspon adr new | $1,225,752 | -4.4% | 24,813 | +0.9% | 0.10% | +1.0% |
| CI | Sell | THE CIGNA GROUP | $1,184,639 | -8.4% | 4,141 | -10.2% | 0.09% | -4.1% |
| ETN | Sell | EATON CORP PLC | $1,179,748 | +3.7% | 5,531 | -2.2% | 0.09% | +8.1% |
| LW | LAMB WESTON HLDGS INC | $1,145,030 | -19.6% | 12,384 | 0.0% | 0.09% | -15.9% | |
| TSLA | Sell | TESLA INC | $1,120,984 | -7.0% | 4,480 | -2.7% | 0.09% | -3.3% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,025,742 | -10.6% | 7,162 | +4.3% | 0.08% | -5.8% |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $1,023,162 | +9.1% | 6,550 | -3.6% | 0.08% | +15.7% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $984,848 | -3.3% | 32,883 | +0.0% | 0.08% | +1.3% |
| F | Buy | FORD MTR CO DEL | $973,834 | -17.8% | 78,408 | +0.1% | 0.08% | -13.5% |
| KO | Buy | COCA COLA CO | $958,440 | -6.4% | 17,121 | +0.7% | 0.08% | -1.3% |
| MRK | Buy | MERCK & CO INC | $887,378 | -10.8% | 8,620 | +0.0% | 0.07% | -6.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $848,235 | -0.7% | 6,482 | -9.2% | 0.07% | +4.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $827,909 | -11.7% | 14,264 | -2.7% | 0.06% | -7.1% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $816,089 | -4.5% | 31,256 | -0.0% | 0.06% | 0.0% |
| INTC | Buy | INTEL CORP | $780,239 | +6.3% | 21,948 | +0.0% | 0.06% | +12.7% |
| CAT | Buy | CATERPILLAR INC | $758,048 | +11.1% | 2,777 | +0.2% | 0.06% | +17.6% |
| GWW | GRAINGER W W INC | $697,375 | -12.3% | 1,008 | 0.0% | 0.06% | -8.3% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $679,598 | +92.2% | 7,663 | +123.1% | 0.05% | +100.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $674,501 | +5.8% | 4,808 | +0.9% | 0.05% | +10.4% |
| VOO | Buy | VANGUARD INDEX FDS | $672,629 | -2.4% | 1,713 | +1.2% | 0.05% | +1.9% |
| CVX | Buy | CHEVRON CORP NEW | $662,519 | +13.4% | 3,929 | +5.9% | 0.05% | +18.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $641,263 | -3.3% | 25,316 | +0.0% | 0.05% | +2.0% |
| PEP | Sell | PEPSICO INC | $614,971 | -11.7% | 3,629 | -3.5% | 0.05% | -5.8% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $618,652 | -0.9% | 37,179 | +0.1% | 0.05% | +4.3% |
| ABBV | Sell | ABBVIE INC | $591,340 | -12.2% | 3,967 | -20.6% | 0.05% | -7.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $579,152 | -2.3% | 5,264 | +0.4% | 0.05% | +2.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $568,807 | +21.7% | 1,588 | +25.5% | 0.04% | +28.6% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $562,372 | +21.7% | 307 | +42.1% | 0.04% | +25.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $557,164 | -2.4% | 11,059 | -2.5% | 0.04% | +2.3% |
| IWV | ISHARES TRrussell 3000 etf | $559,677 | -3.7% | 2,284 | 0.0% | 0.04% | 0.0% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $550,545 | -3.7% | 7,319 | +0.3% | 0.04% | 0.0% |
| AMGN | Sell | AMGEN INC | $503,998 | +11.5% | 1,875 | -7.9% | 0.04% | +17.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $503,367 | -5.1% | 11,513 | +0.2% | 0.04% | 0.0% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $498,966 | -12.1% | 9,316 | -9.2% | 0.04% | -9.3% |
| FB | Buy | META PLATFORMS INCcl a | $497,749 | +5.1% | 1,658 | +0.4% | 0.04% | +8.3% |
| DIMENSIONAL ETF TRUSTintl core equity | $484,513 | -3.8% | 20,750 | 0.0% | 0.04% | 0.0% | ||
| BA | BOEING CO | $466,166 | -9.2% | 2,432 | 0.0% | 0.04% | -5.1% | |
| PG | Sell | PROCTER AND GAMBLE CO | $453,639 | -4.3% | 3,110 | -0.5% | 0.04% | 0.0% |
| ALK | ALASKA AIR GROUP INC | $448,112 | -30.3% | 12,085 | 0.0% | 0.04% | -27.1% | |
| PFE | Buy | PFIZER INC | $439,422 | +6.5% | 13,248 | +17.7% | 0.04% | +12.9% |
