Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Capstone Financial Advisors Inc.
  City: DOWNERS GROVE
  State: IL
  Zip: 60515
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,396,348,000
  Total Value Change : $128,956,000
  Securities Held Change : 5
   
All Securities Held : 151
  New Positions : 11
  Closed Positions : 10
  Increased Positions : 61
  Unchanged Positions : 32
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 39 New $0.00 $1,422,000 32,829 0.1% 1,422,000 32,829 0.486    N/A
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 58 New $56.47 $841,000 13,667 0.06% 841,000 13,667 0.005    N/A
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 79 New $0.00 $540,000 12,267 0.04% 540,000 12,267 0.049    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 118 New $150.60 $246,000 1,667 0.02% 246,000 1,667 0    Semiconductor- Broad...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 124 New $59.94 $229,000 4,657 0.02% 229,000 4,657 0    Domestic Money Center...
   (BNDW)1 Year Chart         BNDW Vanguard Total World Bond Etf 123 New $0.00 $229,000 3,303 0.02% 229,000 3,303 0.059    N/A
   (FICO)1 Year Chart         FICO Fair Isaac Corp 128 New $1,193.01 $221,000 190 0.02% 221,000 190 0.001    Business Services
   (ALL)1 Year Chart         ALL Allstate Corp 129 New $168.18 $220,000 1,568 0.02% 220,000 1,568 0    Property & Casualty I...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 131 New $296.21 $214,000 727 0.02% 214,000 727 0    Networking & Communic...
   (NFLX)1 Year Chart         NFLX Netflix Inc 132 New $579.34 $212,000 436 0.02% 212,000 436 0.001    Music & Video Stores
   (GDDY)1 Year Chart         GDDY Godaddy Inc. 133 New $123.64 $212,000 2,000 0.02% 212,000 2,000 0    N/A

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results