$1.49 Billion is the total value of Capstone Financial Advisors, Inc.'s 151 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $226,941,696 | +10.7% | 873,189 | +1.0% | 15.25% | +3.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $201,981,401 | +8.9% | 701,251 | -0.8% | 13.57% | +2.2% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $169,562,839 | +9.4% | 5,307,131 | +0.1% | 11.39% | +2.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $106,055,264 | +2.7% | 1,460,213 | +4.0% | 7.13% | -3.6% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $94,960,784 | +3.3% | 1,739,642 | +1.3% | 6.38% | -3.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $90,046,884 | +7.4% | 1,493,315 | +3.2% | 6.05% | +0.8% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $73,044,155 | +6.3% | 2,871,232 | +2.0% | 4.91% | -0.3% | |
| IXUS | Buy | ISHARES TRcore msci total | $70,524,763 | +4.9% | 1,039,269 | +0.4% | 4.74% | -1.5% |
| MCD | Buy | MCDONALDS CORP | $62,282,708 | -4.7% | 220,900 | +0.2% | 4.18% | -10.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $45,748,967 | +2.3% | 930,046 | +2.6% | 3.07% | -4.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $36,258,899 | +11.3% | 107,577 | +0.1% | 2.44% | +4.4% |
| TLTD | Buy | FLEXSHARES TRm star dev mkt | $35,965,044 | +5.1% | 501,879 | +0.1% | 2.42% | -1.4% |
| TILT | Sell | FLEXSHARES TRmornstar usmkt | $32,943,576 | +7.6% | 166,057 | -1.0% | 2.21% | +1.0% |
| AAPL | Sell | APPLE INC | $28,354,827 | -11.8% | 165,354 | -1.0% | 1.90% | -17.3% |
| REET | Sell | ISHARES TRglobal reit etf | $21,150,328 | -4.2% | 893,173 | -2.2% | 1.42% | -10.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $19,674,281 | +7.9% | 170,636 | -1.5% | 1.32% | +1.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,607,749 | +18.0% | 52,959 | +0.2% | 0.71% | +10.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $9,604,554 | -6.6% | 98,066 | -5.3% | 0.64% | -12.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,029,808 | +9.3% | 16,229 | -0.4% | 0.61% | +2.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,478,583 | +3.6% | 46,430 | -3.3% | 0.57% | -2.7% |
| AMZN | Buy | AMAZON COM INC | $7,523,081 | +40.6% | 41,707 | +18.4% | 0.50% | +31.9% |
| IAGG | Sell | ISHARES TRcore intl aggr | $7,359,430 | -2.8% | 147,336 | -3.1% | 0.49% | -8.9% |
| GWW | Buy | GRAINGER W W INC | $6,297,087 | +679.4% | 6,190 | +534.9% | 0.42% | +629.3% |
| MSFT | Sell | MICROSOFT CORP | $6,109,980 | +11.3% | 14,523 | -0.5% | 0.41% | +4.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $5,350,579 | +3.8% | 25,443 | -0.9% | 0.36% | -2.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $4,923,855 | +7.8% | 97,309 | +8.7% | 0.33% | +1.2% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $4,798,116 | +8.3% | 20,133 | -1.4% | 0.32% | +1.6% |
| CME | Buy | CME GROUP INC | $4,337,283 | +2.3% | 20,146 | +0.1% | 0.29% | -4.3% |
| NVDA | Buy | NVIDIA CORPORATION | $4,272,089 | +109.0% | 4,728 | +14.5% | 0.29% | +96.6% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $4,128,493 | +5.9% | 48,536 | +0.9% | 0.28% | -0.7% |
| QCOM | Sell | QUALCOMM INC | $3,023,338 | +17.0% | 17,858 | -0.1% | 0.20% | +9.7% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $2,792,016 | -1.5% | 65,204 | +0.6% | 0.19% | -7.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,750,840 | +8.4% | 3,755 | -2.3% | 0.18% | +1.6% |
| TY | TRI CONTL CORP | $2,325,801 | +6.8% | 75,513 | 0.0% | 0.16% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $2,297,774 | -16.8% | 105,937 | +0.2% | 0.15% | -22.2% |
