Capstone Capital Wealth Advisors Top Holdings and 13F Report (2024) About Capstone Capital Wealth AdvisorsInvestment ActivityCapstone Capital Wealth Advisors has $137.76 million in total holdings as of September 30, 2024.Capstone Capital Wealth Advisors owns shares of 22 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Capstone Capital Wealth Advisors has purchased 23 new stocks and bought additional shares in 8 stocks.Capstone Capital Wealth Advisors sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $62,229,243Dimensional International Core Equity 2 ETF $32,880,224Dimensional Emerging Markets Core Equity 2 ETF $15,454,317Vanguard Short-Term Corporate Bond ETF $10,987,457Vanguard Tax-Exempt Bond ETF $8,761,955 Largest New Holdings this Quarter 46137V472 - Invesco S&P MidCap Quality ETF $209,251 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 52,710 shares (about $1.89M)Vanguard Short-Term Corporate Bond ETF 12,292 shares (about $977.21K)Invesco S&P MidCap Quality ETF 2,130 shares (about $209.25K)Vanguard Tax-Exempt Bond ETF 3,034 shares (about $148.76K)Dimensional International Core Equity 2 ETF 3,145 shares (about $97.78K) Largest Sales this Quarter Broadcom 165 shares (about $45.48K)Apple 217 shares (about $44.52K)Amazon.com 197 shares (about $43.22K)Vanguard Intermediate-Term Corporate Bond ETF 514 shares (about $42.62K)Microsoft 51 shares (about $25.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapstone Capital Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$62,229,243$1,889,126 ▲3.1%1,736,30745.2%ETFDFICDimensional International Core Equity 2 ETF$32,880,224$97,778 ▲0.3%1,057,58223.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$15,454,317$78,860 ▲0.5%520,69811.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,987,457$977,214 ▲9.8%138,2078.0%ETFVTEBVanguard Tax-Exempt Bond ETF$8,761,955$148,757 ▲1.7%178,7066.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$837,990$42,621 ▼-4.8%10,1060.6%ETFMSFTMicrosoft$829,182$25,368 ▼-3.0%1,6670.6%Computer and TechnologyBABInvesco Taxable Municipal Bond ETF$696,5980.0%26,2570.5%ETFAAPLApple$670,906$44,522 ▼-6.2%3,2700.5%Computer and TechnologyNVDANVIDIA$606,366$22,593 ▲3.9%3,8380.4%Computer and TechnologyMUBiShares National Muni Bond ETF$528,042$24,030 ▼-4.4%5,0540.4%ETFLVSLas Vegas Sands$440,539$957 ▲0.2%10,1250.3%Consumer DiscretionarySUBiShares Short-Term National Muni Bond ETF$410,685$18,929 ▼-4.4%3,8620.3%ETFAMZNAmazon.com$323,820$43,220 ▼-11.8%1,4760.2%Retail/WholesaleJPMJPMorgan Chase & Co.$311,0730.0%1,0730.2%FinanceAVGOBroadcom$305,145$45,482 ▼-13.0%1,1070.2%Computer and TechnologyMMUWestern Asset Managed Municipals Fund$291,5550.0%29,4500.2%FinanceDFUSDimensional U.S. Equity ETF$276,9940.0%4,1330.2%ETFGOOGLAlphabet$246,370$14,451 ▲6.2%1,3980.2%Computer and TechnologyLLYEli Lilly and Company$240,875$2,339 ▼-1.0%3090.2%MedicalCVXChevron$217,649$5,012 ▼-2.3%1,5200.2%EnergyXMHQInvesco S&P MidCap Quality ETF$209,251$209,251 ▲New Holding2,1300.2%ETFFMBFirst Trust Managed Municipal ETF$0$388,705 ▼-100.0%00.0%ManufacturingIQLTiShares MSCI Intl Quality Factor ETF$0$255,127 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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