Capital A Wealth Management, LLC Incresed Positions in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
332
+ 5533.33%
$69.56 - $86.19 $23.1K - $28.6K
338 $26.6M
T
At&T Inc.

Communication Services
2.12K
+ 255.17%
$26.33 - $28.94 $55.9K - $61.4K
2.96K $49.6M
WEC
Wec Energy Group, Inc.

Utilities
307
+ 5116.67%
$102.24 - $109.76 $31.4K - $33.7K
313 $26.3M
DTE
Dte Energy CO

Utilities
231
+ 5775.0%
$127.39 - $139.49 $29.4K - $32.2K
235 $25.9M
HPQ
Hp Inc

Technology
841
+ 5606.67%
$21.88 - $29.32 $18.4K - $24.7K
856 $25.8M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
768
+ 3657.14%
$22.66 - $26.12 $17.4K - $20.1K
789 $25.8M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
947
+ 3788.0%
$10.59 - $11.48 $10K - $10.9K
972 $25.4M
OGE
Oge Energy Corp.

Utilities
722
+ 5157.14%
$42.23 - $46.38 $30.5K - $33.5K
736 $25.7M
TFC
Truist Financial Corp

Financial Services
678
+ 1189.47%
$34.79 - $42.99 $23.6K - $29.1K
735 $27.1M
MRK
Merck & Co., Inc.

Healthcare
115
+ 20.91%
$73.47 - $87.12 $8.45K - $10K
665 $72.5M
SON
Sonoco Products CO

Consumer Cyclical
403
+ 4477.78%
$40.6 - $47.93 $16.4K - $19.3K
412 $23M
FE
Firstenergy Corp

Utilities
606
+ 5050.0%
$38.31 - $43.17 $23.2K - $26.2K
618 $22.7M
KEY
Keycorp

Financial Services
1.6K
+ 252.84%
$13.23 - $17.42 $21.2K - $27.9K
2.24K $32.2M
PM
Philip Morris International Inc.

Consumer Defensive
406
+ 154.96%
$149.23 - $184.95 $60.6K - $75.1K
668 $62.8M
TJX
Tjx Companies Inc

Consumer Cyclical
233
+ 776.67%
$119.13 - $135.03 $27.8K - $31.5K
263 $24.7M
CMCSA
Comcast Corp

Communication Services
436
+ 173.71%
$32.84 - $36.72 $14.3K - $16K
687 $30.1M
CSCO
Cisco Systems, Inc.

Technology
449
+ 168.16%
$53.19 - $69.38 $23.9K - $31.2K
716 $36.2M
NEM
Newmont Corp

Basic Materials
478
+ 1648.28%
$44.18 - $59.46 $21.1K - $28.4K
507 $21M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
635
+ 1411.11%
$28.18 - $29.22 $17.9K - $18.6K
680 $20M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
797
+ 1398.25%
$22.54 - $23.17 $18K - $18.5K
854 $19.7M
CSX
Csx Corp

Industrials
487
+ 245.96%
$26.69 - $32.91 $13K - $16K
685 $23.7M
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
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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
188
+ 226.51%
$70.44 - $86.87 $13.2K - $16.3K
271 $20.5M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
280
+ 358.97%
$42.02 - $50.36 $11.8K - $14.1K
358 $17.4M
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
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
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
Series Portfolios Tr
387
+ 2976.92%
N/A
400 $10.1M
PG
Procter & Gamble CO

Consumer Defensive
101
+ 46.54%
$157.66 - $172.39 $15.9K - $17.4K
318 $46.6M
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
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
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
GATX
Gatx Corp

Industrials
50
+ 1666.67%
$141.27 - $159.24 $7.06K - $7.96K
53 $6.37M
SAIA
Saia Inc

Industrials
9
+ 47.37%
$236.65 - $374.8 $2.13K - $3.37K
28 $12.3M
VTV
Vanguard Value ETF

ETFs
42
+ 67.74%
$153.67 - $176.74 $6.45K - $7.42K
104 $15.5M
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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