Capstone Wealth Management Group, LLC Incresed Positions in Q4 2024

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
30.7K
+ 1021.52%
$198.04 - $221.51 $6.08M - $6.8M
33.7K $7.09M
AVGO
Broadcom Inc.

Technology
2.03K
+ 5.58%
$159.67 - $250.0 $324K - $508K
38.4K $8.91M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22K
+ 76.96%
$89.97 - $98.59 $1.98M - $2.17M
50.6K $4.81M
AMZN
Amazon Com Inc

Consumer Cyclical
5.01K
+ 24.0%
$180.88 - $232.93 $906K - $1.17M
25.9K $5.68M
GOOGL
Alphabet Inc.

Communication Services
6.88K
+ 53.72%
$161.86 - $196.66 $1.11M - $1.35M
19.7K $3.73M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
32.4K
+ 595.44%
$44.33 - $49.55 $1.44M - $1.6M
37.8K $1.7M
AAPL
Apple Inc.

Technology
4.27K
+ 40.8%
$221.69 - $259.02 $947K - $1.11M
14.7K $3.69M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 17.28%
$46.94 - $51.62 $772K - $849K
112K $5.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 7.78%
$481.22 - $538.17 $507K - $567K
14.6K $7.47M
VO
Vanguard Mid Cap ETF

ETFs
2.91K
+ 64.2%
$261.5 - $284.63 $760K - $827K
7.44K $1.96M
VB
Vanguard Small Cap ETF

ETFs
3.01K
+ 62.12%
$233.76 - $261.58 $704K - $788K
7.86K $1.89M
TSLA
Tesla, Inc.

Consumer Cyclical
492
+ 19.11%
$213.65 - $479.86 $105K - $236K
3.07K $1.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.72K
+ 29.96%
$51.09 - $55.27 $395K - $427K
33.5K $1.71M
MSFT
Microsoft Corp

Technology
828
+ 12.19%
$406.35 - $454.46 $336K - $376K
7.62K $3.21M
NVDA
Nvidia Corp

Technology
1.56K
+ 38.63%
$117.0 - $148.88 $182K - $232K
5.58K $749K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.67K
+ 7.99%
$58.39 - $67.04 $97.3K - $112K
22.5K $1.43M
ASML
Asml Holding Nv

Technology
553
+ 30.15%
$658.43 - $872.27 $364K - $482K
2.39K $1.65M
IOT
Samsara Inc.

Technology
4.89K
+ 18.34%
$42.67 - $56.35 $209K - $276K
31.6K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.19%
$205.18 - $250.29 $410 - $501
1.07K $256K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.09%
$570.51 - $610.59 $1.14K - $1.22K
2.24K $1.32M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.1%
$378.79 - $428.11 $379 - $428
987 $405K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$521.84 - $558.82 $522 - $559
1.81K $976K
FDX
Fedex Corp

Industrials
44
+ 4.28%
$260.5 - $305.15 $11.5K - $13.4K
1.07K $301K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.28%
$567.81 - $607.81 $568 - $608
363 $212K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.14%
N/A
6.93K $1.26M
PPL
Ppl Corp

Utilities
52
+ 0.78%
$31.47 - $35.0 $1.64K - $1.82K
6.71K $217K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
262
+ 2.02%
$69.58 - $74.87 $18.2K - $19.6K
13.2K $925K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.21%
$161.05 - $179.7 $2.42K - $2.7K
7.05K $1.18M
VEU
Vanguard Ftse All World Ex Us

ETFs
91
+ 1.17%
$57.29 - $63.1 $5.21K - $5.74K
7.85K $450K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
728
+ 2.39%
$43.02 - $47.32 $31.3K - $34.4K
31.2K $1.35M
SMIN
Ishares Msci India Small Cap I

ETFs
771
+ 7.14%
$75.68 - $86.0 $58.3K - $66.3K
11.6K $884K
LMT
Lockheed Martin Corp

Industrials
52
+ 3.54%
$479.66 - $614.62 $24.9K - $32K
1.52K $739K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
29
+ 0.08%
$131.66 - $144.0 $3.82K - $4.18K
36.7K $4.85M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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