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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
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
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
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
PANWPalo Alto Networks Inc
Recent Activity
Increased 154.06%
1.57%
$2.922M
16,056 shares@ $181.96 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.16%
1.17%
$2.179M
12,873 shares@ $169.3 avg price