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
ABC
Amerisourcebergen Corp

Healthcare
159
+ 3975.0%
N/A
163 $33.5M
LNT
Alliant Energy Corp

Utilities
628
+ 5709.09%
$58.79 - $64.85 $36.9K - $40.7K
639 $32.8M
PEG
Public Service Enterprise Group Inc

Utilities
518
+ 4709.09%
$77.13 - $84.18 $40K - $43.6K
529 $32.3M
DOW
Dow Inc.

Basic Materials
570
+ 19000.0%
$25.81 - $34.89 $14.7K - $19.9K
573 $31.4M
D
Dominion Energy, Inc

Utilities
655
+ 5038.46%
$49.66 - $58.0 $32.5K - $38K
668 $31.4M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
927
New
$32.08 - $39.57 $29.7K - $36.7K
927 $30.7M
BEN
Franklin Resources Inc

Financial Services
1.01K
+ 3869.23%
$16.66 - $23.85 $16.8K - $24K
1.03K $30.7M
EIX
Edison International

Utilities
409
+ 1460.71%
$48.32 - $59.92 $19.8K - $24.5K
437 $31.2M
HYGV
Flexshares Tr High Yield Value

ETFs
723
New
$38.45 - $41.03 $27.8K - $29.7K
723 $29.5M
A
Agilent Technologies, Inc.

Healthcare
212
+ 10600.0%
$99.29 - $120.52 $21K - $25.6K
214 $29.8M
AEP
American Electric Power CO Inc

Utilities
360
+ 5142.86%
$98.59 - $109.11 $35.5K - $39.3K
367 $29.8M
F
Ford Motor CO

Consumer Cyclical
2.28K
+ 990.87%
$8.69 - $10.85 $19.8K - $24.7K
2.51K $30.6M
AVUV
American Centy ETF Tr Avantis

ETFs
311
+ 7775.0%
$75.17 - $91.21 $23.4K - $28.4K
315 $28.3M
OMC
Omnicom Group Inc.

Communication Services
318
+ 548.28%
$69.22 - $79.77 $22K - $25.4K
376 $32.5M
IBM
International Business Machines Corp

Technology
192
+ 362.26%
$221.03 - $294.78 $42.4K - $56.6K
245 $40.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
295
New
$69.8 - $85.28 $20.6K - $25.2K
295 $26.3M
CFG
Citizens Financial Group Inc

Financial Services
794
+ 3970.0%
$34.27 - $44.75 $27.2K - $35.5K
814 $27M
PFG
Principal Financial Group Inc

Financial Services
332
+ 5533.33%
$69.56 - $86.19 $23.1K - $28.6K
338 $26.6M
T
At&T Inc.

Communication Services
2.12K
+ 255.17%
$26.33 - $28.94 $55.9K - $61.4K
2.96K $49.6M
WEC
Wec Energy Group, Inc.

Utilities
307
+ 5116.67%
$102.24 - $109.76 $31.4K - $33.7K
313 $26.3M
DTE
Dte Energy CO

Utilities
231
+ 5775.0%
$127.39 - $139.49 $29.4K - $32.2K
235 $25.9M
HPQ
Hp Inc

Technology
841
+ 5606.67%
$21.88 - $29.32 $18.4K - $24.7K
856 $25.8M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
768
+ 3657.14%
$22.66 - $26.12 $17.4K - $20.1K
789 $25.8M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
947
+ 3788.0%
$10.59 - $11.48 $10K - $10.9K
972 $25.4M
OGE
Oge Energy Corp.

Utilities
722
+ 5157.14%
$42.23 - $46.38 $30.5K - $33.5K
736 $25.7M
JBHT
Hunt J B Transport Services Inc

Industrials
125
New
$124.73 - $152.78 $15.6K - $19.1K
125 $25M
TFC
Truist Financial Corp

Financial Services
678
+ 1189.47%
$34.79 - $42.99 $23.6K - $29.1K
735 $27.1M
KMI
Kinder Morgan, Inc.

Energy
1.38K
New
$25.21 - $29.4 $34.8K - $40.6K
1.38K $24.4M
MRK
Merck & Co., Inc.

Healthcare
115
+ 20.91%
$73.47 - $87.12 $8.45K - $10K
665 $72.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
88
New
$272.36 - $339.57 $24K - $29.9K
88 $23.1M
C
Citigroup Inc

Financial Services
448
New
$58.13 - $85.12 $26K - $38.1K
448 $23M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
497
+ 2485.0%
$43.28 - $50.37 $21.5K - $25K
517 $23.6M
SON
Sonoco Products CO

Consumer Cyclical
403
+ 4477.78%
$40.6 - $47.93 $16.4K - $19.3K
412 $23M
FE
Firstenergy Corp

Utilities
606
+ 5050.0%
$38.31 - $43.17 $23.2K - $26.2K
618 $22.7M
KEY
Keycorp

Financial Services
1.6K
+ 252.84%
$13.23 - $17.42 $21.2K - $27.9K
2.24K $32.2M
PM
Philip Morris International Inc.

Consumer Defensive
406
+ 154.96%
$149.23 - $184.95 $60.6K - $75.1K
668 $62.8M
YUM
Yum Brands Inc

Consumer Cyclical
162
New
$138.36 - $161.45 $22.4K - $26.2K
162 $21.2M
TJX
Tjx Companies Inc

Consumer Cyclical
233
+ 776.67%
$119.13 - $135.03 $27.8K - $31.5K
263 $24.7M
NWL
Newell Brands Inc.

Consumer Defensive
2.41K
New
$4.48 - $6.27 $10.8K - $15.1K
2.41K $20.9M
CMCSA
Comcast Corp

Communication Services
436
+ 173.71%
$32.84 - $36.72 $14.3K - $16K
687 $30.1M
NYCB
New York Community Bancorp Inc

Financial Services
1.98K
New
N/A
1.98K $20.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
418
New
$48.5 - $49.35 $20.3K - $20.6K
418 $20.2M
CSCO
Cisco Systems, Inc.

Technology
449
+ 168.16%
$53.19 - $69.38 $23.9K - $31.2K
716 $36.2M
NEM
Newmont Corp

Basic Materials
478
+ 1648.28%
$44.18 - $59.46 $21.1K - $28.4K
507 $21M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
667
New
$29.0 - $35.55 $19.3K - $23.7K
667 $19.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
635
+ 1411.11%
$28.18 - $29.22 $17.9K - $18.6K
680 $20M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
797
+ 1398.25%
$22.54 - $23.17 $18K - $18.5K
854 $19.7M
CSX
Csx Corp

Industrials
487
+ 245.96%
$26.69 - $32.91 $13K - $16K
685 $23.7M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
623
New
$27.01 - $28.59 $16.8K - $17.8K
623 $17.5M
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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