Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED PORTFOL | 43 | Q2 2024 | 38.4% |
SPDR S&P MIDCAP 400 ETF TR | 43 | Q2 2024 | 19.1% |
MCDONALDS CORP | 43 | Q2 2024 | 10.2% |
APPLE INC | 43 | Q2 2024 | 5.0% |
JPMORGAN CHASE & CO. | 43 | Q2 2024 | 2.6% |
GRAINGER W W INC | 43 | Q2 2024 | 3.4% |
CME GROUP INC | 43 | Q2 2024 | 1.8% |
SPDR S&P 500 ETF TR | 43 | Q2 2024 | 1.5% |
JOHNSON & JOHNSON | 43 | Q2 2024 | 0.9% |
QUALCOMM INC | 43 | Q2 2024 | 0.9% |
View Capstone Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-14 |
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 |
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.