| T | Buy | AT&T INC | $436,675 | +36.7% | 29,073 | +45.2% | 0.03% | +41.7% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $421,159 | +1.7% | 5,584 | +1.9% | 0.03% | +6.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $421,127 | +15.7% | 981 | +20.1% | 0.03% | +22.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $402,344 | +15.5% | 798 | +10.1% | 0.03% | +23.1% |
| HD | Buy | HOME DEPOT INC | $407,734 | +31.4% | 1,349 | +35.0% | 0.03% | +39.1% |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $401,106 | – | 34,224 | +100.0% | 0.03% | – |
| ESTC | Sell | ELASTIC N V | $364,037 | +22.8% | 4,481 | -3.1% | 0.03% | +31.8% |
| ARW | Sell | ARROW ELECTRS INC | $368,958 | -16.5% | 2,946 | -4.5% | 0.03% | -12.1% |
| ABT | Buy | ABBOTT LABS | $363,965 | -8.4% | 3,758 | +3.2% | 0.03% | -3.3% |
| ORCL | New | ORACLE CORP | $355,468 | – | 3,356 | +100.0% | 0.03% | – |
| KMX | CARMAX INC | $353,650 | -15.5% | 5,000 | 0.0% | 0.03% | -9.7% | |
| DLY | New | DOUBLELINE YIELD OPPORTUNITI | $355,642 | – | 24,144 | +100.0% | 0.03% | – |
| Sell | PORTILLOS INC | $346,460 | -34.9% | 22,512 | -4.7% | 0.03% | -32.5% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $335,877 | -4.1% | 6,475 | +0.6% | 0.03% | +3.8% |
| CL | COLGATE PALMOLIVE CO | $341,328 | -7.7% | 4,800 | 0.0% | 0.03% | -3.6% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $334,516 | -5.3% | 26,423 | 0.0% | 0.03% | -3.7% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $317,344 | -6.6% | 802 | -7.2% | 0.02% | -3.8% |
| IGF | Sell | ISHARES TRglb infrastr etf | $319,740 | -18.3% | 7,386 | -11.4% | 0.02% | -13.8% |
| BY | BYLINE BANCORP INC | $312,818 | +9.0% | 15,871 | 0.0% | 0.02% | +13.6% | |
| MPC | MARATHON PETE CORP | $287,546 | +29.8% | 1,900 | 0.0% | 0.02% | +35.3% | |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $295,366 | -9.9% | 13,145 | 0.0% | 0.02% | -8.0% | |
| YUM | YUM BRANDS INC | $292,110 | -9.8% | 2,338 | 0.0% | 0.02% | -4.2% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $278,850 | -2.8% | 2,956 | +2.7% | 0.02% | 0.0% |
| MS | Sell | MORGAN STANLEY | $260,143 | -12.3% | 3,185 | -8.3% | 0.02% | -4.5% |
| DIS | Sell | DISNEY WALT CO | $255,823 | -10.5% | 3,156 | -1.4% | 0.02% | -4.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $255,286 | -30.3% | 7,877 | -20.0% | 0.02% | -28.6% |
| CSX | Buy | CSX CORP | $244,125 | -5.7% | 7,939 | +4.6% | 0.02% | 0.0% |
| RQI | COHEN & STEERS QUALITY INCOM | $241,585 | -12.8% | 23,872 | 0.0% | 0.02% | -9.5% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $243,887 | -5.8% | 588 | +0.3% | 0.02% | 0.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $237,182 | +3.9% | 8,666 | +0.0% | 0.02% | +11.8% |
| LLY | Sell | ELI LILLY & CO | $234,358 | +1.0% | 436 | -11.9% | 0.02% | +5.9% |
| TXN | Buy | TEXAS INSTRS INC | $226,113 | -7.3% | 1,422 | +4.9% | 0.02% | 0.0% |
| CSCO | Sell | CISCO SYS INC | $232,982 | +2.8% | 4,334 | -1.0% | 0.02% | +5.9% |
| IDEV | Sell | ISHARES TRcore msci intl | $226,188 | -5.3% | 3,881 | -0.6% | 0.02% | 0.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $233,657 | +9.1% | 1,772 | +0.1% | 0.02% | +12.5% |
| ENB | New | ENBRIDGE INC | $234,244 | – | 6,984 | +100.0% | 0.02% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $215,169 | – | 3,041 | +100.0% | 0.02% | – |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $216,096 | – | 9,600 | +100.0% | 0.02% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $213,577 | – | 1,276 | +100.0% | 0.02% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $208,529 | -11.5% | 510 | -0.4% | 0.02% | -11.1% |
