13F Filings History of Capital Financial Services, LLC

Latest 13F report
Q4 2022 - 23 Jan 2023
Value $
$72,474,384
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 $72,474,384 as of Q4 2022. Top holdings included AAPL, NVEE, BRKB, PFE, and ANET.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 79 $72,474,384 +$753,680 -$2,925,106 -$2,171,426 AAPL, NVEE, BRKB, PFE, ANET 13F-HR 23 Jan 2023, 16:53
Q3 2022 78 $67,641,000 +$2,451,483 -$1,334,057 +$1,117,426 AAPL, NVEE, BRKB, PFE, ANET 13F-HR 08 Nov 2022, 09:46
Q2 2022 75 $70,951,000 +$2,397,034 -$1,888,693 +$508,341 AAPL, NVEE, PFE, BRKB, ANET 13F-HR 27 Jul 2022, 11:30
Q1 2022 73 $84,641,385 +$715,874 -$2,226,929 -$1,511,055 AAPL, NVEE, BRKB, PFE, ANET 13F-HR 11 May 2022, 12:01
Q4 2021 76 $91,630,000 +$6,149,193 -$2,389,198 +$3,759,995 AAPL, NVEE, PFE, BRKB, ANET 13F-HR 28 Jul 2022, 11:50
Q3 2021 74 $81,774,000 +$7,416,335 -$2,324,575 +$5,091,760 AAPL, BRKB, NVEE, PFE, TSM 13F-HR 28 Jul 2022, 11:57
Q2 2021 64 $78,771,000 +$659,721 -$1,523,451 -$863,730 AAPL, BRKB, NVEE, TSM, BIIB 13F-HR 28 Jul 2022, 12:02
Q1 2021 65 $74,849,000 +$469,057 -$2,797,272 -$2,328,215 AAPL, NVEE, BRKB, TSM, DIS 13F-HR 28 Jul 2022, 12:05
Q4 2020 65 $71,756,000 $0 $0 $0 AAPL, BRKB, TSM, NVEE, PFE 13F-HR 28 Jul 2022, 12:09