| MUB | Sell | ISHARES TRnational mun etf | $2,186,357 | -7.4% | 20,319 | -6.7% | 0.15% | -13.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,127,839 | -14.9% | 6,139 | -13.9% | 0.14% | -20.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,932,514 | +10.2% | 3,695 | +0.1% | 0.13% | +3.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,689,650 | +18.6% | 4,018 | +0.6% | 0.11% | +11.8% |
| ETN | Sell | EATON CORP PLC | $1,688,472 | +28.3% | 5,400 | -1.2% | 0.11% | +20.2% |
| CI | Buy | THE CIGNA GROUP | $1,513,561 | +22.0% | 4,167 | +0.6% | 0.10% | +14.6% |
| GIS | Sell | GENERAL MLS INC | $1,502,186 | +5.7% | 21,469 | -1.6% | 0.10% | -1.0% |
| Buy | AMERICAN CENTY ETF TRreal estate etf | $1,482,769 | +4.3% | 35,070 | +6.8% | 0.10% | -2.0% | |
| XOM | Buy | EXXON MOBIL CORP | $1,466,661 | +16.6% | 12,618 | +0.3% | 0.10% | +10.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,387,844 | +0.1% | 8,773 | -0.8% | 0.09% | -6.1% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,345,720 | +13.9% | 44,531 | +7.9% | 0.09% | +5.9% |
| LW | LAMB WESTON HLDGS INC | $1,319,387 | -1.4% | 12,385 | 0.0% | 0.09% | -7.3% | |
| MRK | Buy | MERCK & CO INC | $1,311,436 | +29.7% | 9,939 | +7.1% | 0.09% | +22.2% |
| UL | Buy | UNILEVER PLCspon adr new | $1,268,801 | +4.5% | 25,280 | +0.9% | 0.08% | -2.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,200,525 | +64.7% | 22,138 | +55.8% | 0.08% | +55.8% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $1,195,433 | +9.3% | 32,716 | -0.5% | 0.08% | +2.6% |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $1,177,499 | +0.6% | 6,409 | -2.2% | 0.08% | -6.0% |
| DRI | Sell | DARDEN RESTAURANTS INC | $1,106,032 | -4.7% | 6,617 | -6.4% | 0.07% | -10.8% |
| KO | Buy | COCA COLA CO | $1,036,896 | +4.1% | 16,948 | +0.2% | 0.07% | -1.4% |
| CAT | Buy | CATERPILLAR INC | $1,034,933 | +25.5% | 2,824 | +1.3% | 0.07% | +18.6% |
| QQQ | INVESCO QQQ TRunit ser 1 | $1,013,716 | +8.4% | 2,283 | 0.0% | 0.07% | +1.5% | |
| INTC | Buy | INTEL CORP | $995,972 | -11.7% | 22,549 | +0.4% | 0.07% | -17.3% |
| FB | Buy | META PLATFORMS INCcl a | $978,623 | +62.7% | 2,015 | +18.6% | 0.07% | +53.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $966,361 | +19.6% | 5,061 | +2.4% | 0.06% | +12.1% |
| FITB | Sell | FIFTH THIRD BANCORP | $909,608 | +4.1% | 24,445 | -3.5% | 0.06% | -3.2% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $892,379 | +27.1% | 307 | 0.0% | 0.06% | +20.0% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $882,186 | -2.0% | 5,845 | -9.3% | 0.06% | -7.8% |
| VOO | Buy | VANGUARD INDEX FDS | $844,419 | +15.1% | 1,757 | +4.6% | 0.06% | +7.5% |
| IGF | Buy | ISHARES TRglb infrastr etf | $807,264 | +2.9% | 16,952 | +1.7% | 0.05% | -3.6% |
| TSLA | Buy | TESLA INC | $791,054 | -27.1% | 4,500 | +3.0% | 0.05% | -32.1% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $784,435 | +10.3% | 8,418 | +0.7% | 0.05% | +3.9% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $749,312 | +10.3% | 38,387 | +0.1% | 0.05% | +2.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $713,376 | +7.4% | 5,191 | +0.3% | 0.05% | 0.0% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $692,576 | +9.9% | 2,308 | +0.3% | 0.05% | +4.4% |
| ALK | Buy | ALASKA AIR GROUP INC | $686,637 | +38.6% | 15,972 | +25.9% | 0.05% | +31.4% |
| ABBV | Sell | ABBVIE INC | $672,145 | +14.8% | 3,691 | -2.3% | 0.04% | +7.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $640,621 | +23.3% | 1,219 | +12.0% | 0.04% | +16.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $610,083 | +4.6% | 10,402 | +0.2% | 0.04% | -2.4% |
| PEP | Sell | PEPSICO INC | $613,259 | +1.8% | 3,504 | -1.2% | 0.04% | -4.7% |
