CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CIK 1923052 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- BSCQ14.71%
- VYM9.80%
- SPLB8.36%
- MGK6.02%
- QQQ5.13%
- SDY4.69%
- AVGO3.68%
- XLV3.12%
- AAPL2.83%
- AMZN2.77%
Share classes counted separately61.11%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $15.55M | 14.71% | 805.53K shares | — | ↗▾ | |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $10.36M | 9.80% | 92.79K shares | — | ↗▾ | |
| 03 | SPLBSS SPDR P LONG TERM C ETFPORTFOLIO LN COR View history and evidence | $8.84M | 8.36% | 371.68K shares | — | ↗▾ | |
| 04 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $6.37M | 6.02% | 24.54K shares | — | ↗▾ | |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.43M | 5.13% | 13.25K shares | — | ↗▾ | |
| 06 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $4.95M | 4.69% | 39.65K shares | — | ↗▾ | |
| 07 | AVGOBROADCOM INC View history and evidence | $3.89M | 3.68% | 3.48K shares | — | ↗▾ | |
| 08 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $3.30M | 3.12% | 24.19K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $2.99M | 2.83% | 15.52K shares | — | ↗▾ | |
| 10 | AMZNAMAZON.COM INC View history and evidence | $2.93M | 2.77% | 19.26K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLU ST SR UTL SL SE SPDR ETF-USD | Non-derivative | — | — | SEC filing ↗ | |
| CSCO CISCO SYSTEMS INC | Non-derivative | — | — | SEC filing ↗ | |
| SPGP INVESCO S&P 500 GARP ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1923052 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105707297
}Research all 58 reported holdings.
This page includes 30 of 58 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.