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
AEP
American Electric Power CO Inc

Utilities
4
+ 133.33%
$90.32 - $109.27 $361 - $437
7 $765K
CMS
Cms Energy Corp

Utilities
4
+ 25.0%
$64.99 - $75.11 $260 - $300
20 $1.5M
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 83.33%
$78.2 - $90.39 $391 - $452
11 $905K
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
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
PFG
Principal Financial Group Inc

Financial Services
3
+ 100.0%
$76.34 - $89.04 $229 - $267
6 $506K
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
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
BBY
Best Buy CO Inc

Consumer Cyclical
3
+ 100.0%
$70.3 - $91.1 $211 - $273
6 $442K
IVZ
Invesco Ltd.

Financial Services
15
+ 78.95%
$14.82 - $19.34 $222 - $290
34 $516K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
+ 92.31%
$9.19 - $12.93 $110 - $155
25 $279K
FOX
Fox Corp Cl B (De)

Communication Services
1
+ 6.67%
$45.64 - $54.23 $45.6 - $54.2
16 $843K
USB
Us Bancorp \De\

Financial Services
8
+ 22.86%
$40.92 - $50.9 $327 - $407
43 $1.82M
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 100.0%
$88.58 - $133.14 $177 - $266
4 $361K
PWR
Quanta Services, Inc.

Industrials
1
+ 50.0%
$236.71 - $358.03 $237 - $358
3 $763K
IAU
Ishares Gold Trust

ETFs
2
+ 200.0%
$49.74 - $58.96 $99.5 - $118
3 $177K
FE
Firstenergy Corp

Utilities
3
+ 33.33%
$37.95 - $43.5 $114 - $131
12 $485K
Capital Group International
2
+ 10.53%
N/A
21 $616K
EMR
Emerson Electric CO

Industrials
2
+ 22.22%
$108.64 - $131.17 $217 - $262
11 $1.21M
F
Ford Motor CO

Consumer Cyclical
6
+ 2.68%
$9.12 - $10.43 $54.7 - $62.6
230 $2.31M
STX
Seagate Technology Holdings PLC

Technology
2
+ 3.33%
$84.92 - $108.42 $170 - $217
62 $5.27M
OMC
Omnicom Group Inc.

Communication Services
3
+ 5.45%
$79.43 - $88.34 $238 - $265
58 $4.85M
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 25.0%
$119.38 - $161.42 $119 - $161
5 $597K
PLL
Piedmont Lithium Inc.

Basic Materials
38
+ 53.52%
$6.3 - $9.91 $239 - $377
109 $687K
SON
Sonoco Products CO

Consumer Cyclical
1
+ 12.5%
$44.71 - $49.22 $44.7 - $49.2
9 $425K
CGXU
Capital Group Intl Focus Equit

ETFs
1
+ 4.17%
$24.48 - $26.59 $24.5 - $26.6
25 $612K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 5.88%
$522.96 - $601.18 $523 - $601
18 $9.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6
+ 3.31%
$21.23 - $23.75 $127 - $143
187 $4.03M
KEY
Keycorp

Financial Services
35
+ 5.84%
$15.15 - $18.3 $530 - $641
634 $10.1M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5
+ 10.0%
$3.33 - $7.79 $16.7 - $39
55 $183K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 0.28%
$121.79 - $147.13 $487 - $589
1.44K $188M
META
Meta Platforms, Inc.

Communication Services
8
+ 1.51%
$576.36 - $736.67 $4.61K - $5.89K
537 $310M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 3.68%
$120.29 - $134.6 $722 - $808
169 $20.6M
DDD
3 D Systems Corp

Technology
15
+ 3.85%
$2.12 - $4.72 $31.8 - $70.8
405 $859K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1
+ 0.54%
$77.0 - $93.47 $77 - $93.5
187 $15.6M
MS
Morgan Stanley

Financial Services
1
+ 0.69%
$111.68 - $141.08 $112 - $141
146 $17M
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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