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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
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$4.776M
31,012 shares@ $154.02 avg price
GLDMWorld Gold Tr
Recent Activity
Exited
0%
$3.085M
59,177 shares@ $52.14 avg price
BYONBeyond Inc
Recent Activity
Exited
0%
$950,775
94,323 shares@ $10.08 avg price
IVOLKraneshares Trust
Recent Activity
Exited
0%
$406,111
21,097 shares@ $19.25 avg price
AAAUGoldman Sachs Physical Gold
Recent Activity
Exited
0%
$403,395
15,500 shares@ $26.03 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$212,527
4,024 shares@ $52.82 avg price