Kapstone Financial Advisors LLC
Q1 2025 13F Holdings
- Locationlebanon, OH
- Num holdings
112
- Value ($000)
$176,781
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.15 M | 16 % | 50,094 | ||
MIGA MICROSTRATEGY INC | CL A NEW | 594972408 | $19.80 M | 11 % | 68,700 | ||
AAPL APPLE INC | COM | 037833100 | $19.32 M | 11 % | 86,974 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.46 M | 7 % | 102,877 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $5.48 M | 3 % | 32,132 | ||
META META PLATFORMS INC | CL A | 30303M102 | $5.25 M | 3 % | 9,111 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.08 M | 2 % | 31,661 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.72 M | 2 % | 9,899 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.51 M | 2 % | 37,837 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $3.14 M | 2 % | 37,253 |
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