Capital A Wealth Management, LLC Purchases in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.78K
+ 2021.93%
$19.1 - $23.83 $72.2K - $90.1K
3.97K $221M
IHDG
Wisdomtree Tr

ETFs
2.96K
New
$38.54 - $46.0 $114K - $136K
2.96K $124M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
400
New
$51.16 - $62.02 $20.5K - $24.8K
400 $111M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.64K
New
$21.55 - $22.2 $99.9K - $103K
4.64K $102M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
390
+ 1950.0%
$224.16 - $285.86 $87.4K - $111K
410 $103M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.93K
New
$50.28 - $50.47 $96.8K - $97.2K
1.93K $96.8M
IWN
Ishares Russell2000 Val ETF

ETFs
615
New
$131.84 - $157.76 $81.1K - $97K
615 $95.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
847
New
$90.56 - $109.49 $76.7K - $92.7K
847 $91.7M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
2.93K
New
$29.8 - $35.39 $87.3K - $104K
2.93K $84.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.82K
+ 5047.22%
$45.11 - $52.34 $82K - $95.1K
1.85K $86.4M
CMA
Comerica Inc

Financial Services
1.32K
+ 16525.0%
$50.42 - $59.65 $66.7K - $78.9K
1.33K $74.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.68K
+ 44733.33%
$22.4 - $23.8 $60.1K - $63.9K
2.69K $62.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.07K
+ 341.82%
$32.11 - $38.21 $66.4K - $79K
2.67K $84.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
819
New
$72.96 - $90.39 $59.8K - $74K
819 $61.7M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1.12K
+ 4650.0%
$47.05 - $50.22 $52.5K - $56K
1.14K $59.9M
IEFA
Ishares Tr

ETFs
842
+ 423.12%
$67.83 - $84.09 $57.1K - $70.8K
1.04K $73.2M
WSBC
Wesbanco Inc

Financial Services
1.77K
+ 1002.26%
$26.79 - $32.33 $47.5K - $57.4K
1.95K $61.2M
VIG
Vanguard Dividend Appreciation

ETFs
300
New
N/A
300 $51.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 235.62%
$483.48 - $539.8 $83.2K - $92.8K
245 $87.4M
IGOV
Ishares 1 3 International Trea

ETFs
1.12K
New
$39.53 - $43.1 $44.2K - $48.2K
1.12K $46.2M
STX
Seagate Technology Holdings PLC

Technology
540
+ 870.97%
$66.54 - $144.33 $35.9K - $77.9K
602 $51.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
378
+ 55.67%
$149.76 - $186.42 $56.6K - $70.5K
1.06K $164M
IWF
Ishares Russell 1000 Gr ETF

ETFs
155
+ 298.08%
$320.42 - $424.58 $49.7K - $65.8K
207 $62.8M
VDC
Vanguard Consumer Staples ETF

ETFs
225
New
$204.89 - $224.73 $46.1K - $50.6K
225 $43M
EXC
Exelon Corp

Utilities
1.18K
+ 5377.27%
$42.2 - $47.37 $49.9K - $56K
1.21K $43.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
442
+ 6314.29%
$53.23 - $70.65 $23.5K - $31.2K
449 $42.7M
KMB
Kimberly Clark Corp

Consumer Defensive
346
+ 3145.45%
$126.84 - $145.22 $43.9K - $50.2K
357 $43.4M
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 131.25%
$285.55 - $321.23 $42K - $47.2K
259 $76.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
828
New
$50.36 - $50.68 $41.7K - $42K
828 $41.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
562
+ 921.31%
$66.87 - $79.47 $37.6K - $44.7K
623 $45.7M
VNLA
Janus Henderson Short Duration

ETFs
846
+ 3253.85%
$48.74 - $49.2 $41.2K - $41.6K
872 $42.1M
HYXU
Ishares Global Ex Usd High Yie

ETFs
810
New
$48.2 - $54.92 $39K - $44.5K
810 $40.2M
WSO
Watsco Inc

Industrials
94
+ 4700.0%
$421.84 - $520.66 $39.7K - $48.9K
96 $41.1M
VZ
Verizon Communications Inc

Communication Services
1.18K
+ 209.24%
$41.67 - $45.62 $49.1K - $53.7K
1.74K $65.6M
IP
International Paper CO

Consumer Cyclical
1.11K
+ 4273.08%
$43.89 - $54.46 $48.8K - $60.5K
1.14K $41.1M
NRG
Nrg Energy, Inc.

Utilities
769
+ 9612.5%
$83.61 - $162.67 $64.3K - $125K
777 $40.2M
EMR
Emerson Electric CO

Industrials
396
+ 3600.0%
$94.15 - $133.33 $37.3K - $52.8K
407 $39.6M
PRU
Prudential Financial Inc

Financial Services
368
+ 4600.0%
$95.12 - $112.71 $35K - $41.5K
376 $39M
USB
Us Bancorp \De\

Financial Services
833
+ 1937.21%
$36.4 - $45.76 $30.3K - $38.1K
876 $37.9M
NI
Nisource Inc.

Utilities
1.39K
+ 1961.97%
$37.11 - $40.64 $51.7K - $56.6K
1.46K $38.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
66
+ 825.0%
$390.26 - $489.06 $25.8K - $32.3K
74 $39.3M
IEX
Idex Corp

Industrials
159
New
$160.66 - $191.29 $25.5K - $30.4K
159 $34.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
224
+ 183.61%
$166.82 - $194.23 $37.4K - $43.5K
346 $57.2M
NKE
Nike, Inc.

Consumer Cyclical
312
+ 15600.0%
$53.27 - $72.04 $16.6K - $22.5K
314 $34.1M
XOM
Exxon Mobil Corp

Energy
394
+ 134.01%
$99.93 - $119.04 $39.4K - $46.9K
688 $68.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
260
+ 26000.0%
$151.62 - $183.47 $39.4K - $47.7K
261 $33.5M
ETR
Entergy Corp

Utilities
328
+ 5466.67%
$79.01 - $86.61 $25.9K - $28.4K
334 $33.8M
FNF
Fidelity National Financial, Inc.

Financial Services
652
+ 7244.44%
$53.62 - $66.59 $35K - $43.4K
661 $33.7M
CMS
Cms Energy Corp

Utilities
574
+ 2870.0%
$68.57 - $75.51 $39.4K - $43.3K
594 $34.5M
Activity Summary
Buys All Purchases 298 New Holdings 176 Increased Positions 122 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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