Capstone Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Capstone Wealth Management Group, LLCInvestment ActivityCapstone Wealth Management Group, LLC has $175.25 million in total holdings as of March 31, 2025.Capstone Wealth Management Group, LLC owns shares of 67 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 18.37% of the portfolio was purchased this quarter.About 21.50% of the portfolio was sold this quarter.This quarter, Capstone Wealth Management Group, LLC has purchased 73 new stocks and bought additional shares in 17 stocks.Capstone Wealth Management Group, LLC sold shares of 39 stocks and completely divested from 15 stocks this quarter.Largest Holdings Invesco BulletShares 2026 Corporate Bond ETF $16,137,751Invesco Ultra Short Duration ETF $13,377,183iShares Short Treasury Bond ETF $12,084,814Vanguard High Dividend Yield ETF $11,282,122Invesco S&P 500 Momentum ETF $10,747,206 Largest New Holdings this Quarter 46137V423 - Invesco S&P 500 Value with Momentum ETF $4,405,426 Holding82889N657 - Simplify Short Term Treasury Futures Strategy ETF $3,329,780 Holding38150K103 - Goldman Sachs Physical Gold ETF $2,894,414 Holding921910840 - Vanguard Mega Cap Value ETF $2,480,493 Holding46138E222 - Invesco S&P International Developed Momentum ETF $1,171,262 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 65,515 shares (about $6.06M)Invesco S&P 500 Value with Momentum ETF 76,790 shares (about $4.41M)iShares 20+ Year Treasury Bond ETF 40,863 shares (about $3.72M)Simplify Short Term Treasury Futures Strategy ETF 151,560 shares (about $3.33M)Goldman Sachs Physical Gold ETF 93,731 shares (about $2.89M) Largest Sales this Quarter Consumer Staples Select Sector SPDR Fund 40,352 shares (about $3.30M)SPDR Portfolio Long Term Corporate Bond ETF 128,295 shares (about $2.90M)SPDR S&P Dividend ETF 14,387 shares (about $1.95M)iShares Treasury Floating Rate Bond ETF 32,640 shares (about $1.65M)GLOBAL X FDS 25,221 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapstone Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSCQInvesco BulletShares 2026 Corporate Bond ETF$16,137,751$821,315 ▼-4.8%828,4279.2%ETFGSYInvesco Ultra Short Duration ETF$13,377,183$1,684,183 ▲14.4%266,9037.6%ETFSHViShares Short Treasury Bond ETF$12,084,814$435,542 ▼-3.5%109,4056.9%ETFVYMVanguard High Dividend Yield ETF$11,282,122$33,529 ▼-0.3%87,4866.4%ETFSPMOInvesco S&P 500 Momentum ETF$10,747,206$6,062,121 ▲129.4%116,1486.1%ETFQQQMInvesco NASDAQ 100 ETF$7,128,868$621,530 ▲9.6%36,9334.1%ETFQQQInvesco QQQ$6,360,761$486,728 ▼-7.1%13,5653.6%FinanceSPLBSPDR Portfolio Long Term Corporate Bond ETF$6,284,451$2,895,615 ▼-31.5%278,4433.6%ETFAVGOBroadcom$6,257,692$175,299 ▼-2.7%37,3753.6%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$5,994,209$1,653,533 ▼-21.6%118,3233.4%ETFTLTiShares 20+ Year Treasury Bond ETF$4,628,625$3,719,777 ▲409.3%50,8472.6%ETFSPVMInvesco S&P 500 Value with Momentum ETF$4,405,426$4,405,426 ▲New Holding76,7902.5%ETFAMZNAmazon.com$4,363,629$560,698 ▼-11.4%22,9352.5%Retail/WholesaleTUASimplify Short Term Treasury Futures Strategy ETF$3,329,780$3,329,780 ▲New Holding151,5601.9%ETFAAPLApple$3,289,575$16,438 ▲0.5%14,8091.9%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$3,244,811$127,568 ▼-3.8%10,5051.9%ETFXMMOInvesco S&P MidCap Momentum ETF$3,211,154$1,918,525 ▲148.4%28,2281.8%ETFSDYSPDR S&P Dividend ETF$3,033,105$1,952,014 ▼-39.2%22,3551.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$2,928,260$1,698,059 ▲138.0%46,6661.7%ETFAAAUGoldman Sachs Physical Gold ETF$2,894,414$2,894,414 ▲New Holding93,7311.7%FinanceGOOGLAlphabet$2,544,141$501,189 ▼-16.5%16,4521.5%Computer and TechnologyMGVVanguard Mega Cap Value ETF$2,480,493$2,480,493 ▲New Holding19,2531.4%ETFMSFTMicrosoft$2,435,140$424,939 ▼-14.9%6,4871.4%Computer and TechnologyVTVVanguard Value ETF$2,221,196$2,418 ▼-0.1%12,8591.3%ETFBRK.BBerkshire Hathaway$1,923,169$47,933 ▲2.6%3,6111.1%FinanceISRGIntuitive Surgical$1,787,9240.0%3,6101.0%MedicalPANWPalo Alto Networks$1,666,473$1,073,327 ▼-39.2%9,7661.0%Computer and TechnologyASMLASML$1,663,636$82,155 ▲5.2%2,5110.