Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSCO
Tractor Supply CO

Consumer Cyclical
10
New
$52.59 - $303.74 $526 - $3.04K
10 $531K
ABNB
Airbnb, Inc.

Consumer Cyclical
4
New
$125.36 - $147.37 $501 - $589
4 $526K
CFG
Citizens Financial Group Inc

Financial Services
12
New
$39.92 - $48.46 $479 - $582
12 $525K
KMB
Kimberly Clark Corp

Consumer Defensive
4
New
$130.37 - $146.09 $521 - $584
4 $524K
Capital Group International
19
New
N/A
19 $523K
TAP
Molson Coors Beverage CO

Consumer Defensive
9
New
$53.97 - $63.88 $486 - $575
9 $516K
PEG
Public Service Enterprise Group Inc

Utilities
6
New
$81.87 - $94.51 $491 - $567
6 $507K
IFF
International Flavors & Fragrances Inc

Basic Materials
6
New
$83.96 - $106.19 $504 - $637
6 $507K
EBAY
Ebay Inc

Consumer Cyclical
8
New
$57.51 - $67.17 $460 - $537
8 $496K
HEEM
Ishares Currency Hedged Msci E

ETFs
18
New
$27.03 - $29.78 $487 - $536
18 $486K
WSO
Watsco Inc

Industrials
1
New
$466.57 - $568.78 $467 - $569
1 $474K
RF
Regions Financial Corp

Financial Services
20
New
$22.45 - $27.47 $449 - $549
20 $470K
XLK
Technology Sector Spdr

ETFs
2
New
$220.26 - $241.44 $441 - $483
2 $465K
BIIB
Biogen Inc.

Healthcare
3
New
$146.47 - $191.55 $439 - $575
3 $459K
ETR
Entergy Corp

Utilities
6
New
$73.19 - $156.4 $439 - $938
6 $455K
OGE
Oge Energy Corp.

Utilities
11
New
$39.65 - $44.08 $436 - $485
11 $454K
FSIG
First Tr ETF Iv LTD Duration I
24
New
$18.8 - $19.23 $451 - $462
24 $453K
LGOV
First Tr ETF Iv Long Duration

ETFs
21
New
$20.75 - $22.49 $436 - $472
21 $438K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
12
New
$36.2 - $46.69 $434 - $560
12 $435K
D
Dominion Energy, Inc

Utilities
8
New
$52.63 - $60.92 $421 - $487
8 $431K
FAST
Fastenal CO

Industrials
6
New
$69.99 - $84.35 $420 - $506
6 $431K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
New
$71.75 - $75.11 $431 - $451
6 $431K
ALB
Albemarle Corp

Basic Materials
5
New
$86.08 - $111.3 $430 - $557
5 $430K
DOX
Amdocs LTD

Technology
5
New
$82.94 - $92.86 $415 - $464
5 $426K
FIX
Comfort Systems Usa Inc

Industrials
1
New
$370.68 - $504.12 $371 - $504
1 $424K
QRVO
Qorvo, Inc.

Technology
6
New
$65.6 - $104.58 $394 - $627
6 $420K
Amplify ETF Tr
185
New
N/A
185 $414K
LEN
Lennar Corp

Consumer Cyclical
3
New
$136.2 - $188.96 $409 - $567
3 $409K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
30
New
$12.52 - $21.81 $376 - $654
30 $397K
SON
Sonoco Products CO

Consumer Cyclical
8
New
$48.6 - $54.89 $389 - $439
8 $391K
CMBS
Ishares Cmbs ETF

ETFs
8
New
$47.09 - $48.64 $377 - $389
8 $378K
WEC
Wec Energy Group, Inc.

Utilities
4
New
$92.94 - $101.82 $372 - $407
4 $376K
LECO
Lincoln Electric Holdings Inc

Industrials
2
New
$187.47 - $219.94 $375 - $440
2 $375K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
50
New
$7.17 - $12.28 $359 - $614
50 $370K
Siriusxm Holdings Inc
16
New
N/A
16 $365K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
13
New
$27.09 - $32.06 $352 - $417
13 $364K
FE
Firstenergy Corp

Utilities
9
New
$39.14 - $44.52 $352 - $401
9 $358K
DLR
Digital Realty Trust, Inc.

Real Estate
2
New
$156.46 - $195.69 $313 - $391
2 $355K
LNT
Alliant Energy Corp

Utilities
6
New
$56.24 - $63.63 $337 - $382
6 $355K
ILPT
Industrial Logistics Properties Trust

Real Estate
97
New
$3.25 - $4.64 $315 - $450
97 $354K
CDW
Cdw Corp

Technology
2
New
$171.49 - $225.64 $343 - $451
2 $348K
IBND
Spdr Bloomberg International C

ETFs
12
New
$28.36 - $30.49 $340 - $366
12 $340K
UGI
Ugi Corp

Utilities
12
New
$23.24 - $30.37 $279 - $364
12 $339K
CAG
Conagra Brands Inc.

Consumer Defensive
12
New
$26.48 - $32.72 $318 - $393
12 $333K
IVZ
Invesco Ltd.

Financial Services
19
New
$16.78 - $18.63 $319 - $354
19 $332K
Series Portfolios Tr
13
New
N/A
13 $331K
HYXU
Ishares Global Ex Usd High Yie

ETFs
7
New
$46.87 - $52.14 $328 - $365
7 $329K
EGP
Eastgroup Properties Inc

Real Estate
2
New
$158.74 - $185.14 $317 - $370
2 $321K
R
Ryder System Inc

Industrials
2
New
$138.78 - $170.03 $278 - $340
2 $314K
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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