test

Bryan Kupchik

@Capstone Wealth Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$186.774MTotal holdings73
Assets growth rate10.64%Assets growth rate (2-Q avg)10.52%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Wealth Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Capstone Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 186.774M in assets, with a quarterly growth rate of 10.64% and a 2-quarter average growth rate of 10.52%. The portfolio is managed by Bryan Kupchik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -3.61%
9.06%
$16.916M
870,589 shares@ $19.43 avg price
SHVIshares Tr
Recent Activity
Decreased -19.87%
6.69%
$12.481M
113,348 shares@ $110.11 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.45%
6%
$11.195M
87,746 shares@ $127.59 avg price
SPLBSpdr Ser Tr
Recent Activity
Decreased -5.47%
4.85%
$9.042M
406,738 shares@ $22.23 avg price
TFLOIshares Tr
Recent Activity
Decreased -4.32%
4.08%
$7.619M
150,963 shares@ $50.47 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -4.42%
2.06%
$3.847M
48,937 shares@ $78.61 avg price
MGKVanguard World Fd
Recent Activity
Decreased -0.07%
2.01%
$3.75M
10,918 shares@ $343.43 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.16%
1.17%
$2.179M
12,873 shares@ $169.3 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -30.86%
1.1%
$2.04M
68,315 shares@ $29.86 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -8.39%
1.01%
$1.884M
3,610 shares@ $521.96 avg price