Capstone Wealth Management Group, LLC Portfolio Holdings

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

Capstone Wealth Management Group, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Million distributed in 73 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 $16.9M, Ishares Tr with a value of $12.5M, Invesco Actively Mngd ETF Tr U with a value of $11.7M, Vanguard Whitehall Fds (Vangua with a value of $11.2M, and Spdr Portfolio Long Term Corpo with a value of $9.04M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $170M to 185M.

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.

Portfolio value $185 Million
ETFs: $137 Million
Technology: $23.4 Million
Consumer Cyclical: $7.14 Million
Healthcare: $4.91 Million
Communication Services: $4.05 Million
Consumer Defensive: $3.24 Million
Financial Services: $1.85 Million
Energy: $1.77 Million
Other: $1.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $185 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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