Capital A Wealth Management, LLC New Holdings in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
2.96K
New
$38.54 - $46.0 $114K - $136K
2.96K $124M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
400
New
$51.16 - $62.02 $20.5K - $24.8K
400 $111M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.64K
New
$21.55 - $22.2 $99.9K - $103K
4.64K $102M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.93K
New
$50.28 - $50.47 $96.8K - $97.2K
1.93K $96.8M
IWN
Ishares Russell2000 Val ETF

ETFs
615
New
$131.84 - $157.76 $81.1K - $97K
615 $95.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
847
New
$90.56 - $109.49 $76.7K - $92.7K
847 $91.7M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
2.93K
New
$29.8 - $35.39 $87.3K - $104K
2.93K $84.9M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.33K
New
$32.86 - $40.05 $76.5K - $93.2K
2.33K $74.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
819
New
$72.96 - $90.39 $59.8K - $74K
819 $61.7M
VIG
Vanguard Dividend Appreciation

ETFs
300
New
N/A
300 $51.1M
VDC
Vanguard Consumer Staples ETF

ETFs
225
New
$204.89 - $224.73 $46.1K - $50.6K
225 $43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
828
New
$50.36 - $50.68 $41.7K - $42K
828 $41.6M
HYXU
Ishares Global Ex Usd High Yie

ETFs
810
New
$48.2 - $54.92 $39K - $44.5K
810 $40.2M
IEX
Idex Corp

Industrials
159
New
$160.66 - $191.29 $25.5K - $30.4K
159 $34.5M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
927
New
$32.08 - $39.57 $29.7K - $36.7K
927 $30.7M
HYGV
Flexshares Tr High Yield Value

ETFs
723
New
$38.45 - $41.03 $27.8K - $29.7K
723 $29.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
295
New
$69.8 - $85.28 $20.6K - $25.2K
295 $26.3M
JBHT
Hunt J B Transport Services Inc

Industrials
125
New
$124.73 - $152.78 $15.6K - $19.1K
125 $25M
KMI
Kinder Morgan, Inc.

Energy
1.38K
New
$25.21 - $29.4 $34.8K - $40.6K
1.38K $24.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
88
New
$272.36 - $339.57 $24K - $29.9K
88 $23.1M
C
Citigroup Inc

Financial Services
448
New
$58.13 - $85.12 $26K - $38.1K
448 $23M
YUM
Yum Brands Inc

Consumer Cyclical
162
New
$138.36 - $161.45 $22.4K - $26.2K
162 $21.2M
NWL
Newell Brands Inc.

Consumer Defensive
2.41K
New
$4.48 - $6.27 $10.8K - $15.1K
2.41K $20.9M
NYCB
New York Community Bancorp Inc

Financial Services
1.98K
New
N/A
1.98K $20.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
418
New
$48.5 - $49.35 $20.3K - $20.6K
418 $20.2M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
667
New
$29.0 - $35.55 $19.3K - $23.7K
667 $19.5M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
623
New
$27.01 - $28.59 $16.8K - $17.8K
623 $17.5M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
350
New
$42.72 - $44.24 $15K - $15.5K
350 $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
301
New
$51.68 - $52.76 $15.6K - $15.9K
301 $15.4M
CNP
Centerpoint Energy Inc

Utilities
539
New
$35.5 - $39.05 $19.1K - $21K
539 $15.4M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
239
New
$63.02 - $65.94 $15.1K - $15.8K
239 $15.3M
QRVO
Qorvo, Inc.

Technology
131
New
$50.81 - $84.91 $6.66K - $11.1K
131 $14.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
115
New
$116.93 - $119.39 $13.4K - $13.7K
115 $13.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
123
New
$107.93 - $110.97 $13.3K - $13.6K
123 $13.2M
IBND
Spdr Bloomberg International C

ETFs
432
New
$29.46 - $32.59 $12.7K - $14.1K
432 $12.9M
Series Portfolios Tr
488
New
N/A
488 $12.9M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
286
New
$42.51 - $43.7 $12.2K - $12.5K
286 $12.6M
IXC
Ishares Tr Global Energy ETF

ETFs
310
New
$34.69 - $42.32 $10.8K - $13.1K
310 $12.1M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
151
New
$70.32 - $76.56 $10.6K - $11.6K
151 $10.9M
DECK
Deckers Outdoor Corp

Consumer Cyclical
16
New
$100.44 - $129.37 $1.61K - $2.07K
16 $10.7M
FIVE
Five Below, Inc

Consumer Cyclical
46
New
$55.75 - $131.18 $2.56K - $6.03K
46 $9.81M
FENY
Fidelity Covington Tr Msci Ene

ETFs
421
New
$20.83 - $25.75 $8.77K - $10.8K
421 $9.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
193
New
$50.09 - $51.09 $9.67K - $9.86K
193 $9.61M
HUBB
Hubbell Inc

Industrials
29
New
$315.94 - $408.41 $9.16K - $11.8K
29 $9.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
89
New
$100.35 - $100.71 $8.93K - $8.96K
89 $8.92M
LECO
Lincoln Electric Holdings Inc

Industrials
41
New
$167.18 - $211.38 $6.85K - $8.67K
41 $8.92M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
83
New
$100.04 - $100.54 $8.3K - $8.34K
83 $8.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
56
New
$50.06 - $80.8 $2.8K - $4.52K
56 $8.19M
LII
Lennox International Inc

Industrials
18
New
$508.76 - $605.77 $9.16K - $10.9K
18 $8.06M
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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