CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Q1 2025 13F Holdings
- Locationdunmore, PA
- Num holdings
67
- Value ($000)
$175,254
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001923052
- 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 |
|---|---|---|---|---|---|---|---|
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $16.14M | 9 % | 828,427 | ||
GSY INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $13.38M | 8 % | 266,903 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $12.08M | 7 % | 109,405 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $11.28M | 6 % | 87,486 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $10.75M | 6 % | 116,148 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $7.13M | 4 % | 36,933 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.36M | 4 % | 13,565 | ||
SPDR SER TR | PORTFOLIO LN COR | 78464A367 | $6.28M | 4 % | 278,443 | ||
AVGO BROADCOM INC | COM | 11135F101 | $6.26M | 4 % | 37,375 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $5.99M | 3 % | 118,323 |
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