Capstone Wealth Management Group LLC
Q1 2025 13F Holdings
- Locationbend, OR
- Num holdings
90
- Value ($000)
$125,254
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002059649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.15M | 8 % | 45,709 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $7.35M | 6 % | 80,144 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.64M | 5 % | 10,584 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $5.40M | 4 % | 45,424 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.27M | 4 % | 25,514 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $5.24M | 4 % | 105,260 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.33M | 4 % | 75,692 | ||
KRE SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 | $3.98M | 3 % | 39,993 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $3.39M | 3 % | 23,216 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $3.33M | 3 % | 21,739 |
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