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
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
115
+ 1277.78%
$23.03 - $23.59 $2.65K - $2.71K
124 $2.97M
KN
Knowles Corp

Technology
151
New
$12.76 - $17.97 $1.93K - $2.71K
151 $2.7M
SWN
Southwestern Energy CO

Energy
410
New
N/A
410 $2.69M
TTEK
Tetra Tech Inc

Industrials
16
New
$28.01 - $36.25 $448 - $580
16 $2.67M
STAG
Stag Industrial, Inc.

Real Estate
64
New
$30.08 - $37.02 $1.93K - $2.37K
64 $2.51M
OVV
Ovintiv Inc.

Energy
56
New
$31.18 - $44.14 $1.75K - $2.47K
56 $2.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
33
+ 206.25%
$74.88 - $91.97 $2.47K - $3.04K
49 $3.81M
VRE
Veris Residential, Inc.

Real Estate
151
New
$14.58 - $17.11 $2.2K - $2.58K
151 $2.38M
NVST
Envista Holdings Corp

Healthcare
98
New
$14.76 - $19.67 $1.45K - $1.93K
98 $2.36M
MASI
Masimo Corp

Healthcare
20
New
$144.4 - $171.97 $2.89K - $3.44K
20 $2.34M
HEIA
Heico Crp Cl A
16
New
N/A
16 $2.28M
SFBS
Servis First Bancshares, Inc.

Financial Services
34
New
$68.48 - $82.21 $2.33K - $2.8K
34 $2.27M
IRT
Independence Realty Trust, Inc.

Real Estate
148
New
$17.41 - $21.38 $2.58K - $3.16K
148 $2.26M
AFG
American Financial Group Inc

Financial Services
19
New
$116.9 - $132.12 $2.22K - $2.51K
19 $2.26M
MWA
Mueller Water Products, Inc.

Industrials
155
New
$22.82 - $27.21 $3.54K - $4.22K
155 $2.23M
PECO
Phillips Edison & Company, Inc.

Real Estate
61
New
$33.53 - $37.33 $2.05K - $2.28K
61 $2.23M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
145
New
$2.57 - $4.95 $373 - $718
145 $2.19M
MKSI
Mks Instruments Inc

Technology
21
New
$58.78 - $100.27 $1.23K - $2.11K
21 $2.16M
ALIT
Alight, Inc.

Technology
253
New
$4.69 - $5.89 $1.19K - $1.49K
253 $2.16M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
833
New
$0.51 - $1.64 $425 - $1.37K
833 $2.11M
MMS
Maximus, Inc.

Industrials
25
New
$65.54 - $76.8 $1.64K - $1.92K
25 $2.1M
ALTR
Altair Engineering Inc.

Technology
24
New
N/A
24 $2.02M
HON
Honeywell International Inc

Industrials
10
+ 14.93%
$182.86 - $232.88 $1.83K - $2.33K
77 $16.1M
NOVT
Novanta Inc

Technology
11
New
N/A
11 $1.85M
FULT
Fulton Financial Corp

Financial Services
110
New
$15.13 - $18.4 $1.66K - $2.02K
110 $1.81M
HOPE
Hope Bancorp Inc

Financial Services
149
New
$9.11 - $10.84 $1.36K - $1.62K
149 $1.8M
NSIT
Insight Enterprises Inc

Technology
10
New
$128.11 - $147.65 $1.28K - $1.48K
10 $1.77M
AIT
Applied Industrial Technologies Inc

Industrials
10
New
$206.03 - $243.28 $2.06K - $2.43K
10 $1.73M
SPXC
Spx Corp

Industrials
17
New
$120.66 - $167.68 $2.05K - $2.85K
17 $1.72M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
26
New
$34.1 - $47.63 $887 - $1.24K
26 $1.72M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
55
New
N/A
55 $1.72M
RMBS
Rambus Inc

Technology
25
New
$42.9 - $64.02 $1.07K - $1.6K
25 $1.71M
CHRD
Oasis Petroleum Inc.

Energy
10
New
$82.03 - $113.54 $820 - $1.14K
10 $1.66M
PPL
Ppl Corp

Utilities
275
+ 42.77%
$33.45 - $36.5 $9.2K - $10K
918 $24.9M
U
Unity Software Inc.

Technology
40
New
$16.75 - $26.24 $670 - $1.05K
40 $1.64M
REXR
Rexford Industrial Realty, Inc.

Real Estate
29
New
$31.57 - $39.41 $916 - $1.14K
29 $1.63M
AAON
Aaon, Inc.

Industrials
21
New
$71.78 - $106.87 $1.51K - $2.24K
21 $1.55M
UFPT
Ufp Technologies Inc

Healthcare
9
New
$186.83 - $253.3 $1.68K - $2.28K
9 $1.55M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
20
New
$35.11 - $63.01 $702 - $1.26K
20 $1.54M
GBCI
Glacier Bancorp, Inc.

Financial Services
37
New
$37.85 - $44.51 $1.4K - $1.65K
37 $1.53M
CVBF
Cvb Financial Corp

Financial Services
74
New
$16.41 - $20.0 $1.21K - $1.48K
74 $1.49M
LEA
Lear Corp

Consumer Cyclical
10
New
$75.18 - $95.54 $752 - $955
10 $1.41M
FOR
Forestar Group Inc.

Real Estate
42
New
$18.45 - $21.41 $775 - $899
42 $1.39M
FREL
Fidelity Covington Tr Msci Rea

ETFs
55
+ 53.4%
$24.18 - $27.61 $1.33K - $1.52K
158 $4.21M
HP
Helmerich & Payne, Inc.

Energy
38
New
$15.16 - $26.78 $576 - $1.02K
38 $1.38M
AVNT
Avient Corp

Basic Materials
33
New
$28.93 - $39.01 $955 - $1.29K
33 $1.37M
IESC
Ies Holdings, Inc.

Industrials
17
New
$160.58 - $296.23 $2.73K - $5.04K
17 $1.35M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
61
New
$17.17 - $19.9 $1.05K - $1.21K
61 $1.3M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
32
New
$31.8 - $42.16 $1.02K - $1.35K
32 $1.29M
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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