Portfolio (Quarterly)
Guide ↗
Capstone Wealth Management Group LLC
· CIK 0002059649| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | Communication Services | 9,977 | $248K | 0.15% | SOLD |
| 2 | ABBV | ABBVIE INC | Healthcare | 1,080 | $247K | 0.15% | SOLD |
| 3 | — | ENTERGY CORP NEW | — | 2,648 | $245K | 0.15% | SOLD |
| 4 | JNK | SPDR SERIES TRUST | — | 2,500 | $243K | 0.15% | SOLD |
| 5 | GGLL | DIREXION SHS ETF TR | — | 2,505 | $243K | 0.15% | SOLD |
| 6 | BAC | BANK AMERICA CORP | Financial Services | 4,345 | $239K | 0.14% | SOLD |
| 7 | KWEB | KRANESHARES TRUST | — | 6,720 | $229K | 0.14% | SOLD |
| 8 | COF | CAPITAL ONE FINL CORP | Financial Services | 855 | $207K | 0.13% | SOLD |
| 9 | XHLF | BONDBLOXX ETF TRUST | — | 4,041 | $203K | 0.12% | SOLD |
| 10 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 2,648 | $203K | 0.12% | SOLD |
| 11 | QCOM | QUALCOMM INC | Technology | 1,178 | $202K | 0.12% | SOLD |
| 12 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 609 | $201K | 0.12% | SOLD |
Sector Allocation
Technology
36.2%
Financial Services
14.1%
Energy
11.9%
Communication Services
10.9%
Basic Materials
7.3%
Consumer Cyclical
5.0%
Industrials
4.8%
Healthcare
4.8%
Consumer Defensive
3.2%
Utilities
1.9%