$96.9 Million is the total value of CAPSTONE WEALTH MANAGEMENT GROUP, LLC's 56 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,486,948 | – | 18,737 | +100.0% | 2.57% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $2,451,217 | – | 33,049 | +100.0% | 2.53% | – |
New | WORLD GOLD TRspdr gld minis | $1,768,116 | – | 46,419 | +100.0% | 1.82% | – | |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $1,695,184 | – | 25,905 | +100.0% | 1.75% | – |
SPTL | New | SPDR SER TRportfolio ln tsr | $1,561,753 | – | 52,233 | +100.0% | 1.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 12.1% |
SPDR SER TR | 8 | Q3 2023 | 11.2% |
VANGUARD WORLD FD | 8 | Q3 2023 | 8.2% |
INVESCO QQQ TR | 8 | Q3 2023 | 8.9% |
SPDR SER TR | 8 | Q3 2023 | 5.1% |
APPLE INC | 8 | Q3 2023 | 4.1% |
AMAZON COM INC | 8 | Q3 2023 | 3.9% |
MICROSOFT CORP | 8 | Q3 2023 | 3.0% |
BROADCOM INC | 8 | Q3 2023 | 3.1% |
VANGUARD MID | 8 | Q3 2023 | 3.8% |
View CAPSTONE WEALTH MANAGEMENT GROUP, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-11 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-12 |
13F-HR | 2022-04-12 |
13F-HR | 2022-04-12 |
View CAPSTONE WEALTH MANAGEMENT GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.