Capstone Wealth Management Group, LLC New Holdings 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
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
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
NFLX
Netflix Inc

Communication Services
516
New
$1147.87 - $1297.18 $592K - $669K
516 $618K
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
Waldencast PLC
10K
New
N/A
10K $0
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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