Capital A Wealth Management, LLC Incresed Positions in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.78K
+ 2021.93%
$19.1 - $23.83 $72.2K - $90.1K
3.97K $221M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
390
+ 1950.0%
$224.16 - $285.86 $87.4K - $111K
410 $103M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.82K
+ 5047.22%
$45.11 - $52.34 $82K - $95.1K
1.85K $86.4M
CMA
Comerica Inc

Financial Services
1.32K
+ 16525.0%
$50.42 - $59.65 $66.7K - $78.9K
1.33K $74.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.68K
+ 44733.33%
$22.4 - $23.8 $60.1K - $63.9K
2.69K $62.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.07K
+ 341.82%
$32.11 - $38.21 $66.4K - $79K
2.67K $84.2M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1.12K
+ 4650.0%
$47.05 - $50.22 $52.5K - $56K
1.14K $59.9M
IEFA
Ishares Tr

ETFs
842
+ 423.12%
$67.83 - $84.09 $57.1K - $70.8K
1.04K $73.2M
WSBC
Wesbanco Inc

Financial Services
1.77K
+ 1002.26%
$26.79 - $32.33 $47.5K - $57.4K
1.95K $61.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 235.62%
$483.48 - $539.8 $83.2K - $92.8K
245 $87.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
378
+ 55.67%
$149.76 - $186.42 $56.6K - $70.5K
1.06K $164M
IWF
Ishares Russell 1000 Gr ETF

ETFs
155
+ 298.08%
$320.42 - $424.58 $49.7K - $65.8K
207 $62.8M
EXC
Exelon Corp

Utilities
1.18K
+ 5377.27%
$42.2 - $47.37 $49.9K - $56K
1.21K $43.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
442
+ 6314.29%
$53.23 - $70.65 $23.5K - $31.2K
449 $42.7M
KMB
Kimberly Clark Corp

Consumer Defensive
346
+ 3145.45%
$126.84 - $145.22 $43.9K - $50.2K
357 $43.4M
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 131.25%
$285.55 - $321.23 $42K - $47.2K
259 $76.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
562
+ 921.31%
$66.87 - $79.47 $37.6K - $44.7K
623 $45.7M
VNLA
Janus Henderson Short Duration

ETFs
846
+ 3253.85%
$48.74 - $49.2 $41.2K - $41.6K
872 $42.1M
WSO
Watsco Inc

Industrials
94
+ 4700.0%
$421.84 - $520.66 $39.7K - $48.9K
96 $41.1M
VZ
Verizon Communications Inc

Communication Services
1.18K
+ 209.24%
$41.67 - $45.62 $49.1K - $53.7K
1.74K $65.6M
IP
International Paper CO

Consumer Cyclical
1.11K
+ 4273.08%
$43.89 - $54.46 $48.8K - $60.5K
1.14K $41.1M
NRG
Nrg Energy, Inc.

Utilities
769
+ 9612.5%
$83.61 - $162.67 $64.3K - $125K
777 $40.2M
EMR
Emerson Electric CO

Industrials
396
+ 3600.0%
$94.15 - $133.33 $37.3K - $52.8K
407 $39.6M
PRU
Prudential Financial Inc

Financial Services
368
+ 4600.0%
$95.12 - $112.71 $35K - $41.5K
376 $39M
USB
Us Bancorp \De\

Financial Services
833
+ 1937.21%
$36.4 - $45.76 $30.3K - $38.1K
876 $37.9M
NI
Nisource Inc.

Utilities
1.39K
+ 1961.97%
$37.11 - $40.64 $51.7K - $56.6K
1.46K $38.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
66
+ 825.0%
$390.26 - $489.06 $25.8K - $32.3K
74 $39.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
224
+ 183.61%
$166.82 - $194.23 $37.4K - $43.5K
346 $57.2M
NKE
Nike, Inc.

Consumer Cyclical
312
+ 15600.0%
$53.27 - $72.04 $16.6K - $22.5K
314 $34.1M
XOM
Exxon Mobil Corp

Energy
394
+ 134.01%
$99.93 - $119.04 $39.4K - $46.9K
688 $68.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
260
+ 26000.0%
$151.62 - $183.47 $39.4K - $47.7K
261 $33.5M
ETR
Entergy Corp

Utilities
328
+ 5466.67%
$79.01 - $86.61 $25.9K - $28.4K
334 $33.8M
FNF
Fidelity National Financial, Inc.

Financial Services
652
+ 7244.44%
$53.62 - $66.59 $35K - $43.4K
661 $33.7M
CMS
Cms Energy Corp

Utilities
574
+ 2870.0%
$68.57 - $75.51 $39.4K - $43.3K
594 $34.5M
ABC
Amerisourcebergen Corp

Healthcare
159
+ 3975.0%
N/A
163 $33.5M
LNT
Alliant Energy Corp

Utilities
628
+ 5709.09%
$58.79 - $64.85 $36.9K - $40.7K
639 $32.8M
PEG
Public Service Enterprise Group Inc

Utilities
518
+ 4709.09%
$77.13 - $84.18 $40K - $43.6K
529 $32.3M
DOW
Dow Inc.

Basic Materials
570
+ 19000.0%
$25.81 - $34.89 $14.7K - $19.9K
573 $31.4M
D
Dominion Energy, Inc

Utilities
655
+ 5038.46%
$49.66 - $58.0 $32.5K - $38K
668 $31.4M
BEN
Franklin Resources Inc

Financial Services
1.01K
+ 3869.23%
$16.66 - $23.85 $16.8K - $24K
1.03K $30.7M
EIX
Edison International

Utilities
409
+ 1460.71%
$48.32 - $59.92 $19.8K - $24.5K
437 $31.2M
A
Agilent Technologies, Inc.

Healthcare
212
+ 10600.0%
$99.29 - $120.52 $21K - $25.6K
214 $29.8M
IVZ
Invesco Ltd.

Financial Services
1.63K
+ 4802.94%
$12.14 - $15.77 $19.8K - $25.8K
1.67K $29.7M
AEP
American Electric Power CO Inc

Utilities
360
+ 5142.86%
$98.59 - $109.11 $35.5K - $39.3K
367 $29.8M
F
Ford Motor CO

Consumer Cyclical
2.28K
+ 990.87%
$8.69 - $10.85 $19.8K - $24.7K
2.51K $30.6M
AVUV
American Centy ETF Tr Avantis

ETFs
311
+ 7775.0%
$75.17 - $91.21 $23.4K - $28.4K
315 $28.3M
OMC
Omnicom Group Inc.

Communication Services
318
+ 548.28%
$69.22 - $79.77 $22K - $25.4K
376 $32.5M
IBM
International Business Machines Corp

Technology
192
+ 362.26%
$221.03 - $294.78 $42.4K - $56.6K
245 $40.1M
CFG
Citizens Financial Group Inc

Financial Services
794
+ 3970.0%
$34.27 - $44.75 $27.2K - $35.5K
814 $27M
Activity Summary
Buys All Purchases 298 New Holdings 176 Increased Positions 122 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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