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
BEN
Franklin Resources Inc

Financial Services
15
New
$19.35 - $22.76 $290 - $341
15 $304K
VIR
Vir Biotechnology, Inc.

Healthcare
41
New
$6.74 - $10.17 $276 - $417
41 $301K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6
New
$50.06 - $55.0 $300 - $330
6 $301K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6
New
$49.87 - $52.46 $299 - $315
6 $300K
FMC
Fmc Corp

Basic Materials
6
New
$47.86 - $66.62 $287 - $400
6 $292K
NIO
Nio Inc.

Consumer Cyclical
66
New
$4.31 - $7.21 $284 - $476
66 $288K
CINF
Cincinnati Financial Corp

Financial Services
2
New
$132.86 - $160.16 $266 - $320
2 $287K
First Tr Exchange Traded Fd
14
New
N/A
14 $286K
ONB
Old National Bancorp

Financial Services
13
New
$17.94 - $23.23 $233 - $302
13 $282K
FNF
Fidelity National Financial, Inc.

Financial Services
5
New
$55.19 - $63.83 $276 - $319
5 $281K
Seastar Medical Holding Corp
144
New
N/A
144 $279K
AEP
American Electric Power CO Inc

Utilities
3
New
$90.91 - $102.21 $273 - $307
3 $277K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
New
$34.13 - $37.35 $273 - $299
8 $273K
CX
Cemex Sab De Cv

Basic Materials
47
New
$5.17 - $6.16 $243 - $290
47 $265K
NEM
Newmont Corp

Basic Materials
7
New
$37.0 - $58.68 $259 - $411
7 $261K
BBY
Best Buy CO Inc

Consumer Cyclical
3
New
$85.2 - $101.35 $256 - $304
3 $257K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2
New
$110.69 - $154.48 $221 - $309
2 $254K
RPM
Rpm International Inc

Basic Materials
2
New
$120.09 - $140.26 $240 - $281
2 $246K
DTE
Dte Energy CO

Utilities
2
New
$117.04 - $129.77 $234 - $260
2 $242K
PFG
Principal Financial Group Inc

Financial Services
3
New
$74.91 - $91.26 $225 - $274
3 $232K
WHR
Whirlpool Corp

Consumer Cyclical
2
New
$99.28 - $124.45 $199 - $249
2 $229K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
9
New
$23.8 - $24.11 $214 - $217
9 $215K
TTEK
Tetra Tech Inc

Industrials
5
New
$39.8 - $50.52 $199 - $253
5 $199K
EHC
Encompass Health Corp

Healthcare
2
New
$92.35 - $103.77 $185 - $208
2 $185K
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5
New
N/A
5 $180K
MAYZ
Listed Fds Tr Trueshares Struc
6
New
$29.94 - $31.53 $180 - $189
6 $180K
IRT
Independence Realty Trust, Inc.

Real Estate
9
New
$18.78 - $22.01 $169 - $198
9 $179K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3
New
$58.61 - $64.79 $176 - $194
3 $176K
KBR
Kbr, Inc.

Industrials
3
New
$55.19 - $72.02 $166 - $216
3 $174K
ATOM
Atomera Inc

Technology
15
New
$2.46 - $14.27 $36.9 - $214
15 $174K
WAL
Western Alliance Bancorporation

Financial Services
2
New
$80.51 - $96.1 $161 - $192
2 $167K
OXYWS
Occidental Pete Corp Wt Exp 08
6
New
N/A
6 $165K
HYLS
First Tr Tactical High Yield L

ETFs
4
New
$41.29 - $42.03 $165 - $168
4 $165K
SCI
Service Corp International

Consumer Cyclical
2
New
$73.36 - $88.6 $147 - $177
2 $160K
MNST
Monster Beverage Corp

Consumer Defensive
3
New
$49.24 - $56.38 $148 - $169
3 $158K
FULT
Fulton Financial Corp

Financial Services
8
New
$16.97 - $21.99 $136 - $176
8 $154K
ONL
Orion Office Reit Inc.

Real Estate
41
New
$3.68 - $4.32 $151 - $177
41 $152K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
3
New
$49.93 - $50.24 $150 - $151
3 $150K
FR
First Industrial Realty Trust Inc

Real Estate
3
New
$49.6 - $55.9 $149 - $168
3 $150K
ORI
Old Republic International Corp

Financial Services
4
New
$34.4 - $38.98 $138 - $156
4 $145K
GNTX
Gentex Corp

Consumer Cyclical
5
New
$28.6 - $31.34 $143 - $157
5 $144K
ITT
Itt Inc.

Industrials
1
New
$140.12 - $159.62 $140 - $160
1 $143K
SMR
Nuscale Power Corp

Industrials
8
New
$11.69 - $30.21 $93.5 - $242
8 $143K
VOYA
Voya Financial, Inc.

Financial Services
2
New
$65.93 - $83.9 $132 - $168
2 $138K
PRGS
Progress Software Corp

Technology
2
New
$63.94 - $69.89 $128 - $140
2 $130K
G
Genpact LTD

Technology
3
New
$38.17 - $46.82 $115 - $140
3 $129K
ORGN
Origin Materials, Inc.

Basic Materials
100
New
$0.96 - $1.48 $96 - $148
100 $128K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1
New
$101.51 - $140.63 $102 - $141
1 $126K
IONQ
Ion Q, Inc.

Technology
3
New
$8.17 - $48.24 $24.5 - $145
3 $125K
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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