CAPSTONE WEALTH MANAGEMENT GROUP, LLC holdings history

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99 is the total number of securities CAPSTONE WEALTH MANAGEMENT GROUP, LLC has owned. The longest CAPSTONE WEALTH MANAGEMENT GROUP, LLC has owned a single stock is 8 quarters.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VYM VANGUARD WHITEHALL FDS889.04%10.91%12.06%Q4 2021Q3 20238
SDY SPDR SER TR884.76%8.83%11.22%Q4 2021Q3 20238
MGK VANGUARD WORLD FD885.69%6.76%8.19%Q4 2021Q3 20238
QQQ INVESCO QQQ TR884.97%6.69%8.86%Q4 2021Q3 20238
SPYD SPDR SER TR882.05%3.93%5.14%Q4 2021Q3 20238
AAPL APPLE INC882.85%3.46%4.06%Q4 2021Q3 20238
AMZN AMAZON COM INC882.20%3.01%3.88%Q4 2021Q3 20238
MSFT MICROSOFT CORP882.66%2.79%3.00%Q4 2021Q3 20238
AVGO BROADCOM INC882.15%2.65%3.10%Q4 2021Q3 20238
VO VANGUARD MID881.02%2.57%3.80%Q4 2021Q3 20238
VB VANGUARD SMALL880.96%2.35%3.45%Q4 2021Q3 20238
VTV VANGUARD VALUE881.57%1.91%2.11%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.84%1.47%1.73%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...881.09%1.29%1.38%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.54%1.22%1.56%Q4 2021Q3 20238
PG PROCTER & GAMBLE881.00%1.20%1.31%Q4 2021Q3 20238
GOOGL ALPHABET INC880.93%1.14%1.34%Q4 2021Q3 20238
MMM 3M COMPANY880.45%1.11%1.85%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.70%1.06%1.24%Q4 2021Q3 20238
SPYV SPDR SER TR880.76%0.97%1.08%Q4 2021Q3 20238
SPLV INVESCO EXCH TRADED FD...880.22%0.93%1.53%Q4 2021Q3 20238
SPLG SPDR SER TR880.74%0.81%0.89%Q4 2021Q3 20238
IVV ISHARES TR880.56%0.75%1.54%Q4 2021Q3 20238
VOO VANGUARD S&P880.64%0.72%0.75%Q4 2021Q3 20238
VGT VANGUARD WORLD FDS880.58%0.69%0.78%Q4 2021Q3 20238
REGN REGENERON PHARMACEUTICALS880.37%0.67%1.69%Q4 2021Q3 20238
ULST SSGA ACTIVE ETF TR880.40%0.67%1.62%Q4 2021Q3 20238
IVE ISHARES TR880.42%0.52%0.55%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.41%0.50%0.56%Q4 2021Q3 20238
SPYG SPDR SER TR880.30%0.47%0.74%Q4 2021Q3 20238
PEP PEPSICO INC880.34%0.46%0.52%Q4 2021Q3 20238
QQQM INVESCO NASDAQ880.37%0.43%0.50%Q4 2021Q3 20238
ABBV ABBVIE INC880.24%0.41%0.50%Q4 2021Q3 20238
CSCO CISCO SYSTEMS880.29%0.39%0.55%Q4 2021Q3 20238
MRK MERCK & COMPANY880.25%0.39%0.47%Q4 2021Q3 20238
CL COLGATE PALMOLIVE CO880.30%0.36%0.43%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.23%0.27%0.29%Q4 2021Q3 20238
SPHD INVESCO S&P770.21%1.41%2.28%Q4 2021Q2 20237
SPSB SPDR SER TR770.22%0.87%4.68%Q4 2021Q2 20237
SHOP SHOPIFY INC770.22%0.39%0.66%Q4 2021Q2 20237
ASML ASML HOLDING N V520.19%0.39%0.54%Q4 2021Q3 20237
MCD MCDONALDS CORP430.18%0.22%0.25%Q4 2021Q3 20237
XLE SELECT SECTOR SPDR TR661.00%1.52%1.94%Q4 2021Q1 20236
AMGN AMGEN INC660.23%0.29%0.36%Q4 2021Q1 20236
DVN DEVON ENERGY CORP NEW510.21%0.28%0.36%Q1 2022Q3 20236
VOE VANGUARD MID551.47%1.66%1.82%Q4 2021Q4 20225
VBR VANGUARD SMALL551.28%1.40%1.49%Q4 2021Q4 20225
VOT VANGUARD MID550.90%1.22%1.86%Q4 2021Q4 20225
VBK VANGUARD SMALL550.56%0.95%1.47%Q4 2021Q4 20225
