StockDriftsStockDriftsTop 50 Capstone Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 7.2% | 155.7K | $17.2M | -4.46%(-7.26K) | $110.42(-0.21%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.71% | 57.4K | $13.6M | +0.09%(+51) | $218.37(+34.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.59% | 43.1K | $13.3M | +5.16%(+2.11K) | $102.97(+304.78%) | 2026-03-31 | |
| LQD | ISHARES TR | 5.09% | 111.5K | $12.1M | +8.61%(+8.84K) | $110.48(-1.68%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 5.03% | 32.7K | $12.0M | +2.65%(+843) | $63.13(+40.52%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.69% | 75.7K | $11.2M | -6.24%(-5.04K) | $107.69(+44.53%) | 2026-03-31 | |
| SPVM | INVESCO EXCHANGE TRADED FD T | 4.61% | 159.7K | $11.0M | +1.19%(+1.87K) | $60.41(+16.70%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 3.92% | 186.6K | $9.4M | -2.33%(-4.44K) | $50.14(+0.18%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.54% | 112.3K | $8.4M | +59.97%(+42.10K) | $74.53(+10.55%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.48% | 14.4K | $8.3M | +1.67%(+237) | $400.81(+78.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.65% | +31.85% |
| Top 20 Holdings Unweighted | +11.82% | +39.82% |
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