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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
IVVIshares Tr
Recent Activity
Increased 0.09%
0.71%
$1.32M
2,242 shares@ $588.78 avg price
TSLATesla Inc
Recent Activity
Increased 19.12%
0.67%
$1.238M
3,066 shares@ $403.85 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.22%
0.64%
$1.181M
7,047 shares@ $167.66 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.06%
0.53%
$976,822
1,813 shares@ $538.79 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.03%
0.5%
$925,322
13,219 shares@ $70.0 avg price
SMINIshares Tr
Recent Activity
Increased 7.14%
0.48%
$884,980
11,576 shares@ $76.45 avg price
NVDANvidia Corporation
Recent Activity
Increased 38.64%
0.41%
$749,394
5,580 shares@ $134.3 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 3.54%
0.4%
$739,449
1,522 shares@ $485.85 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 1.18%
0.25%
$450,872
7,854 shares@ $57.41 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.11%
0.22%
$405,030
987 shares@ $410.37 avg price