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Home > Institutional Investor > Kapstone Financial Advisors Llc > Profile

Instuitional Investor - Kapstone Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kapstone Financial Advisors Llc
Portfolio Value $187,428,766
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,094 $29,092,337 15.52%
2.
Microstrategy Inc
 MSTR 70,452 $24,041,745 12.82%
3.
Apple Inc.
 AAPL 90,130 $21,573,558 11.51%
4.
Ishares Tr - CORE HIGH DV ETF
 103,228 $11,816,509 6.3%
5.
Meta Platforms Inc.
 META 9,123 $6,171,618 3.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)