Capstone Financial Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EXXON MOBIL CORP | $1.61M | 0.1% |
| UNILEVER PLC | $1.55M | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.53M | 0.1% |
| Accenture plc | $1.45M | 0.1% |
| Lumen Technologies, Inc. | $1.40M | 0.1% |
| Tesla Inc | $1.26M | 0.1% |
| COCA COLA CO | $1.19M | 0.1% |
| Cigna Group | $1.15M | 0.1% |
| Broadcom Inc. | $1.06M | 0.1% |
| DARDEN RESTAURANTS INC | $1.03M | 0.1% |
| JOHNSON & JOHNSON | $1.01M | 0.1% |
| ADAMS DIVERSIFIED EQUITY FUND, INC.ADX | $991.4K | 0.1% |
| ALASKA AIR GROUP, INC. | $982.9K | 0.1% |
| GENERAL MILLS INC | $973.2K | 0.1% |
| Palantir Technologies Inc | $968.9K | 0.1% |
| Merck & Co., Inc. | $932.9K | 0.0% |
| ISHARES TR | $910.3K | 0.0% |
| ISHARES TR | $909.7K | 0.0% |
| FIFTH THIRD BANCORP | $908.2K | 0.0% |
| AbbVie Inc. | $877.9K | 0.0% |
| Intercontinental Exchange, Inc. | $815.3K | 0.0% |
| J P MORGAN EXCHANGE TRADED F | $814.2K | 0.0% |
| Alphabet Inc. | $805.7K | 0.0% |
| CrowdStrike Holdings, Inc. | $739.7K | 0.0% |
| HOME DEPOT, INC. | $738.3K | 0.0% |
| DIMENSIONAL ETF TRUST | $715.0K | 0.0% |
| AMERICAN EXPRESS CO | $712.8K | 0.0% |
| BRISTOL MYERS SQUIBB CO | $702.8K | 0.0% |
| VANGUARD WORLD FD | $676.5K | 0.0% |
| ELI LILLY & Co | $660.9K | 0.0% |
| GENERAL ELECTRIC CO | $641.0K | 0.0% |
| SPDR GOLD TR | $640.8K | 0.0% |
| W.W. GRAINGER, INC. | $631.7K | 0.0% |
| SCHWAB STRATEGIC TR | $610.2K | 0.0% |
| J P MORGAN EXCHANGE TRADED F | $594.2K | 0.0% |
| MICRON TECHNOLOGY INC | $581.0K | 0.0% |
| VANGUARD TAX-MANAGED FDS | $578.3K | 0.0% |
| WISDOMTREE TR | $571.6K | 0.0% |
| INTEL CORP | $562.8K | 0.0% |
| Lamb Weston Holdings, Inc. | $562.1K | 0.0% |
| CHEVRON CORP | $548.4K | 0.0% |
| Visa Inc | $547.9K | 0.0% |
| CH Robinson Worldwide Inc | $547.7K | 0.0% |
| Chipotle Mexican Grill Inc | $516.3K | 0.0% |
| Netflix Inc | $512.8K | 0.0% |
| EA SERIES TRUST | $499.2K | 0.0% |
| AMGEN INC | $490.8K | 0.0% |
| PEPSICO INC | $482.6K | 0.0% |
| VANGUARD WORLD FD | $468.8K | 0.0% |
| BYLINE BANCORP, INC.BY | $462.6K | 0.0% |