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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
IOTSamsara Inc
Recent Activity
Increased 18.35%
0.74%
$1.378M
31,550 shares@ $43.7 avg price
SPMDSpdr Ser Tr
Recent Activity
New Position
0.74%
$1.364M
24,932 shares@ $54.7 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.15%
0.73%
$1.356M
6,927 shares@ $195.83 avg price
SPYDSpdr Ser Tr
Recent Activity
Increased 2.39%
0.73%
$1.349M
31,198 shares@ $43.25 avg price
IVVIshares Tr
Recent Activity
Increased 0.09%
0.71%
$1.32M
2,242 shares@ $588.78 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.7%
$1.296M
19,605 shares@ $66.12 avg price
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
REGNRegeneron Pharmaceuticals
Recent Activity
0.67%
$1.251M
1,756 shares@ $712.33 avg price
TSLATesla Inc
Recent Activity
Increased 19.12%
0.67%
$1.238M
3,066 shares@ $403.85 avg price