CW

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

13F
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Last update 2025-04-29 67 Stocks (9 new)
Value $175.00 Mil Turnover 18 %
Countries:
Top Holdings: BSCQ(9.21%)GSY(7.63%)SHV(6.90%)VYM(6.44%)SPMO(6.13%)
Summary Stock Picks Current Portfolio
CAPSTONE WEALTH MANAGEMENT GRO... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
828,427
16,137.8
-4.84%
9.210
-0.44%
0.380
+1.52%
+2.62%
4,244.8
 
GSY
Invesco Ultra Short Duration ETF
266,903
13,377.2
+14.40%
7.630
+0.96%
0.480
+1.85%
+2.98%
2,731.4
 
SHV
iShares Short Treasury Bond ETF
109,405
12,084.8
-3.48%
6.900
-0.23%
0.060
+0.99%
+2.18%
20,633.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
87,486
11,282.1
-0.30%
6.440
-0.02%
0.020
+12.21%
+7.13%
58,513.1
 
SPMO
Invesco S&P 500 Momentum ETF
116,148
10,747.2
+129.39%
6.130
+3.46%
0.170
+25.13%
+18.52%
9,453.7
 
QQQM
Invesco NASDAQ 100 ETF
36,933
7,128.9
+9.55%
4.070
+0.35%
0.020
+22.16%
+8.73%
52,882.8
 
QQQ
INVESCO QQQ Trust
13,565
6,360.8
-7.11%
3.630
-0.28%
0.000
+22.10%
+8.69%
355,935.0
 
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
278,443
6,284.4
-31.54%
3.590
-1.53%
0.530
+3.95%
+2.09%
1,159.0
 
AVGO
Broadcom Inc
37,375
6,257.7
-2.73%
3.570
-0.13%
0.000
+51.16%
+18.99%
1,290,538.4
Semiconductors
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
118,323
5,994.2
-21.62%
3.420
-0.88%
0.080
+1.11%
+2.30%
6,824.4
 

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Historical Top Holdings Breakdowns

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
Add
Add
+3.46%
●
91.76 ($97.86) 103.26
$112.17
14.62%
Add 129.39%
116,148
65,515
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
Sold Out
Sold Out
-2.99%
●
45.72 ($49.35) 51.73
$52.55
6.48%
Sold Out
0
-111,657
SPVM
Invesco Russell Top 200 Pure Value ETF
Invesco Russell Top 200 Pure Value ETF
2025-03-31
New Buy
New Buy
+2.51%
●
55.27 ($58.36) 60.16
$60.73
4.06%
New holding
76,790
76,790
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+2.12%
●
85.29 ($89.02) 92.57
$85.79
-3.63%
Add 409.28%
50,847
40,863
TUA
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
2025-03-31
New Buy
New Buy
+1.90%
●
20.94 ($21.46) 22
$21.66
0.93%
New holding
151,560
151,560
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.70%
●
76.23 ($79.81) 83.6
$80.81
1.25%
Reduce -82.46%
8,585
-40,352
AAAU
Goldman Sachs Physical Gold ETF
2025-03-31
New Buy
New Buy
+1.65%
●
26.05 ($28.34) 30.88
$33.15
16.97%
New holding
93,731
93,731
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.53%
●
21.73 ($22.45) 23.02
$22.10
-1.56%
Reduce -31.54%
278,443
-128,295
MGV
Vanguard Mega Cap Value ETF
2025-03-31
New Buy
New Buy
+1.42%
●
123.61 ($129.3) 133.01
$132.04
2.12%
New holding
19,253
19,253
XMMO
Invesco S&P MidCap Momentum ETF
2025-03-31
Add
Add
+1.09%
●
110.9 ($123.2) 132.93
$129.34
4.98%
Add 148.42%
28,228
16,865

CAPSTONE WEALTH MANAGEMENT GROUP, LLC Total Holding History ($B)

To

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Asset Allocation

To

CAPSTONE WEALTH MANAGEMENT GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Hypothetical Growth since 2025-03-31

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holdings Heat Map

Size field:

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holdings Bubble Chart

CAPSTONE WEALTH MANAGEMENT GROUP, LLC News

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