Capital A Wealth Management, LLC Options Holdings

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $8.94 Billion
  • Prior Value $95.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 176 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email