Capstone Wealth Management Group, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $139 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Self Idxd Fd Tr Bul with a value of $16.7M, Vanguard Whitehall Fds (Vangua with a value of $10.7M, Ishares Tr with a value of $10.2M, Spdr Portfolio Long Term Corpo with a value of $9.75M, and Vanguard Mega Cap Growth ETF with a value of $6.72M.
Examining the 13F form we can see an increase of $33.1M in the current position value, from $106M to 139M.
Capstone Wealth Management Group, LLC is based out at Clarks Green, PA
Below you can find more details about Capstone Wealth Management Group, LLC portfolio as well as his latest detailed transactions.