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
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-62
- 84.93%
$22.98 - $24.13 $1.42K - $1.5K
11 $262K
VGSH
Vanguard

ETFs
-24
- 96.0%
$58.07 - $58.69 $1.39K - $1.41K
1 $59K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14
- 21.88%
$47.79 - $59.89 $669 - $838
50 $2.51M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-14
- 70.0%
$91.76 - $103.26 $1.28K - $1.45K
6 $555K
PLUG
Plug Power Inc

Industrials
-230
- 17.52%
$1.34 - $3.15 $308 - $725
1.08K $1.46M
T
At&T Inc.

Communication Services
-259
- 23.74%
$21.56 - $28.28 $5.58K - $7.32K
832 $23.5M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-17
- 70.83%
$69.82 - $78.67 $1.19K - $1.34K
7 $493K
VOD
Vodafone Group Public LTD CO

Communication Services
-173
- 43.25%
$8.05 - $9.86 $1.39K - $1.71K
227 $2.12M
Capital Grp Fixed Incm ETF T
-65
- 6.84%
N/A
885 $23.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 20.0%
$497.6 - $606.74 $995 - $1.21K
8 $3.98M
NOK
Nokia Corp

Technology
-340
- 49.49%
$4.43 - $5.42 $1.51K - $1.84K
347 $1.83M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-23
- 53.49%
$48.02 - $53.02 $1.1K - $1.22K
20 $990K
NKE
Nike, Inc.

Consumer Cyclical
-15
- 88.24%
$63.29 - $81.72 $949 - $1.23K
2 $127K
NRG
Nrg Energy, Inc.

Utilities
-13
- 61.9%
$84.82 - $113.33 $1.1K - $1.47K
8 $764K
KHC
Kraft Heinz CO

Consumer Defensive
-35
- 35.71%
$28.51 - $32.22 $998 - $1.13K
63 $1.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29
- 56.86%
$37.07 - $40.63 $1.08K - $1.18K
22 $866K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-33
- 84.62%
$32.5 - $33.3 $1.07K - $1.1K
6 $199K
EXC
Exelon Corp

Utilities
-31
- 58.49%
$37.3 - $46.08 $1.16K - $1.43K
22 $1.01M
NTAP
Net App, Inc.

Technology
-6
- 37.5%
$87.84 - $126.3 $527 - $758
10 $878K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-19
- 34.55%
$49.78 - $53.19 $946 - $1.01K
36 $1.84M
SRE
Sempra Energy

Utilities
-3
- 6.67%
$67.85 - $87.67 $204 - $263
42 $3M
DGRO
Ishares Core Dividend Growth E

ETFs
-16
- 8.84%
$60.46 - $64.42 $967 - $1.03K
165 $10.2M
Grayscale Ethereum Mini Tr E
-20
- 54.05%
N/A
17 $293K
ICE
Intercontinental Exchange, Inc.

Financial Services
-6
- 85.71%
$142.8 - $176.36 $857 - $1.06K
1 $173K
CGCP
Capital Group Core Plus Income

ETFs
-46
- 6.93%
$21.94 - $22.64 $1.01K - $1.04K
618 $13.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-9
- 36.0%
$82.81 - $92.93 $745 - $836
16 $1.36M
APH
Amphenol Corp

Technology
-7
- 6.93%
$61.62 - $78.55 $431 - $550
94 $6.17M
A
Agilent Technologies, Inc.

Healthcare
-6
- 75.0%
$116.69 - $152.6 $700 - $916
2 $234K
Arista Networks Inc
-4
- 25.0%
N/A
12 $930K
PHM
Pultegroup Inc

Consumer Cyclical
-4
- 5.97%
$101.09 - $118.51 $404 - $474
63 $6.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 9.09%
$126.11 - $135.06 $883 - $945
70 $9.03M
SYY
Sysco Corp

Consumer Defensive
-2
- 0.45%
$70.0 - $77.13 $140 - $154
442 $33.2M
EMHC
Spdr Bloomberg Emerging Market
-33
- 62.26%
$23.72 - $24.56 $783 - $810
20 $483K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-99
- 5.43%
$9.47 - $11.46 $938 - $1.13K
1.72K $18.5M
Te Connectivity PLC
-5
- 31.25%
N/A
11 $1.56M
GPC
Genuine Parts CO

Consumer Cyclical
-7
- 13.21%
$115.91 - $129.02 $811 - $903
46 $5.48M
HAL
Halliburton CO

Energy
-21
- 22.11%
$24.15 - $29.9 $507 - $628
74 $1.88M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-50
- 11.14%
$11.22 - $11.8 $561 - $590
399 $4.48M
DOV
Dover Corp

Industrials
-1
- 2.27%
$174.65 - $206.43 $175 - $206
43 $7.55M
TJX
Tjx Companies Inc

Consumer Cyclical
-6
- 16.67%
$112.81 - $126.16 $677 - $757
30 $3.65M
IQV
Iqvia Holdings Inc.

Healthcare
-3
- 37.5%
$176.3 - $209.96 $529 - $630
5 $882K
BNDX
Vanguard Total International B

ETFs
-13
- 6.53%
$48.33 - $49.5 $628 - $644
186 $9.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 8.94%
$279.74 - $321.29 $3.08K - $3.53K
112 $35M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-6
- 37.5%
$80.73 - $94.96 $484 - $570
10 $830K
SRLN
Ssga Active Trust

ETFs
-14
- 53.85%
$41.02 - $41.99 $574 - $588
12 $494K
Nebius Group N.V.
-15
- 36.59%
N/A
26 $549K
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 6.25%
$198.1 - $229.79 $198 - $230
15 $2.99M
PRU
Prudential Financial Inc

Financial Services
-4
- 33.33%
$105.04 - $122.33 $420 - $489
8 $893K
NEE
Nextera Energy Inc

Utilities
-5
- 2.6%
$66.96 - $76.16 $335 - $381
187 $13.3M
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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