Sponsored

The Analysis of CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Holdings & P&L

Currently, CAPSTONE WEALTH MANAGEMENT GROUP, LLC holds 97 types of securities in its portfolio with a total value $238.8M. In the most recent quarter, they have increased their positions in SHV (+155.7K shares, valued at $17.2M), QQQM (+57.4K shares, valued at $13.6M), LQD (+111.5K shares, valued at $12.1M); decreased their positions in MSFT (-5.8K shares, valued at $2.1M), AMZN (-7.0K shares, valued at $1.5M), SPY (-1.9K shares, valued at $1.2M); initiated new positions in SHV (+155.7K shares, valued at $17.2M), QQQM (+57.4K shares, valued at $13.6M), LQD (+111.5K shares, valued at $12.1M).

1M P&L

+9.0M+3.44%

3M P&L

-45.8M-14.50%

HY P&L

-28.6M-9.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A169.6M

82.0%

2Semiconductor Equipment & Materials4.5M

2.2%

3Semiconductors4.3M

2.1%

Top Industries by Stock Count

1N/A56 stocks

61.5%

2Drug Manufacturers - General4 stocks

4.4%

3Household & Personal Products3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR155.7K sharesnew addition2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II57.4K sharesnew addition2026-03-312026-04-29

BROADCOM INC BROADCOM INC43.1K shares5.16%2026-03-312026-04-29

LQD ISHARES TR111.5K sharesnew addition2026-03-312026-04-29

MGK VANGUARD WORLD FD32.7K shares2.65%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS75.7K sharesnew addition2026-03-312026-04-29

SPVM INVESCO EXCHANGE TRADED FD T159.7K sharesnew addition2026-03-312026-04-29

GSY INVESCO ACTIVELY MANAGED EXC186.6K sharesnew addition2026-03-312026-04-29

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T112.3K sharesnew addition2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR14.4K shares1.67%2026-03-312026-04-29

VTV VANGUARD INDEX FDS38.6K shares104.40%2026-03-312026-04-29

MGV VANGUARD WORLD FD47.7K sharesnew addition2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II57.8K sharesnew addition2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.3K sharesnew addition2026-03-312026-04-29

QLTA ISHARES TR101.2K sharesnew addition2026-03-312026-04-29

PWV INVESCO EXCHANGE TRADED FD T68.3K sharesnew addition2026-03-312026-04-29

Sponsored

IWM ISHARES TR19.1K sharesnew addition2026-03-312026-04-29

NVDA NVIDIA CORPORATION23.3K shares0.89%2026-03-312026-04-29

AAPL APPLE INC16.0K shares-1.21%2026-03-312026-04-29

KLAC KLA CORP2.6K sharesnew addition2026-03-312026-04-29

AMZN AMAZON COM INC16.4K shares-30.01%2026-03-312026-04-29

AAAU GOLDMAN SACHS PHYSICAL GOLD69.0K sharesnew addition2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR46.7K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC9.2K shares1.59%2026-03-312026-04-29

Sponsored

IWC ISHARES TR14.9K sharesnew addition2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD121.3K sharesnew addition2026-03-312026-04-29

MSFT MICROSOFT CORP5.6K shares-50.93%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC13.0K shares-31.19%2026-03-312026-04-29

XMMO INVESCO EXCHANGE TRADED FD T12.8K sharesnew addition2026-03-312026-04-29

SPLB SPDR SERIES TRUST81.4K sharesnew addition2026-03-312026-04-29

SPYV SPDR SERIES TRUST30.6K sharesnew addition2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS7.5K shares0.40%2026-03-312026-04-29

Sponsored

SDY SPDR SERIES TRUST10.5K shares-41.72%2026-03-312026-04-29

SMH VANECK ETF TRUST4.0K sharesnew addition2026-03-312026-04-29

SPYD SPDR SERIES TRUST32.4K sharesnew addition2026-03-312026-04-29

XOM EXXON MOBIL CORP8.5K shares45.47%2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS1.7K sharesnew addition2026-03-312026-04-29

CVX CHEVRON CORPORATION6.5K shares35.03%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS16.8K sharesnew addition2026-03-312026-04-29