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,447,207$398,537 ▲38.0%17,1470.8%CL AVIGVanguard Dividend Appreciation ETF$1,350,321$6,595 ▲0.5%6,9610.8%ETFVOVanguard Mid-Cap ETF$1,311,539$611,414 ▼-31.8%5,0710.7%ETFIVViShares Core S&P 500 ETF$1,249,741$10,115 ▼-0.8%2,2240.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,229,103$481,795 ▼-28.2%24,0670.7%ETFVBVanguard Small-Cap ETF$1,195,339$547,670 ▼-31.4%5,3910.7%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,181,184$116,208 ▼-9.0%23,1240.7%ManufacturingPGProcter & Gamble$1,177,521$23,346 ▼-1.9%6,9100.7%Consumer StaplesIDMOInvesco S&P International Developed Momentum ETF$1,171,262$1,171,262 ▲New Holding26,5230.7%ETFREGNRegeneron Pharmaceuticals$1,105,009$8,881 ▼-0.8%1,7420.6%MedicalSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,058,768$322,030 ▼-23.3%23,9220.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,036,713$1,019,586 ▼-49.6%34,4420.6%ETFVOOVanguard S&P 500 ETF$932,047$514 ▲0.1%1,8140.5%ETFVGTVanguard Information Technology ETF$925,3570.0%1,7060.5%ETFIOTSamsara$821,421$387,904 ▼-32.1%21,4300.5%Computer and TechnologyCVXChevron$810,602$249,957 ▼-23.6%4,8450.5%EnergyVGKVanguard FTSE Europe ETF$753,550$753,550 ▲New Holding10,7330.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$729,134$812,282 ▼-52.7%17,8890.4%ETFXLPConsumer Staples Select Sector SPDR Fund$701,095$3,295,351 ▼-82.5%8,5850.4%ETFIVEiShares S&P 500 Value ETF$626,752$3,049 ▼-0.5%3,2890.4%ETFXOMExxon Mobil$606,429$331,936 ▼-35.4%5,0990.3%EnergyABBVAbbVie$472,528$171,828 ▼-26.7%2,2550.3%MedicalCLColgate-Palmolive$463,254$408,908 ▼-46.9%4,9440.3%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$450,206$26,204 ▼-5.5%7,4220.3%ETFNVDANVIDIA$444,401$160,418 ▼-26.5%4,1000.3%Computer and TechnologySLViShares Silver Trust$443,008$443,008 ▲New Holding14,2950.3%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$420,739$5,081 ▼-1.2%10,3500.2%ETFJNJJohnson & Johnson$419,033$222,699 ▼-34.7%2,5270.2%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$383,155$892,766 ▼-70.0%7,4870.2%ETFVUGVanguard Growth ETF$366,433$371 ▲0.1%9880.2%ETFLLYEli Lilly and Company$324,047$24,800 ▼-7.1%3920.2%MedicalSPLVInvesco S&P 500 Low Volatility ETF$284,194$703,647 ▼-71.2%3,8030.2%ETFJPMJPMorgan Chase & Co.$263,591$736 ▲0.3%1,0750.2%FinancePPLPPL$244,205$1,914 ▲0.8%6,7630.1%UtilitiesMCDMcDonald's$243,992$625 ▲0.3%7810.1%Retail/WholesaleGLOBAL X FDS$241,077$1,174,011 ▼-83.0%5,1790.1%DEFENSE TECH ETFPMPhilip Morris International$238,095$238,095 ▲New Holding1,5000.1%Consumer StaplesSLYVSPDR S&P 600 Small Cap Value ETF$217,481$941 ▲0.4%2,7740.1%ETFVEAVanguard FTSE Developed Markets ETF$208,549$208,549 ▲New Holding4,1030.1%ETFXLGInvesco S&P 500 Top 50 ETF$0$5,578,399 ▼-100.0%00.0%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$0$1,429,795 ▼-100.0%00.0%ManufacturingINDAiShares MSCI India ETF$0$1,288,582 ▼-100.0%00.0%ETFTSLATesla$0$1,238,177 ▼-100.0%00.0%Auto/Tires/TrucksSMINiShares MSCI India Small-Cap ETF$0$884,980 ▼-100.0%00.0%ETFLMTLockheed Martin$0$739,449 ▼-100.0%00.0%AerospaceWMTWalmart$0$697,331 ▼-100.0%00.0%Retail/WholesalePEPPepsiCo$0$511,847 ▼-100.0%00.0%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$0$366,336 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$347,200 ▼-100.0%00.0%MedicalSPLGSPDR Portfolio S&P 500 ETF$0$327,063 ▼-100.0%00.0%ETFMETAMeta Platforms$0$324,990 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$301,466 ▼-100.0%00.0%TransportationGDGeneral Dynamics$0$271,820 ▼-100.0%00.0%AerospaceSPYSPDR S&P 500 ETF Trust$0$212,899 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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