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
AXP
American Express CO

Financial Services
378
New
$267.35 - $305.57 $101K - $116K
378 $112M
SPY
Spdr S&P 500 ETF Trust

ETFs
190
New
$567.81 - $607.81 $108K - $115K
190 $111M
IXN
Ishares Global Information Tec

ETFs
1.31K
New
$80.67 - $87.84 $106K - $115K
1.31K $111M
FYX
First Tr Small Cap Core Alphad

ETFs
1.08K
New
$96.51 - $110.53 $104K - $119K
1.08K $109M
ABT
Abbott Laboratories

Healthcare
957
New
$111.93 - $119.39 $107K - $114K
957 $108M
ROK
Rockwell Automation, Inc

Industrials
359
New
$264.65 - $302.92 $95K - $109K
359 $103M
DE
Deere & CO

Industrials
241
New
$389.45 - $466.0 $93.9K - $112K
241 $102M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.23K
New
$80.87 - $87.69 $99.3K - $108K
1.23K $99.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.15K
New
$45.07 - $47.1 $96.7K - $101K
2.15K $97M
MRK
Merck & Co., Inc.

Healthcare
971
New
$96.31 - $114.76 $93.5K - $111K
971 $96.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
397
New
$216.72 - $244.71 $86K - $97.1K
397 $93.4M
CUBE
Cube Smart

Real Estate
2.16K
New
$41.74 - $53.03 $90K - $114K
2.16K $92.4M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
4.64K
New
$16.2 - $20.45 $75.1K - $94.8K
4.64K $90.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
702
New
$128.36 - $186.0 $90.1K - $131K
702 $90.3M
VLO
Valero Energy Corp

Energy
708
New
$118.59 - $144.02 $84K - $102K
708 $86.8M
HWM
Howmet Aerospace Inc.

Industrials
787
New
$99.72 - $120.09 $78.5K - $94.5K
787 $86M
Ferguson Enterprises Inc
492
New
N/A
492 $85.6M
TUA
Simpl Exch Traded Fds Sht Term
4.03K
New
N/A
4.03K $85.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.29K
New
$25.33 - $51.16 $83.4K - $169K
3.29K $85.2M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
2.22K
New
$29.11 - $41.59 $64.5K - $92.2K
2.22K $82.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
382
New
$209.89 - $233.24 $80.2K - $89.1K
382 $81.1M
PLD
Prologis, Inc.

Real Estate
762
New
$101.4 - $126.96 $77.3K - $96.7K
762 $80.5M
CEG
Constellation Energy Corp

Utilities
352
New
$224.28 - $285.52 $78.9K - $101K
352 $78.7M
CVX
Chevron Corp

Energy
528
New
$141.15 - $162.53 $74.5K - $85.8K
528 $76.5M
PPL
Ppl Corp

Utilities
2.28K
New
$31.47 - $35.0 $71.6K - $79.6K
2.28K $73.8M
GS
Goldman Sachs Group Inc

Financial Services
127
New
$486.1 - $608.57 $61.7K - $77.3K
127 $72.8M
EQT
Eqt Corp

Energy
1.57K
New
$35.62 - $46.89 $55.9K - $73.5K
1.57K $72.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
298
New
$238.25 - $261.28 $71K - $77.9K
298 $72.2M
NDAQ
Nasdaq, Inc.

Financial Services
930
New
$70.87 - $83.05 $65.9K - $77.2K
930 $71.9M
DIS
Walt Disney CO

Communication Services
643
New
$92.39 - $117.6 $59.4K - $75.6K
643 $71.6M
MET
Metlife Inc

Financial Services
870
New
$78.15 - $88.25 $68K - $76.8K
870 $71.2M
BDX
Becton Dickinson & CO

Healthcare
313
New
$220.02 - $243.75 $68.9K - $76.3K
313 $71M
First Tr Exchng Traded Fd Vi
2.06K
New
N/A
2.06K $69.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3K
New
$22.4 - $68.28 $67.1K - $205K
3K $69.5M
CAT
Caterpillar Inc

Industrials
186
New
$360.37 - $416.88 $67K - $77.5K
186 $67.6M
DUK
Duke Energy Corp

Utilities
625
New
$105.76 - $120.76 $66.1K - $75.5K
625 $67.3M
JPM
Jpmorgan Chase & CO

Financial Services
267
New
$205.18 - $250.29 $54.8K - $66.8K
267 $64M
Capital Group Core Balanced
2.04K
New
N/A
2.04K $63.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
322
New
$172.07 - $207.36 $55.4K - $66.8K
322 $63.6M
LLY
Eli Lilly & CO

Healthcare
82
New
$727.2 - $932.06 $59.6K - $76.4K
82 $63.3M
BA
Boeing CO

Industrials
343
New
$138.14 - $180.72 $47.4K - $62K
343 $60.7M
MA
Mastercard Inc

Financial Services
115
New
$491.3 - $536.15 $56.5K - $61.7K
115 $60.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.39K
New
$43.44 - $45.05 $60.4K - $62.6K
1.39K $60.4M
VB
Vanguard Small Cap ETF

ETFs
249
New
$233.76 - $261.58 $58.2K - $65.1K
249 $59.8M
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.53K
New
$22.66 - $27.11 $57.4K - $68.6K
2.53K $59.6M
COST
Costco Wholesale Corp

Consumer Defensive
63
New
$873.59 - $994.69 $55K - $62.7K
63 $57.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
730
New
$78.25 - $85.17 $57.1K - $62.2K
730 $57.7M
GE
General Electric CO

Industrials
344
New
$159.95 - $194.23 $55K - $66.8K
344 $57.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
734
New
$60.57 - $82.2 $44.5K - $60.3K
734 $56.7M
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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