Capital A Wealth Management, LLC Sells in Q1 2025

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-16.5K
- 70.39%
$168.16 - $186.21 $2.78M - $3.08M
6.96K $1.19B
IVW
Ishares S&P 500 Growth ETF

ETFs
-22.6K
- 70.11%
$92.45 - $106.69 $2.09M - $2.41M
9.64K $895M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-42.6K
- 72.05%
$48.06 - $53.73 $2.05M - $2.29M
16.5K $805M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-20K
- 83.93%
$64.88 - $72.1 $1.3M - $1.45M
3.84K $252M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-60.5K
- 79.27%
$18.36 - $20.51 $1.11M - $1.24M
15.8K $313M
PH
Parker Hannifin Corp

Industrials
-1.45K
- 80.29%
$591.65 - $707.05 $856K - $1.02M
355 $216M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15.7K
- 75.24%
$54.25 - $57.64 $851K - $904K
5.16K $284M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.04K
- 51.39%
$185.78 - $198.58 $750K - $802K
3.82K $728M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.45K
- 75.71%
$140.44 - $166.79 $625K - $742K
1.43K $201M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.21K
- 72.91%
$196.12 - $229.48 $630K - $737K
1.19K $241M
IFRA
Ishares Tr

ETFs
-7.45K
- 99.36%
$44.8 - $49.25 $334K - $367K
48 $2.16M
AOA
Ishares Tr Core Aggressive All

ETFs
-4.36K
- 60.14%
$75.7 - $80.01 $330K - $349K
2.89K $221M
ARKW
Ark Next Generation Internet E

ETFs
-2.57K
- 48.05%
$91.59 - $125.64 $235K - $323K
2.78K $263M
MRVL
Marvell Technology, Inc.

Technology
-852
- 16.15%
$61.57 - $126.06 $52.5K - $107K
4.43K $272M
AMZN
Amazon Com Inc

Consumer Cyclical
-460
- 6.1%
$190.26 - $242.06 $87.5K - $111K
7.08K $1.35B
GPN
Global Payments Inc

Industrials
-2.7K
- 99.78%
$92.18 - $113.03 $249K - $305K
6 $588K
TSLA
Tesla, Inc.

Consumer Cyclical
-143
- 9.13%
$222.15 - $428.22 $31.8K - $61.2K
1.42K $369M
OEF
Ishares S&P 100 ETF

ETFs
-830
- 42.3%
N/A
1.13K $307M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.21K
- 70.32%
$47.25 - $67.02 $199K - $282K
1.78K $84.5M
Blackrock ETF Trust Ii
-4.62K
- 63.93%
N/A
2.61K $136M
MBB
Ishares Tr

ETFs
-2.51K
- 72.76%
$90.37 - $94.08 $227K - $237K
941 $88.2M
PGR
Progressive Corp

Financial Services
-905
- 60.41%
$235.61 - $291.22 $213K - $264K
593 $168M
Coherent Corp
-670
- 14.19%
N/A
4.05K $263M
MSFT
Microsoft Corp

Technology
-58
- 1.66%
$375.39 - $447.2 $21.8K - $25.9K
3.43K $1.29B
CGDV
Capital Group Divid Value ETF

ETFs
-4.91K
- 65.34%
$34.95 - $37.36 $172K - $183K
2.61K $92.8M
AKAM
Akamai Technologies Inc

Technology
-1.11K
- 28.91%
N/A
2.73K $220M
Brookfield Corp
-2.4K
- 58.7%
N/A
1.69K $88.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.55K
- 65.43%
$87.68 - $94.52 $136K - $147K
820 $76.8M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-4.07K
- 70.87%
$31.51 - $33.34 $128K - $136K
1.67K $52.8M
GOOGL
Alphabet Inc.

Communication Services
-211
- 7.33%
$154.33 - $206.19 $32.6K - $43.5K
2.67K $412M
GOOG
Alphabet Inc.

Communication Services
-95
- 2.91%
$156.06 - $207.71 $14.8K - $19.7K
3.17K $495M
RJF
Raymond James Financial Inc

Financial Services
-776
- 71.0%
$137.62 - $172.64 $107K - $134K
317 $44M
Aim ETF Products Trust
-3.42K
- 66.15%
N/A
1.75K $52.4M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-2.78K
- 66.17%
N/A
1.42K $47.1M
EMB
Ishares Tr

ETFs
-1.03K
- 64.84%
$88.64 - $92.03 $91.2K - $94.7K
558 $50.6M
Atlassian Corporation
-270
- 25.81%
N/A
776 $165M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.1K
- 94.17%
$23.16 - $27.04 $71.8K - $83.9K
192 $4.5M
HBAN
Huntington Bancshares Inc

Financial Services
-4.15K
- 29.43%
$14.28 - $17.39 $59.3K - $72.2K
9.95K $149M
IVV
Ishares Core S&P 500 ETF

ETFs
-119
- 25.0%
$554.06 - $615.85 $65.9K - $73.3K
357 $201M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-2.15K
- 67.84%
N/A
1.02K $35.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-101
- 17.5%
$468.34 - $539.52 $47.3K - $54.5K
476 $223M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.55K
- 72.03%
$44.72 - $46.25 $69.1K - $71.5K
600 $27.6M
MUB
Ishares National Muni Bond ETF

ETFs
-597
- 18.01%
$104.71 - $107.69 $62.5K - $64.3K
2.72K $287M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-1.51K
- 68.2%
$32.96 - $44.43 $49.8K - $67.2K
705 $23.4M
AXP
American Express CO

Financial Services
-172
- 45.5%
$255.39 - $325.87 $43.9K - $56K
206 $55.5M
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.15%
$476.63 - $610.45 $1.43K - $1.83K
2K $991M
TTWO
Take Two Interactive Software Inc

Communication Services
-455
- 25.21%
$178.61 - $217.95 $81.3K - $99.2K
1.35K $280M
PPL
Ppl Corp

Utilities
-1.63K
- 71.74%
$31.68 - $36.11 $51.7K - $58.9K
643 $23.2M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-608
- 82.83%
$65.76 - $84.94 $40K - $51.6K
126 $8.35M
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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