Capstone Wealth Management, LLC New Holdings in Q4 2024

Capstone Wealth Management, LLC

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
425K
New
$33.92 - $36.6 $14.4M - $15.6M
425K $14.7B
Ea Series Trust
554K
New
N/A
554K $12B
DFAT
Dimensional ETF Tr U S Target

ETFs
208K
New
$54.54 - $61.04 $11.4M - $12.7M
208K $11.6B
DFIV
Dimensional ETF Tr

ETFs
267K
New
$34.86 - $37.97 $9.3M - $10.1M
267K $9.46B
DFUS
Dimensional ETF Tr U S Equity

ETFs
131K
New
$61.52 - $66.5 $8.03M - $8.68M
131K $8.32B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
199K
New
$40.38 - $44.35 $8.02M - $8.81M
199K $8.13B
DFAX
Dimensional ETF Tr
245K
New
$24.76 - $27.04 $6.07M - $6.62M
245K $6.09B
AVUV
American Centy ETF Tr Avantis

ETFs
58.5K
New
$94.37 - $106.41 $5.52M - $6.23M
58.5K $5.65B
VGIT
Vanguard Intermediate Term Tre

ETFs
67.6K
New
$57.78 - $60.4 $3.91M - $4.08M
67.6K $3.92B
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.9K
New
$63.58 - $71.15 $2.41M - $2.7M
37.9K $2.47B
DFAI
Dimensional ETF Tr

ETFs
46.8K
New
$29.0 - $31.6 $1.36M - $1.48M
46.8K $1.37B
AVDV
American Centy ETF Tr Avantis

ETFs
20.1K
New
$63.85 - $70.4 $1.28M - $1.41M
20.1K $1.31B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
44K
New
$26.16 - $28.82 $1.15M - $1.27M
44K $1.15B
MSFT
Microsoft Corp

Technology
2.44K
New
$406.35 - $454.46 $989K - $1.11M
2.44K $1.03B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.14K
New
$124.26 - $134.12 $887K - $957K
7.14K $918M
VMC
Vulcan Materials CO

Basic Materials
3.53K
New
$237.95 - $292.31 $839K - $1.03M
3.53K $907M
DFAU
Dimensional ETF Tr

ETFs
21.6K
New
$39.27 - $42.38 $849K - $916K
21.6K $875M
IXUS
Ishares Tr

ETFs
12.1K
New
$65.95 - $72.56 $800K - $881K
12.1K $803M
CADE
Cadence Bank

Financial Services
19.4K
New
$30.54 - $39.29 $593K - $763K
19.4K $669M
NVDA
Nvidia Corp

Technology
4.62K
New
$117.0 - $148.88 $540K - $687K
4.62K $620M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.7K
New
$48.33 - $49.08 $615K - $625K
12.7K $616M
SO
Southern CO

Utilities
6.94K
New
$81.5 - $94.15 $565K - $653K
6.94K $571M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.3K
New
$46.75 - $47.8 $528K - $539K
11.3K $529M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
New
$180.88 - $232.93 $410K - $527K
2.26K $497M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
New
$280.04 - $302.45 $457K - $494K
1.63K $473M
WMT
Walmart Inc.

Consumer Defensive
4K
New
$79.1 - $95.7 $316K - $383K
4K $361M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3K
New
$115.08 - $119.55 $345K - $359K
3K $347M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
12.6K
New
$26.65 - $29.34 $336K - $370K
12.6K $342M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.2K
New
$64.18 - $70.42 $334K - $366K
5.2K $335M
META
Meta Platforms, Inc.

Communication Services
566
New
$554.08 - $632.68 $314K - $358K
566 $331M
SYK
Stryker Corp

Healthcare
862
New
$345.14 - $392.15 $298K - $338K
862 $310M
GOOG
Alphabet Inc.

Communication Services
1.6K
New
$163.08 - $198.16 $260K - $316K
1.6K $304M
EFV
Msci Eafe Value ETF

ETFs
5.77K
New
$51.78 - $57.15 $299K - $330K
5.77K $303M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
New
$205.18 - $250.29 $244K - $298K
1.19K $285M
COST
Costco Wholesale Corp

Consumer Defensive
310
New
$873.59 - $994.69 $271K - $308K
310 $284M
GOOGL
Alphabet Inc.

Communication Services
1.46K
New
$161.86 - $196.66 $237K - $288K
1.46K $277M
XOM
Exxon Mobil Corp

Energy
2.44K
New
$105.51 - $125.37 $257K - $305K
2.44K $262M
AVGO
Broadcom Inc.

Technology
1.13K
New
$159.67 - $250.0 $180K - $282K
1.13K $261M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
562
New
$442.29 - $483.08 $249K - $271K
562 $255M
LLY
Eli Lilly & CO

Healthcare
321
New
$727.2 - $932.06 $233K - $299K
321 $248M
ABBV
Abb Vie Inc.

Healthcare
1.3K
New
$164.99 - $203.87 $214K - $264K
1.3K $230M
Dimensional ETF Trust
8.83K
New
N/A
8.83K $225M
NUE
Nucor Corp

Basic Materials
1.85K
New
$115.78 - $167.74 $214K - $310K
1.85K $216M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.4K
New
$58.88 - $64.8 $200K - $220K
3.4K $200M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.6K
New
$9.25 - $10.62 $107K - $123K
11.6K $112M
ORGN
Origin Materials, Inc.

Basic Materials
38.7K
New
$0.96 - $1.48 $37.1K - $57.3K
38.7K $49.5M
Activity Summary
Buys All Purchases 47 New Holdings 47 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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