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  Name: CAPSTONE WEALTH MANAGEMENT GROUP LLC
  City: CLARKS GREEN
  State: PA
  Zip: 18411
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $139,356,000
  Total Value Change : $33,651,000
  Securities Held Change : 11
   
All Securities Held : 69
  New Positions : 15
  Closed Positions : 4
  Increased Positions : 32
  Unchanged Positions : 1
  Decreased Positions : 21

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 3 New $110.21 $10,218,000 92,435 7.33% 10,218,000 92,435 0.052    Closed - End Fund - E...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 14 New $29.61 $2,798,000 93,998 2.01% 2,798,000 93,998 0.007    Closed - End Fund - Debt
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 15 New $42.29 $2,677,000 63,543 1.92% 2,677,000 63,543 0.071    Closed - End Fund - E...
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 23 New $79.55 $1,448,000 18,046 1.04% 1,448,000 18,046 0.134    N/A
   (INDA)1 Year Chart         INDA iShares Msci India ETF 25 New $0.00 $1,343,000 26,035 0.96% 1,343,000 26,035 0.003    N/A
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 34 New $0.00 $1,078,000 19,120 0.77% 1,078,000 19,120 0.03    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 38 New $372.63 $898,000 2,251 0.64% 898,000 2,251 0.001    Medical Appliances & ...
   (IOT)1 Year Chart         IOT Samsara Inc. 42 New $39.84 $838,000 22,180 0.6% 838,000 22,180 0.005    N/A
   (SMIN)1 Year Chart         SMIN iShares Msci India Small Ca... 45 New $0.00 $767,000 10,910 0.55% 767,000 10,910 0.2    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 46 New $177.81 $635,000 3,611 0.46% 635,000 3,611 0    Auto Manufacturers
   (HII)1 Year Chart         HII Huntington Ingalls Industri... 51 New $252.03 $572,000 1,962 0.41% 572,000 1,962 0.005    Aerospace/Defense Pro...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 62 New $0.00 $308,000 6,775 0.22% 308,000 6,775 0.002    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 64 New $520.84 $296,000 566 0.21% 296,000 566 0    Closed - End Fund - E...
   (MDT)1 Year Chart         MDT Medtronic Plc 67 New $82.84 $214,000 2,450 0.15% 214,000 2,450 0    Medical Appliances & ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 68 New $198.77 $213,000 1,065 0.15% 213,000 1,065 0    Domestic Money Center...

      15 Records Found
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