Capstone Wealth Management Group, LLC Purchases in Q3 2025

Capstone Wealth Management Group, LLC

  • $236 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
141K
New
$110.74 - $122.12 $15.6M - $17.2M
141K $17.1M
AVGO
Broadcom Inc.

Technology
40.7K
New
$264.74 - $369.57 $10.8M - $15M
40.7K $13.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
98.5K
New
$107.66 - $112.36 $10.6M - $11.1M
98.5K $11M
XLG
Invesco Exchange Traded Fd Tr

ETFs
181K
New
$51.78 - $57.89 $9.36M - $10.5M
181K $10.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
201K
New
$50.08 - $50.37 $10.1M - $10.1M
201K $10.1M
SPVM
Invesco S&P 500 Value With Mom

ETFs
152K
New
$59.87 - $65.75 $9.11M - $10M
152K $10M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
39.3K
New
$225.11 - $247.9 $8.85M - $9.74M
39.3K $9.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14K
New
$546.99 - $602.2 $7.64M - $8.41M
14K $8.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
426K
New
$19.49 - $19.61 $8.31M - $8.36M
426K $8.34M
XLI
Industrial Sector Spdr

ETFs
41.8K
New
$147.94 - $154.99 $6.19M - $6.48M
41.8K $6.45M
PWV
Invesco Exchange Traded Fd Tr

ETFs
63.8K
New
$61.22 - $65.41 $3.91M - $4.18M
63.8K $4.16M
PLTR
Palantir Technologies Inc.

Technology
18.7K
New
$130.68 - $186.97 $2.44M - $3.49M
18.7K $3.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3K
+ 10.68%
$362.31 - $405.74 $1.09M - $1.22M
31.1K $12.5M
NVDA
Nvidia Corp

Technology
8.76K
+ 58.7%
$153.3 - $186.58 $1.34M - $1.63M
23.7K $4.42M
AAPL
Apple Inc.

Technology
2.15K
+ 15.85%
$202.38 - $256.87 $435K - $552K
15.7K $4M
MGV
Vanguard Mega Cap Value

ETFs
6.25K
+ 16.56%
$129.46 - $137.85 $810K - $862K
44K $6.06M
XSMO
Invesco S&P Smallcap Momentum

ETFs
12.1K
New
$67.1 - $74.29 $809K - $895K
12.1K $886K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.01K
New
$128.6 - $136.01 $772K - $817K
6.01K $812K
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 41.49%
$695.21 - $791.73 $757K - $862K
3.71K $2.73M
PPTA
Perpetua Resources Corp.

Basic Materials
37.5K
New
$11.92 - $21.16 $446K - $793K
37.5K $763K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.19K
New
$78.96 - $80.04 $725K - $735K
9.19K $734K
MSFT
Microsoft Corp

Technology
887
+ 7.6%
$491.09 - $535.64 $436K - $475K
12.6K $6.5M
VTV
Vanguard Value ETF

ETFs
2.94K
+ 21.21%
$175.51 - $186.57 $516K - $548K
16.8K $3.13M
NFLX
Netflix Inc

Communication Services
516
New
$1147.87 - $1297.18 $592K - $669K
516 $618K
AMZN
Amazon Com Inc

Consumer Cyclical
2.49K
+ 12.87%
$211.65 - $238.24 $527K - $593K
21.8K $4.79M
GOOGL
Alphabet Inc.

Communication Services
364
+ 5.31%
$174.36 - $254.72 $63.5K - $92.7K
7.22K $1.76M
IONQ
Ion Q, Inc.

Technology
8.78K
New
$36.79 - $75.14 $323K - $659K
8.78K $539K
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$144.19 - $167.33 $283K - $329K
1.97K $328K
GOOG
Alphabet Inc.

Communication Services
1.21K
New
$175.16 - $255.24 $212K - $309K
1.21K $294K
HD
Home Depot, Inc.

Consumer Cyclical
635
New
$357.4 - $423.42 $227K - $269K
635 $257K
SPY
Spdr S&P 500 ETF Trust

ETFs
350
New
$617.65 - $666.84 $216K - $233K
350 $233K
ORCL
Oracle Corp

Technology
817
New
$218.96 - $328.33 $179K - $268K
817 $229K
V
Visa Inc.

Financial Services
631
New
$332.09 - $358.86 $210K - $226K
631 $215K
VBK
Vanguard Small Cap Growth ETF

ETFs
673
New
$276.51 - $305.12 $186K - $205K
673 $200K
JPM
Jpmorgan Chase & CO

Financial Services
294
+ 21.27%
$282.78 - $316.06 $83.1K - $92.9K
1.68K $528K
JNJ
Johnson & Johnson

Healthcare
87
+ 3.91%
$155.17 - $185.42 $13.5K - $16.1K
2.31K $429K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9
+ 0.03%
$52.12 - $55.33 $469 - $498
27.2K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.14%
$620.67 - $670.08 $1.24K - $1.34K
1.48K $989K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
348
+ 1.41%
$42.43 - $45.05 $14.8K - $15.7K
25K $1.1M
WELL
Welltower Inc.

Real Estate
96
+ 7.15%
$150.71 - $178.14 $14.5K - $17.1K
1.44K $256K
ISRG
Intuitive Surgical Inc

Healthcare
614
+ 25.67%
$433.66 - $544.47 $266K - $334K
3.01K $1.34M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
612
+ 1.15%
$21.99 - $23.38 $13.5K - $14.3K
53.9K $1.25M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.1%
$433.97 - $484.08 $434 - $484
989 $474K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.69%
$410.74 - $499.21 $2.88K - $3.49K
1.02K $507K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.03%
$194.44 - $206.51 $194 - $207
3.29K $679K
LLY
Eli Lilly & CO

Healthcare
51
+ 13.01%
$625.65 - $812.69 $31.9K - $41.4K
443 $338K
TLT
Ishares Barclays 20+ Year Trea

ETFs
61
+ 0.61%
$85.01 - $90.35 $5.19K - $5.51K
10K $896K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.72%
$291.67 - $316.99 $2.33K - $2.54K
1.13K $341K
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.48%
$56.02 - $60.3 $1.12K - $1.21K
4.16K $248K
Activity Summary
Buys All Purchases 53 New Holdings 27 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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