Capstone Wealth Management Group, LLC Portfolio Holdings

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025

Capstone Wealth Management Group, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Million distributed in 67 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 $16.1M, Invesco Actively Mngd ETF Tr U with a value of $13.4M, Ishares Tr with a value of $12.1M, Vanguard Whitehall Fds (Vangua with a value of $11.3M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $10.7M.

Examining the 13F form we can see an decrease of $13.9M in the current position value, from $185M to 172M.

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 $172 Million
ETFs: $137 Million
Technology: $18 Million
Consumer Cyclical: $4.61 Million
Healthcare: $4.11 Million
Communication Services: $2.54 Million
Financial Services: $2.19 Million
Consumer Defensive: $1.88 Million
Energy: $1.42 Million
Other: $244,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $172 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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