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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
SPSBSpdr Ser Tr
Recent Activity
Decreased -30.86%
1.1%
$2.04M
68,315 shares@ $29.86 avg price
VOVanguard Index Fds
Recent Activity
Increased 64.21%
1.06%
$1.964M
7,435 shares@ $264.12 avg price
VBVanguard Index Fds
Recent Activity
Increased 62.12%
1.02%
$1.889M
7,861 shares@ $240.28 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -8.39%
1.01%
$1.884M
3,610 shares@ $521.96 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 29.97%
0.92%
$1.713M
33,501 shares@ $51.14 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 595.44%
0.91%
$1.699M
37,818 shares@ $44.93 avg price
ASMLAsml Holding N V
Recent Activity
Increased 30.16%
0.89%
$1.654M
2,387 shares@ $692.98 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.86%
$1.596M
3,521 shares@ $453.29 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Increased 7.99%
0.77%
$1.43M
22,535 shares@ $63.45 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.76%
$1.404M
11,363 shares@ $123.54 avg price