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