Capstone-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "PTLO", "GDX", "LYFT", null, "ACN", "ABT", "ABBV", "ALL", "GOOGL", null, "MODG", "T", "ADX", "CAT", "AVGO", "KMX", "HTZ", null, null, "RYAAY", null, "FITB", "GIS", "HON", "HD", "MCD", null, "QCOM", null, "GGB", null, "ICE", "MUB", "META", "LDI", "NDLS", "IJH", "STKS", null, "LRCX", null, "MPC", "MA", "MSFT", "FICO", "GE", "ADM", "ALK", "IJR", null, "IWF", "PANW", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", null, "MSTR", "SCHX", null, "GLD", "IBM", "CI", "UL", null, null, "IWV", null, null, null, "TY", "VIG", "GDDY", null, "TV", "DRI", "F", "COFS", "EB", "GURE", null, "AMZN", "SCHB", "AMC", "ABEV", null, "VEU", "VGT", "ESGV", "VEA", "VONE", "VXUS", null, "VTWO", "BNDX", "VTEB", "BND", "VOO", "VTV", "V", "WMT", "WBA", "WFC", "WTFC", null, "ZVIA", "ESTC", "LW", "LUMN", "IXUS", null, "GWW", "BRK-A", "BRK-B", "BA", "BMY", "BY", "CBOE", "CE", "CVX", "CMG", "CSCO", "CME", "KO", "CL", "COST", "CRWD", "CSX", null, "DFAX", "DFAC", "IWB", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 156
- Total Value
- 1523587835
- Accession Number
- 0001599217-25-000003
- Form Type
- 13F-HR
- Manager Name
- Capstone-Financial-Advisors
Data Enrichment
84% identified131 identified25 unidentified
Holdings
156 positions
Manager:
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25400Q105
Shares:—
Value:$1.3M
25434V104
Shares:—
Value:$1.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $2.0M | |||
Accenture plc(ACNcusipG1151C101) | — | All Managers (Combined) | $1.8M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | — | All Managers (Combined) | $1.6M | ||
— | All Managers (Combined) | $1.6M | |||
UNILEVER PLC(ULcusip904767704) | — | All Managers (Combined) | $1.6M | ||
— | All Managers (Combined) | $1.5M | |||
Eaton Corp plc(ETNcusipG29183103) | — | All Managers (Combined) | $1.5M | ||
— | All Managers (Combined) | $1.4M | |||
— | All Managers (Combined) | $1.4M | |||
Cigna Group(CIcusip125523100) | — | All Managers (Combined) | $1.4M | ||
— | All Managers (Combined) | $1.4M | |||
(cusip25400Q105)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
— | All Managers (Combined) | $1.3M | |||
(cusip25434V104)✕ | — | All Managers (Combined) | $1.3M | ||
— | All Managers (Combined) | $1.3M | |||
COCA COLA CO(KOcusip191216100) | — | All Managers (Combined) | $1.2M | ||
— | All Managers (Combined) | $1.2M | |||
— | All Managers (Combined) | $1.1M | |||
— | All Managers (Combined) | $961.8K | |||
CATERPILLAR INC(CATcusip149123101) | — | All Managers (Combined) | $943.2K |