Capstone Capital Wealth Advisors Top Holdings and 13F Report (2024) About Capstone Capital Wealth AdvisorsInvestment ActivityCapstone Capital Wealth Advisors has $122.26 million in total holdings as of September 30, 2024.Capstone Capital Wealth Advisors owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Capstone Capital Wealth Advisors has purchased 25 new stocks and bought additional shares in 9 stocks.Capstone Capital Wealth Advisors sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $55,991,213Dimensional International Core Equity 2 ETF $26,399,195Dimensional Emerging Markets Core Equity 2 ETF $13,082,036Vanguard Short-Term Corporate Bond ETF $9,856,954Vanguard Tax-Exempt Bond ETF $8,571,754 Largest New Holdings this Quarter Alphabet $226,971 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 59,820 shares (about $2.07M)Dimensional International Core Equity 2 ETF 67,571 shares (about $1.75M)Dimensional Emerging Markets Core Equity 2 ETF 20,112 shares (about $526.73K)Vanguard Short-Term Corporate Bond ETF 4,989 shares (about $389.19K)Vanguard Tax-Exempt Bond ETF 5,658 shares (about $283.63K) Largest Sales this Quarter Broadcom 319 shares (about $73.96K)Invesco Taxable Municipal Bond ETF 2,108 shares (about $55.12K)Vanguard Intermediate-Term Corporate Bond ETF 576 shares (about $46.24K)iShares Short-Term National Muni Bond ETF 89 shares (about $9.39K)JPMorgan Chase & Co. 2 shares (about $479.42) 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$55,991,213$2,069,174 ▲3.8%1,618,71145.8%ETFDFICDimensional International Core Equity 2 ETF$26,399,195$1,746,373 ▲7.1%1,021,44321.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,082,036$526,733 ▲4.2%499,50510.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,856,954$389,192 ▲4.1%126,3558.1%ETFVTEBVanguard Tax-Exempt Bond ETF$8,571,754$283,635 ▲3.4%170,9917.0%ETFAAPLApple$872,9640.0%3,4860.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$862,421$46,236 ▼-5.1%10,7440.7%ETFMSFTMicrosoft$702,6410.0%1,6670.6%Computer and TechnologyBABInvesco Taxable Municipal Bond ETF$695,564$55,124 ▼-7.3%26,5990.6%ETFMUBiShares National Muni Bond ETF$650,9670.0%6,1100.5%ETFNVDANVIDIA$575,970$66,339 ▲13.0%4,2890.5%Computer and TechnologyLVSLas Vegas Sands$518,633$205 ▲0.0%10,0980.4%Consumer DiscretionarySUBiShares Short-Term National Muni Bond ETF$426,139$9,388 ▼-2.2%4,0400.3%ETFFMBFirst Trust Managed Municipal ETF$393,2360.0%7,7090.3%ManufacturingAVGOBroadcom$353,556$73,957 ▼-17.3%1,5250.3%Computer and TechnologyAMZNAmazon.com$317,238$4,827 ▲1.5%1,4460.3%Retail/WholesaleMMUWestern Asset Managed Municipals Fund$300,3900.0%29,4500.2%FinanceJPMJPMorgan Chase & Co.$287,173$479 ▼-0.2%1,1980.2%FinanceDFUSDimensional U.S. Equity ETF$263,4790.0%4,1330.2%ETFLLYEli Lilly and Company$263,2520.0%3410.2%MedicalGOOGLAlphabet$226,971$226,971 ▲New Holding1,1990.2%Computer and TechnologyCVXChevron$223,633$1,304 ▲0.6%1,5440.2%Oils/EnergyIQLTiShares MSCI Intl Quality Factor ETF$212,8830.0%5,7350.2%ETFXMHQInvesco S&P MidCap Quality ETF$209,7410.0%2,1300.2%ETFIBMInternational Business Machines$0$248,936 ▼-100.0%00.0%Computer and TechnologyTTEKTetra Tech$0$239,337 ▼-100.0%00.0%Industrial ProductsShowing 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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