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
BBY
Best Buy CO Inc

Consumer Cyclical
3
+ 100.0%
$70.3 - $91.1 $211 - $273
6 $442K
IVZ
Invesco Ltd.

Financial Services
15
+ 78.95%
$14.82 - $19.34 $222 - $290
34 $516K
DFAR
Dimensional ETF Tr Dimensional

ETFs
7
New
$22.35 - $24.52 $156 - $172
7 $166K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
+ 92.31%
$9.19 - $12.93 $110 - $155
25 $279K
FOX
Fox Corp Cl B (De)

Communication Services
1
+ 6.67%
$45.64 - $54.23 $45.6 - $54.2
16 $843K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3
New
N/A
3 $149K
USB
Us Bancorp \De\

Financial Services
8
+ 22.86%
$40.92 - $50.9 $327 - $407
43 $1.82M
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 100.0%
$88.58 - $133.14 $177 - $266
4 $361K
PWR
Quanta Services, Inc.

Industrials
1
+ 50.0%
$236.71 - $358.03 $237 - $358
3 $763K
FE
Firstenergy Corp

Utilities
3
+ 33.33%
$37.95 - $43.5 $114 - $131
12 $485K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
New
$97.25 - $104.79 $97.3 - $105
1 $104K
Capital Group International
2
+ 10.53%
N/A
21 $616K
EMR
Emerson Electric CO

Industrials
2
+ 22.22%
$108.64 - $131.17 $217 - $262
11 $1.21M
F
Ford Motor CO

Consumer Cyclical
6
+ 2.68%
$9.12 - $10.43 $54.7 - $62.6
230 $2.31M
STX
Seagate Technology Holdings PLC

Technology
2
+ 3.33%
$84.92 - $108.42 $170 - $217
62 $5.27M
OMC
Omnicom Group Inc.

Communication Services
3
+ 5.45%
$79.43 - $88.34 $238 - $265
58 $4.85M
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 25.0%
$119.38 - $161.42 $119 - $161
5 $597K
PLL
Piedmont Lithium Inc.

Basic Materials
38
+ 53.52%
$6.3 - $9.91 $239 - $377
109 $687K
SON
Sonoco Products CO

Consumer Cyclical
1
+ 12.5%
$44.71 - $49.22 $44.7 - $49.2
9 $425K
CGXU
Capital Group Intl Focus Equit

ETFs
1
+ 4.17%
$24.48 - $26.59 $24.5 - $26.6
25 $612K
Workhorse Group Inc
1
New
N/A
1 $2K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 5.88%
$522.96 - $601.18 $523 - $601
18 $9.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6
+ 3.31%
$21.23 - $23.75 $127 - $143
187 $4.03M
KEY
Keycorp

Financial Services
35
+ 5.84%
$15.15 - $18.3 $530 - $641
634 $10.1M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5
+ 10.0%
$3.33 - $7.79 $16.7 - $39
55 $183K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 0.28%
$121.79 - $147.13 $487 - $589
1.44K $188M
META
Meta Platforms, Inc.

Communication Services
8
+ 1.51%
$576.36 - $736.67 $4.61K - $5.89K
537 $310M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 3.68%
$120.29 - $134.6 $722 - $808
169 $20.6M
DDD
3 D Systems Corp

Technology
15
+ 3.85%
$2.12 - $4.72 $31.8 - $70.8
405 $859K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1
+ 0.54%
$77.0 - $93.47 $77 - $93.5
187 $15.6M
MS
Morgan Stanley

Financial Services
1
+ 0.69%
$111.68 - $141.08 $112 - $141
146 $17M
URA
Global X Uranium ETF

ETFs
13
+ 2.73%
$22.92 - $30.98 $298 - $403
489 $11.2M
USXF
Ishares Esg Advanced Msci Usa

Technology
7
+ 0.81%
$46.38 - $52.65 $325 - $369
873 $40.7M
CMI
Cummins Inc

Industrials
3
+ 3.23%
$312.92 - $386.07 $939 - $1.16K
96 $30.1M
FDX
Fedex Corp

Industrials
1
+ 1.59%
$230.33 - $281.53 $230 - $282
64 $15.5M
OKE
Oneok Inc

Energy
5
+ 0.13%
$89.57 - $109.85 $448 - $549
3.9K $387M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 2.17%
$283.06 - $421.16 $283 - $421
47 $13.3M
NVT
N Vent Electric PLC

Industrials
2
+ 0.51%
$52.42 - $75.4 $105 - $151
393 $20.6M
CAT
Caterpillar Inc

Industrials
1
+ 0.54%
$326.75 - $407.63 $327 - $408
187 $61.5M
CEG
Constellation Energy Corp

Utilities
2
+ 0.57%
$201.63 - $347.44 $403 - $695
354 $71.4M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.43%
$347.25 - $424.87 $695 - $850
466 $171M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.35%
$472.29 - $575.13 $472 - $575
284 $137M
VONG
Vanguard Russell 1000 Growth E

ETFs
25
+ 0.82%
$92.71 - $107.38 $2.32K - $2.68K
3.08K $286M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
231
+ 0.85%
$14.67 - $22.01 $3.39K - $5.08K
27.3K $419M
NVDA
Nvidia Corp

Technology
363
+ 3.98%
$106.98 - $149.43 $38.8K - $54.2K
9.49K $1.03B
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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