Capital A Wealth Management, LLC Purchases in Q1 2025

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
19
+ 26.76%
$355.18 - $399.9 $6.75K - $7.6K
90 $33.5M
Aim ETF Products Trust
295
New
N/A
295 $7.53M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
70
+ 37.43%
$120.24 - $134.3 $8.42K - $9.4K
257 $31.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
179
New
$39.4 - $42.61 $7.05K - $7.63K
179 $7.23M
RTX
Raytheon Technologies Corp

Industrials
5
+ 1.28%
$114.1 - $135.66 $571 - $678
397 $52.6M
AWK
American Water Works Company, Inc.

Utilities
5
+ 1.87%
$121.01 - $149.31 $605 - $747
273 $40.3M
LLY
Eli Lilly & CO

Healthcare
3
+ 3.66%
$725.72 - $929.72 $2.18K - $2.79K
85 $70.2M
XTEN
Bondbloxx ETF Tr Bloomberg 10
145
New
N/A
145 $6.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
66
New
$89.27 - $92.9 $5.89K - $6.13K
66 $6.1M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 6.35%
$890.62 - $1076.86 $3.56K - $4.31K
67 $63.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
153
+ 29.25%
$51.45 - $58.51 $7.87K - $8.95K
676 $35M
IBM
International Business Machines Corp

Technology
18
+ 51.43%
$217.4 - $264.74 $3.91K - $4.77K
53 $13.2M
WSBC
Wesbanco Inc

Financial Services
177
New
$30.36 - $37.08 $5.37K - $6.56K
177 $5.48M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
72
New
$65.44 - $70.64 $4.71K - $5.09K
72 $4.9M
XLC
Select Sector Spdr Tr Communic

ETFs
50
New
$94.84 - $105.31 $4.74K - $5.27K
50 $4.82M
MA
Mastercard Inc

Financial Services
4
+ 3.48%
$504.67 - $576.31 $2.02K - $2.31K
119 $65.3M
X
United States Steel Corp

Basic Materials
1
+ 0.18%
$30.47 - $43.0 $30.5 - $43
544 $23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
153
+ 42.5%
$27.01 - $28.54 $4.13K - $4.37K
513 $14.3M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 4.12%
$225.19 - $279.95 $2.48K - $3.08K
278 $68.2M
FDIS
Fidelity Covington Tr Msci Con

ETFs
51
+ 425.0%
$82.77 - $101.84 $4.22K - $5.19K
63 $5.32M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
80
+ 400.0%
$48.13 - $51.78 $3.85K - $4.14K
100 $5.1M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
60
+ 260.87%
$67.43 - $75.54 $4.05K - $4.53K
83 $5.68M
DFAU
Dimensional ETF Tr

ETFs
102
New
$37.84 - $42.29 $3.86K - $4.31K
102 $3.92M
Aim ETF Products Trust
129
New
N/A
129 $3.63M
XLE
Energy Sector Spdr

ETFs
37
New
$85.7 - $93.96 $3.17K - $3.48K
37 $3.46M
VOT
Vanguard Mid Cap Growth Index

ETFs
13
New
$237.72 - $276.98 $3.09K - $3.6K
13 $3.18M
VOE
Vanguard Mid Cap Value Index F

ETFs
19
New
$156.61 - $168.02 $2.98K - $3.19K
19 $3.05M
IYE
Ishares Tr

ETFs
20
+ 3.62%
$45.23 - $49.95 $905 - $999
573 $28.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
39
+ 177.27%
$75.47 - $84.24 $2.94K - $3.29K
61 $4.7M
FVD
First Tr Value Line Divid Inde

ETFs
64
+ 148.84%
$42.61 - $45.51 $2.73K - $2.91K
107 $4.77M
BK
Bank Of New York Mellon Corp

Financial Services
17
+ 8.42%
$75.42 - $88.95 $1.28K - $1.51K
219 $18.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
59
+ 310.53%
$47.6 - $51.91 $2.81K - $3.06K
78 $3.77M
Capital Group Dividend Growe
57
+ 6.85%
N/A
889 $27.5M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.53%
$134.72 - $159.03 $269 - $318
378 $55.1M
Core Natural Resources Inc
33
New
N/A
33 $2.56M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11
+ 122.22%
$254.58 - $302.92 $2.8K - $3.33K
20 $5.11M
WFC
Wells Fargo & Company

Financial Services
32
+ 27.59%
$66.78 - $81.42 $2.14K - $2.61K
148 $10.6M
PFE
Pfizer Inc

Healthcare
98
+ 466.67%
$25.01 - $27.13 $2.45K - $2.66K
119 $3.02M
ATR
Aptargroup, Inc.

Healthcare
16
+ 320.0%
$141.7 - $159.83 $2.27K - $2.56K
21 $3.12M
BAC
Bank Of America Corp

Financial Services
65
+ 35.33%
$39.61 - $47.74 $2.57K - $3.1K
249 $10.4M
FREL
Fidelity Covington Tr Msci Rea

ETFs
83
+ 415.0%
$25.98 - $28.59 $2.16K - $2.37K
103 $2.83M
WTS
Watts Water Technologies Inc

Industrials
11
+ 366.67%
$195.28 - $224.67 $2.15K - $2.47K
14 $2.86M
NI
Nisource Inc.

Utilities
53
+ 294.44%
$35.57 - $41.23 $1.89K - $2.19K
71 $2.85M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27
New
$78.0 - $84.37 $2.11K - $2.28K
27 $2.16M
EGP
Eastgroup Properties Inc

Real Estate
12
+ 600.0%
$155.63 - $187.46 $1.87K - $2.25K
14 $2.47M
FLEH
Franklin Templeton ETF Tr

ETFs
6
+ 1.03%
N/A
589 $16.1M
ET
Energy Transfer LP

Energy
175
+ 13.14%
$17.26 - $21.08 $3.02K - $3.69K
1.51K $28M
IJK
Ishares S&P Midcap 400 Growth

ETFs
23
New
$81.62 - $96.63 $1.88K - $2.22K
23 $1.92M
KIM
Kimco Realty Corp

Real Estate
90
New
$20.15 - $23.42 $1.81K - $2.11K
90 $1.92M
Activity Summary
Buys All Purchases 246 New Holdings 82 Increased Positions 164 Sells All Sells 244 Reductions 244 Sold out 0 Options Calls 0 Puts 0
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