Capstone Capital Wealth Advisors Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode April 20th? (From True Market Insiders) (Ad) About Capstone Capital Wealth AdvisorsInvestment ActivityCapstone Capital Wealth Advisors has $115.75 million in total holdings as of March 31, 2024.Capstone Capital Wealth Advisors owns shares of 21 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Capstone Capital Wealth Advisors has purchased 19 new stocks and bought additional shares in 5 stocks.Capstone Capital Wealth Advisors sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $48,232,487Dimensional International Core Equity 2 ETF $24,476,999Dimensional Emerging Markets Core Equity 2 ETF $12,098,625Vanguard Short-Term Corporate Bond ETF $8,751,028Terran Orbital $7,673,194 Largest New Holdings this Quarter Eli Lilly and Company $265,284 HoldingJPMorgan Chase & Co. $216,324 HoldingAmazon.com $203,108 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 137,558 shares (about $4.39M)Dimensional International Core Equity 2 ETF 69,833 shares (about $1.87M)Dimensional Emerging Markets Core Equity 2 ETF 27,086 shares (about $690.42K)Vanguard Tax-Exempt Bond ETF 13,208 shares (about $668.32K)Vanguard Short-Term Corporate Bond ETF 3,711 shares (about $286.90K) Largest Sales this Quarter iShares National Muni Bond ETF 1,632 shares (about $175.60K)iShares Short-Term National Muni Bond ETF 1,658 shares (about $173.64K)Vanguard Intermediate-Term Corporate Bond ETF 193 shares (about $15.54K)Invesco Taxable Municipal Bond ETF 404 shares (about $10.73K)Chevron 12 shares (about $1.89K) 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$48,232,487$4,394,978 ▲10.0%1,509,62441.7%ETFDFICDimensional International Core Equity 2 ETF$24,476,999$1,868,033 ▲8.3%915,02821.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$12,098,625$690,422 ▲6.1%474,64210.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,751,028$286,897 ▲3.4%113,1947.6%ETFLLAPTerran Orbital$7,673,1940.0%5,857,4006.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$7,425,803$668,325 ▲9.9%146,7556.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,090,991$15,538 ▼-1.4%13,5510.9%ETFMUBiShares National Muni Bond ETF$943,652$175,603 ▼-15.7%8,7700.8%ETFBABInvesco Taxable Municipal Bond ETF$853,131$10,726 ▼-1.2%32,1330.7%ETFMSFTMicrosoft$662,6340.0%1,5750.6%Computer and TechnologyLVSLas Vegas Sands$519,637$52 ▼0.0%10,0510.4%Consumer DiscretionaryAAPLApple$518,7270.0%3,0250.4%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$511,501$173,642 ▼-25.3%4,8840.4%ETFMMUWestern Asset Managed Municipals Fund$369,3450.0%35,3440.3%FinanceCVXChevron$275,572$1,893 ▼-0.7%1,7470.2%Oils/EnergyLLYEli Lilly and Company$265,284$265,284 ▲New Holding3410.2%MedicalAVGOBroadcom$247,852$1,325 ▼-0.5%1870.2%Computer and TechnologyDFUSDimensional U.S. Equity ETF$235,4980.0%4,1330.2%ETFJPMJPMorgan Chase & Co.$216,324$216,324 ▲New Holding1,0800.2%FinanceAMZNAmazon.com$203,108$203,108 ▲New Holding1,1260.2%Retail/WholesaleBYSIBeyondSpring$180,2850.0%50,5000.2%MedicalCATYCathay General Bancorp$0$225,212 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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