Capital A Wealth Management, LLC Portfolio Holdings

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024

Capital A Wealth Management, LLC has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $60.2 Billion distributed in 846 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $4.18B, Ishares S&P 500 Growth ETF with a value of $3.27B, Blackrock ETF Tr U S Equity Fa with a value of $3.03B, Msci Eafe Growth ETF with a value of $1.66B, and Amazon Com Inc with a value of $1.65B.

Examining the 13F form we can see an increase of $60.2B in the current position value.

Capital A Wealth Management, LLC is based out at New Castle, PA

Below you can find more details about Capital A Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $60.2 Billion
ETFs: $29 Billion
Technology: $8 Billion
Financial Services: $4.41 Billion
Healthcare: $4.25 Billion
Consumer Cyclical: $3.09 Billion
Industrials: $2.8 Billion
Communication Services: $2.29 Billion
Energy: $1.04 Billion
Other: $2.53 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.7 Million 0.04% of portfolio
1,450
Q4 2024 New
$0
$5.21 Million 0.01% of portfolio
629
Q4 2024 New
$0
$5.97 Million 0.01% of portfolio
455
Q4 2024 New
$0
$6.95 Million 0.01% of portfolio
433
Q4 2024 New
$0
$1.98 Million 0.0% of portfolio
58
Q4 2024 New
$0
$733,000 0.0% of portfolio
75
Q4 2024 New
$0
$2.74 Million 0.0% of portfolio
510
Q4 2024 New
$41.8M
$50,000 0.0% of portfolio
50
Q4 2024 New
$6.7M
$18,000 0.0% of portfolio
24
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 846
  • Current Value $60.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 846 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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