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Capital Financial Services, LLC13F | |
Capital Financial Services, LLC | |
Last update 2023-01-24 | 79 Stocks (2 new) |
Value $72.00 Mil | Turnover 1 % |
Capital Financial Services, LL... Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 36,240 | 4,708.6 | -4.81% | 6.500 | -0.37% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVEE | NV5 Global Inc | 139,476 | 4,613.8 | -3.37% | 6.370 | -0.22% | 0.220 | +44.82% | +21.60% | 1,535.7 | Construction | |
BRK.B | Berkshire Hathaway Inc | 12,953 | 4,001.0 | -4.88% | 5.520 | -0.26% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
PFE | Pfizer Inc | 71,624 | 3,670.0 | -4.12% | 5.060 | -0.20% | 0.000 | +12.63% | -4.45% | 139,120.9 | Drug Manufacturers | |
ANET | Arista Networks Inc | 92,248 | 2,798.6 | -4.55% | 3.860 | -0.18% | 0.010 | +56.99% | +1.13% | 140,386.9 | Hardware | |
URI | United Rentals Inc | 7,079 | 2,516.0 | -3.94% | 3.470 | -0.12% | 0.010 | +36.95% | +15.27% | 52,522.5 | Business Services | |
BLK | BlackRock Inc | 2,994 | 2,121.6 | -2.28% | 2.930 | -0.06% | 0.000 | +26.68% | +8.82% | 170,835.7 | Asset Management | |
MRNA | Moderna Inc | 11,639 | 2,090.6 | -6.66% | 2.880 | -0.15% | 0.000 | +26.48% | -24.82% | 12,089.5 | Biotechnology | |
MA | Mastercard Inc | 5,500 | 1,912.5 | -1.52% | 2.640 | -0.04% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 25,623 | 1,908.7 | -5.44% | 2.630 | -0.15% | 0.000 | +58.99% | +22.63% | 1,246,839.4 | Semiconductors |
Capital Financial Services, LLC's Historical Top Holdings Breakdowns
Capital Financial Services, LLC Total Holding History ($B)
Capital Financial Services, LLC's Asset Allocation
Capital Financial Services, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Capital Financial Services, LLC's Hypothetical Growth since 2022-12-31
Capital Financial Services, LLC's Yearly Returns
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Capital Financial Services, LLC's Holdings Heat Map
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Capital Financial Services, LLC's Holdings Bubble Chart
Capital Financial Services, LLC News
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