VO VANGUARD INDEX FDS4.6K shares0.00%2026-03-312026-04-29

Sponsored

VB VANGUARD INDEX FDS4.9K shares0.00%2026-03-312026-04-29

PPTA PERPETUA RESOURCES CORP45.4K sharesnew addition2026-03-312026-04-29

CAT CATERPILLAR INC1.8K shares15.00%2026-03-312026-04-29

VGT VANGUARD WORLD FD1.7K sharesnew addition2026-03-312026-04-29

IGSB ISHARES TR21.5K sharesnew addition2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC2.4K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.06%2026-03-312026-04-29

HD HOME DEPOT INC3.0K sharesnew addition2026-03-312026-04-29

Sponsored

IVV ISHARES TR1.5K shares0.14%2026-03-312026-04-29

PG PROCTER & GAMBLE CO6.0K shares3.67%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION773 shares4.88%2026-03-312026-04-29

TLT ISHARES TR8.8K sharesnew addition2026-03-312026-04-29

SPSM SPDR SERIES TRUST15.5K sharesnew addition2026-03-312026-04-29

AMAT APPLIED MATLS INC2.0K sharesnew addition2026-03-312026-04-29

IVE ISHARES TR3.3K sharesnew addition2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP1.0K shares0.59%2026-03-312026-04-29

Sponsored

VTWO VANGUARD SCOTTSDALE FDS6.0K sharesnew addition2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS9.9K shares0.00%2026-03-312026-04-29

SPSB SPDR SERIES TRUST19.2K sharesnew addition2026-03-312026-04-29

JNJ JOHNSON & JOHNSON2.3K shares0.21%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F7.4K sharesnew addition2026-03-312026-04-29

ABBV ABBVIE INC2.5K sharesnew addition2026-03-312026-04-29

SHW SHERWIN WILLIAMS CO1.6K sharesnew addition2026-03-312026-04-29

VIS VANGUARD WORLD FD1.6K sharesnew addition2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO1.7K shares-1.55%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR2.9K sharesnew addition2026-03-312026-04-29

VUG VANGUARD INDEX FDS992 shares0.10%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO4.8K sharesnew addition2026-03-312026-04-29

WMT WALMART INC3.3K shares0.06%2026-03-312026-04-29

LLY ELI LILLY & CO443 sharesnew addition2026-03-312026-04-29

ULST SSGA ACTIVE ETF TR9.6K sharesnew addition2026-03-312026-04-29

RTX RTX CORPORATION2.0K sharesnew addition2026-03-312026-04-29

Sponsored

MCD MCDONALDS CORP1.2K shares0.34%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS4.3K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.2K shares0.08%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T501 shares-79.18%2026-03-312026-04-29

CSCO CISCO SYS INC3.8K shares0.50%2026-03-312026-04-29

SPTI SPDR SERIES TRUST10.2K sharesnew addition2026-03-312026-04-29

WELL WELLTOWER INC1.4K sharesnew addition2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS4.2K shares0.17%2026-03-312026-04-29

Sponsored

LNTH LANTHEUS HLDGS INC3.6K sharesnew addition2026-03-312026-04-29

PM PHILIP MORRIS INTL INC1.6K sharesnew addition2026-03-312026-04-29

CMCSA COMCAST CORP NEW9.2K sharesnew addition2026-03-312026-04-29

IEFA ISHARES TR2.9K sharesnew addition2026-03-312026-04-29

SLYV SPDR SERIES TRUST2.7K sharesnew addition2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC715 sharesnew addition2026-03-312026-04-29

PPL PPL CORP6.3K sharesnew addition2026-03-312026-04-29

XSMO INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-04-29

Sponsored

SPMD SPDR SERIES TRUST3.8K sharesnew addition2026-03-312026-04-29

AMGN AMGEN INC638 sharesnew addition2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR8.8K shares0.00%2026-03-312026-04-29

SPTL SPDR SERIES TRUST8.1K sharesnew addition2026-03-312026-04-29

VXUS VANGUARD STAR FDS2.7K sharesnew addition2026-03-312026-04-29

MDYG SPDR SERIES TRUST2.1K sharesnew addition2026-03-312026-04-29

VBK VANGUARD INDEX FDS673 sharesnew addition2026-03-312026-04-29

SLYG SPDR SERIES TRUST2.1K sharesnew addition2026-03-312026-04-29

Sponsored

WALD WALDENCAST PLC10.0K sharesnew addition2026-03-312026-04-29

SHV

ISHARES TR

New

Shares155.7K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares57.4K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

