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
PLTR
Palantir Technologies Inc.

Technology
-370
- 15.51%
$64.98 - $124.62 $24K - $46.1K
2.02K $170M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-161
- 38.33%
$63.91 - $70.19 $10.3K - $11.3K
259 $17.4M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-404
- 98.54%
$23.32 - $23.84 $9.42K - $9.63K
6 $141K
VTWO
Vanguard Russell 2000 ETF

ETFs
-97
- 52.15%
$80.08 - $92.93 $7.77K - $9.01K
89 $7.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-269
- 8.98%
$21.75 - $24.28 $5.85K - $6.53K
2.73K $60.2M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-364
- 75.36%
$25.06 - $25.98 $9.12K - $9.46K
119 $3.08M
FITB
Fifth Third Bancorp

Financial Services
-126
- 9.93%
$37.48 - $44.96 $4.72K - $5.66K
1.14K $44.8M
Grayscale Ethereum Trust ETF
-230
- 57.5%
N/A
170 $2.59M
DIS
Walt Disney CO

Communication Services
-3
- 0.47%
$96.87 - $114.0 $291 - $342
640 $63.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-178
- 16.33%
$47.33 - $47.92 $8.42K - $8.53K
912 $43.4M
VZ
Verizon Communications Inc

Communication Services
-241
- 29.98%
$37.81 - $46.49 $9.11K - $11.2K
563 $25.6M
Capital Group Core Balanced
-182
- 8.92%
N/A
1.86K $57.6M
BA
Boeing CO

Industrials
-22
- 6.41%
$148.15 - $186.25 $3.26K - $4.1K
321 $54.7M
EIX
Edison International

Utilities
-65
- 69.89%
$50.06 - $80.01 $3.25K - $5.2K
28 $1.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-59
- 29.35%
$95.85 - $99.25 $5.66K - $5.86K
142 $14M
AA
Alcoa Corp

Basic Materials
-120
- 50.21%
$30.5 - $39.53 $3.66K - $4.74K
119 $3.62M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-40
- 25.0%
$120.5 - $145.97 $4.82K - $5.84K
120 $15.8M
AMGN
Amgen Inc

Healthcare
-28
- 41.79%
$258.59 - $327.36 $7.24K - $9.17K
39 $12.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-106
- 46.9%
$56.12 - $68.15 $5.95K - $7.22K
120 $8.18M
CGGR
Capital Group Growth ETF Shs C

ETFs
-75
- 8.3%
$33.98 - $39.84 $2.55K - $2.99K
829 $28.4M
VT
Vanguard Total World Stk Index

ETFs
-39
- 9.35%
$115.08 - $123.97 $4.49K - $4.83K
378 $43.8M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-170
- 11.72%
$15.97 - $18.5 $2.71K - $3.15K
1.28K $20.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-32
- 24.62%
$114.9 - $139.6 $3.68K - $4.47K
98 $11.5M
CGUS
Capital Group Core Equity ETF
-96
- 9.78%
$33.08 - $36.62 $3.18K - $3.52K
886 $29.6M
IWS
Ishares Russell Midcap Value E

ETFs
-30
- 12.05%
$122.59 - $135.24 $3.68K - $4.06K
219 $27.6M
PTEN
Patterson Uti Energy Inc

Energy
-539
- 99.08%
$7.15 - $9.45 $3.85K - $5.09K
5 $43K
PNR
Pentair PLC

Industrials
-17
- 8.1%
$84.0 - $105.35 $1.43K - $1.79K
193 $16.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-41
- 93.18%
$94.86 - $97.12 $3.89K - $3.98K
3 $286K
LCID
Lucid Group, Inc.

Consumer Cyclical
-578
- 15.9%
$2.03 - $3.48 $1.17K - $2.01K
3.06K $7.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-131
- 71.2%
$24.73 - $25.62 $3.24K - $3.36K
53 $1.35M
WOLF
Wolfspeed, Inc.

Technology
-350
- 66.16%
$2.59 - $7.48 $907 - $2.62K
179 $548K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-112
- 10.41%
$41.61 - $44.72 $4.66K - $5.01K
964 $41.7M
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.42%
$142.64 - $156.42 $571 - $626
948 $142M
CSX
Csx Corp

Industrials
-57
- 22.35%
$29.11 - $33.67 $1.66K - $1.92K
198 $5.83M
VONV
Vanguard Russell 1000 Value Et

ETFs
-48
- 3.91%
$80.21 - $86.14 $3.85K - $4.13K
1.18K $97.4M
CGGO
Capital Group Global Growth Eq

ETFs
-62
- 9.24%
$28.33 - $30.84 $1.76K - $1.91K
609 $17.3M
GM
General Motors CO

Consumer Cyclical
-37
- 38.95%
$45.22 - $54.92 $1.67K - $2.03K
58 $2.73M
GDDY
Go Daddy Inc.

Technology
-11
- 64.71%
$172.13 - $214.35 $1.89K - $2.36K
6 $1.08M
DFIV
Dimensional ETF Tr

ETFs
-65
- 87.84%
$35.33 - $40.77 $2.3K - $2.65K
9 $354K
SPYG
Spdr Portfolio

ETFs
-22
- 36.67%
$80.05 - $92.39 $1.76K - $2.03K
38 $3.05M
STLA
Stellantis N.V.

Consumer Cyclical
-148
- 48.52%
$11.21 - $14.21 $1.66K - $2.1K
157 $1.76M
FRT
Federal Realty Investment Trust

Real Estate
-12
- 22.22%
$94.7 - $111.82 $1.14K - $1.34K
42 $4.11M
HPQ
Hp Inc

Technology
-56
- 78.87%
$27.69 - $34.72 $1.55K - $1.94K
15 $415K
CDNS
Cadence Design Systems Inc

Technology
-2
- 6.67%
$233.96 - $324.52 $468 - $649
28 $7.12M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-73
- 75.26%
$25.69 - $26.89 $1.88K - $1.96K
24 $645K
HON
Honeywell International Inc

Industrials
-4
- 5.63%
$202.75 - $226.52 $811 - $906
67 $14.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20
- 83.33%
$91.45 - $91.75 $1.83K - $1.84K
4 $367K
CGMS
Capital Grp Core Plus Income E
-67
- 7.44%
N/A
834 $22.8M
PCAR
Paccar Inc

Industrials
-15
- 62.5%
$96.91 - $112.51 $1.45K - $1.69K
9 $876K
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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