$1.17 Billion is the total value of Capstone Financial Advisors, Inc.'s 141 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 16.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $162,469,000 | -22.3% | 782,004 | -6.5% | 13.83% | -8.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $142,426,000 | -17.8% | 755,092 | -0.7% | 12.12% | -3.6% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $97,518,000 | -25.2% | 4,185,320 | -11.5% | 8.30% | -12.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $77,337,000 | -32.7% | 1,027,600 | -28.9% | 6.58% | -21.1% |
| IXUS | Buy | ISHARES TRcore msci total | $62,043,000 | +2.7% | 1,087,893 | +19.9% | 5.28% | +20.4% |
| IGF | Buy | ISHARES TRglb infrastr etf | $60,492,000 | +237.0% | 1,293,947 | +266.6% | 5.15% | +295.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $58,375,000 | -22.7% | 1,131,072 | -10.6% | 4.97% | -9.4% |
| MCD | Buy | MCDONALDS CORP | $47,233,000 | -0.1% | 191,318 | +0.0% | 4.02% | +17.1% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $46,762,000 | -2.0% | 943,929 | +3.8% | 3.98% | +14.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $36,784,000 | +479.0% | 361,760 | +509.8% | 3.13% | +579.2% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $32,724,000 | -28.7% | 1,526,328 | -17.0% | 2.78% | -16.4% | |
| TLTD | Sell | FLEXSHARES TRm star dev mkt | $29,679,000 | -20.8% | 514,630 | -6.6% | 2.53% | -7.2% |
| TILT | Sell | FLEXSHARES TRmornstar usmkt | $26,831,000 | -21.8% | 184,763 | -6.2% | 2.28% | -8.3% |
| REET | Buy | ISHARES TRglobal reit etf | $26,484,000 | -1.4% | 1,095,277 | +19.1% | 2.25% | +15.5% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $26,174,000 | -66.6% | 506,461 | -62.9% | 2.23% | -60.9% |
| AAPL | Sell | APPLE INC | $23,705,000 | -22.0% | 173,386 | -0.4% | 2.02% | -8.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $23,262,000 | -21.2% | 106,366 | -0.0% | 1.98% | -7.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $20,069,000 | +83.3% | 831,352 | +113.7% | 1.71% | +114.8% |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $19,571,000 | – | 740,477 | +100.0% | 1.67% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $19,560,000 | +27.4% | 233,471 | +53.4% | 1.66% | +49.3% |
| IAGG | Sell | ISHARES TRcore intl aggr | $11,816,000 | -22.6% | 237,213 | -19.0% | 1.01% | -9.2% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $10,747,000 | -59.6% | 215,293 | -58.2% | 0.92% | -52.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,959,000 | -17.0% | 62,446 | -6.2% | 0.76% | -2.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,942,000 | -34.9% | 16,790 | -22.7% | 0.59% | -23.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,980,000 | -16.9% | 53,107 | +0.6% | 0.51% | -2.5% |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $5,964,000 | – | 34,707 | +100.0% | 0.51% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $4,811,000 | -15.3% | 126,948 | +0.1% | 0.41% | -0.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,723,000 | -17.2% | 27,885 | +0.4% | 0.40% | -2.9% |
| CME | CME GROUP INC | $4,476,000 | -13.9% | 21,867 | 0.0% | 0.38% | +0.8% | |
| MSFT | Sell | MICROSOFT CORP | $4,016,000 | -16.8% | 15,638 | -0.2% | 0.34% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $3,261,000 | -31.2% | 30,701 | +2012.9% | 0.28% | -19.2% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $2,990,000 | -50.5% | 59,042 | -50.5% | 0.26% | -41.8% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,694,000 | -17.7% | 61,032 | +0.7% | 0.23% | -3.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,445,000 | +293.7% | 8,805 | +378.3% | 0.21% | +362.2% |
