Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $236,130,783 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 205,486 | $22,704,148 | 9.62% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 141,047 | $17,075,119 | 7.23% | |
| 3. | AVGO | 40,695 | $13,425,632 | 5.69% | |
| 4. | Vanguard World Fd | 31,093 | $12,512,457 | 5.3% | |
| 5. | Vanguard Whitehall Funds | 82,589 | $11,640,838 | 4.93% |