Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
7
New
$211.98 - $248.85 $1.48K - $1.74K
7 $1.58M
IQV
Iqvia Holdings Inc.

Healthcare
8
New
$190.97 - $236.63 $1.53K - $1.89K
8 $1.57M
QCOM
Qualcomm Inc

Technology
10
New
$150.4 - $178.04 $1.5K - $1.78K
10 $1.54M
TFC
Truist Financial Corp

Financial Services
35
New
$41.51 - $48.1 $1.45K - $1.68K
35 $1.52M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
43
New
$34.04 - $35.66 $1.46K - $1.53K
43 $1.48M
ADM
Archer Daniels Midland CO

Consumer Defensive
29
New
$49.38 - $59.52 $1.43K - $1.73K
29 $1.47M
ACHR
Archer Aviation Inc.

Industrials
150
New
$2.94 - $11.33 $441 - $1.7K
150 $1.46M
VGSH
Vanguard

ETFs
25
New
$58.02 - $58.88 $1.45K - $1.47K
25 $1.46M
GLD
Spdr Gold Trust

ETFs
6
New
$236.59 - $257.5 $1.42K - $1.55K
6 $1.45M
VRSN
Verisign Inc

Technology
7
New
$176.68 - $206.96 $1.24K - $1.45K
7 $1.45M
FISV
Fiserv Inc

Technology
7
New
N/A
7 $1.44M
EQR
Equity Residential

Real Estate
20
New
$69.12 - $77.48 $1.38K - $1.55K
20 $1.44M
PRU
Prudential Financial Inc

Financial Services
12
New
$114.59 - $129.52 $1.38K - $1.55K
12 $1.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32
New
$44.04 - $49.49 $1.41K - $1.58K
32 $1.41M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
833
New
$0.49 - $1.84 $408 - $1.53K
833 $1.4M
FDMO
Fidelity Covington Tr Momentum

ETFs
20
New
$65.49 - $73.33 $1.31K - $1.47K
20 $1.39M
CVS
Cvs Health Corp

Healthcare
31
New
$43.78 - $67.46 $1.36K - $2.09K
31 $1.39M
AVIG
American Centy ETF Tr Avantis

ETFs
34
New
$40.48 - $42.48 $1.38K - $1.44K
34 $1.38M
ATI
Allegheny Technologies Inc

Industrials
25
New
$52.71 - $65.96 $1.32K - $1.65K
25 $1.38M
ABC
Amerisourcebergen Corp

Healthcare
6
New
N/A
6 $1.35M
UI
Ubiquiti Inc.

Technology
4
New
$223.6 - $362.72 $894 - $1.45K
4 $1.33M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
57
New
$22.39 - $23.45 $1.28K - $1.34K
57 $1.31M
WMB
Williams Companies, Inc.

Energy
24
New
$46.37 - $59.74 $1.11K - $1.43K
24 $1.3M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
45
New
$28.56 - $30.02 $1.29K - $1.35K
45 $1.29M
SKOR
Flexshares Tr Credit Scored Us

ETFs
27
New
$47.6 - $49.05 $1.29K - $1.32K
27 $1.29M
NKE
Nike, Inc.

Consumer Cyclical
17
New
$73.36 - $89.13 $1.25K - $1.52K
17 $1.29M
DDD
3 D Systems Corp

Technology
390
New
$2.67 - $4.09 $1.04K - $1.6K
390 $1.28M
SPIB
Spdr Portfolio Intermediate Te

ETFs
39
New
$32.65 - $33.68 $1.27K - $1.31K
39 $1.28M
MTTR
Matterport, Inc.

Technology
267
New
$4.46 - $4.96 $1.19K - $1.32K
267 $1.27M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
7
New
$180.39 - $205.43 $1.26K - $1.44K
7 $1.26M
EMHC
Spdr Bloomberg Emerging Market
53
New
$23.7 - $25.01 $1.26K - $1.33K
53 $1.26M
IEX
Idex Corp

Industrials
6
New
$202.75 - $236.06 $1.22K - $1.42K
6 $1.26M
Bunge Global Sa
16
New
N/A
16 $1.24M
AFLG
First Tr Exchange Traded Fd Vi
36
New
N/A
36 $1.24M
FDN
First Tr Fd Dow Jones

ETFs
5
New
$210.5 - $257.24 $1.05K - $1.29K
5 $1.22M
Ge Healthcare Technologies I
15
New
N/A
15 $1.17M
FDIS
Fidelity Covington Tr Msci Con

ETFs
12
New
$85.33 - $104.24 $1.02K - $1.25K
12 $1.17M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
24
New
$48.5 - $53.31 $1.16K - $1.28K
24 $1.17M
Grayscale Ethereum Mini Tr E
37
New
N/A
37 $1.17M
CME
Cme Group Inc.

Financial Services
5
New
$221.17 - $246.02 $1.11K - $1.23K
5 $1.16M
IWN
Ishares Russell2000 Val ETF

ETFs
7
New
$162.69 - $181.35 $1.14K - $1.27K
7 $1.15M
Nebius Group N.V.
41
New
N/A
41 $1.14M
MTB
M&T Bank Corp

Financial Services
6
New
$172.48 - $221.95 $1.03K - $1.33K
6 $1.13M
DRIV
Global X Fds Global X Autonomo

ETFs
49
New
$22.45 - $24.22 $1.1K - $1.19K
49 $1.13M
EMR
Emerson Electric CO

Industrials
9
New
$108.13 - $134.33 $973 - $1.21K
9 $1.12M
First Tr Exchng Traded Fd Vi
30
New
N/A
30 $1.1M
PSEP
Innovator U.S. Equity Power Bu
28
New
N/A
28 $1.09M
ES
Eversource Energy

Utilities
19
New
$55.9 - $67.73 $1.06K - $1.29K
19 $1.09M
SRLN
Ssga Active Trust

ETFs
26
New
$41.48 - $42.08 $1.08K - $1.09K
26 $1.09M
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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