| QCOM | Buy | QUALCOMM INC | $2,247,000 | -16.4% | 17,587 | +0.0% | 0.19% | -2.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,238,000 | -17.5% | 5,933 | -1.2% | 0.19% | -3.6% |
| TY | TRI CONTL CORP | $1,976,000 | -15.2% | 75,513 | 0.0% | 0.17% | -0.6% | |
| GIS | GENERAL MLS INC | $1,809,000 | +11.5% | 23,972 | 0.0% | 0.15% | +30.5% | |
| COST | Sell | COSTCO WHSL CORP NEW | $1,784,000 | -17.2% | 3,722 | -0.5% | 0.15% | -2.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,609,000 | +0.6% | 9,064 | +0.4% | 0.14% | +18.1% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,528,000 | +0.7% | 22,348 | +21.9% | 0.13% | +18.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,508,000 | -17.2% | 34,127 | +0.0% | 0.13% | -3.0% |
| CMF | New | ISHARES TRcalif mun bd etf | $1,408,000 | – | 24,945 | +100.0% | 0.12% | – |
| CI | Buy | CIGNA CORP NEW | $1,258,000 | +10.1% | 4,775 | +0.1% | 0.11% | +28.9% |
| ICSH | Sell | ISHARES TRblackrock ultra | $1,138,000 | -38.9% | 22,733 | -38.8% | 0.10% | -28.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,133,000 | +1.4% | 14,713 | -3.8% | 0.10% | +18.5% |
| UL | Sell | UNILEVER PLCspon adr new | $1,132,000 | -9.8% | 24,695 | -10.3% | 0.10% | +5.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,110,000 | -21.3% | 4,066 | +1.7% | 0.09% | -7.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,076,000 | +1.6% | 12,567 | -2.0% | 0.09% | +19.5% |
| KO | Buy | COCA COLA CO | $1,068,000 | +1.5% | 16,982 | +0.1% | 0.09% | +19.7% |
| TSLA | Sell | TESLA INC | $1,036,000 | -38.3% | 1,539 | -1.2% | 0.09% | -27.9% |
| INTC | Buy | INTEL CORP | $885,000 | -24.4% | 23,667 | +0.1% | 0.08% | -11.8% |
| LW | Buy | LAMB WESTON HLDGS INC | $871,000 | +19.6% | 12,195 | +0.4% | 0.07% | +39.6% |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $852,000 | -7.5% | 12,143 | -2.3% | 0.07% | +9.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $850,000 | -21.9% | 25,304 | +0.0% | 0.07% | -8.9% |
| F | Buy | FORD MTR CO DEL | $818,000 | -25.4% | 73,454 | +13.4% | 0.07% | -12.5% |
| DRI | DARDEN RESTAURANTS INC | $777,000 | -14.9% | 6,870 | 0.0% | 0.07% | 0.0% | |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $766,000 | -1.0% | 6,770 | +0.1% | 0.06% | +16.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $759,000 | +8.7% | 5,374 | +0.2% | 0.06% | +27.5% |
| MRK | Buy | MERCK & CO INC | $766,000 | +11.2% | 8,404 | +0.1% | 0.06% | +30.0% |
| ABBV | Buy | ABBVIE INC | $736,000 | +32.1% | 4,805 | +39.7% | 0.06% | +57.5% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $678,000 | +31.7% | 62,163 | +35.9% | 0.06% | +56.8% |
| VOO | Buy | VANGUARD INDEX FDS | $640,000 | -7.6% | 1,844 | +10.6% | 0.05% | +8.0% |
| AMGN | Buy | AMGEN INC | $632,000 | +0.8% | 2,599 | +0.2% | 0.05% | +17.4% |
| NVDA | Buy | NVIDIA CORPORATION | $640,000 | -44.3% | 4,223 | +0.2% | 0.05% | -34.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $632,000 | -10.7% | 15,499 | +5.1% | 0.05% | +5.9% |
| PEP | Buy | PEPSICO INC | $612,000 | -0.3% | 3,671 | +0.1% | 0.05% | +15.6% |
| PFE | Sell | PFIZER INC | $608,000 | +0.5% | 11,598 | -0.7% | 0.05% | +18.2% |
| RQI | Sell | COHEN & STEERS QUALITY INCOM | $596,000 | -25.1% | 43,872 | -7.8% | 0.05% | -12.1% |
| HD | Buy | HOME DEPOT INC | $571,000 | -7.9% | 2,082 | +0.5% | 0.05% | +8.9% |
| MUB | New | ISHARES TRnational mun etf | $561,000 | – | 5,274 | +100.0% | 0.05% | – |
