Capital Financial Services, LLC 13F Holdings

CIK 0001926723 · CLIFTON PARK, NY

As of Dec 31, 2022, Capital Financial Services, LLC reported 79 positions worth $72.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology36,240$4.7M6.50%
NV5 GLOBAL INCNVEEIndustrials34,869$4.6M6.37%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,953$4.0M5.52%
PFIZER INCPFEHealthcare71,624$3.7M5.06%
ARISTA NETWORKS INCANETTechnology23,062$2.8M3.86%
UNITED RENTALS INCURIIndustrials7,079$2.5M3.47%
BLACKROCK INCBLKFinancial Services2,994$2.1M2.93%
MODERNA INCMRNAHealthcare11,639$2.1M2.88%
MASTERCARD INCMAFinancial Services5,500 .9M2.64%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology25,623 .9M2.63%
CENTURY COMMUNITIES INCCCSConsumer Cyclical33,960 .7M2.34%
ACADEMY SPORTS & OUTDOORS INCASOConsumer Cyclical27,709 .5M2.01%
TRITON INTL LTDTRTNIndustrials20,550 .4M1.95%
MICROSOFT CORPMSFTTechnology5,807 .4M1.92%
ISHARES TIPS BOND ETFTIP—12,882 .4M1.89%
BIOGEN INCBIIBHealthcare4,835 .3M1.85%
VERIZON COMMUNICATIONS INCBACCommunication Services31,695 .2M1.72%
LAM RESEARCH CORPLRCXTechnology2,940 .2M1.70%
WALT DISNEY CODISCommunication Services14,099 .2M1.69%
PROGRESSIVE CORPPGRFinancial Services9,440 .2M1.69%
ALERIAN MLP ETFAMLP—31,550 .2M1.66%
VISA INC-CLASS A SHARESVFinancial Services5,700 .2M1.63%
EDWARDS LIFESCIENCES CORPEWHealthcare14,385 .1M1.48%
PULTEGROUP INCPHMConsumer Cyclical22,327 .0M1.40%
CBRE GROUP INCCBREReal Estate13,177 .0M1.40%