Kapstone Financial Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlebanon, OH
- CIK0001966087
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
114 | $187.43M | IVV, MIGA, AAPL, HDV | 13F-HR | Feb 6, 2025 | 000195175725000186 | ||
108 | $164.95M | IVV, AAPL, MIGA, HDV | 13F-HR | Nov 6, 2024 | 000195175724001175 | ||
108 | $152.53M | IVV, AAPL, HDV, MIGA | 13F-HR | Aug 2, 2024 | 000195175724000641 | ||
102 | $146.89M | IVV, AAPL, MIGA, HDV | 13F-HR | May 13, 2024 | 000195175724000472 | ||
97 | $127.54M | IVV, AAPL, HDV, PG | 13F-HR | Feb 5, 2024 | 000195175724000191 | ||
91 | $111.03M | AAPL, IVV, HDV, PG | 13F-HR | Nov 3, 2023 | 000195175723000680 | ||
100 | $120.77M | AAPL, IVV, HDV, PG | 13F-HR | Aug 8, 2023 | 000195175723000488 | ||
94 | $110.89M | AAPL, IVV, HDV, PG | 13F-HR | Apr 20, 2023 | 000195175723000185 | ||
99 | $109.81M | AAPL, IVV, HDV, PG | 13F-HR | Feb 15, 2023 | 000196608723000001 |