| CAT | Buy | CATERPILLAR INC | $554,000 | -7.4% | 3,099 | +15.5% | 0.05% | +9.3% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $552,000 | -16.7% | 35,981 | +0.1% | 0.05% | -2.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $493,000 | -22.2% | 226 | -0.9% | 0.04% | -8.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $498,000 | -26.9% | 5,294 | +2.7% | 0.04% | -14.3% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $489,000 | -16.8% | 2,248 | +0.3% | 0.04% | -2.3% |
| CVX | Buy | CHEVRON CORP NEW | $491,000 | +1.2% | 3,390 | +13.8% | 0.04% | +20.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $498,000 | -6.6% | 9,808 | -6.3% | 0.04% | +7.7% |
| T | Sell | AT&T INC | $471,000 | -15.9% | 22,456 | -5.2% | 0.04% | -2.4% |
| GWW | GRAINGER W W INC | $454,000 | -12.0% | 1,000 | 0.0% | 0.04% | +5.4% | |
| KMX | CARMAX INC | $452,000 | -6.2% | 5,000 | 0.0% | 0.04% | +8.6% | |
| PG | Buy | PROCTER AND GAMBLE CO | $439,000 | -5.8% | 3,051 | +0.1% | 0.04% | +8.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $415,000 | -14.1% | 5,348 | +0.0% | 0.04% | 0.0% |
| CL | COLGATE PALMOLIVE CO | $394,000 | +5.9% | 4,911 | 0.0% | 0.03% | +25.9% | |
| Buy | PORTILLOS INC | $371,000 | -33.3% | 22,697 | +0.2% | 0.03% | -20.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $363,000 | -1.9% | 706 | -2.8% | 0.03% | +14.8% |
| ALK | ALASKA AIR GROUP INC | $370,000 | -31.0% | 9,238 | 0.0% | 0.03% | -20.5% | |
| ETN | EATON CORP PLC | $368,000 | -17.1% | 2,922 | 0.0% | 0.03% | -3.1% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $348,000 | -48.6% | 1,243 | -33.5% | 0.03% | -38.8% |
| TXN | Sell | TEXAS INSTRS INC | $351,000 | -31.2% | 2,286 | -17.8% | 0.03% | -18.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $356,000 | -12.3% | 7,127 | +1.1% | 0.03% | +3.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $343,000 | -16.1% | 904 | +0.2% | 0.03% | -3.3% |
| ABT | Sell | ABBOTT LABS | $339,000 | -11.0% | 3,122 | -2.9% | 0.03% | +3.6% |
| DIS | Buy | DISNEY WALT CO | $332,000 | -19.6% | 3,514 | +16.7% | 0.03% | -6.7% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $327,000 | -20.0% | 26,423 | -7.9% | 0.03% | -6.7% |
| ESTC | ELASTIC N V | $313,000 | -23.8% | 4,625 | 0.0% | 0.03% | -10.0% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $317,000 | -20.8% | 145 | +1.4% | 0.03% | -6.9% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $319,000 | -17.8% | 244 | -0.4% | 0.03% | -3.6% |
| BA | Sell | BOEING CO | $302,000 | -28.8% | 2,210 | -0.3% | 0.03% | -16.1% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $310,000 | -2.5% | 11,200 | +12.0% | 0.03% | +13.0% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $295,000 | -49.3% | 4,443 | -38.1% | 0.02% | -40.5% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $287,000 | -30.3% | 13,145 | -9.1% | 0.02% | -20.0% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $287,000 | -98.1% | 6,414 | -98.0% | 0.02% | -97.8% |
| BY | BYLINE BANCORP INC | $275,000 | -10.7% | 11,551 | 0.0% | 0.02% | +4.5% | |
| MS | Buy | MORGAN STANLEY | $265,000 | -12.0% | 3,481 | +0.9% | 0.02% | +4.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $251,000 | -4.6% | 10,296 | +1.2% | 0.02% | +10.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $246,000 | -34.2% | 453 | -28.4% | 0.02% | -22.2% |
| SO | SOUTHERN CO | $236,000 | -1.7% | 3,307 | 0.0% | 0.02% | +17.6% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $222,000 | +2.3% | 9,600 | 0.0% | 0.02% | +18.8% | |
| AMAT | Buy | APPLIED MATLS INC | $208,000 | -29.5% | 2,291 | +2.5% | 0.02% | -14.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $216,000 | -11.1% | 702 | 0.0% | 0.02% | 0.0% | |
| CSCO | Buy | CISCO SYS INC | $209,000 | -23.4% | 4,910 | +0.4% | 0.02% | -10.0% |
| DPG | DUFF & PHELPS UTLITY AND INF | $190,000 | -8.2% | 13,647 | 0.0% | 0.02% | +6.7% | |
