Capstone-Wealth-Management-Group-Llc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  "ASML",
  "AVGO",
  "MCD",
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "PANW",
  null,
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "PLTR",
  "PG",
  "REGN",
  "IOT",
  null,
  null,
  null,
  null,
  null,
  "VO",
  null,
  "VIG",
  "VYM",
  "SDY",
  "AMZN",
  "IVE",
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  "MGK",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  null,
  "PPL",
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "CL",
  null,
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 67
Total Value: 175254090
Accession Number: 0001951757-25-000467
Form Type: 13F-HR
CIK: capstone-wealth-management-group-llc
Manager Name: Capstone-Wealth-Management-Group-Llc

Data Enrichment

63% identified

42 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

67 positions • $175.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$263.6K

% of Portfolio:0.2% ($263.6K/$175.3M)

PPL Corp

PPL|69351T106

Shares:6.8K

Value:$244.2K

% of Portfolio:0.1% ($244.2K/$175.3M)

MCDONALDS CORP

MCD|580135101

Shares:781

Value:$244.0K

% of Portfolio:0.1% ($244.0K/$175.3M)

37960A529

Shares:5.2K

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$175.3M)

Philip Morris International Inc.

PM|718172109

Shares:1.5K

Value:$238.1K

% of Portfolio:0.1% ($238.1K/$175.3M)

78464A300

Shares:2.8K

Value:$217.5K

% of Portfolio:0.1% ($217.5K/$175.3M)

921943858

VEA|921943858

Shares:4.1K

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$175.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ +0.27% (+3) YoY +0.93% (+10)	All Managers (Combined)	$263.6K	0.2% ($263.6K/$175.3M)	QoQ +2.53% (+$6.5K) YoY +23.57% (+$50.3K)
PPL Corp(PPLcusip69351T106)	6.8K	QoQ +0.78% (+53) YoY NEW(+6.8K)	All Managers (Combined)	$244.2K	0.1% ($244.2K/$175.3M)	QoQ +12.12% (+$26.4K) YoY NEW(+$244.2K)
MCDONALDS CORP(MCDcusip580135101)	781	QoQ +0.25% (+2) YoY +0.51% (+4)	All Managers (Combined)	$244.0K	0.1% ($244.0K/$175.3M)	QoQ +8.02% (+$18.1K) YoY +11.35% (+$24.9K)
(cusip37960A529)✕	5.2K	QoQ -82.96% (-25.2K) YoY NEW(+5.2K)	All Managers (Combined)	$241.1K	0.1% ($241.1K/$175.3M)	QoQ -78.80% (-$896.2K) YoY NEW(+$241.1K)
Philip Morris International Inc.(PMcusip718172109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$238.1K	0.1% ($238.1K/$175.3M)	QoQ NEW(+$238.1K) YoY NEW(+$238.1K)
(cusip78464A300)✕	2.8K	QoQ +0.43% (-12) YoY +0.58% (-16)	All Managers (Combined)	$217.5K	0.1% ($217.5K/$175.3M)	QoQ -9.74% (-$23.5K) YoY -4.95% (-$11.3K)
(VEAcusip921943858)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$175.3M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)