| COP | New | CONOCOPHILLIPS | $207,014 | – | 1,728 | +100.0% | 0.02% | – |
| Buy | GENERAL ELECTRIC CO | $206,126 | +2.1% | 1,865 | +1.5% | 0.02% | +6.7% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $171,200 | -8.5% | 10,700 | -12.3% | 0.01% | 0.0% |
| ET | ENERGY TRANSFER L P | $155,880 | +10.5% | 11,110 | 0.0% | 0.01% | +9.1% | |
| LUMN | LUMEN TECHNOLOGIES INC | $134,966 | -37.2% | 95,046 | 0.0% | 0.01% | -31.2% | |
| TV | Buy | GRUPO TELEVISA S A Bspon adr rep ord | $122,000 | -20.7% | 40,000 | +33.3% | 0.01% | -16.7% |
| VINP | VINCI PARTNERS INVTS LTD | $102,000 | +9.4% | 10,000 | 0.0% | 0.01% | +14.3% | |
| NDLS | NOODLES & CO | $61,500 | -27.2% | 25,000 | 0.0% | 0.01% | -16.7% | |
| PFN | New | PIMCO INCOME STRATEGY FD II | $68,536 | – | 10,400 | +100.0% | 0.01% | – |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $46,550 | -9.3% | 19,000 | 0.0% | 0.00% | 0.0% | |
| VMEO | VIMEO INC | $35,400 | -14.1% | 10,000 | 0.0% | 0.00% | 0.0% | |
| FOA | FINANCE OF AMERICA COMPAN | $32,000 | -33.0% | 25,000 | 0.0% | 0.00% | -25.0% | |
| New | ZEVIA PBCcl a | $33,300 | – | 15,000 | +100.0% | 0.00% | – | |
| Buy | GULF RES INC | $37,400 | +49.4% | 20,000 | +100.0% | 0.00% | +50.0% | |
| LDI | LOANDEPOT INC | $43,000 | -18.9% | 25,000 | 0.0% | 0.00% | -25.0% | |
| COMP | COMPASS INCcl a | $29,000 | -17.1% | 10,000 | 0.0% | 0.00% | -33.3% | |
| New | POLISHED COM INC | $8,070 | – | 100,000 | +100.0% | 0.00% | – | |
| CINEVERSE CORP | $11,699 | -38.6% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| RGS | REGIS CORP MINN | $7,030 | -36.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
| SLQT | SELECTQUOTE INC | $17,550 | -40.0% | 15,000 | 0.0% | 0.00% | -50.0% | |
| Buy | UPHEALTH INC | $5,880 | -68.7% | 14,000 | +40.0% | 0.00% | -100.0% | |
| UPHWS | UPHEALTH INC*w exp 06/08/202 | $198 | -50.3% | 20,000 | 0.0% | 0.00% | – | |
| HCDIW | HARBOR CUSTOM DEVELOPMENT IN*w exp 05/09/202 | $174 | -17.1% | 30,000 | 0.0% | 0.00% | – | |
| GOEDWS | Exit | POLISHED COM INC*w exp 06/02/202 | $0 | – | -50,000 | -100.0% | 0.00% | – |
| Exit | WHEELS UP EXPERIENCE INC | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| GOED | Exit | POLISHED COM INC | $0 | – | -30,000 | -100.0% | -0.00% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -25,000 | -100.0% | -0.00% | – |
| ASRT | Exit | ASSERTIO HOLDINGS INC | $0 | – | -11,775 | -100.0% | -0.01% | – |
| DPG | Exit | DUFF & PHELPS UTLITY AND INF | $0 | – | -13,647 | -100.0% | -0.01% | – |
| V | Exit | VISA INC | $0 | – | -866 | -100.0% | -0.02% | – |
| DOV | Exit | DOVER CORP | $0 | – | -1,418 | -100.0% | -0.02% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -1,617 | -100.0% | -0.02% | – |
| RYAAY | Exit | RYANAIR HOLDINGS PLCsponsored ads | $0 | – | -2,000 | -100.0% | -0.02% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,198 | -100.0% | -0.02% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -18,500 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 38.4% |
| SPDR S&P MIDCAP 400 ETF TR | 40 | Q3 2023 | 19.1% |
| MCDONALDS CORP | 40 | Q3 2023 | 10.2% |
| APPLE INC | 40 | Q3 2023 | 5.0% |
| JPMORGAN CHASE & CO | 40 | Q3 2023 | 2.6% |
| GRAINGER W W INC | 40 | Q3 2023 | 3.4% |
| CME GROUP INC | 40 | Q3 2023 | 1.8% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 1.5% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 0.9% |
| QUALCOMM INC | 40 | Q3 2023 | 0.9% |
View Capstone Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-09-02 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Capstone Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.