| MYOV | MYOVANT SCIENCES LTD | $143,000 | -6.5% | 11,500 | 0.0% | 0.01% | +9.1% | |
| NDLS | NOODLES & CO | $118,000 | -20.8% | 25,000 | 0.0% | 0.01% | -9.1% | |
| ET | Buy | ENERGY TRANSFER L P | $102,000 | -8.9% | 10,178 | +1.8% | 0.01% | +12.5% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $103,000 | – | 11,375 | +100.0% | 0.01% | – |
| VINP | VINCI PARTNERS INVTS LTD | $107,000 | -23.0% | 10,000 | 0.0% | 0.01% | -10.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $95,000 | -12.0% | 10,000 | 0.0% | 0.01% | 0.0% | |
| TV | New | GRUPO TELEVISA S A Bspon adr rep ord | $82,000 | – | 10,000 | +100.0% | 0.01% | – |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $85,000 | -13.3% | 29,000 | 0.0% | 0.01% | 0.0% | |
| NEO | New | NEOGENOMICS INC | $82,000 | – | 10,000 | +100.0% | 0.01% | – |
| USX | U S XPRESS ENTERPRISES INC | $54,000 | -30.8% | 20,000 | 0.0% | 0.01% | -16.7% | |
| FUV | New | ARCIMOTO INC | $49,000 | – | 15,000 | +100.0% | 0.00% | – |
| COMP | COMPASS INCcl a | $36,000 | -54.4% | 10,000 | 0.0% | 0.00% | -50.0% | |
| LDI | LOANDEPOT INC | $36,000 | -65.4% | 25,000 | 0.0% | 0.00% | -62.5% | |
| UPH | UPHEALTH INC | $30,000 | -49.2% | 50,000 | 0.0% | 0.00% | -25.0% | |
| TAST | CARROLS RESTAURANT GROUP INC | $40,000 | -11.1% | 20,000 | 0.0% | 0.00% | 0.0% | |
| DHF | New | BNY MELLON HIGH YIELD STRATEsh ben int | $39,000 | – | 17,000 | +100.0% | 0.00% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $39,000 | – | 10,000 | +100.0% | 0.00% | – |
| FOA | Buy | FINANCE OF AMERICA COMPAN | $39,000 | -15.2% | 25,000 | +66.7% | 0.00% | 0.0% |
| ATIP | ATI PHYSICAL THERAPY INC | $21,000 | -25.0% | 15,000 | 0.0% | 0.00% | 0.0% | |
| WPRT | New | WESTPORT FUEL SYSTEMS INC | $22,000 | – | 21,512 | +100.0% | 0.00% | – |
| GOED | 1847 GOEDEKER INC | $18,000 | -37.9% | 15,000 | 0.0% | 0.00% | 0.0% | |
| VINO | Buy | GAUCHO GROUP HLDGS INC | $12,000 | -53.8% | 20,000 | +100.0% | 0.00% | -50.0% |
| PSTHWS | PERSHING SQUARE TONTINE HLDG*w exp 07/24/202 | $9,000 | -52.6% | 20,000 | 0.0% | 0.00% | 0.0% | |
| GOEDWS | 1847 GOEDEKER INC*w exp 06/02/202 | $13,000 | -58.1% | 50,000 | 0.0% | 0.00% | -50.0% | |
| RGS | REGIS CORP MINN | $11,000 | -47.6% | 10,000 | 0.0% | 0.00% | -50.0% | |
| FVE | ALERISLIFE INC | $12,000 | -45.5% | 10,000 | 0.0% | 0.00% | -50.0% | |
| UPHWS | UPHEALTH INC*w exp 06/08/202 | $1,000 | -75.0% | 20,000 | 0.0% | 0.00% | – | |
| HCDIW | HARBOR CUSTOM DEVELOPMENT IN*w exp 05/09/202 | $5,000 | -28.6% | 30,000 | 0.0% | 0.00% | -100.0% | |
| AFI | Exit | ARMSTRONG FLOORING INC | $0 | – | -20,000 | -100.0% | -0.00% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -16,304 | -100.0% | -0.00% | – |
| XIN | Exit | XINYUAN REAL ESTATE CO LTDspons adr | $0 | – | -75,000 | -100.0% | -0.01% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,487 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -4,205 | -100.0% | -0.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -623 | -100.0% | -0.02% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -936 | -100.0% | -0.02% | – |
| PZZA | Exit | PAPA JOHNS INTL INC | $0 | – | -2,282 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,175 | -100.0% | -0.02% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,059 | -100.0% | -0.02% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -582 | -100.0% | -0.02% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -455 | -100.0% | -0.02% | – |
| MQT | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -23,487 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-09-02
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.