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| Name: |
Kapstone Financial Advisors LLC |
| City: |
DAYTON |
| State: |
OH |
| Zip: |
45459 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CMG |
Chipotle Mexican Grill Inc |
29 |
New |
$3,129.52 |
$1,017,000 |
350 |
0.69% |
1,017,000 |
350 |
0.001 |
Restaurants |
|
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VLO |
Valero Energy Corp |
97 |
New |
$157.14 |
$221,000 |
1,294 |
0.15% |
221,000 |
1,294 |
0 |
Oil & Gas Refining, P... |
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COP |
ConocoPhillips |
99 |
New |
$116.48 |
$210,000 |
1,652 |
0.14% |
210,000 |
1,652 |
0 |
Integrated Oil & Gas |
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MCK |
McKesson Corp |
100 |
New |
$531.10 |
$204,000 |
380 |
0.14% |
204,000 |
380 |
0 |
Drugs Wholesale |
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IWB |
ishares trust Russell 1000 |
101 |
New |
$288.86 |
$202,000 |
700 |
0.14% |
202,000 |
700 |
0.001 |
Closed - End Fund - E... |
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