Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SHV +92,435+$10,218
SPSB +93,998+$2,798
XLG +63,543+$2,677
SPMO +18,046+$1,448
INDA +26,035+$1,343
CIBR +19,120+$1,078
ISRG +2,251+$898
IOT +22,180+$838
SMIN +10,910+$767
TSLA +3,611+$635
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
NEM -13,676-$566
XOP -3,663-$502
MMM -4,540-$496
GILD -2,891-$234
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SPTL +106,039+$2,906
BSCQ +61,790+$1,114
SPLB +47,951+$910
OSTK +31,115+$522
WMT +6,017+$156
XLP +5,309+$565
GLDM +4,123+$350
PANW +3,888+$1,093
CRWD +3,793+$1,295
SPLV +2,933+$204
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
GDX -30,455-$938
GOLD -23,485-$440
SPLG -5,392-$254
AAPL -4,571-$1,110
VYM -4,551+$318
SDY -4,504-$343
AMZN -3,160-$22
SPYD -2,381-$48
XOM -2,303-$94
Capstone Wealth Management Group LLC Info
Size ($ in 1000's)
At 03/31/2024: $138,399
At 12/31/2023: $105,499

Capstone Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capstone Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Capstone Wealth Management Group LLC
As of  03/31/2024, we find all stocks held by Capstone Wealth Management Group LLC to be as follows, presented in the table below with each row detailing each Capstone Wealth Management Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Capstone Wealth Management Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Capstone Wealth Management Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
INVESCO EXCH TRD SLF IDX FD 867,321 +61,790 $16,661
     BSCQ867,321+61,790$16,661
VANGUARD WHITEHALL FDS (VYM) 88,238 -4,551 $10,676
     VYM88,238-4,551$10,676
ISHARES TR (SHV) 92,435 +92,435 $10,218
     SHV92,435+92,435$10,218
SPDR SER TR (SPLB) 419,630 +47,951 $9,752
     SPLB419,630+47,951$9,752
VANGUARD WORLD FD (MGK) 23,431 -1,108 $6,716
     MGK23,431-1,108$6,716
INVESCO QQQ TR 13,107 -147 $5,820
     QQQ13,107-147$5,820
BROADCOM INC 3,502 +18 $4,642
     AVGO3,502+18$4,642
SPDR SER TR (SDY) 35,143 -4,504 $4,612
     SDY35,143-4,504$4,612
SPDR SER TR (SPTL) 158,975 +106,039 $4,442
     SPTL158,975+106,039$4,442
SELECT SECTOR SPDR TR (XLV) 26,610 +2,421 $3,931
     XLV26,610+2,421$3,931
SELECT SECTOR SPDR TR (XLP) 42,050 +5,309 $3,211
     XLP42,050+5,309$3,211
AMAZON COM INC 16,099 -3,160 $2,904
     AMZN16,099-3,160$2,904
MICROSOFT CORP 6,780 -159 $2,853
     MSFT6,780-159$2,853
SPDR SER TR (SPSB) 93,998 +93,998 $2,798
     SPSB93,998+93,998$2,798
INVESCO EXCHANGE TRADED FD T (XLG) 63,543 +63,543 $2,677
     XLG63,543+63,543$2,677
WORLD GOLD TR 57,538 +4,123 $2,535
     GLDM57,538+4,123$2,535
VANGUARD INDEX FDS (VTV) 12,379 -143 $2,016
     VTV12,379-143$2,016
APPLE INC 10,944 -4,571 $1,877
     AAPL10,944-4,571$1,877
REGENERON PHARMACEUTICALS 1,795 -189 $1,728
     REGN1,795-189$1,728
PROCTER AND GAMBLE CO 9,963 +452 $1,617
     PG9,963+452$1,617
CROWDSTRIKE HLDGS INC 5,000 +3,793 $1,603
     CRWD5,000+3,793$1,603
INVESCO EXCH TRADED FD TR II (SPMO) 18,046 +18,046 $1,448
     SPMO18,046+18,046$1,448
PALO ALTO NETWORKS INC 5,032 +3,888 $1,430
     PANW5,032+3,888$1,430
ISHARES TR (INDA) 26,035 +26,035 $1,343
     INDA26,035+26,035$1,343
ALPHABET INC 8,674 +338 $1,309