| ICSH | Buy | ISHARES TRblackrock ultra | $573,903 | +0.8% | 11,351 | +0.4% | 0.04% | -4.9% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $579,795 | -12.1% | 11,427 | -12.1% | 0.04% | -17.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $585,112 | +5.2% | 11,663 | +0.4% | 0.04% | -2.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $560,509 | +7.2% | 9,687 | +1.9% | 0.04% | +2.7% |
| AMGN | Buy | AMGEN INC | $547,414 | +1.2% | 1,925 | +2.5% | 0.04% | -5.1% |
| DIMENSIONAL ETF TRUSTintl core equity | $555,063 | +4.8% | 20,750 | 0.0% | 0.04% | -2.6% | ||
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $537,901 | -0.4% | 12,394 | +1.0% | 0.04% | -7.7% |
| CVX | Sell | CHEVRON CORP NEW | $514,960 | +5.2% | 3,265 | -0.5% | 0.04% | 0.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $518,442 | +13.6% | 3,195 | +2.6% | 0.04% | +6.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $488,748 | +9.7% | 8,006 | +0.1% | 0.03% | +3.1% |
| LLY | Buy | ELI LILLY & CO | $488,732 | +91.2% | 628 | +43.1% | 0.03% | +83.3% |
| BA | Sell | BOEING CO | $454,878 | -34.3% | 2,357 | -11.3% | 0.03% | -38.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $439,529 | +30.3% | 1,371 | +3.8% | 0.03% | +25.0% |
| ESTC | ELASTIC N V | $449,176 | -11.1% | 4,481 | 0.0% | 0.03% | -16.7% | |
| CL | COLGATE PALMOLIVE CO | $432,240 | +13.0% | 4,800 | 0.0% | 0.03% | +7.4% | |
| KMX | CARMAX INC | $435,550 | +13.5% | 5,000 | 0.0% | 0.03% | +7.4% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $434,645 | +3.8% | 34,224 | 0.0% | 0.03% | -3.3% | |
| F | Sell | FORD MTR CO DEL | $412,163 | -6.0% | 31,036 | -13.7% | 0.03% | -9.7% |
| UNH | UNITEDHEALTH GROUP INC | $417,527 | -6.0% | 844 | 0.0% | 0.03% | -12.5% | |
| DIS | Buy | DISNEY WALT CO | $423,974 | +56.2% | 3,465 | +15.3% | 0.03% | +47.4% |
| ABT | Sell | ABBOTT LABS | $407,938 | +1.0% | 3,589 | -2.2% | 0.03% | -6.9% |
| HD | Sell | HOME DEPOT INC | $388,738 | -5.8% | 1,013 | -14.9% | 0.03% | -13.3% |
| MA | MASTERCARD INCORPORATEDcl a | $386,053 | +12.9% | 802 | 0.0% | 0.03% | +8.3% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $384,856 | +7.2% | 24,144 | 0.0% | 0.03% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $390,306 | +38.5% | 1,937 | +1.9% | 0.03% | +30.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $367,397 | -8.9% | 5,849 | +4.7% | 0.02% | -13.8% |
| ARW | Sell | ARROW ELECTRS INC | $365,984 | +1.6% | 2,827 | -4.0% | 0.02% | -3.8% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $363,257 | +2.0% | 15,048 | -2.2% | 0.02% | -7.7% |
| Buy | PORTILLOS INC | $361,761 | +0.9% | 25,512 | +13.3% | 0.02% | -7.7% | |
| MCD | New | MCDONALDS CORP | $338,340 | – | 1,200 | +100.0% | 0.02% | – |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $349,577 | +3.1% | 26,423 | 0.0% | 0.02% | -4.2% | |
| BY | BYLINE BANCORP INC | $344,719 | -7.8% | 15,871 | 0.0% | 0.02% | -14.8% | |
| GENERAL ELECTRIC CO | $327,325 | +37.5% | 1,865 | 0.0% | 0.02% | +29.4% | ||
| YUM | YUM BRANDS INC | $324,164 | +6.1% | 2,338 | 0.0% | 0.02% | 0.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $326,808 | +21.5% | 7,789 | +9.2% | 0.02% | +15.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $332,552 | +6.0% | 3,009 | +3.8% | 0.02% | 0.0% |
| VGT | Buy | VANGUARD WORLD FDinf tech etf | $310,435 | +9.0% | 592 | +0.5% | 0.02% | +5.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $308,638 | +25.6% | 1,710 | +2.6% | 0.02% | +16.7% |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $291,180 | +9.2% | 2,000 | 0.0% | 0.02% | +5.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $288,554 | +15.3% | 1,895 | +6.8% | 0.02% | +5.6% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $283,116 | +47.2% | 12,304 | +9.9% | 0.02% | +35.7% |
| PFE | Sell | PFIZER INC | $277,118 | -27.6% | 9,986 | -24.9% | 0.02% | -29.6% |