SPMD SPDR PORTFOLIO550.71%0.85%0.99%Q4 2021Q4 20225
SPSM SPDR PORTFOLIO550.56%0.66%0.76%Q4 2021Q4 20225
JPM JPMORGAN CHASE550.32%0.46%0.56%Q4 2021Q4 20225
PFE PFIZER INC550.28%0.33%0.38%Q4 2021Q4 20225
COG COTERRA ENERGY INC550.23%0.30%0.38%Q1 2022Q1 20235
NVDA NVIDIA CORPORATION320.16%0.28%0.43%Q4 2021Q1 20235
BSCQ INVESCO EXCH TRD SLF I...449.82%12.59%14.20%Q4 2022Q3 20234
SPLB SPDR SER TR442.81%6.35%7.89%Q4 2022Q3 20234
GILD GILEAD SCIENCES INC440.22%0.26%0.29%Q4 2022Q3 20234
VMW VMWARE INC310.23%0.24%0.25%Q4 2021Q2 20234
GDX VANECK ETF TRUST330.85%0.96%1.02%Q1 2023Q3 20233
XLF SECTOR FINANCIAL330.56%0.67%0.74%Q4 2021Q2 20223
NEM NEWMONT CORP330.45%0.63%0.75%Q1 2023Q3 20233
XME SPDR SERIES330.46%0.51%0.58%Q4 2021Q2 20223
GOLD BARRICK GOLD CORP330.42%0.51%0.60%Q1 2023Q3 20233
GIS GENERAL MILLS330.32%0.42%0.54%Q4 2021Q2 20223
FDX FEDEX CORP330.33%0.35%0.38%Q4 2021Q2 20223
VEA VANGUARD FTSE330.26%0.34%0.50%Q4 2021Q2 20223
UPS UNITED PARCEL330.25%0.29%0.32%Q4 2021Q2 20223
IWR ISHARES RUSSELL330.25%0.28%0.29%Q4 2021Q2 20223
SPGP INVESCO EXCHANGE TRADE...330.24%0.27%0.29%Q1 2023Q3 20233
TSLA TESLA INC110.17%0.26%0.34%Q4 2021Q1 20233
VZ VERIZON COMMUNICATIONS330.17%0.21%0.25%Q4 2021Q2 20223
XLV SELECT SECTOR SPDR TR222.57%2.71%2.86%Q2 2023Q3 20232
XLP SELECT SECTOR SPDR TR222.53%2.62%2.71%Q2 2023Q3 20232
WORLD GOLD TR221.82%1.87%1.92%Q2 2023Q3 20232
SPTL SPDR SER TR221.61%1.78%1.94%Q2 2023Q3 20232
XLU SELECT SECTOR SPDR TR221.70%1.73%1.75%Q2 2023Q3 20232
QQQN VICTORY VICTORYSHARES220.33%0.47%0.61%Q4 2021Q1 20222
TTD TRADE DESK220.27%0.38%0.49%Q4 2021Q1 20222
AI C3 AI INC220.27%0.29%0.31%Q1 2023Q2 20232
RGR STURM RUGER220.23%0.24%0.24%Q4 2021Q1 20222
NFLX NETFLIX INC220.20%0.23%0.26%Q4 2021Q1 20222
SPIB SPDR PORTFOLIO111.30%1.30%1.30%Q4 2021Q4 20211
XOP SPDR SER TR110.77%0.77%0.77%Q3 2023Q3 20231
META LISTED ROUNDHILL110.52%0.52%0.52%Q4 2021Q4 20211
VCR VANGUARD CONSUMER110.46%0.46%0.46%Q4 2021Q4 20211
HD HOME DEPOT110.43%0.43%0.43%Q4 2021Q4 20211
WMT WALMART INC110.37%0.37%0.37%Q3 2023Q3 20231
INTC INTEL CORP110.32%0.32%0.32%Q4 2022Q4 20221
FB META PLATFORMS110.26%0.26%0.26%Q4 2021Q4 20211
SPDW SPDR PORTFOLIO110.25%0.25%0.25%Q4 2021Q4 20211
V VISA INC110.24%0.24%0.24%Q4 2021Q4 20211
LOW LOWES COMPANIES110.23%0.23%0.23%Q4 2021Q4 20211
SLYV SPDR SERIES110.23%0.23%0.23%Q4 2021Q4 20211
GOOG ALPHABET INC110.22%0.22%0.22%Q4 2021Q4 20211
LLY ELI LILLY & CO110.21%0.21%0.21%Q3 2023Q3 20231
KLAC KLA CORP110.19%0.19%0.19%Q4 2021Q4 20211
CAT CATERPILLAR INC110.19%0.19%0.19%Q4 2021Q4 20211
FIVG ETF DEFIANCE110.16%0.16%0.16%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD WHITEHALL FDS, SPDR SER TR, and VANGUARD WORLD FD, are the highest-conviction holdings of CAPSTONE WEALTH MANAGEMENT GROUP, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by CAPSTONE WEALTH MANAGEMENT GROUP, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CAPSTONE WEALTH MANAGEMENT GROUP, LLC owns currently or has owned in the past.