Kapstone Financial Advisors LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $225.3K | 0.1% |
| ASTRAZENECA PLC | $224.5K | 0.1% |
| GLOBAL X FDS | $223.4K | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $222.8K | 0.1% |
| Eaton Corp plc | $216.9K | 0.1% |
| Walt Disney Co | $214.9K | 0.1% |
| CONSTRUCTION PARTNERS INC | $213.8K | 0.1% |
| BLACKROCK FLOATING RATE INCOME TRUSTBGT | $211.4K | 0.1% |
| WELLS FARGO & COMPANY/MN | $211.3K | 0.1% |
| GENERAL ELECTRIC CO | $210.0K | 0.1% |
| FIRST TRUST EXCHANGE-TRADED FUND | $206.7K | 0.1% |
| abrdn Total Dynamic Dividend Fund | $206.7K | 0.1% |
| ISHARES TR | $206.3K | 0.1% |
| abrdn World Healthcare FundTHW | $206.0K | 0.1% |
| The PNC Financial Services Group, Inc. | $200.9K | 0.1% |
| ORACLE CORP | $200.8K | 0.1% |
| GABELLI EQUITY TRUST INCGAB | $194.9K | 0.1% |
| EATON VANCE TAX-MANAGED DIVE | $192.9K | 0.1% |
| HIGHLAND GLOBAL ALLOCATION FUND | $176.4K | 0.1% |
| EATON VANCE TAX-MANAGED BUY- | $166.4K | 0.1% |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOF | $132.5K | 0.1% |
| EATON VANCE MUN INCOME TR | $117.0K | 0.0% |
| Voya Global Advantage & Premium Opportunity Fund | $101.9K | 0.0% |
| PUTNAM ETF TRUST | $85.7K | 0.0% |
| NET Power Inc.NPWR | $29.1K | 0.0% |