Kapstone Financial Advisors LLC
Q4 2024 13F Holdings
- Locationlebanon, OH
- Num holdings
114
- Value ($000)
$187,429
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001966087
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.09 M | 16 % | 48,094 | ||
MIGA MICROSTRATEGY INC | CL A NEW | 594972408 | $24.04 M | 13 % | 70,452 | ||
AAPL APPLE INC | COM | 037833100 | $21.57 M | 12 % | 90,130 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $11.82 M | 6 % | 103,228 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.17 M | 3 % | 9,123 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $5.22 M | 3 % | 31,412 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.31 M | 2 % | 9,754 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.20 M | 2 % | 31,812 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.62 M | 2 % | 34,843 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.31 M | 2 % | 16,919 |
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