Capstone Wealth Management Group, LLC Sells in Q4 2024

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-46.6K
- 82.36%
$87.1 - $98.49 $4.06M - $4.59M
9.98K $871K
SHV
Ishares Tr

ETFs
-28.1K
- 19.87%
$109.92 - $110.57 $3.09M - $3.11M
113K $12.5M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-23.6K
- 5.48%
$22.21 - $24.22 $523K - $571K
407K $9.04M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-23.2K
- 47.78%
$50.14 - $52.56 $1.17M - $1.22M
25.4K $1.28M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-30.5K
- 30.87%
$29.77 - $30.19 $908K - $921K
68.3K $2.04M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-32.6K
- 3.61%
$19.38 - $19.58 $632K - $639K
871K $16.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.83K
- 4.33%
$50.37 - $50.63 $344K - $346K
151K $7.62M
INDA
Ishares Msci India Index Fund

ETFs
-1.23K
- 4.79%
$52.64 - $58.16 $64.8K - $71.6K
24.5K $1.29M
JNJ
Johnson & Johnson

Healthcare
-782
- 16.81%
$143.34 - $165.86 $112K - $130K
3.87K $559K
XLP
Consumer Staples Sector Spdr

ETFs
-2.27K
- 4.43%
N/A
48.9K $3.72M
MRK
Merck & Co., Inc.

Healthcare
-924
- 20.93%
$96.31 - $114.76 $89K - $106K
3.49K $347K
ABBV
Abb Vie Inc.

Healthcare
-441
- 12.54%
$164.99 - $203.87 $72.8K - $89.9K
3.08K $546K
CL
Colgate Palmolive CO

Consumer Defensive
-212
- 2.23%
$90.22 - $102.31 $19.1K - $21.7K
9.31K $846K
XOM
Exxon Mobil Corp

Energy
-457
- 5.48%
$105.51 - $125.37 $48.2K - $57.3K
7.89K $848K
GD
General Dynamics Corp

Industrials
-242
- 19.0%
$260.28 - $314.03 $63K - $76K
1.03K $271K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-399
- 0.45%
$126.68 - $134.74 $50.5K - $53.8K
87.7K $11.2M
LLY
Eli Lilly & CO

Healthcare
-34
- 7.46%
$727.2 - $932.06 $24.7K - $31.7K
422 $325K
VTV
Vanguard Value ETF

ETFs
-21
- 0.16%
$168.32 - $181.87 $3.53K - $3.82K
12.9K $2.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.04K
- 18.04%
$66.77 - $71.52 $69.7K - $74.7K
4.74K $327K
CVX
Chevron Corp

Energy
-315
- 4.73%
$141.15 - $162.53 $44.5K - $51.2K
6.34K $918K
ISRG
Intuitive Surgical Inc

Healthcare
-331
- 8.4%
$471.27 - $550.62 $156K - $182K
3.61K $1.88M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.26%
$288.47 - $316.54 $577 - $633
779 $225K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-31
- 0.3%
$40.34 - $40.62 $1.25K - $1.26K
10.5K $423K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-29
- 1.04%
$84.34 - $95.14 $2.45K - $2.76K
2.76K $240K
SPYG
Spdr Portfolio

ETFs
-38
- 0.9%
$81.74 - $91.38 $3.11K - $3.47K
4.17K $366K
WMT
Walmart Inc.

Consumer Defensive
-252
- 3.16%
$79.1 - $95.7 $19.9K - $24.1K
7.72K $697K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8
- 0.07%
$316.94 - $357.88 $2.54K - $2.86K
10.9K $3.75M
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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