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
ITW
Illinois Tool Works Inc

Industrials
-1
- 2.78%
$244.9 - $274.48 $245 - $274
35 $8.68M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5
- 13.51%
$97.38 - $104.52 $487 - $523
32 $3.27M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-70
- 11.13%
$8.29 - $8.97 $580 - $628
559 $4.81M
L
Loews Corp

Financial Services
-6
- 28.57%
$81.13 - $91.91 $487 - $551
15 $1.38M
SPMD
Spdr Portfolio

ETFs
-7
- 63.64%
$50.21 - $57.73 $351 - $404
4 $205K
ES
Eversource Energy

Utilities
-7
- 36.84%
$55.63 - $63.8 $389 - $447
12 $745K
BWA
Borgwarner Inc

Consumer Cyclical
-8
- 24.24%
$27.78 - $32.9 $222 - $263
25 $716K
AVUV
American Centy ETF Tr Avantis

ETFs
-3
- 42.86%
$84.95 - $100.62 $255 - $302
4 $349K
GATX
Gatx Corp

Industrials
-2
- 40.0%
$149.94 - $167.38 $300 - $335
3 $466K
Spdr Ser Tr
-12
- 35.29%
N/A
22 $610K
NIO
Nio Inc.

Consumer Cyclical
-50
- 75.76%
$3.75 - $5.22 $188 - $261
16 $61K
CMA
Comerica Inc

Financial Services
-3
- 27.27%
$56.11 - $68.38 $168 - $205
8 $472K
IR
Ingersoll Rand Inc.

Industrials
-1
- 10.0%
$79.44 - $94.23 $79.4 - $94.2
9 $720K
CHD
Church & Dwight CO Inc

Consumer Defensive
-2
- 28.57%
$101.42 - $113.2 $203 - $226
5 $550K
CL
Colgate Palmolive CO

Consumer Defensive
-2
- 20.0%
$85.68 - $97.5 $171 - $195
8 $750K
K
Kellogg CO

Consumer Defensive
-2
- 22.22%
$81.06 - $82.9 $162 - $166
7 $577K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-3
- 25.0%
$30.79 - $38.48 $92.4 - $115
9 $287K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-23
- 5.29%
$32.74 - $36.2 $753 - $833
412 $14.4M
NWS
News Corp New Cl B Com Stk (De

Communication Services
-4
- 21.05%
$29.66 - $35.0 $119 - $140
15 $456K
NTRS
Northern Trust Corp

Financial Services
-1
- 16.67%
$96.09 - $113.81 $96.1 - $114
5 $493K
AIG
American International Group, Inc.

Financial Services
-3
- 30.0%
$70.5 - $86.94 $212 - $261
7 $609K
FISV
Fiserv Inc

Technology
-1
- 14.29%
N/A
6 $1.33M
UGI
Ugi Corp

Utilities
-5
- 41.67%
$28.0 - $34.16 $140 - $171
7 $231K
GIS
General Mills Inc

Consumer Defensive
-1
- 8.33%
$57.56 - $65.3 $57.6 - $65.3
11 $658K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2
- 33.33%
$49.22 - $51.73 $98.4 - $103
4 $202K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-9
- 12.0%
$9.83 - $10.34 $88.5 - $93.1
66 $659K
Canopy Growth Corp
-6
- 25.0%
N/A
18 $16K
INTC
Intel Corp

Technology
-13
- 2.81%
$19.1 - $27.39 $248 - $356
449 $10.2M
O
Realty Income Corp

Real Estate
-9
- 2.13%
$51.67 - $58.49 $465 - $526
413 $24M
AFL
Aflac Inc

Financial Services
-8
- 2.16%
$100.99 - $111.19 $808 - $890
363 $40.4M
XOM
Exxon Mobil Corp

Energy
-7
- 2.33%
$105.44 - $118.93 $738 - $833
294 $35M
MCK
Mckesson Corp

Healthcare
-3
- 6.52%
$566.21 - $672.99 $1.7K - $2.02K
43 $28.9M
CB
Chubb LTD

Financial Services
-1
- 0.74%
$257.71 - $301.99 $258 - $302
134 $40.5M
PLD
Prologis, Inc.

Real Estate
-5
- 0.66%
$103.59 - $124.04 $518 - $620
757 $84.6M
AR
Antero Resources Corp

Energy
-1
- 0.1%
$33.64 - $41.42 $33.6 - $41.4
985 $39.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 1.35%
$442.66 - $534.52 $443 - $535
73 $38.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5
- 3.6%
$80.53 - $147.57 $403 - $738
134 $17.7M
VLO
Valero Energy Corp

Energy
-1
- 0.14%
$121.76 - $142.99 $122 - $143
707 $93.4M
MO
Altria Group, Inc.

Consumer Defensive
-313
- 8.57%
$50.81 - $60.02 $15.9K - $18.8K
3.34K $200M
SPGI
S&P Global Inc.

Financial Services
-2
- 0.18%
$478.26 - $543.77 $957 - $1.09K
1.1K $560M
EQT
Eqt Corp

Energy
-1
- 0.06%
$46.16 - $54.25 $46.2 - $54.3
1.57K $83.7M
V
Visa Inc.

Financial Services
-86
- 6.18%
$306.92 - $362.71 $26.4K - $31.2K
1.31K $458M
BRO
Brown & Brown, Inc.

Financial Services
-147
- 6.22%
$100.54 - $124.4 $14.8K - $18.3K
2.22K $276M
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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