Capstone Financial Group, Inc.

Q3 2020 13F Holdings

  • Location
    oklahoma city, OK
  • Num holdings

    156

  • Value ($000)

    $129,392

  • Date Filed
    10/09/2020
  • Form type
    13F-HR
  • CIK
    0001808129
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGZ

ISHARES AGENCY BOND ETF

ETF
464288166
$13.28M
10 %

109,906

A
AAPL

APPLE INC COM

STOCK
037833100
$11.40M
9 %

100,712

S
SHOP

SHOPIFY INC CLS A

STOCK
82509L107
$7.80M
6 %

7,495

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.45M
5 %

2,079

M
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

ETF
72201R833
$3.80M
3 %

37,294

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$3.79M
3 %

18,397

M
MDB

MONGODB INC CL A

STOCK
60937P106
$3.75M
3 %

15,229

A
ANGL

VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF

ETF
92189F437
$3.41M
3 %

113,986

A
ABT

ABBOTT LABS COM

STOCK
002824100
$2.87M
2 %

27,004

P
PYPL

PAYPAL HLDGS INC COM

STOCK
70450Y103
$2.80M
2 %

14,612

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