Capital Financial Services, LLC
Q4 2022 13F Holdings
- Locationclifton park, NY
- Num holdings
79
- Value ($000)
$72,474
- Date Filed 01/23/2023
- Form type13F-HR
- CIK 0001926723
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $4.71M | 7 % | 36,240 | ||
N NV5 GLOBAL INC | COM | 62945V109 | $4.61M | 6 % | 34,869 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.00M | 6 % | 12,953 | ||
P PFIZER INC | COM | 717081103 | $3.67M | 5 % | 71,624 | ||
A ARISTA NETWORKS INC | COM | 040413106 | $2.80M | 4 % | 23,062 | ||
U UNITED RENTALS INC | COM | 911363109 | $2.52M | 4 % | 7,079 | ||
B BLACKROCK INC | COM | 09247X101 | $2.12M | 3 % | 2,994 | ||
M MODERNA INC | COM | 60770K107 | $2.09M | 3 % | 11,639 | ||
M MASTERCARD INCORPORATED | CL A | 57636Q104 | $1.91M | 3 % | 5,500 | ||
T TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $1.91M | 3 % | 25,623 |
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