Capital A Wealth Management, LLC New Holdings in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
851
New
$31.11 - $34.18 $26.5K - $29.1K
851 $27.2M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
420
New
$64.62 - $71.43 $27.1K - $30K
420 $27.1M
NVT
N Vent Electric PLC

Industrials
391
New
$67.69 - $79.19 $26.5K - $31K
391 $26.7M
MCK
Mckesson Corp

Healthcare
46
New
$482.27 - $628.5 $22.2K - $28.9K
46 $26.2M
ET
Energy Transfer LP

Energy
1.33K
New
$16.05 - $19.86 $21.4K - $26.5K
1.33K $26.1M
ETN
Eaton Corp PLC

Industrials
78
New
$326.96 - $377.52 $25.5K - $29.4K
78 $25.9M
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.45K
New
$17.14 - $18.44 $24.9K - $26.7K
1.45K $25.7M
SYK
Stryker Corp

Healthcare
71
New
$345.14 - $392.15 $24.5K - $27.8K
71 $25.6M
IYE
Ishares Tr

ETFs
553
New
$43.93 - $51.37 $24.3K - $28.4K
553 $25.2M
T
At&T Inc.

Communication Services
1.09K
New
$21.22 - $23.88 $23.2K - $26.1K
1.09K $24.8M
ACGL
Arch Capital Group Ltd.

Financial Services
268
New
$88.71 - $114.86 $23.8K - $30.8K
268 $24.8M
Capital Group Dividend Growe
832
New
N/A
832 $24.7M
CGMS
Capital Grp Core Plus Income E
901
New
N/A
901 $24.6M
Capital Grp Fixed Incm ETF T
950
New
N/A
950 $24.5M
Gsk PLC
724
New
N/A
724 $24.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
187
New
$124.61 - $133.96 $23.3K - $25.1K
187 $24.1M
SOFI
So Fi Technologies, Inc.

Financial Services
1.47K
New
$7.63 - $16.88 $11.2K - $24.7K
1.47K $22.6M
O
Realty Income Corp

Real Estate
422
New
$51.76 - $64.71 $21.8K - $27.3K
422 $22.5M
NVS
Novartis Ag

Healthcare
229
New
$96.78 - $117.18 $22.2K - $26.8K
229 $22.3M
Middlefield Banc Corp
782
New
N/A
782 $21.9M
NVO
Novo Nordisk A S

Healthcare
253
New
$85.0 - $120.04 $21.5K - $30.4K
253 $21.8M
RY
Royal Bank Of Canada

Financial Services
179
New
$119.72 - $128.02 $21.4K - $22.9K
179 $21.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
312
New
$68.62 - $82.57 $21.4K - $25.8K
312 $21.4M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
160
New
$125.5 - $148.67 $20.1K - $23.8K
160 $21.2M
SU
Suncor Energy Inc

Energy
593
New
$34.5 - $41.53 $20.5K - $24.6K
593 $21.2M
PNR
Pentair PLC

Industrials
210
New
$95.0 - $109.21 $20K - $22.9K
210 $21.1M
WTW
Willis Towers Watson PLC

Financial Services
67
New
$287.99 - $332.53 $19.3K - $22.3K
67 $21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
163
New
$124.26 - $134.12 $20.3K - $21.9K
163 $21M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.14K
New
$9.25 - $10.62 $19.8K - $22.8K
2.14K $20.8M
Ishares Tr
819
New
N/A
819 $20.6M
HMC
Honda Motor CO LTD

Consumer Cyclical
706
New
$23.7 - $32.62 $16.7K - $23K
706 $20.2M
EPAM
Epam Systems, Inc.

Technology
85
New
N/A
85 $19.9M
CGGO
Capital Group Global Growth Eq

ETFs
671
New
$29.21 - $30.67 $19.6K - $20.6K
671 $19.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
201
New
$96.64 - $101.23 $19.4K - $20.3K
201 $19.5M
GNRC
Generac Holdings Inc.

Industrials
125
New
$154.28 - $195.11 $19.3K - $24.4K
125 $19.4M
CNX
Cnx Resources Corp

Energy
528
New
$32.66 - $41.09 $17.2K - $21.7K
528 $19.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.82K
New
$7.33 - $12.37 $13.4K - $22.5K
1.82K $19.3M
FIGS
Figs, Inc.

Consumer Cyclical
3.05K
New
$4.67 - $6.75 $14.2K - $20.6K
3.05K $18.9M
VTI
Vanguard Total Stock Market Et

ETFs
64
New
$280.04 - $302.45 $17.9K - $19.4K
64 $18.5M
X
United States Steel Corp

Basic Materials
543
New
$30.14 - $42.31 $16.4K - $23K
543 $18.5M
MS
Morgan Stanley

Financial Services
145
New
$104.42 - $134.99 $15.1K - $19.6K
145 $18.2M
FDX
Fedex Corp

Industrials
63
New
$260.5 - $305.15 $16.4K - $19.2K
63 $17.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
46
New
$260.53 - $404.79 $12K - $18.6K
46 $17.6M
AMGN
Amgen Inc

Healthcare
67
New
$258.78 - $328.31 $17.3K - $22K
67 $17.5M
Celestica Inc
189
New
N/A
189 $17.4M
NICE
Nice Ltd.

Technology
102
New
$164.71 - $199.17 $16.8K - $20.3K
102 $17.3M
VUG
Vanguard Growth ETF

ETFs
42
New
$378.79 - $428.11 $15.9K - $18K
42 $17.2M
NBIX
Neurocrine Biosciences Inc

Healthcare
125
New
$111.62 - $139.44 $14K - $17.4K
125 $17.1M
IDXX
Idexx Laboratories Inc

Healthcare
41
New
$406.92 - $495.42 $16.7K - $20.3K
41 $17M
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
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email