This chart displays the top 10 holdings in Capstone Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

The assets under management (AUM) of Capstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 102.356M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Joel W. Lake, and others.