5.16%

Shares43.1K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

New

Shares111.5K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

2.65%

Shares32.7K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

New

Shares75.7K

Event2026-03-31

Filed2026-04-29

SPVM

INVESCO EXCHANGE TRADED FD T

New

Shares159.7K

Event2026-03-31

Filed2026-04-29

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares186.6K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares112.3K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

1.67%

Shares14.4K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

104.40%

Shares38.6K

Event2026-03-31

Filed2026-04-29

MGV

VANGUARD WORLD FD

New

Shares47.7K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares57.8K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

New

Shares32.3K

Event2026-03-31

Filed2026-04-29

QLTA

ISHARES TR

New

Shares101.2K

Event2026-03-31

Filed2026-04-29

PWV

INVESCO EXCHANGE TRADED FD T

New

Shares68.3K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

New

Shares19.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.89%

Shares23.3K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.21%

Shares16.0K

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

New

Shares2.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-30.01%

Shares16.4K

Event2026-03-31

Filed2026-04-29

AAAU

GOLDMAN SACHS PHYSICAL GOLD

New

Shares69.0K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

New

Shares46.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.59%

Shares9.2K

Event2026-03-31

Filed2026-04-29

IWC

ISHARES TR

New

Shares14.9K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares121.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-50.93%

Shares5.6K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

-31.19%

Shares13.0K

Event2026-03-31

Filed2026-04-29

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares12.8K

Event2026-03-31

Filed2026-04-29

SPLB

SPDR SERIES TRUST

New

Shares81.4K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

New

Shares30.6K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.40%

Shares7.5K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

-41.72%

Shares10.5K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-29

SPYD

SPDR SERIES TRUST

New

Shares32.4K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

45.47%

Shares8.5K

Event2026-03-31

Filed2026-04-29

REGN

REGENERON PHARMACEUTICALS

New

Shares1.7K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

35.03%

Shares6.5K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares16.8K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-29

PPTA

PERPETUA RESOURCES CORP

New

Shares45.4K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

15.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

New

Shares1.7K

Event2026-03-31

Filed2026-04-29

IGSB

ISHARES TR

New

Shares21.5K

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.14%

Shares1.5K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

3.67%

Shares6.0K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

4.88%

Shares773

Event2026-03-31

Filed2026-04-29

TLT

ISHARES TR

New

Shares8.8K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

New

Shares15.5K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

0.59%

Shares1.0K

Event2026-03-31

Filed2026-04-29

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares6.0K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-29

SPSB

SPDR SERIES TRUST

New

Shares19.2K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.21%

Shares2.3K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares7.4K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-29

SHW

SHERWIN WILLIAMS CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

VIS

VANGUARD WORLD FD

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-1.55%

Shares1.7K

Event2026-03-31

Filed2026-04-29

XLI

SELECT SECTOR SPDR TR

New

Shares2.9K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.10%

Shares992

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

New

Shares4.8K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

New

Shares443

Event2026-03-31

Filed2026-04-29

ULST

SSGA ACTIVE ETF TR

New

Shares9.6K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

0.34%

Shares1.2K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-79.18%

Shares501

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

0.50%

Shares3.8K

Event2026-03-31

Filed2026-04-29

SPTI

SPDR SERIES TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-04-29

WELL

WELLTOWER INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

0.17%

Shares4.2K

Event2026-03-31

Filed2026-04-29

LNTH

LANTHEUS HLDGS INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

CMCSA

COMCAST CORP NEW

New

Shares9.2K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-04-29

SLYV

SPDR SERIES TRUST

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares715

Event2026-03-31

Filed2026-04-29

PPL

PPL CORP

New

Shares6.3K

Event2026-03-31

Filed2026-04-29

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

New

Shares638

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

SPTL

SPDR SERIES TRUST

New

Shares8.1K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

MDYG

SPDR SERIES TRUST

New

Shares2.1K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

New

Shares673

Event2026-03-31

Filed2026-04-29

SLYG

SPDR SERIES TRUST

New

Shares2.1K

Event2026-03-31

Filed2026-04-29

WALD

WALDENCAST PLC

New

Shares10.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available