Capstone Wealth Management Group, LLC Purchases in Q2 2025

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
104K
+ 94.74%
$110.06 - $110.46 $11.4M - $11.4M
213K $23.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
17.6K
+ 167.42%
$273.67 - $366.17 $4.81M - $6.44M
28.1K $10.3M
IGV
Ishares Expanded Tech Software

ETFs
31.7K
New
$80.15 - $109.5 $2.54M - $3.47M
31.7K $3.47M
MSFT
Microsoft Corp

Technology
5.18K
+ 79.82%
$354.56 - $497.45 $1.84M - $2.58M
11.7K $5.8M
MGV
Vanguard Mega Cap Value

ETFs
18.5K
+ 96.2%
$114.87 - $131.25 $2.13M - $2.43M
37.8K $4.96M
META
Meta Platforms, Inc.

Communication Services
2.63K
New
$484.66 - $738.09 $1.27M - $1.94M
2.63K $1.94M
NVDA
Nvidia Corp

Technology
10.8K
+ 264.0%
$94.31 - $157.99 $1.02M - $1.71M
14.9K $2.36M
COST
Costco Wholesale Corp

Consumer Defensive
531
New
$908.13 - $1056.85 $482K - $561K
531 $525K
LMT
Lockheed Martin Corp

Industrials
1.01K
New
$430.82 - $486.45 $435K - $491K
1.01K $467K
ASML
Asml Holding Nv

Technology
126
+ 5.02%
$595.37 - $815.24 $75K - $103K
2.64K $2.11M
CSCO
Cisco Systems, Inc.

Technology
3.68K
New
$53.19 - $69.38 $196K - $255K
3.68K $255K
VTV
Vanguard Value ETF

ETFs
995
+ 7.74%
$153.67 - $176.74 $153K - $176K
13.9K $2.45M
MRK
Merck & Co., Inc.

Healthcare
2.75K
New
$73.47 - $87.12 $202K - $239K
2.75K $217K
WELL
Welltower Inc.

Real Estate
1.34K
New
$136.49 - $155.22 $183K - $208K
1.34K $206K
UGI
Ugi Corp

Utilities
5.5K
New
$30.18 - $36.59 $166K - $201K
5.5K $200K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.17K
+ 13.15%
$45.11 - $52.34 $143K - $166K
27.2K $1.43M
VIG
Vanguard Dividend Appreciation

ETFs
816
+ 11.72%
N/A
7.78K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
307
+ 28.56%
$210.28 - $289.91 $64.6K - $89K
1.38K $400K
MCD
Mcdonalds Corp

Consumer Cyclical
336
+ 43.02%
$285.55 - $321.23 $95.9K - $108K
1.12K $326K
VEU
Vanguard Ftse All World Ex Us

ETFs
53
+ 0.71%
$54.19 - $67.22 $2.87K - $3.56K
7.48K $502K
VEA
Vanguard Ftse Developed Market

ETFs
32
+ 0.78%
$45.65 - $57.01 $1.46K - $1.82K
4.14K $235K
XOM
Exxon Mobil Corp

Energy
596
+ 11.69%
$99.93 - $119.04 $59.6K - $70.9K
5.7K $613K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15
+ 0.54%
$67.03 - $80.35 $1.01K - $1.21K
2.79K $222K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
115
+ 1.11%
$40.41 - $40.68 $4.65K - $4.68K
10.5K $425K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
684
+ 2.86%
$38.81 - $44.28 $26.5K - $30.3K
24.6K $1.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.17%
$483.07 - $625.6 $1.45K - $1.88K
1.75K $916K
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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