0001951757-24-000724.txt : 20240809
0001951757-24-000724.hdr.sgml : 20240809
20240809172608
ACCESSION NUMBER: 0001951757-24-000724
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240809
DATE AS OF CHANGE: 20240809
EFFECTIVENESS DATE: 20240809
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CENTRAL INDEX KEY: 0001923052
ORGANIZATION NAME:
IRS NUMBER: 813256330
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22410
FILM NUMBER: 241194122
BUSINESS ADDRESS:
STREET 1: 285 EAST GROVE STREET
CITY: CLARKS GREEN
STATE: PA
ZIP: 18411
BUSINESS PHONE: (888) 587-7526
MAIL ADDRESS:
STREET 1: 285 EAST GROVE STREET
CITY: CLARKS GREEN
STATE: PA
ZIP: 18411
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001923052
XXXXXXXX
06-30-2024
06-30-2024
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
285 EAST GROVE STREET
CLARKS GREEN
PA
18411
13F HOLDINGS REPORT
028-22410
N
Bryan Kupchik
Chief Compliance Officer
(888) 587-7526
Bryan Kupchik
Clarks Green
PA
08-09-2024
0
68
152917108
false
INFORMATION TABLE
2
F_13F_Capstone_Q22024.xml
ABBVIE INC
COM
00287Y109
598609
3490
SH
SOLE
0
0
3490
ALPHABET INC
CAP STK CL A
02079K305
2289386
12569
SH
SOLE
0
0
12569
AMAZON COM INC
COM
023135106
4018076
20792
SH
SOLE
0
0
20792
APPLE INC
COM
037833100
2282821
10839
SH
SOLE
0
0
10839
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1844467
1804
SH
SOLE
0
0
1804
BEYOND INC
COM
690370101
960072
73400
SH
SOLE
0
0
73400
BROADCOM INC
COM
11135F101
5919233
3687
SH
SOLE
0
0
3687
CHEVRON CORP NEW
COM
166764100
1054560
6742
SH
SOLE
0
0
6742
COLGATE PALMOLIVE CO
COM
194162103
895461
9228
SH
SOLE
0
0
9228
CROWDSTRIKE HLDGS INC
CL A
22788C105
2033234
5306
SH
SOLE
0
0
5306
DRAFTKINGS INC NEW
COM CL A
26142V105
238563
6250
SH
SOLE
0
0
6250
ELI LILLY & CO
COM
532457108
413149
456
SH
SOLE
0
0
456
EXXON MOBIL CORP
COM
30231G102
965001
8383
SH
SOLE
0
0
8383
FEDEX CORP
COM
31428X106
307336
1025
SH
SOLE
0
0
1025
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
1128752
20006
SH
SOLE
0
0
20006
GENERAL DYNAMICS CORP
COM
369550108
403319
1390
SH
SOLE
0
0
1390
INTUITIVE SURGICAL INC
COM NEW
46120E602
2287864
5143
SH
SOLE
0
0
5143
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
2339592
26751
SH
SOLE
0
0
26751
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
532841
8204
SH
SOLE
0
0
8204
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
614539
3118
SH
SOLE
0
0
3118
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
16972682
885147
SH
SOLE
0
0
885147
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
3710042
81094
SH
SOLE
0
0
81094
INVESCO QQQ TR
UNIT SER 1
46090E103
6416748
13393
SH
SOLE
0
0
13393
ISHARES SILVER TR
ISHARES
46428Q109
605400
22785
SH
SOLE
0
0
22785
ISHARES TR
USD INV GRDE ETF
464288620
1055409
21020
SH
SOLE
0
0
21020
ISHARES TR
CORE S&P500 ETF
464287200
1224330
2237
SH
SOLE
0
0
2237
ISHARES TR
MSCI INDIA ETF
46429B598
1434114
25710
SH
SOLE
0
0
25710
ISHARES TR
MSCI INDIA SM CP
46429B614
869863
10755
SH
SOLE
0
0
10755
ISHARES TR
S&P 500 VAL ETF
464287408
601309
3304
SH
SOLE
0
0
3304
ISHARES TR
SHORT TREAS BD
464288679
12172243
110156
SH
SOLE
0
0
110156
ISHARES TR
TRS FLT RT BD
46434V860
5967016
117786
SH
SOLE
0
0
117786
JOHNSON & JOHNSON
COM
478160104
693752
4747
SH
SOLE
0
0
4747
JPMORGAN CHASE & CO.
