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
FMC
Fmc Corp

Basic Materials
17
+ 283.33%
$34.54 - $56.38 $587 - $958
23 $970K
VSLU
ETF Opportunities Tr Applied F
19
New
$34.73 - $38.17 $660 - $725
19 $665K
DELL
Dell Technologies Inc.

Technology
7
New
$90.34 - $124.66 $632 - $873
7 $638K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
New
$180.02 - $208.56 $540 - $626
3 $623K
QCOM
Qualcomm Inc

Technology
4
+ 40.0%
$151.94 - $175.86 $608 - $703
14 $2.15M
VRSN
Verisign Inc

Technology
1
+ 14.29%
$205.1 - $254.74 $205 - $255
8 $2.03M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
12
New
N/A
12 $573K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12
New
$45.72 - $51.73 $549 - $621
12 $552K
WSO
Watsco Inc

Industrials
1
+ 100.0%
$463.86 - $530.75 $464 - $531
2 $1.02M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
11
New
N/A
11 $540K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14
+ 175.0%
$33.84 - $37.77 $474 - $529
22 $801K
LYV
Live Nation Entertainment, Inc.

Communication Services
4
New
$115.79 - $154.66 $463 - $619
4 $522K
FLLV
Franklin Templeton ETF Tr
7
+ 5.07%
N/A
145 $8.15M
AEP
American Electric Power CO Inc

Utilities
4
+ 133.33%
$90.32 - $109.27 $361 - $437
7 $765K
JBBB
Janus Detroit Str Tr Henderson

ETFs
10
New
$48.34 - $49.66 $483 - $497
10 $487K
JCI
Johnson Controls International PLC

Industrials
6
New
$76.12 - $90.6 $457 - $544
6 $481K
CMS
Cms Energy Corp

Utilities
4
+ 25.0%
$64.99 - $75.11 $260 - $300
20 $1.5M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
19
New
$21.73 - $23.02 $413 - $437
19 $429K
Smurfit Westrock PLC
9
New
N/A
9 $406K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 83.33%
$78.2 - $90.39 $391 - $452
11 $905K
AES
Aes Corp

Utilities
32
New
$9.93 - $13.23 $318 - $423
32 $397K
FTV
Fortive Corp

Technology
7
+ 9.72%
$71.82 - $82.98 $503 - $581
79 $5.78M
LNT
Alliant Energy Corp

Utilities
5
+ 83.33%
$56.66 - $66.04 $283 - $330
11 $708K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8
New
$39.53 - $46.13 $316 - $369
8 $352K
DFAE
Dimensional ETF Tr

ETFs
13
New
$24.64 - $26.86 $320 - $349
13 $337K
SNA
Snap On Inc

Industrials
1
New
$324.09 - $358.62 $324 - $359
1 $337K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12
New
$25.44 - $27.95 $305 - $335
12 $325K
DIHP
Dimensional ETF Tr Dimensional

ETFs
12
New
$25.1 - $27.85 $301 - $334
12 $323K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
10
New
N/A
10 $321K
TXN
Texas Instruments Inc

Technology
3
+ 10.34%
N/A
32 $5.75M
DTE
Dte Energy CO

Utilities
2
+ 100.0%
$117.6 - $138.27 $235 - $277
4 $553K
FNF
Fidelity National Financial, Inc.

Financial Services
4
+ 80.0%
$54.25 - $65.27 $217 - $261
9 $586K
D
Dominion Energy, Inc

Utilities
5
+ 62.5%
$52.85 - $57.43 $264 - $287
13 $729K
CFG
Citizens Financial Group Inc

Financial Services
8
+ 66.67%
$39.73 - $48.36 $318 - $387
20 $819K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 50.0%
$92.12 - $108.98 $184 - $218
6 $654K
PFG
Principal Financial Group Inc

Financial Services
3
+ 100.0%
$76.34 - $89.04 $229 - $267
6 $506K
Amplify ETF Tr
14
New
N/A
14 $273K
BXP
Boston Properties Inc

Real Estate
5
+ 55.56%
$63.97 - $74.91 $320 - $375
14 $941K
CMCSA
Comcast Corp

Communication Services
11
+ 4.58%
$33.19 - $38.23 $365 - $421
251 $9.27M
GLW
Corning Inc

Technology
6
+ 37.5%
$44.91 - $54.25 $269 - $326
22 $1.01M
RF
Regions Financial Corp

Financial Services
13
+ 65.0%
$20.84 - $24.77 $271 - $322
33 $717K
CAG
Conagra Brands Inc.

Consumer Defensive
9
+ 75.0%
$23.9 - $27.67 $215 - $249
21 $560K
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 100.0%
$142.1 - $183.56 $284 - $367
4 $573K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8
+ 61.54%
$25.93 - $29.28 $207 - $234
21 $570K
Simplify Exchange Traded Fun
8
New
N/A
8 $204K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4
New
$50.48 - $51.04 $202 - $204
4 $203K
BEN
Franklin Resources Inc

Financial Services
11
+ 73.33%
$18.92 - $22.24 $208 - $245
26 $501K
IFF
International Flavors & Fragrances Inc

Basic Materials
3
+ 50.0%
$76.48 - $87.72 $229 - $263
9 $698K
OGE
Oge Energy Corp.

Utilities
3
+ 27.27%
$39.76 - $46.32 $119 - $139
14 $643K
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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