Capstone Wealth Management Group LLC Buys Shares of 12,425 …

16 hours ago · Capstone Wealth Management Group LLC bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the fourth quarter, according to the …

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Capstone Wealth Management Group, Llc 13F Filings

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Capstone Wealth Management Group, Llc reported 71 holdings with total value $168.82M as of Q3 2024. Top holdings included BSCQ, SHV, VYM, SPDR SER TR

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$153Million CAPSTONE WEALTH MANAGEMENT GROUP, LLC Q2 …

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC reported 68 stock holdings with total value $153M as of Q2 2024. Top holdings included BSCQ, SHV, VYM, SPLB, and MGK.

portfoliosavvy.com

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC - 13f.info

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Capstone Wealth Management Group, LLC reported 69 holdings with total value $139 M as of Q1 2024. Top holdings included BSCQ, VYM, SHV, SPLB, and MGK

13f.info

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Capstone Wealth Management Group, LLC Alphabet Inc.

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Capstone Wealth Management Group, LLC Q1 2024's portfolio and holdings, valued at $139 Million and invested in 69 stocks.

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Capstone Wealth Management Group LLC Raises Holdings In …

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Oct 25, 2024 · The firm owned 12,811 shares of the information services provider’s stock after purchasing an additional 242 shares during the quarter. Alphabet accounts for about 1.3% of …

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC reported 71 stock holdings with total value $169M as of Q3 2024. Top holdings included BSCQ, SHV, VYM, SPLB, and TFLO.

portfoliosavvy.com

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NVIDIA Co. (NASDAQ:NVDA) Shares Bought By Capstone Wealth …

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Nov 20, 2024 · Capstone Wealth Management Group LLC raised its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 94.0% in the third quarter, according to its most recent …

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Apple Inc. (NASDAQ:AAPL) Shares Sold By Capstone Wealth …

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Dec 7, 2024 · The firm owned 10,465 shares of the iPhone maker’s stock after selling 374 shares during the period. Apple makes up 1.4% of Capstone Wealth Management Group LLC’s …

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FAQs about Capstone Wealth Management Group LLC Buys Shares of 12,425 … Coupon?

Who owns capstone?

As a privately owned and operated organisation, Capstone is not owned by a bank, fund manager or financial institution. This distinctive positioning allows the group to offer tailored and flexible solutions to our Advisers, a quality becoming increasingly rare in an era of institutional consolidation. ...

Why should you choose capstone Wealth Management Group?

At Capstone Wealth Management Group, we prioritize your dreams and long-term financial goals by putting them at the forefront of our planning strategies and customized solutions. As independent professionals, we measure true wealth not by what you earn today, but by what you have available tomorrow. ...

What is a Capstone Financial Plan?

A Capstone financial plan is a custom-developed financial plan created by an Investment Advisor at Capstone Wealth Management Group. Wealth Management is the comprehensive approach to planning and managing all aspects of your financial picture. ...