Capstone Wealth Management Group, LLC Purchases in Q1 2025

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
65.5K
+ 129.39%
$91.76 - $103.26 $6.01M - $6.77M
116K $10.7M
SPVM
Invesco S&P 500 Value With Mom

ETFs
76.8K
New
$55.27 - $60.16 $4.24M - $4.62M
76.8K $4.41M
TLT
Ishares Barclays 20+ Year Trea

ETFs
40.9K
+ 409.28%
$85.29 - $92.57 $3.49M - $3.78M
50.8K $4.63M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
93.7K
New
$26.05 - $30.88 $2.44M - $2.89M
93.7K $2.89M
MGV
Vanguard Mega Cap Value

ETFs
19.3K
New
$123.61 - $133.01 $2.38M - $2.56M
19.3K $2.48M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
16.9K
+ 148.42%
$110.9 - $132.93 $1.87M - $2.24M
28.2K $3.21M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
33.6K
+ 14.4%
$50.03 - $50.27 $1.68M - $1.69M
267K $13.4M
XSMO
Invesco S&P Smallcap Momentum

ETFs
27.1K
+ 138.03%
$59.97 - $70.03 $1.62M - $1.9M
46.7K $2.93M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
26.5K
New
$40.34 - $45.45 $1.07M - $1.21M
26.5K $1.17M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.7K
New
$63.07 - $73.5 $677K - $789K
10.7K $753K
SLV
I Shares Silver Trust

ETFs
14.3K
New
$26.93 - $31.32 $385K - $448K
14.3K $443K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 2.56%
$442.66 - $534.52 $39.8K - $48.1K
3.61K $1.92M
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
New
$117.15 - $158.79 $176K - $238K
1.5K $238K
VEA
Vanguard Ftse Developed Market

ETFs
4.1K
New
$47.4 - $52.99 $194K - $217K
4.1K $208K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.22K
+ 9.55%
$192.82 - $222.1 $621K - $715K
36.9K $7.13M
PPL
Ppl Corp

Utilities
53
+ 0.79%
$31.68 - $36.11 $1.68K - $1.91K
6.76K $244K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.26%
$279.74 - $321.29 $559 - $643
781 $243K
ASML
Asml Holding Nv

Technology
124
+ 5.19%
$662.63 - $776.99 $82.2K - $96.3K
2.51K $1.66M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.28%
$225.19 - $279.95 $676 - $840
1.08K $263K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.49%
N/A
6.96K $1.27M
TUA
Simpl Exch Traded Fds Sht Term
152K
New
N/A
152K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
12
+ 0.43%
$77.33 - $90.16 $928 - $1.08K
2.77K $217K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.1%
$369.1 - $427.61 $369 - $428
988 $366K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$507.05 - $563.67 $507 - $564
1.81K $932K
AAPL
Apple Inc.

Technology
74
+ 0.5%
$209.68 - $247.1 $15.5K - $18.3K
14.8K $3.29M
Activity Summary
Buys All Purchases 26 New Holdings 9 Increased Positions 17 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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