Capstone Wealth Management Group, LLC Incresed Positions in Q3 2025

Capstone Wealth Management Group, LLC

  • $236 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 41.49%
$695.21 - $791.73 $757K - $862K
3.71K $2.73M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
294
+ 21.27%
$282.78 - $316.06 $83.1K - $92.9K
1.68K $528K
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
CSCO
Cisco Systems, Inc.

Technology
21
+ 0.57%
$66.2 - $71.79 $1.39K - $1.51K
3.7K $253K
PM
Philip Morris International Inc.

Consumer Defensive
130
+ 8.67%
$157.77 - $183.27 $20.5K - $23.8K
1.63K $264K
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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