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Home > Institutional Investor > Capstone Wealth Management Group Llc > Profile

Instuitional Investor - Capstone Wealth Management Group Llc

Fund Profile
Filing Period:
Fund Name: Capstone Wealth Management Group Llc
Portfolio Value $165,102,142
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 44,906 $12,208,273 7.39%
2.
Spdr Series Trust
 94,101 $8,598,947 5.21%
3.
Sector Spdr Trust
 XLB 46,719 $6,726,108 4.07%
4.
Exxon Mobil Corp
 XOM 45,011 $5,416,586 3.28%
5.
Sector Spdr Trust
 XLB 97,927 $5,363,487 3.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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