Capital Financial Services, LLC

13F Filings History

Latest 13F report
Q4 2022 - Jan 23, 2023
Value $
$72.5M
Signature - Title
William J. Jerome - Executive Vice President
Location
Clifton Park, NY
Summary
This page shows a list of all the recent 13F filings made by Capital Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Financial Services, LLC reported 79 stock holdings with total value $72.5M as of Q4 2022. Top holdings included AAPL, NVEE, BRKB, PFE, and ANET.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 79 $72.5M +$754K -$2.93M -$2.17M AAPL, NVEE, BRKB, PFE, ANET 13F-HR 1/23/2023, 04:53 PM
Q3 2022 78 $67.6M +$2.45M -$1.33M +$1.12M AAPL, NVEE, BRKB, PFE, ANET 13F-HR 11/8/2022, 09:46 AM
Q2 2022 75 $71M +$2.4M -$1.89M +$508K AAPL, NVEE, PFE, BRKB, ANET 13F-HR 7/27/2022, 11:30 AM
Q1 2022 73 $84.6M +$716K -$2.23M -$1.51M AAPL, NVEE, BRKB, PFE, ANET 13F-HR 5/11/2022, 12:01 PM
Q4 2021 76 $91.6M +$6.15M -$2.39M +$3.76M AAPL, NVEE, PFE, BRKB, ANET 13F-HR 7/28/2022, 11:50 AM
Q3 2021 74 $81.8M +$7.42M -$2.32M +$5.09M AAPL, BRKB, NVEE, PFE, TSM 13F-HR 7/28/2022, 11:57 AM
Q2 2021 64 $78.8M +$660K -$1.52M -$864K AAPL, BRKB, NVEE, TSM, BIIB 13F-HR 7/28/2022, 12:02 PM
Q1 2021 65 $74.8M +$469K -$2.8M -$2.33M AAPL, NVEE, BRKB, TSM, DIS 13F-HR 7/28/2022, 12:05 PM
Q4 2020 65 $71.8M $0 $0 AAPL, BRKB, TSM, NVEE, PFE 13F-HR 7/28/2022, 12:09 PM