Capstone Wealth Management Group, LLC Reduced Holdings in Q3 2024

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-12.3K
- 52.86%
$285.48 - $330.24 $3.5M - $4.05M
10.9K $3.52M
PG
Procter & Gamble CO

Consumer Defensive
-3.48K
- 33.12%
$160.76 - $177.82 $560K - $619K
7.03K $1.22M
ISRG
Intuitive Surgical Inc

Healthcare
-1.2K
- 23.37%
$416.14 - $494.01 $500K - $594K
3.94K $1.94M
MRK
Merck & Co., Inc.

Healthcare
-1.48K
- 25.08%
$111.15 - $128.97 $164K - $191K
4.41K $501K
MSFT
Microsoft Corp

Technology
-6
- 0.09%
$395.15 - $467.56 $2.37K - $2.81K
6.79K $2.92M
PEP
Pepsico Inc

Consumer Defensive
-599
- 13.07%
$161.9 - $179.3 $97K - $107K
3.98K $677K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-72
- 3.94%
$1024.09 - $1201.76 $73.7K - $86.5K
1.76K $1.85M
CVX
Chevron Corp

Energy
-88
- 1.31%
$137.88 - $161.97 $12.1K - $14.3K
6.65K $979K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.1K
- 15.95%
$60.84 - $67.51 $66.8K - $74.1K
5.79K $390K
GD
General Dynamics Corp

Industrials
-116
- 8.35%
$279.51 - $308.09 $32.4K - $35.7K
1.27K $384K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 2.69%
$517.38 - $573.86 $5.17K - $5.74K
362 $207K
XOM
Exxon Mobil Corp

Energy
-36
- 0.43%
$109.72 - $119.0 $3.95K - $4.28K
8.35K $978K
JNJ
Johnson & Johnson

Healthcare
-95
- 2.0%
$145.48 - $167.38 $13.8K - $15.9K
4.65K $753K
VB
Vanguard Small Cap ETF

ETFs
-53
- 1.08%
$214.77 - $237.72 $11.4K - $12.6K
4.85K $1.15M
TSLA
Tesla, Inc.

Consumer Cyclical
-107
- 3.99%
$191.76 - $263.26 $20.5K - $28.2K
2.57K $673K
AAPL
Apple Inc.

Technology
-374
- 3.45%
$207.23 - $234.82 $77.5K - $87.8K
10.5K $2.44M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-6
- 0.02%
$39.95 - $45.86 $240 - $275
30.5K $1.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-232
- 0.26%
$117.9 - $128.2 $27.4K - $29.7K
88.1K $11.3M
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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