CAPSTONE WEALTH MANAGEMENT GROUP, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$169M
Signature - Title
Bryan Kupchik - Chief Compliance Officer
Location
Clarks Green, PA
Summary
This page shows a list of all the recent 13F filings made by CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAPSTONE WEALTH MANAGEMENT GROUP, LLC reported 71 stock holdings with total value $169M as of Q3 2024. Top holdings included BSCQ, SHV, VYM, SPLB, and TFLO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $169M +$24.4M -$8.93M +$15.5M BSCQ, SHV, VYM, SPLB, TFLO 13F-HR 10/15/2024, 04:52 PM
Q2 2024 68 $153M +$17.5M -$6.96M +$10.6M BSCQ, SHV, VYM, SPLB, MGK 13F-HR 8/9/2024, 05:26 PM
Q1 2024 69 $139M +$35.8M -$8.18M +$27.6M BSCQ, VYM, SHV, SPLB, MGK 13F-HR 4/18/2024, 11:24 AM
Q4 2023 58 $106M +$6.9M -$6.87M +$30.7K BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 1/11/2024, 04:16 PM
Q3 2023 55 $96.6M +$7.29M -$3.61M +$3.68M BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 11/9/2023, 08:55 AM
Q2 2023 56 $96.9M +$12.7M -$10.7M +$2.02M BSCQ, VYM, SPLB, MGK, QQQ 13F-HR 7/27/2023, 04:47 PM
Q1 2023 57 $90.2M +$9.38M -$16.7M -$7.37M BSCQ, VYM, SDY, SPLB, MGK 13F-HR 4/13/2023, 10:29 AM
Q4 2022 60 $92.9M +$13.3M -$4.82M +$8.47M VYM, SDY, BSCQ, QQQ, MGK 13F-HR 1/25/2023, 10:48 AM
Q3 2022 55 $78.2M +$3.95M -$3.56M +$391K VYM, SDY, QQQ, MGK, SPYD 13F-HR 11/10/2022, 01:45 PM
Q2 2022 61 $82.9M +$3.64M -$3.97M -$335K VYM, SDY, QQQ, MGK, SPYD 13F-HR 8/12/2022, 09:18 AM
Q1 2022 67 $100M +$2.73M -$21.6M -$18.9M VYM, SDY, QQQ, MGK, SPYD 13F-HR 4/12/2022, 04:57 PM
Q4 2021 80 $123M $0 $0 VYM, QQQ, MGK, SDY, SPSB 13F-HR 4/12/2022, 04:49 PM