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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
39
+ 177.27%
$75.47 - $84.24 $2.94K - $3.29K
61 $4.7M
FVD
First Tr Value Line Divid Inde

ETFs
64
+ 148.84%
$42.61 - $45.51 $2.73K - $2.91K
107 $4.77M
BK
Bank Of New York Mellon Corp

Financial Services
17
+ 8.42%
$75.42 - $88.95 $1.28K - $1.51K
219 $18.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
59
+ 310.53%
$47.6 - $51.91 $2.81K - $3.06K
78 $3.77M
Capital Group Dividend Growe
57
+ 6.85%
N/A
889 $27.5M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.53%
$134.72 - $159.03 $269 - $318
378 $55.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
11
+ 122.22%
$254.58 - $302.92 $2.8K - $3.33K
20 $5.11M
WFC
Wells Fargo & Company

Financial Services
32
+ 27.59%
$66.78 - $81.42 $2.14K - $2.61K
148 $10.6M
PFE
Pfizer Inc

Healthcare
98
+ 466.67%
$25.01 - $27.13 $2.45K - $2.66K
119 $3.02M
ATR
Aptargroup, Inc.

Healthcare
16
+ 320.0%
$141.7 - $159.83 $2.27K - $2.56K
21 $3.12M
FREL
Fidelity Covington Tr Msci Rea

ETFs
83
+ 415.0%
$25.98 - $28.59 $2.16K - $2.37K
103 $2.83M
WTS
Watts Water Technologies Inc

Industrials
11
+ 366.67%
$195.28 - $224.67 $2.15K - $2.47K
14 $2.86M
NI
Nisource Inc.

Utilities
53
+ 294.44%
$35.57 - $41.23 $1.89K - $2.19K
71 $2.85M
EGP
Eastgroup Properties Inc

Real Estate
12
+ 600.0%
$155.63 - $187.46 $1.87K - $2.25K
14 $2.47M
FLEH
Franklin Templeton ETF Tr

ETFs
6
+ 1.03%
N/A
589 $16.1M
ET
Energy Transfer LP

Energy
175
+ 13.14%
$17.26 - $21.08 $3.02K - $3.69K
1.51K $28M
MU
Micron Technology Inc

Technology
21
+ 100.0%
$86.89 - $109.38 $1.82K - $2.3K
42 $3.65M
KO
Coca Cola CO

Consumer Defensive
7
+ 4.79%
$60.81 - $72.32 $426 - $506
153 $10.9M
ROP
Roper Technologies Inc

Industrials
1
+ 6.25%
$502.71 - $593.81 $503 - $594
17 $10M
EBAY
Ebay Inc

Consumer Cyclical
23
+ 287.5%
$61.61 - $70.93 $1.42K - $1.63K
31 $2.1M
R
Ryder System Inc

Industrials
11
+ 550.0%
$136.38 - $170.92 $1.5K - $1.88K
13 $1.87M
WELL
Welltower Inc.

Real Estate
2
+ 4.55%
$124.05 - $156.86 $248 - $314
46 $7.05M
GGG
Graco Inc

Industrials
18
+ 257.14%
$80.53 - $87.54 $1.45K - $1.58K
25 $2.09M
CSCO
Cisco Systems, Inc.

Technology
13
+ 5.12%
$58.74 - $64.87 $764 - $843
267 $16.5M
XLI
Industrial Sector Spdr

ETFs
11
+ 84.62%
$128.78 - $141.67 $1.42K - $1.56K
24 $3.15M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 5.88%
$275.89 - $345.24 $276 - $345
18 $6.21M
NEM
Newmont Corp

Basic Materials
22
+ 314.29%
$37.79 - $48.39 $831 - $1.06K
29 $1.4M
Kenvue Inc
22
+ 10.48%
N/A
232 $5.56M
EVR
Evercore Inc.

Financial Services
6
+ 300.0%
$190.28 - $291.27 $1.14K - $1.75K
8 $1.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29
+ 1450.0%
$33.57 - $37.22 $974 - $1.08K
31 $1.11M
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 175.0%
$124.46 - $147.4 $871 - $1.03K
11 $1.56M
CTAS
Cintas Corp

Industrials
2
+ 8.0%
$182.09 - $208.14 $364 - $416
27 $5.55M
PAYX
Paychex Inc

Industrials
4
+ 17.39%
$136.06 - $154.52 $544 - $618
27 $4.17M
FDVV
Fidelity High Dividend ETF

ETFs
20
+ 11.76%
$48.86 - $52.28 $977 - $1.05K
190 $9.42M
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.32%
$222.79 - $249.08 $223 - $249
314 $71.9M
AMD
Advanced Micro Devices Inc

Technology
15
+ 40.54%
$96.63 - $129.55 $1.45K - $1.94K
52 $5.34M
AMAT
Applied Materials Inc

Technology
10
+ 28.57%
$145.06 - $195.51 $1.45K - $1.96K
45 $6.53M
TFC
Truist Financial Corp

Financial Services
22
+ 62.86%
$39.48 - $48.15 $869 - $1.06K
57 $2.35M
IP
International Paper CO

Consumer Cyclical
15
+ 136.36%
$49.38 - $60.09 $741 - $901
26 $1.39M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 64.71%
$53.9 - $63.11 $593 - $694
28 $1.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20
+ 90.91%
$40.03 - $46.81 $801 - $936
42 $1.71M
MNST
Monster Beverage Corp

Consumer Defensive
12
+ 400.0%
$46.16 - $58.58 $554 - $703
15 $878K
COP
Conocophillips

Energy
1
+ 0.92%
$88.6 - $105.85 $88.6 - $106
110 $11.5M
FMC
Fmc Corp

Basic Materials
17
+ 283.33%
$34.54 - $56.38 $587 - $958
23 $970K
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
WSO
Watsco Inc

Industrials
1
+ 100.0%
$463.86 - $530.75 $464 - $531
2 $1.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14
+ 175.0%
$33.84 - $37.77 $474 - $529
22 $801K
FLLV
Franklin Templeton ETF Tr
7
+ 5.07%
N/A
145 $8.15M
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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