KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 10K | $2.32M |
 | JPM | 9K | $2.82M |
 | AMZN | 9K | $1.88M |
 | MRK | 8K | $709.63K |
 | META | 8K | $6.18M |
 | UBER | 8K | $797.77K |
 | KO | 8K | $504.84K |
 | PAYX | 8K | $951.33K |
 | JNJ | 7K | $1.34M |
 | DUK | 7K | $852.88K |
 | VZ | 7K | $293.45K |
 | BMY | 6K | $287.53K |
 | FITB | 6K | $270.33K |
 | BRK-B | 6K | $2.88M |
 | SO | 6K | $536.68K |
 | CAH | 5K | $847.75K |
 | MPC | 5K | $1.01M |
 | IRM | 5K | $529.58K |
 | KR | 5K | $335.90K |
 | DAL | 4K | $248.28K |
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.32M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.82M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.88M
Merck & Co., Inc.
MRK
Shares Held
8K
Value
$709.63K
Meta Platforms, Inc.
META
Shares Held
8K
Value
$6.18M
Uber Technologies, Inc.
UBER
Shares Held
8K
Value
$797.77K
The Coca-Cola Company
KO
Shares Held
8K
Value
$504.84K
Paychex, Inc.
PAYX
Shares Held
8K
Value
$951.33K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.34M
Duke Energy Corporation
DUK
Shares Held
7K
Value
$852.88K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$293.45K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$287.53K
Fifth Third Bancorp
FITB
Shares Held
6K
Value
$270.33K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.88M
The Southern Company
SO
Shares Held
6K
Value
$536.68K
Cardinal Health, Inc.
CAH
Shares Held
5K
Value
$847.75K
Marathon Petroleum Corporation
MPC
Shares Held
5K
Value
$1.01M
Iron Mountain Incorporated
IRM
Shares Held
5K
Value
$529.58K
The Kroger Co.
KR
Shares Held
5K
Value
$335.90K
Delta Air Lines, Inc.
DAL
Shares Held
4K
Value
$248.28K