Capital A Wealth Management, LLC Incresed Positions in Q1 2025

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
153K
+ 3292.1%
$51.88 - $60.73 $7.93M - $9.28M
157K $9.28B
EFG
Msci Eafe Growth ETF

ETFs
70.2K
+ 409.33%
$96.1 - $106.37 $6.74M - $7.46M
87.3K $8.73B
IEMG
Ishares Inc

ETFs
110K
+ 18767.35%
N/A
110K $5.96B
GLDM
World Gold Trust

ETFs
34K
+ 1405.12%
$52.19 - $61.89 $1.77M - $2.1M
36.4K $2.25B
AAPL
Apple Inc.

Technology
8.37K
+ 197.2%
$209.68 - $247.1 $1.75M - $2.07M
12.6K $2.8B
Linde PLC
287
+ 322.47%
N/A
376 $175M
APO
Apollo Global Management, Inc.

Financial Services
1.09K
+ 127.67%
$126.01 - $172.06 $137K - $187K
1.94K $266M
MLI
Mueller Industries Inc

Industrials
1.64K
+ 164000.0%
$76.14 - $82.67 $125K - $136K
1.64K $125M
DE
Deere & CO

Industrials
182
+ 75.52%
$408.57 - $509.27 $74.4K - $92.7K
423 $199M
CACI
Caci International Inc

Technology
311
+ 47.92%
N/A
960 $352M
GLD
Spdr Gold Trust

ETFs
254
+ 4233.33%
$243.19 - $288.14 $61.8K - $73.2K
260 $74.9M
CVX
Chevron Corp

Energy
320
+ 60.61%
$146.71 - $167.97 $46.9K - $53.8K
848 $142M
UBER
Uber Technologies, Inc

Technology
757
+ 4452.94%
$63.17 - $81.49 $47.8K - $61.7K
774 $56.4M
ROK
Rockwell Automation, Inc

Industrials
194
+ 54.04%
$255.29 - $303.75 $49.5K - $58.9K
553 $143M
INTU
Intuit Inc

Technology
72
+ 17.69%
$555.63 - $630.23 $40K - $45.4K
479 $294M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
268
+ 705.26%
$126.86 - $146.45 $34K - $39.2K
306 $38.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
343
+ 571.67%
$90.0 - $96.32 $30.9K - $33K
403 $37.2M
CSGP
Costar Group, Inc.

Real Estate
9
+ 0.22%
$69.29 - $80.37 $624 - $723
4.02K $318M
AVGO
Broadcom Inc.

Technology
238
+ 124.61%
$167.43 - $244.7 $39.8K - $58.2K
429 $71.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
59
+ 15.45%
$208.48 - $244.03 $12.3K - $14.4K
441 $108M
ABBV
Abb Vie Inc.

Healthcare
15
+ 2.18%
$169.2 - $216.66 $2.54K - $3.25K
704 $147M
NXPI
Nxp Semiconductors N.V.

Technology
195
+ 25.42%
$189.99 - $245.86 $37K - $47.9K
962 $183M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.54%
$461.52 - $548.18 $2.77K - $3.29K
1.11K $582M
CRM
Salesforce, Inc.

Technology
90
+ 450.0%
$268.36 - $359.95 $24.2K - $32.4K
110 $29.5M
ENB
Enbridge Inc

Energy
442
+ 48.04%
$41.54 - $45.45 $18.4K - $20.1K
1.36K $60.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
111
+ 1009.09%
$182.82 - $196.21 $20.3K - $21.8K
122 $23M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.52K
+ 84066.67%
$8.22 - $12.02 $20.7K - $30.3K
2.53K $20.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
522
+ 628.92%
$34.83 - $37.52 $18.2K - $19.6K
605 $22M
IEFA
Ishares Tr

ETFs
188
+ 1709.09%
$69.57 - $78.65 $13.1K - $14.8K
199 $15.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
290
+ 41.31%
$102.72 - $143.06 $29.8K - $41.5K
992 $104M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 54.69%
$271.18 - $303.12 $9.49K - $10.6K
99 $27.2M
JNJ
Johnson & Johnson

Healthcare
7
+ 2.02%
$142.06 - $167.7 $994 - $1.17K
354 $58.7M
SYK
Stryker Corp

Healthcare
19
+ 26.76%
$355.18 - $399.9 $6.75K - $7.6K
90 $33.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
70
+ 37.43%
$120.24 - $134.3 $8.42K - $9.4K
257 $31.3M
RTX
Raytheon Technologies Corp

Industrials
5
+ 1.28%
$114.1 - $135.66 $571 - $678
397 $52.6M
AWK
American Water Works Company, Inc.

Utilities
5
+ 1.87%
$121.01 - $149.31 $605 - $747
273 $40.3M
LLY
Eli Lilly & CO

Healthcare
3
+ 3.66%
$725.72 - $929.72 $2.18K - $2.79K
85 $70.2M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 6.35%
$890.62 - $1076.86 $3.56K - $4.31K
67 $63.4M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 15.43%
$158.56 - $176.26 $4.6K - $5.11K
217 $37M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
153
+ 29.25%
$51.45 - $58.51 $7.87K - $8.95K
676 $35M
IBM
International Business Machines Corp

Technology
18
+ 51.43%
$217.4 - $264.74 $3.91K - $4.77K
53 $13.2M
MA
Mastercard Inc

Financial Services
4
+ 3.48%
$504.67 - $576.31 $2.02K - $2.31K
119 $65.3M
X
United States Steel Corp

Basic Materials
1
+ 0.18%
$30.47 - $43.0 $30.5 - $43
544 $23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
153
+ 42.5%
$27.01 - $28.54 $4.13K - $4.37K
513 $14.3M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 4.12%
$225.19 - $279.95 $2.48K - $3.08K
278 $68.2M
FDIS
Fidelity Covington Tr Msci Con

ETFs
51
+ 425.0%
$82.77 - $101.84 $4.22K - $5.19K
63 $5.32M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
80
+ 400.0%
$48.13 - $51.78 $3.85K - $4.14K
100 $5.1M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
60
+ 260.87%
$67.43 - $75.54 $4.05K - $4.53K
83 $5.68M
IYE
Ishares Tr

ETFs
20
+ 3.62%
$45.23 - $49.95 $905 - $999
573 $28.2M
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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