Capstone Wealth Management Group, LLC Purchases in Q3 2024

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
56.6K
New
$89.91 - $101.33 $5.09M - $5.74M
56.6K $5.55M
SHV
Ishares Tr

ETFs
31.3K
+ 28.42%
$110.05 - $110.63 $3.44M - $3.46M
141K $15.6M
TFLO
Ishares Treasury Floating Rate

ETFs
40K
+ 33.96%
$50.42 - $50.66 $2.02M - $2.03M
158K $7.98M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
27.6K
+ 131.39%
$49.82 - $52.8 $1.38M - $1.46M
48.6K $2.56M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
21.8K
+ 5.35%
$22.25 - $24.44 $486K - $534K
430K $10.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 17.4%
$42.54 - $47.97 $600K - $677K
95.2K $4.53M
XLV
Select Sector Spdr Fund Health

ETFs
3.37K
+ 12.2%
$143.3 - $157.24 $483K - $530K
31K $4.78M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.1K
+ 2.04%
$19.2 - $19.63 $347K - $354K
903K $17.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
145
+ 0.4%
$125.95 - $142.04 $18.3K - $20.6K
36.7K $5.21M
OSTK
Overstock.Com, Inc

Consumer Cyclical
20.9K
+ 28.51%
N/A
94.3K $2.41M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
21.1K
New
$18.55 - $19.57 $391K - $413K
21.1K $406K
IOT
Samsara Inc.

Technology
610
+ 2.34%
$34.85 - $49.75 $21.3K - $30.3K
26.7K $1.28M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
15.5K
New
$23.06 - $26.41 $357K - $409K
15.5K $403K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.75K
+ 57.94%
$64.57 - $71.76 $307K - $341K
13K $929K
GLDM
World Gold Trust

ETFs
545
+ 0.93%
$46.2 - $53.01 $25.2K - $28.9K
59.2K $3.08M
AVGO
Broadcom Inc.

Technology
32.7K
+ 887.04%
$136.27 - $1745.86 $4.46M - $57.1M
36.4K $6.28M
PANW
Palo Alto Networks Inc

Technology
915
+ 16.93%
$294.18 - $368.01 $269K - $337K
6.32K $2.16M
VTV
Vanguard Value ETF

ETFs
515
+ 4.16%
$159.75 - $174.57 $82.3K - $89.9K
12.9K $2.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.86K
+ 6.96%
$79.58 - $91.64 $148K - $171K
28.6K $2.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.44K
New
$41.02 - $46.01 $223K - $250K
5.44K $247K
MCD
Mcdonalds Corp

Consumer Cyclical
781
New
$245.82 - $304.51 $192K - $238K
781 $237K
NVDA
Nvidia Corp

Technology
1.95K
+ 93.98%
$98.91 - $134.91 $193K - $263K
4.03K $488K
PPL
Ppl Corp

Utilities
6.66K
New
$27.36 - $33.08 $182K - $220K
6.66K $220K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.22K
+ 5.57%
$29.58 - $30.31 $154K - $158K
98.8K $2.99M
VEA
Vanguard Ftse Developed Market

ETFs
4.02K
New
$47.6 - $53.31 $192K - $215K
4.02K $212K
QQQ
Invesco Qqq Trust, Series 1

ETFs
156
+ 1.16%
$434.77 - $502.96 $67.8K - $78.5K
13.5K $6.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.2K
+ 4.87%
$48.51 - $52.86 $58K - $63.2K
25.8K $1.36M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
862
+ 4.31%
$52.1 - $59.66 $44.9K - $51.4K
20.9K $1.24M
WMT
Walmart Inc.

Consumer Defensive
17
+ 0.21%
$66.91 - $81.4 $1.14K - $1.38K
7.97K $643K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.42%
$237.84 - $263.83 $4.52K - $5.01K
4.53K $1.19M
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.74%
$163.84 - $199.33 $4.26K - $5.18K
3.52K $694K
CL
Colgate Palmolive CO

Consumer Defensive
292
+ 3.16%
$95.54 - $108.77 $27.9K - $31.8K
9.52K $988K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.13%
$520.18 - $576.82 $1.56K - $1.73K
2.24K $1.29M
SMIN
Ishares Msci India Small Cap I

ETFs
50
+ 0.46%
$79.48 - $86.97 $3.97K - $4.35K
10.8K $929K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$475.2 - $527.7 $475 - $528
1.81K $956K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.03%
$181.06 - $197.17 $181 - $197
3.31K $651K
VEU
Vanguard Ftse All World Ex Us

ETFs
30
+ 0.39%
$56.47 - $63.69 $1.69K - $1.91K
7.76K $489K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15
+ 0.54%
$77.23 - $87.97 $1.16K - $1.32K
2.79K $242K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
382
+ 3.77%
$40.28 - $40.8 $15.4K - $15.6K
10.5K $428K
SPYG
Spdr Portfolio

ETFs
2
+ 0.05%
$73.38 - $84.1 $147 - $168
4.21K $348K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.31%
$341.08 - $391.94 $1.02K - $1.18K
986 $378K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.19%
$194.9 - $224.8 $390 - $450
1.07K $225K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.49%
$182.15 - $182.15 $6.19K - $6.19K
6.92K $1.26M
FDX
Fedex Corp

Industrials
3
+ 0.29%
$254.64 - $313.52 $764 - $941
1.03K $281K
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 0.38%
$161.02 - $200.0 $12.9K - $16K
20.9K $3.89M
GOOGL
Alphabet Inc.

Communication Services
242
+ 1.93%
$148.65 - $191.18 $36K - $46.3K
12.8K $2.12M
ASML
Asml Holding Nv

Technology
30
+ 1.66%
$749.82 - $1098.95 $22.5K - $33K
1.83K $1.53M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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