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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
AVGOBroadcom Inc
Recent Activity
Increased 5.58%
4.77%
$8.908M
38,422 shares@ $231.84 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 7.78%
4%
$7.465M
14,603 shares@ $511.2 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1021.53%
3.8%
$7.095M
33,713 shares@ $210.46 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 24.01%
3.05%
$5.678M
25,882 shares@ $219.4 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 17.29%
2.99%
$5.578M
111,657 shares@ $49.97 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.08%
2.6%
$4.854M
36,742 shares@ $132.1 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 76.97%
2.58%
$4.811M
50,633 shares@ $95.01 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 53.72%
2%
$3.728M
19,693 shares@ $189.3 avg price
AAPLApple Inc
Recent Activity
Increased 40.81%
1.98%
$3.69M
14,735 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 12.2%
1.72%
$3.211M
7,619 shares@ $421.51 avg price