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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
ULSTSsga Active Etf Tr
Recent Activity
Decreased -0.29%
0.23%
$423,278
10,475 shares@ $40.41 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.9%
0.2%
$366,336
4,168 shares@ $87.9 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -20.93%
0.19%
$347,200
3,490 shares@ $99.49 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -18.03%
0.18%
$327,063
4,744 shares@ $68.95 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.45%
0.18%
$326,136
422 shares@ $772.84 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -18.99%
0.15%
$271,820
1,032 shares@ $263.4 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -1.03%
0.13%
$240,951
2,762 shares@ $87.24 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.25%
0.13%
$225,860
779 shares@ $289.94 avg price