| CSX | CSX CORP | $281,473 | +6.9% | 7,593 | 0.0% | 0.02% | 0.0% | |
| NFLX | Buy | NETFLIX INC | $272,692 | +28.5% | 449 | +3.0% | 0.02% | +20.0% |
| ALL | ALLSTATE CORP | $271,307 | +23.6% | 1,568 | 0.0% | 0.02% | +12.5% | |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $246,854 | -70.6% | 4,167 | -69.5% | 0.02% | -71.7% |
| IDEV | Sell | ISHARES TRcore msci intl | $251,200 | +3.8% | 3,742 | -1.6% | 0.02% | 0.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $257,057 | +10.7% | 8,809 | -0.0% | 0.02% | 0.0% |
| T | Sell | AT&T INC | $252,193 | -51.5% | 14,329 | -53.7% | 0.02% | -54.1% |
| GDDY | GODADDY INCcl a | $237,360 | +11.8% | 2,000 | 0.0% | 0.02% | +6.7% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $231,909 | +13.0% | 1,570 | +4.3% | 0.02% | +6.7% |
| FICO | FAIR ISAAC CORP | $237,426 | +7.4% | 190 | 0.0% | 0.02% | 0.0% | |
| V | Buy | VISA INC | $239,888 | +7.3% | 860 | +0.1% | 0.02% | 0.0% |
| BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $227,702 | -0.4% | 3,319 | +0.5% | 0.02% | -6.2% |
| HON | Buy | HONEYWELL INTL INC | $220,578 | -1.7% | 1,075 | +0.5% | 0.02% | -6.2% |
| New | EA SERIES TRUSTstrive 500 etf | $220,473 | – | 6,550 | +100.0% | 0.02% | – | |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $211,776 | – | 9,600 | +100.0% | 0.01% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $209,722 | – | 3,453 | +100.0% | 0.01% | – |
| ET | ENERGY TRANSFER L P | $189,413 | +14.0% | 12,041 | 0.0% | 0.01% | +8.3% | |
| JYNT | New | JOINT CORP | $156,720 | – | 12,000 | +100.0% | 0.01% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $148,272 | -14.8% | 95,046 | 0.0% | 0.01% | -16.7% | |
| TV | GRUPO TELEVISA S A Bspon adr rep ord | $128,000 | -4.2% | 40,000 | 0.0% | 0.01% | -10.0% | |
| VINP | VINCI PARTNERS INVTS LTD | $113,000 | +3.2% | 10,000 | 0.0% | 0.01% | 0.0% | |
| PFN | Buy | PIMCO INCOME STRATEGY FD II | $108,364 | +44.1% | 14,526 | +39.7% | 0.01% | +40.0% |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $53,200 | +3.3% | 19,000 | 0.0% | 0.00% | 0.0% | |
| LDI | LOANDEPOT INC | $64,750 | -26.4% | 25,000 | 0.0% | 0.00% | -33.3% | |
| STKS | New | THE ONE GROUP HOSPITALITY IN | $55,700 | – | 10,000 | +100.0% | 0.00% | – |
| Buy | ZEVIA PBCcl a | $43,412 | -13.6% | 37,104 | +48.4% | 0.00% | -25.0% | |
| New | THOUGHTWORKS HOLDING INC | $50,600 | – | 20,000 | +100.0% | 0.00% | – | |
| VMEO | VIMEO INC | $40,900 | +4.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| NDLS | NOODLES & CO | $47,750 | -39.4% | 25,000 | 0.0% | 0.00% | -50.0% | |
| COMP | COMPASS INCcl a | $36,000 | -4.3% | 10,000 | 0.0% | 0.00% | -33.3% | |
| SLQT | SELECTQUOTE INC | $30,000 | +46.0% | 15,000 | 0.0% | 0.00% | +100.0% | |
| GULF RES INC | $29,600 | -10.3% | 20,000 | 0.0% | 0.00% | 0.0% | ||
| FOA | FINANCE OF AMERICA COMPAN | $18,378 | -33.2% | 25,000 | 0.0% | 0.00% | -50.0% | |
| New | TMC THE METALS COMPANY INC | $14,300 | – | 10,000 | +100.0% | 0.00% | – | |
| CINEVERSE CORP | $13,900 | +3.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,729 | -100.0% | -0.01% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -727 | -100.0% | -0.02% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,341 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,657 | -100.0% | -0.02% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,340 | -100.0% | -0.02% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -510 | -100.0% | -0.02% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -6,984 | -100.0% | -0.02% | – |
| RQI | Exit | COHEN & STEERS QUALITY INCOM | $0 | – | -23,872 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-14
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.