CF

Capital Financial Services, LLC

13F
Capital Financial Services, LLC
Last update 2023-01-24 79 Stocks (2 new)
Value $72.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(6.50%)NVEE(6.37%)BRK.B(5.52%)PFE(5.06%)ANET(3.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Capital Financial Services, LL... Top Holdings of 2022-12-31 View Full List
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
4708.620
-4.81%
6.500
-0.37%
0.000
+5.53%
+20.24%
3507012.089
Hardware
NVEE 		NV5 Global Inc
139,476
4613.820
-3.37%
6.370
-0.22%
0.220
-9.40%
-16.09%
1518.654
Construction
BRK.B 		Berkshire Hathaway Inc
12,953
4001.030
-4.88%
5.520
-0.26%
0.000
+3.22%
+27.70%
981481.082
Insurance
PFE 		Pfizer Inc
71,624
3670.010
-4.12%
5.060
-0.20%
0.000
-9.45%
+3.17%
161557.474
Drug Manufacturers
ANET 		Arista Networks Inc
23,062
2798.570
-4.55%
3.860
-0.18%
0.010
+27.90%
+69.13%
125290.450
Hardware
URI 		United Rentals Inc
7,079
2516.020
-3.94%
3.470
-0.12%
0.010
+11.43%
+43.92%
53712.577
Business Services
BLK 		BlackRock Inc
2,994
2121.640
-2.28%
2.930
-0.06%
0.000
+13.20%
+23.24%
145271.081
Asset Management
MRNA 		Moderna Inc
11,639
2090.600
-6.66%
2.880
-0.15%
0.000
-54.78%
-45.96%
21007.240
Biotechnology
MA 		Mastercard Inc
5,500
1912.520
-1.52%
2.640
-0.04%
0.000
+15.11%
+21.30%
474523.222
Credit Services
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
25,623
1908.680
-5.44%
2.630
-0.15%
0.000
+26.51%
+89.33%
1012737.701
Semiconductors

Capital Financial Services, LLC's Historical Top Holdings Breakdowns

Capital Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VIG 		Vanguard Dividend Appreciation FTF2022-12-31Sold Out
-0.41%
●
134.54 ($148.3) 157.8
$197.26
33.01%
Sold Out
0
-2,047
AAPL 		Apple Inc2022-12-31Reduce
-0.37%
●
126.04 ($142.91) 155.74
$230.66
61.40%
Reduce -4.81%
36,240
-1,830
LLY 		Eli Lilly and Co2022-12-31New Buy
+0.30%
●
321.55 ($354.56) 374.76
$831.17
134.42%
New holding
600
600
DUK 		Duke Energy Corp2022-12-31New Buy
+0.28%
●
85.97 ($95.99) 103.84
$113.83
18.59%
New holding
2,000
2,000
BRK.B 		Berkshire Hathaway Inc2022-12-31Reduce
-0.26%
●
264 ($296.98) 318.6
$455.18
53.27%
Reduce -4.88%
12,953
-665
DFAU 		Dimensional US Core Equity Market ETF2022-12-31Add
+0.25%
●
25.13 ($27.08) 28.71
$40.20
48.43%
Add 32.12%
27,416
6,665
NVEE 		NV5 Global Inc2022-12-31Reduce
-0.22%
●
30.3 ($34.78) 38.27
$23.32
-32.95%
Reduce -3.37%
139,476
-1,215
DFAC 		Dimensional U.S. Core Equity 2 ETF2022-12-31Add
+0.21%
●
22.37 ($24.21) 25.68
$34.68
43.25%
Add 65.35%
15,435
6,100
PFE 		Pfizer Inc2022-12-31Reduce
-0.20%
●
41.75 ($47.94) 54.48
$28.51
-40.53%
Reduce -4.12%
71,624
-3,075
ANET 		Arista Networks Inc2022-12-31Reduce
-0.18%
●
100.37 ($123.11) 139.78
$398.82
223.95%
Reduce -4.55%
23,062
-1,100

Capital Financial Services, LLC Total Holding History ($B)

To

Capital Financial Services, LLC's Asset Allocation

To

Capital Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital Financial Services, LLC's Hypothetical Growth since 2022-12-31

Capital Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capital Financial Services, LLC's Holdings Heat Map

Size field:

Capital Financial Services, LLC's Holdings Bubble Chart

Capital Financial Services, LLC News

  • 1

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