CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Q4 2024 13F Holdings
- Locationclarks green, PA
- Num holdings
73
- Value ($000)
$186,774
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001923052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $16.92M | 9 % | 870,589 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $12.48M | 7 % | 113,348 | ||
GSY INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $11.69M | 6 % | 233,300 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $11.20M | 6 % | 87,746 | ||
SPDR SER TR | PORTFOLIO LN COR | 78464A367 | $9.04M | 5 % | 406,738 | ||
AVGO BROADCOM INC | COM | 11135F101 | $8.91M | 5 % | 38,422 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $7.62M | 4 % | 150,963 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.47M | 4 % | 14,603 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $7.09M | 4 % | 33,713 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.68M | 3 % | 25,882 |
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