KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 4K | $568.67K |
 | DOCU | 3K | $238.98K |
 | V | 3K | $1.03M |
 | CRWV | 3K | $392.35K |
 | DHI | 3K | $469.60K |
 | ADI | 3K | $671.74K |
 | NVS | 3K | $345.61K |
 | MU | 3K | $439.72K |
 | WFC | 3K | $214.33K |
 | CINF | 3K | $401.38K |
 | VMC | 3K | $776.74K |
 | WMT | 2K | $233.33K |
 | DIS | 2K | $258.54K |
 | ED | 2K | $212.20K |
 | KMB | 2K | $257.51K |
 | ARM | 2K | $246.62K |
 | HD | 2K | $702.60K |
 | PGR | 2K | $403.02K |
 | BX | 2K | $275.92K |
 | BA | 1K | $295.04K |
Chevron Corporation
CVX
Shares Held
4K
Value
$568.67K
DocuSign, Inc.
DOCU
Shares Held
3K
Value
$238.98K
Visa Inc.
V
Shares Held
3K
Value
$1.03M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3K
Value
$392.35K
D.R. Horton, Inc.
DHI
Shares Held
3K
Value
$469.60K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$671.74K
Novartis AG
NVS
Shares Held
3K
Value
$345.61K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$439.72K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$214.33K
Cincinnati Financial Corporation
CINF
Shares Held
3K
Value
$401.38K
Vulcan Materials Company
VMC
Shares Held
3K
Value
$776.74K
Walmart Inc.
WMT
Shares Held
2K
Value
$233.33K
The Walt Disney Company
DIS
Shares Held
2K
Value
$258.54K
Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$212.20K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$257.51K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
2K
Value
$246.62K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$702.60K
The Progressive Corporation
PGR
Shares Held
2K
Value
$403.02K
Blackstone Inc.
BX
Shares Held
2K
Value
$275.92K
The Boeing Company
BA
Shares Held
1K
Value
$295.04K