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
SKOR
Flexshares Tr Credit Scored Us

ETFs
346
+ 1281.48%
$47.3 - $48.78 $16.4K - $16.9K
373 $17.9M
PFE
Pfizer Inc

Healthcare
556
+ 467.23%
$21.59 - $24.84 $12K - $13.8K
675 $19.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
350
New
$42.72 - $44.24 $15K - $15.5K
350 $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
301
New
$51.68 - $52.76 $15.6K - $15.9K
301 $15.4M
CNP
Centerpoint Energy Inc

Utilities
539
New
$35.5 - $39.05 $19.1K - $21K
539 $15.4M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
239
New
$63.02 - $65.94 $15.1K - $15.8K
239 $15.3M
QRVO
Qorvo, Inc.

Technology
131
New
$50.81 - $84.91 $6.66K - $11.1K
131 $14.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
344
+ 819.05%
$35.35 - $42.68 $12.2K - $14.7K
386 $16.3M
CMBS
Ishares Cmbs ETF

ETFs
310
+ 3875.0%
$47.54 - $48.72 $14.7K - $15.1K
318 $14.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
279
+ 6975.0%
$49.79 - $50.75 $13.9K - $14.2K
283 $14.2M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
280
+ 358.97%
$42.02 - $50.36 $11.8K - $14.1K
358 $17.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
115
New
$116.93 - $119.39 $13.4K - $13.7K
115 $13.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
123
New
$107.93 - $110.97 $13.3K - $13.6K
123 $13.2M
ATR
Aptargroup, Inc.

Healthcare
110
+ 523.81%
$133.66 - $158.53 $14.7K - $17.4K
131 $16.2M
MNST
Monster Beverage Corp

Consumer Defensive
226
+ 1506.67%
$55.01 - $64.24 $12.4K - $14.5K
241 $13.9M
IBND
Spdr Bloomberg International C

ETFs
432
New
$29.46 - $32.59 $12.7K - $14.1K
432 $12.9M
Series Portfolios Tr
488
New
N/A
488 $12.9M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
286
New
$42.51 - $43.7 $12.2K - $12.5K
286 $12.6M
IXC
Ishares Tr Global Energy ETF

ETFs
310
New
$34.69 - $42.32 $10.8K - $13.1K
310 $12.1M
BWA
Borgwarner Inc

Consumer Cyclical
333
+ 1332.0%
$24.84 - $33.92 $8.27K - $11.3K
358 $12.8M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
317
+ 317.0%
$47.29 - $53.34 $15K - $16.9K
417 $17M
CRM
Salesforce, Inc.

Technology
45
+ 40.91%
$236.26 - $291.15 $10.6K - $13.1K
155 $40.8M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
151
New
$70.32 - $76.56 $10.6K - $11.6K
151 $10.9M
DECK
Deckers Outdoor Corp

Consumer Cyclical
16
New
$100.44 - $129.37 $1.61K - $2.07K
16 $10.7M
GGG
Graco Inc

Industrials
115
+ 460.0%
$74.02 - $87.26 $8.51K - $10K
140 $12.1M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
174
+ 209.64%
$60.99 - $77.53 $10.6K - $13.5K
257 $15.7M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
280
+ 3111.11%
$28.96 - $32.46 $8.11K - $9.09K
289 $10.2M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
198
+ 6600.0%
N/A
201 $10M
FIVE
Five Below, Inc

Consumer Cyclical
46
New
$55.75 - $131.18 $2.56K - $6.03K
46 $9.81M
Series Portfolios Tr
387
+ 2976.92%
N/A
400 $10.1M
FENY
Fidelity Covington Tr Msci Ene

ETFs
421
New
$20.83 - $25.75 $8.77K - $10.8K
421 $9.7M
PG
Procter & Gamble CO

Consumer Defensive
101
+ 46.54%
$157.66 - $172.39 $15.9K - $17.4K
318 $46.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
193
New
$50.09 - $51.09 $9.67K - $9.86K
193 $9.61M
HUBB
Hubbell Inc

Industrials
29
New
$315.94 - $408.41 $9.16K - $11.8K
29 $9.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
89
New
$100.35 - $100.71 $8.93K - $8.96K
89 $8.92M
LECO
Lincoln Electric Holdings Inc

Industrials
41
New
$167.18 - $211.38 $6.85K - $8.67K
41 $8.92M
EGP
Eastgroup Properties Inc

Real Estate
47
+ 335.71%
$145.28 - $176.09 $6.83K - $8.28K
61 $11.2M
EVR
Evercore Inc.

Financial Services
51
+ 637.5%
$163.77 - $271.5 $8.35K - $13.8K
59 $10.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
83
New
$100.04 - $100.54 $8.3K - $8.34K
83 $8.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
56
New
$50.06 - $80.8 $2.8K - $4.52K
56 $8.19M
UNP
Union Pacific Corp

Industrials
32
+ 94.12%
$208.27 - $238.46 $6.66K - $7.63K
66 $16.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
34
+ 485.71%
$219.76 - $276.94 $7.47K - $9.42K
41 $9.91M
JNJ
Johnson & Johnson

Healthcare
72
+ 20.34%
$146.36 - $159.82 $10.5K - $11.5K
426 $66.8M
LII
Lennox International Inc

Industrials
18
New
$508.76 - $605.77 $9.16K - $10.9K
18 $8.06M
SMCI
Super Micro Computer, Inc.

Technology
27
New
$29.51 - $49.27 $797 - $1.33K
27 $7.68M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
92
New
$78.47 - $92.25 $7.22K - $8.49K
92 $7.4M
RPM
Rpm International Inc

Basic Materials
65
New
$96.97 - $117.58 $6.3K - $7.64K
65 $7.26M
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 58.99%
$210.28 - $289.91 $34.5K - $47.5K
442 $75.2M
WTS
Watts Water Technologies Inc

Industrials
33
+ 235.71%
$180.4 - $247.22 $5.95K - $8.16K
47 $9.79M
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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