HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO EXCH TRD SLF IDX FD |
867,321 | +61,790 | $16,661 |
| BSCQ | 867,321 | +61,790 | $16,661 |
| VANGUARD WHITEHALL FDS (VYM) |
88,238 | -4,551 | $10,676 |
| VYM | 88,238 | -4,551 | $10,676 |
| ISHARES TR (SHV) |
92,435 | +92,435 | $10,218 |
| SHV | 92,435 | +92,435 | $10,218 |
| SPDR SER TR (SPLB) |
419,630 | +47,951 | $9,752 |
| SPLB | 419,630 | +47,951 | $9,752 |
| VANGUARD WORLD FD (MGK) |
23,431 | -1,108 | $6,716 |
| MGK | 23,431 | -1,108 | $6,716 |
| INVESCO QQQ TR |
13,107 | -147 | $5,820 |
| QQQ | 13,107 | -147 | $5,820 |
| BROADCOM INC |
3,502 | +18 | $4,642 |
| AVGO | 3,502 | +18 | $4,642 |
| SPDR SER TR (SDY) |
35,143 | -4,504 | $4,612 |
| SDY | 35,143 | -4,504 | $4,612 |
| SPDR SER TR (SPTL) |
158,975 | +106,039 | $4,442 |
| SPTL | 158,975 | +106,039 | $4,442 |
| SELECT SECTOR SPDR TR (XLV) |
26,610 | +2,421 | $3,931 |
| XLV | 26,610 | +2,421 | $3,931 |
| SELECT SECTOR SPDR TR (XLP) |
42,050 | +5,309 | $3,211 |
| XLP | 42,050 | +5,309 | $3,211 |
| AMAZON COM INC |
16,099 | -3,160 | $2,904 |
| AMZN | 16,099 | -3,160 | $2,904 |
| MICROSOFT CORP |
6,780 | -159 | $2,853 |
| MSFT | 6,780 | -159 | $2,853 |
| SPDR SER TR (SPSB) |
93,998 | +93,998 | $2,798 |
| SPSB | 93,998 | +93,998 | $2,798 |
| INVESCO EXCHANGE TRADED FD T (XLG) |
63,543 | +63,543 | $2,677 |
| XLG | 63,543 | +63,543 | $2,677 |
| WORLD GOLD TR |
57,538 | +4,123 | $2,535 |
| GLDM | 57,538 | +4,123 | $2,535 |
| VANGUARD INDEX FDS (VTV) |
12,379 | -143 | $2,016 |
| VTV | 12,379 | -143 | $2,016 |
| APPLE INC |
10,944 | -4,571 | $1,877 |
| AAPL | 10,944 | -4,571 | $1,877 |
| REGENERON PHARMACEUTICALS |
1,795 | -189 | $1,728 |
| REGN | 1,795 | -189 | $1,728 |
| PROCTER AND GAMBLE CO |
9,963 | +452 | $1,617 |
| PG | 9,963 | +452 | $1,617 |
| CROWDSTRIKE HLDGS INC |
5,000 | +3,793 | $1,603 |
| CRWD | 5,000 | +3,793 | $1,603 |
| INVESCO EXCH TRADED FD TR II (SPMO) |
18,046 | +18,046 | $1,448 |
| SPMO | 18,046 | +18,046 | $1,448 |
| PALO ALTO NETWORKS INC |
5,032 | +3,888 | $1,430 |
| PANW | 5,032 | +3,888 | $1,430 |
| ISHARES TR (INDA) |
26,035 | +26,035 | $1,343 |
| INDA | 26,035 | +26,035 | $1,343 |
| ALPHABET INC |
8,674 | +338 | $1,309 |
| GOOGL | 8,674 | +338 | $1,309 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
6,883 | -580 | $1,257 |
| VIG | 6,883 | -580 | $1,257 |
| SPDR SER TR (SPYD) |
30,017 | -2,381 | $1,222 |
| SPYD | 30,017 | -2,381 | $1,222 |
| SPDR SER TR (SPYV) |
24,202 | +1,234 | $1,213 |
| SPYV | 24,202 | +1,234 | $1,213 |
| ISHARES TR (IVV) |
2,235 | -1,228 | $1,175 |
| IVV | 2,235 | -1,228 | $1,175 |
| VANGUARD INDEX FDS (VO) |
4,509 | -144 | $1,126 |
| VO | 4,509 | -144 | $1,126 |
| VANGUARD INDEX FDS (VB) |
4,902 | +25 | $1,121 |
| VB | 4,902 | +25 | $1,121 |
| CHEVRON CORP NEW |
6,865 | -2,039 | $1,083 |
| CVX | 6,865 | -2,039 | $1,083 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
19,120 | +19,120 | $1,078 |
| CIBR | 19,120 | +19,120 | $1,078 |
| ISHARES TR (USIG) |
20,787 | +147 | $1,055 |
| USIG | 20,787 | +147 | $1,055 |
| EXXON MOBIL CORP |
8,380 | -2,303 | $974 |
| XOM | 8,380 | -2,303 | $974 |
| LOCKHEED MARTIN CORP |
2,018 | +1,090 | $918 |
| LMT | 2,018 | +1,090 | $918 |
| INTUITIVE SURGICAL INC |
2,251 | +2,251 | $898 |
| ISRG | 2,251 | +2,251 | $898 |
| VANGUARD WORLD FD (VGT) |
1,700 | UNCH | $891 |
| VGT | 1,700 | UNCH | $891 |
| JOHNSON & JOHNSON |
5,527 | -395 | $874 |
| JNJ | 5,527 | -395 | $874 |
| VANGUARD INDEX FDS (VOO) |
1,811 | +33 | $871 |
| VOO | 1,811 | +33 | $871 |
| SAMSARA INC |
22,180 | +22,180 | $838 |
| IOT | 22,180 | +22,180 | $838 |
| BEYOND INC |
49,965 | +31,115 | $838 |
| OSTK | 49,965 | +31,115 | $838 |
| COLGATE PALMOLIVE CO |
9,250 | +1,670 | $833 |
| CL | 9,250 | +1,670 | $833 |
| PEPSICO INC |
4,617 | +681 | $808 |
| PEP | 4,617 | +681 | $808 |
| ISHARES TR (SMIN) |
10,910 | +10,910 | $767 |
| SMIN | 10,910 | +10,910 | $767 |
| TESLA INC |
3,611 | +3,611 | $635 |
| TSLA | 3,611 | +3,611 | $635 |
| ABBVIE INC |
3,480 | +39 | $634 |
| ABBV | 3,480 | +39 | $634 |
| ASML HOLDING N V |
643 | +186 | $624 |
| ASML | 643 | +186 | $624 |
| ISHARES TR (IVE) |
3,303 | +18 | $617 |
| IVE | 3,303 | +18 | $617 |
| MERCK & CO INC |
4,476 | +23 | $591 |
| MRK | 4,476 | +23 | $591 |
See Full List: All Stocks Held By Capstone Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Capstone Wealth Management Group LLC
|
Size ($ 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 |
