Investor

Capitol Family Office, Inc.

Portfolio Total Value

$75,791,000.00

Number of Stocks

19

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
VTI $39,080,000.0 52.17%
Reduced 5.08%
134,849 $289.81 $355.29
Added 22.59%
$239.86 $302.95
IWM $9,602,000.0 12.82%
Reduced 3.51%
43,459 $220.96 $279.28
Added 26.39%
$190.06 $244.98
RSP $3,828,000.0 5.11%
Reduced 4.06%
21,851 $175.23 $202.82
Added 15.75%
$155.79 $188.16
MSFT $3,762,000.0 5.02%
Reduced 3.36%
8,927 $421.49 $414.44
Reduced 1.67%
$385.58 $468.35
NKE $3,339,000.0 4.46%
Reduced 21.94%
44,132 $75.67 $44.4
Reduced 41.32%
$70.32 $107.43
AAPL $3,308,000.0 4.42%
No Change
13,212 $250.42 $280.14
Added 11.87%
$164.08 $260.1
BRK.B $3,251,000.0 4.34%
Reduced 6.93%
7,173 $453.28 $nan
Reduced nan%
$nan $nan
LLY $2,365,000.0 3.16%
Reduced 3.98%
3,064 $772.0 $963.33
Added 24.78%
$624.68 $972.53
XLV $2,351,000.0 3.14%
Reduced 17.23%
17,096 $137.57 $145.16
Added 5.52%
$135.95 $159.64
LULU $1,204,000.0 1.61%
Reduced 7.82%
3,149 $382.41 $133.58
Reduced 65.07%
$226.01 $491.3
ADBE $845,000.0 1.13%
Reduced 37.12%
1,902 $444.68 $250.71
Reduced 43.62%
$403.75 $638.25
$581,000.0 0.72%
No Change
581,951 $1.0 $nan
Reduced nan%
$nan $nan
GOOG $403,000.0 0.54%
No Change
2,116 $190.46 $383.22
Added 101.21%
$131.55 $203.84
DELL $370,000.0 0.49%
No Change
3,212 $115.24 $210.17
Added 82.38%
$80.49 $179.7
SGOV $353,000.0 0.47%
Added 74.26%
3,520 $100.33 $100.41
Added 0.08%
$100.15 $100.75
XLK $325,000.0 0.43%
No Change
1,398 $232.52 $161.87
Reduced 30.38%
$190.75 $241.88
AMGN $302,000.0 0.4%
No Change
1,160 $260.64 $329.82
Added 26.54%
$253.3 $346.85
INTC $314,000.0 0.39%
No Change
13,422 $23.46 $99.62
Added 324.64%
$18.51 $50.3
XLI $208,000.0 0.28%
No Change
1,585 $131.76 $172.96
Added 31.27%
$112.47 $144.51