Capstone Wealth Management Group, LLC Reduced Holdings in Q1 2025

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
-40.4K
- 82.46%
N/A
8.59K $652K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-128K
- 31.54%
$21.73 - $23.02 $2.79M - $2.95M
278K $6.28M
AVGO
Broadcom Inc.

Technology
-1.05K
- 2.73%
$167.43 - $244.7 $175K - $256K
37.4K $6.26M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14.4K
- 39.16%
$128.74 - $138.67 $1.85M - $2M
22.4K $3.03M
TFLO
Ishares Treasury Floating Rate

ETFs
-32.6K
- 21.62%
$50.48 - $50.68 $1.65M - $1.65M
118K $5.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.95K
- 11.39%
$190.26 - $242.06 $561K - $713K
22.9K $4.36M
PANW
Palo Alto Networks Inc

Technology
-6.29K
- 39.18%
$167.82 - $208.28 $1.06M - $1.31M
9.77K $1.67M
GOOGL
Alphabet Inc.

Communication Services
-3.24K
- 16.46%
$154.33 - $206.19 $500K - $668K
16.5K $2.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.04K
- 7.11%
$468.34 - $539.52 $486K - $560K
13.6K $6.36M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-33.9K
- 49.58%
$29.82 - $30.1 $1.01M - $1.02M
34.4K $1.04M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.9K
- 52.7%
$40.03 - $46.81 $798K - $933K
17.9K $729K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-42.2K
- 4.84%
$19.42 - $19.54 $819K - $824K
828K $16.1M
MSFT
Microsoft Corp

Technology
-1.13K
- 14.86%
$375.39 - $447.2 $425K - $506K
6.49K $2.44M
VB
Vanguard Small Cap ETF

ETFs
-2.47K
- 31.42%
$217.89 - $252.64 $538K - $624K
5.39K $1.2M
VO
Vanguard Mid Cap ETF

ETFs
-2.36K
- 31.8%
$251.87 - $277.95 $595K - $657K
5.07K $1.31M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-9.42K
- 71.23%
$68.32 - $75.06 $643K - $707K
3.8K $284K
IOT
Samsara Inc.

Technology
-10.1K
- 32.08%
$34.06 - $60.96 $345K - $617K
21.4K $821K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-413
- 3.78%
$307.43 - $357.48 $127K - $148K
10.5K $3.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.43K
- 28.16%
$49.78 - $53.19 $470K - $502K
24.1K $1.23M
SHV
Ishares Tr

ETFs
-3.94K
- 3.48%
$110.11 - $110.51 $434K - $436K
109K $12.1M
CL
Colgate Palmolive CO

Consumer Defensive
-4.36K
- 46.88%
$85.68 - $97.5 $374K - $425K
4.94K $463K
NVDA
Nvidia Corp

Technology
-1.48K
- 26.52%
$106.98 - $149.43 $158K - $221K
4.1K $444K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-7.28K
- 23.32%
$42.18 - $45.16 $307K - $329K
23.9K $1.06M
XOM
Exxon Mobil Corp

Energy
-2.79K
- 35.37%
$105.44 - $118.93 $294K - $332K
5.1K $606K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-14
- 0.8%
$634.14 - $744.83 $8.88K - $10.4K
1.74K $1.1M
JNJ
Johnson & Johnson

Healthcare
-1.34K
- 34.7%
$142.06 - $167.7 $191K - $225K
2.53K $419K
CVX
Chevron Corp

Energy
-1.49K
- 23.57%
$146.71 - $167.97 $219K - $251K
4.85K $810K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.28K
- 8.96%
$49.67 - $51.43 $113K - $117K
23.1K $1.18M
ABBV
Abb Vie Inc.

Healthcare
-820
- 26.67%
$169.2 - $216.66 $139K - $178K
2.26K $472K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.8%
$554.06 - $615.85 $9.97K - $11.1K
2.22K $1.25M
PG
Procter & Gamble CO

Consumer Defensive
-137
- 1.94%
$158.56 - $176.26 $21.7K - $24.1K
6.91K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
-16
- 0.48%
$185.78 - $198.58 $2.97K - $3.18K
3.29K $626K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-125
- 1.19%
$40.24 - $40.65 $5.03K - $5.08K
10.4K $420K
LLY
Eli Lilly & CO

Healthcare
-30
- 7.11%
$725.72 - $929.72 $21.8K - $27.9K
392 $323K
VEU
Vanguard Ftse All World Ex Us

ETFs
-432
- 5.5%
$56.51 - $62.98 $24.4K - $27.2K
7.42K $450K
Global X Fds
-25.2K
- 82.96%
N/A
5.18K $0
VTV
Vanguard Value ETF

ETFs
-14
- 0.11%
$167.73 - $179.21 $2.35K - $2.51K
12.9K $2.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-260
- 0.3%
$126.11 - $135.06 $32.8K - $35.1K
87.5K $11.3M
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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