Capstone Wealth Management Group LLC

Q4 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Kevin Serrapede - CCO
Location
Bend, OR
Holdings as of
31 Dec 2024
Value $
$131,639,787
Num holdings
103
Filing time
12 May 2025, 11:26:33 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, BIL, XLK, XLF, and BRKB.
Next filing
Q1 2025 - 13 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
KEVIN SERRAPEDE CCO Bend, Oregon 12 May 2025