COM
46625H100
215926
1068
SH
SOLE
0
0
1068
LOCKHEED MARTIN CORP
COM
539830109
686810
1470
SH
SOLE
0
0
1470
MERCK & CO INC
COM
58933Y105
729373
5892
SH
SOLE
0
0
5892
MICROSOFT CORP
COM
594918104
3037845
6797
SH
SOLE
0
0
6797
NVIDIA CORPORATION
COM
67066G104
256373
2075
SH
SOLE
0
0
2075
PALO ALTO NETWORKS INC
COM
697435105
1832335
5405
SH
SOLE
0
0
5405
PEPSICO INC
COM
713448108
755683
4582
SH
SOLE
0
0
4582
PROCTER AND GAMBLE CO
COM
742718109
1733919
10514
SH
SOLE
0
0
10514
REGENERON PHARMACEUTICALS
COM
75886F107
1921281
1828
SH
SOLE
0
0
1828
SAMSARA INC
COM CL A
79589L106
877893
26050
SH
SOLE
0
0
26050
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
3431073
44804
SH
SOLE
0
0
44804
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
4028370
27639
SH
SOLE
0
0
27639
SPDR S&P 500 ETF TR
TR UNIT
78462F103
202596
372
SH
SOLE
0
0
372
SPDR SER TR
PORTFOLIO LN COR
78464A367
9210611
408453
SH
SOLE
0
0
408453
SPDR SER TR
PRTFLO S&P500 GW
78464A409
336824
4204
SH
SOLE
0
0
4204
SPDR SER TR
PORTFOLIO SHORT
78464A474
2779906
93600
SH
SOLE
0
0
93600
SPDR SER TR
PRTFLO S&P500 VL
78464A508
1198055
24581
SH
SOLE
0
0
24581
SPDR SER TR
PORTFOLIO S&P500
78464A854
440671
6886
SH
SOLE
0
0
6886
SPDR SER TR
PRTFLO S&P500 HI
78468R788
1226044
30476
SH
SOLE
0
0
30476
SPDR SER TR
S&P 600 SMCP VAL
78464A300
217416
2776
SH
SOLE
0
0
2776
SPDR SER TR
S&P DIVID ETF
78464A763
4650758
36568
SH
SOLE
0
0
36568
SSGA ACTIVE ETF TR
ULT SHT TRM BD
78467V707
409730
10124
SH
SOLE
0
0
10124
TESLA INC
COM
88160R101
530518
2681
SH
SOLE
0
0
2681
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
239717
7065
SH
SOLE
0
0
7065
VANGUARD INDEX FDS
GROWTH ETF
922908736
367729
983
SH
SOLE
0
0
983
VANGUARD INDEX FDS
MID CAP ETF
922908629
1091513
4509
SH
SOLE
0
0
4509
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
905728
1811
SH
SOLE
0
0
1811
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1068799
4902
SH
SOLE
0
0
4902
VANGUARD INDEX FDS
VALUE ETF
922908744
1985637
12379
SH
SOLE
0
0
12379
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
453439
7733
SH
SOLE
0
0
7733
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1256516
6883
SH
SOLE
0
0
6883
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
10481466
88377
SH
SOLE
0
0
88377
VANGUARD WORLD FD
INF TECH ETF
92204A702
983663
1706
SH
SOLE
0
0
1706
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
7282267
23177
SH
SOLE
0
0
23177
WALMART INC
COM
931142103
538483
7953
SH
SOLE
0
0
7953
WORLD GOLD TR
SPDR GLD MINIS
98149E303
2702358
58632
SH
SOLE
0
0
58632