     GOOGL8,674+338$1,309
VANGUARD SPECIALIZED FUNDS (VIG) 6,883 -580 $1,257
     VIG6,883-580$1,257
SPDR SER TR (SPYD) 30,017 -2,381 $1,222
     SPYD30,017-2,381$1,222
SPDR SER TR (SPYV) 24,202 +1,234 $1,213
     SPYV24,202+1,234$1,213
ISHARES TR (IVV) 2,235 -1,228 $1,175
     IVV2,235-1,228$1,175
VANGUARD INDEX FDS (VO) 4,509 -144 $1,126
     VO4,509-144$1,126
VANGUARD INDEX FDS (VB) 4,902 +25 $1,121
     VB4,902+25$1,121
CHEVRON CORP NEW 6,865 -2,039 $1,083
     CVX6,865-2,039$1,083
FIRST TR EXCHANGE TRADED FD (CIBR) 19,120 +19,120 $1,078
     CIBR19,120+19,120$1,078
ISHARES TR (USIG) 20,787 +147 $1,055
     USIG20,787+147$1,055
EXXON MOBIL CORP 8,380 -2,303 $974
     XOM8,380-2,303$974
LOCKHEED MARTIN CORP 2,018 +1,090 $918
     LMT2,018+1,090$918
INTUITIVE SURGICAL INC 2,251 +2,251 $898
     ISRG2,251+2,251$898
VANGUARD WORLD FD (VGT) 1,700 UNCH $891
     VGT1,700UNCH$891
JOHNSON & JOHNSON 5,527 -395 $874
     JNJ5,527-395$874
VANGUARD INDEX FDS (VOO) 1,811 +33 $871
     VOO1,811+33$871
SAMSARA INC 22,180 +22,180 $838
     IOT22,180+22,180$838
BEYOND INC 49,965 +31,115 $838
     OSTK49,965+31,115$838
COLGATE PALMOLIVE CO 9,250 +1,670 $833
     CL9,250+1,670$833
PEPSICO INC 4,617 +681 $808
     PEP4,617+681$808
ISHARES TR (SMIN) 10,910 +10,910 $767
     SMIN10,910+10,910$767
TESLA INC 3,611 +3,611 $635
     TSLA3,611+3,611$635
ABBVIE INC 3,480 +39 $634
     ABBV3,480+39$634
ASML HOLDING N V 643 +186 $624
     ASML643+186$624
ISHARES TR (IVE) 3,303 +18 $617
     IVE3,303+18$617
MERCK & CO INC 4,476 +23 $591
     MRK4,476+23$591
HUNTINGTON INGALLS INDS INC 1,962 +1,962 $572
     HII1,962+1,962$572
SPDR SER TR (SPLG) 8,535 -5,392 $525
     SPLG8,535-5,392$525
WALMART INC 8,129 +6,017 $489
     WMT8,129+6,017$489
VANGUARD INTL EQUITY INDEX F (VEU) 7,673 +29 $450
     VEU7,673+29$450
INVESCO EXCH TRADED FD TR II (SPLV) 6,237 +2,933 $411
     SPLV6,237+2,933$411
INVESCO EXCH TRADED FD TR II (QQQM) 2,230 -27 $407
     QQQM2,230-27$407
SSGA ACTIVE ETF TR (ULST) 10,029 +82 $406
     ULST10,029+82$406
GENERAL DYNAMICS CORP 1,435 +260 $405
     GD1,435+260$405
ELI LILLY & CO 454 +5 $353
     LLY454+5$353
VANGUARD INDEX FDS (VUG) 1,001 +16 $344
     VUG1,001+16$344
SPDR SER TR (SPYG) 4,391 -69 $321
     SPYG4,391-69$321
DRAFTKINGS INC NEW 6,775 +6,775 $308
     DKNG6,775+6,775$308
VANECK ETF TRUST (GDX) 9,701 -30,455 $307
     GDX9,701-30,455$307
SPDR S&P 500 ETF TR (SPY) 566 +566 $296
     SPY566+566$296
SPDR SER TR (SLYV) 2,758 +186 $229
     SLYV2,758+186$229
MCDONALDS CORP 777 +2 $219
     MCD777+2$219
MEDTRONIC PLC 2,450 +2,450 $214
     MDT2,450+2,450$214
JPMORGAN CHASE & CO 1,065 +1,065 $213
     JPM1,065+1,065$213
BARRICK GOLD CORP 10,214 -23,485 $170
     GOLD10,214-23,485$170
GILEAD SCIENCES INC $0 (exited)
     GILD0-2,891$0
3M CO $0 (exited)
     MMM0-4,540$0
NEWMONT CORP $0 (exited)
     NEM0-13,676$0
SPDR SER TR 0 -3,663 $0 (exited)
     XOP0-3,663$0

See Summary: Capstone Wealth Management Group LLC Top Holdings
See Details: Top 10 Stocks Held By Capstone Wealth Management Group LLC

All Stocks Held By Capstone Wealth Management Group LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.