Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $238,590,131 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 162,968 | $17,950,875 | 7.52% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 142,945 | $17,056,187 | 7.15% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 57,346 | $14,503,827 | 6.08% | |
| 4. | AVGO | 40,986 | $14,185,238 | 5.95% | |
| 5. | Vanguard World Fd | 31,833 | $13,139,621 | 5.51% |