Capital A Wealth Management, LLC Purchases in Q1 2025

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
21
New
$85.55 - $94.34 $1.8K - $1.98K
21 $1.89M
MU
Micron Technology Inc

Technology
21
+ 100.0%
$86.89 - $109.38 $1.82K - $2.3K
42 $3.65M
KO
Coca Cola CO

Consumer Defensive
7
+ 4.79%
$60.81 - $72.32 $426 - $506
153 $10.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
7
New
$247.97 - $296.33 $1.74K - $2.07K
7 $1.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
New
$96.3 - $112.23 $1.73K - $2.02K
18 $1.76M
AIQ
Global X Funds Global X Artifi

ETFs
48
New
$36.38 - $42.77 $1.75K - $2.05K
48 $1.75M
ROP
Roper Technologies Inc

Industrials
1
+ 6.25%
$502.71 - $593.81 $503 - $594
17 $10M
HDV
Ishares Core High Dividend ETF

ETFs
14
New
$110.86 - $121.12 $1.55K - $1.7K
14 $1.7M
XLB
Select Sector Spdr Fd Material

ETFs
19
New
$83.19 - $90.99 $1.58K - $1.73K
19 $1.63M
XLRE
Select Sector Spdr Tr Real Est

ETFs
39
New
$39.18 - $43.52 $1.53K - $1.7K
39 $1.63M
EBAY
Ebay Inc

Consumer Cyclical
23
+ 287.5%
$61.61 - $70.93 $1.42K - $1.63K
31 $2.1M
BALL
Ball Corp

Consumer Cyclical
30
New
$49.04 - $56.53 $1.47K - $1.7K
30 $1.58M
R
Ryder System Inc

Industrials
11
+ 550.0%
$136.38 - $170.92 $1.5K - $1.88K
13 $1.87M
MAS
Masco Corp

Industrials
22
New
$68.67 - $81.85 $1.51K - $1.8K
22 $1.53M
WELL
Welltower Inc.

Real Estate
2
+ 4.55%
$124.05 - $156.86 $248 - $314
46 $7.05M
GGG
Graco Inc

Industrials
18
+ 257.14%
$80.53 - $87.54 $1.45K - $1.58K
25 $2.09M
CSCO
Cisco Systems, Inc.

Technology
13
+ 5.12%
$58.74 - $64.87 $764 - $843
267 $16.5M
XLI
Industrial Sector Spdr

ETFs
11
+ 84.62%
$128.78 - $141.67 $1.42K - $1.56K
24 $3.15M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 5.88%
$275.89 - $345.24 $276 - $345
18 $6.21M
VNLA
Janus Henderson Short Duration

ETFs
26
New
$48.89 - $49.21 $1.27K - $1.28K
26 $1.28M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
12
New
$96.18 - $109.82 $1.15K - $1.32K
12 $1.23M
NEM
Newmont Corp

Basic Materials
22
+ 314.29%
$37.79 - $48.39 $831 - $1.06K
29 $1.4M
Kenvue Inc
22
+ 10.48%
N/A
232 $5.56M
SHW
Sherwin Williams CO

Basic Materials
3
New
$330.16 - $365.55 $990 - $1.1K
3 $1.05M
EVR
Evercore Inc.

Financial Services
6
+ 300.0%
$190.28 - $291.27 $1.14K - $1.75K
8 $1.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29
+ 1450.0%
$33.57 - $37.22 $974 - $1.08K
31 $1.11M
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 175.0%
$124.46 - $147.4 $871 - $1.03K
11 $1.56M
DFAI
Dimensional ETF Tr

ETFs
32
New
$28.88 - $32.4 $924 - $1.04K
32 $999K
ZION
Zions Bancorporation, National Association

Financial Services
20
New
$47.0 - $59.03 $940 - $1.18K
20 $997K
ED
Consolidated Edison Inc

Utilities
9
New
$88.0 - $110.59 $792 - $995
9 $995K
CTAS
Cintas Corp

Industrials
2
+ 8.0%
$182.09 - $208.14 $364 - $416
27 $5.55M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29
New
$32.57 - $35.82 $945 - $1.04K
29 $961K
SJM
J M Smucker CO

Consumer Defensive
8
New
$100.41 - $118.41 $803 - $947
8 $947K
PAYX
Paychex Inc

Industrials
4
+ 17.39%
$136.06 - $154.52 $544 - $618
27 $4.17M
FDVV
Fidelity High Dividend ETF

ETFs
20
+ 11.76%
$48.86 - $52.28 $977 - $1.05K
190 $9.42M
DFAT
Dimensional ETF Tr U S Target

ETFs
18
New
$50.44 - $58.1 $908 - $1.05K
18 $927K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.32%
$222.79 - $249.08 $223 - $249
314 $71.9M
PFEB
Innovator U.S. Equity Power Bu

ETFs
25
New
$35.54 - $37.44 $889 - $936
25 $896K
AMD
Advanced Micro Devices Inc

Technology
15
+ 40.54%
$96.63 - $129.55 $1.45K - $1.94K
52 $5.34M
Janus Detroit Str Tr
16
New
N/A
16 $838K
AMAT
Applied Materials Inc

Technology
10
+ 28.57%
$145.06 - $195.51 $1.45K - $1.96K
45 $6.53M
TFC
Truist Financial Corp

Financial Services
22
+ 62.86%
$39.48 - $48.15 $869 - $1.06K
57 $2.35M
IP
International Paper CO

Consumer Cyclical
15
+ 136.36%
$49.38 - $60.09 $741 - $901
26 $1.39M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 64.71%
$53.9 - $63.11 $593 - $694
28 $1.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20
+ 90.91%
$40.03 - $46.81 $801 - $936
42 $1.71M
MNST
Monster Beverage Corp

Consumer Defensive
12
+ 400.0%
$46.16 - $58.58 $554 - $703
15 $878K
COP
Conocophillips

Energy
1
+ 0.92%
$88.6 - $105.85 $88.6 - $106
110 $11.5M
LOW
Lowes Companies Inc

Consumer Cyclical
3
New
$222.66 - $268.42 $668 - $805
3 $700K
KKR
Kkr & Co. Inc.

Financial Services
6
New
$108.17 - $167.07 $649 - $1K
6 $694K
Activity Summary
Buys All Purchases 246 New Holdings 82 Increased Positions 164 Sells All Sells 244 Reductions 244 Sold out 0 Options Calls 0 Puts 0
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