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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
INDAIshares Tr
Recent Activity
Decreased -4.78%
0.69%
$1.289M
24,479 shares@ $52.65 avg price
USIGIshares Tr
Recent Activity
Decreased -47.78%
0.69%
$1.277M
25,399 shares@ $50.28 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.73%
0.5%
$918,112
6,339 shares@ $144.84 avg price
TLTIshares Tr
Recent Activity
Decreased -82.36%
0.47%
$871,945
9,984 shares@ $87.34 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.47%
0.46%
$848,676
7,890 shares@ $107.57 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -2.22%
0.46%
$846,166
9,308 shares@ $90.91 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.16%
0.38%
$697,331
7,718 shares@ $90.36 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -16.8%
0.3%
$559,608
3,870 shares@ $144.61 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -12.54%
0.3%
$546,461
3,075 shares@ $177.72 avg price
PEPPepsico Inc
Recent Activity
Decreased -15.49%
0.28%
$511,847
3,366 shares@ $152.07 avg price