Kapstone Financial Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $347.4K | 0.1% |
| FIFTH THIRD BANCORP | $346.4K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $344.4K | 0.1% |
| FedEx Corp | $344.1K | 0.1% |
| NEOS ETF TRUST | $343.2K | 0.1% |
| ADVANCED MICRO DEVICES INC | $338.1K | 0.1% |
| ISHARES TR | $331.7K | 0.1% |
| PROGRESSIVE CORP/OH | $331.0K | 0.1% |
| JOHN HANCOCK PREFERRED INCOME FUND IIHPF | $329.2K | 0.1% |
| COHEN & STEERS CLOSED-END | $328.8K | 0.1% |
| PROSHARES TR | $322.2K | 0.1% |
| WISDOMTREE TR | $318.2K | 0.1% |
| ISHARES TR | $313.7K | 0.1% |
| The Boeing Company | $313.2K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $311.9K | 0.1% |
| GOLDMAN SACHS ETF TR | $303.4K | 0.1% |
| RTX Corp | $302.2K | 0.1% |
| GLOBAL X FDS | $299.5K | 0.1% |
| Walmart Inc. | $298.9K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $298.7K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $296.7K | 0.1% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $296.1K | 0.1% |
| MCDONALD'S CORP | $291.7K | 0.1% |
| NUCOR CORP | $287.3K | 0.1% |
| FORD MOTOR CO | $287.1K | 0.1% |
| Valero Energy Corp | $278.4K | 0.1% |
| NEOS ETF TRUST | $276.9K | 0.1% |
| KROGER CO | $276.7K | 0.1% |
| Seagate Technology Holdings PLC | $275.0K | 0.1% |
| VANECK ETF TRUST | $271.3K | 0.1% |
| ISHARES TR | $269.2K | 0.1% |
| SELECT SECTOR SPDR TR | $267.5K | 0.1% |
| VANGUARD BD INDEX FDS | $260.6K | 0.1% |
| Union Pacific Corp | $253.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $248.8K | 0.1% |
| MCKESSON CORP | $248.6K | 0.1% |
| STATE STR SPDR S&P MIDCAP 40 | $247.6K | 0.1% |
| Broadcom Inc. | $247.0K | 0.1% |
| VERIZON COMMUNICATIONS INC | $245.6K | 0.1% |
| VANGUARD WORLD FD | $244.6K | 0.1% |
| LOWES COMPANIES INC | $236.1K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $235.7K | 0.1% |
| Blackstone Inc | $235.7K | 0.1% |
| Firefly Aerospace Inc.FLY | $235.7K | 0.1% |
| Nuveen S&P 500 Dynamic Overwrite Fund | $234.9K | 0.1% |
| Consolidated Edison Inc | $233.5K | 0.1% |
| Elevance Health Inc | $230.1K | 0.1% |
| SPDR SERIES TRUST | $229.4K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $228.7K | 0.1% |
| Morgan Stanley | $228.1K | 0.1% |