Capital A Wealth Management, LLC New Holdings in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
3
New
$225.97 - $266.66 $678 - $800
3 $723K
Paysafe Limited
42
New
N/A
42 $718K
AON
Aon PLC

Financial Services
2
New
$344.14 - $393.31 $688 - $787
2 $718K
PPG
Ppg Industries Inc

Basic Materials
6
New
$119.09 - $131.37 $715 - $788
6 $717K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$701.85 - $1046.91 $702 - $1.05K
1 $712K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
81
New
$4.34 - $10.57 $352 - $856
81 $705K
NSC
Norfolk Southern Corp

Industrials
3
New
$230.6 - $277.0 $692 - $831
3 $704K
SPG
Simon Property Group Inc

Real Estate
4
New
$167.23 - $183.84 $669 - $735
4 $689K
FOX
Fox Corp Cl B (De)

Communication Services
15
New
$38.0 - $47.15 $570 - $707
15 $686K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
New
$275.15 - $388.2 $550 - $776
2 $684K
CMA
Comerica Inc

Financial Services
11
New
$57.88 - $72.73 $637 - $800
11 $680K
BR
Broadridge Financial Solutions, Inc.

Technology
3
New
$209.64 - $236.44 $629 - $709
3 $678K
AVUV
American Centy ETF Tr Avantis

ETFs
7
New
$94.37 - $106.41 $661 - $745
7 $676K
XEL
Xcel Energy Inc

Utilities
10
New
$62.16 - $72.92 $622 - $729
10 $675K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
10
New
$67.37 - $73.76 $674 - $738
10 $674K
YUM
Yum Brands Inc

Consumer Cyclical
5
New
$130.36 - $139.54 $652 - $698
5 $671K
BXP
Boston Properties Inc

Real Estate
9
New
$73.33 - $89.72 $660 - $807
9 $669K
GL
Globe Life Inc.

Financial Services
6
New
$103.49 - $116.02 $621 - $696
6 $669K
FBT
First Trust Nyse Arca Biotechn

ETFs
4
New
$161.65 - $178.69 $647 - $715
4 $665K
NI
Nisource Inc.

Utilities
18
New
$33.74 - $38.25 $607 - $689
18 $662K
FIS
Fidelity National Information Services, Inc.

Technology
8
New
$80.14 - $90.95 $641 - $728
8 $646K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
15
New
$42.84 - $45.38 $643 - $681
15 $645K
PWR
Quanta Services, Inc.

Industrials
2
New
$296.05 - $346.6 $592 - $693
2 $632K
IRM
Iron Mountain Inc

Real Estate
6
New
$101.62 - $128.14 $610 - $769
6 $631K
KLAC
Kla Corp

Technology
1
New
$614.46 - $829.55 $614 - $830
1 $630K
CRBG
Corebridge Financial, Inc.

Financial Services
21
New
$28.28 - $33.37 $594 - $701
21 $629K
PLL
Piedmont Lithium Inc.

Basic Materials
71
New
$8.46 - $14.46 $601 - $1.03K
71 $621K
NTRS
Northern Trust Corp

Financial Services
6
New
$88.4 - $111.16 $530 - $667
6 $615K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19
New
$31.24 - $37.15 $594 - $706
19 $610K
WTS
Watts Water Technologies Inc

Industrials
3
New
$190.59 - $221.46 $572 - $664
3 $610K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
19
New
$31.59 - $32.95 $600 - $626
19 $608K
SPMD
Spdr Portfolio

ETFs
11
New
$54.13 - $59.56 $595 - $655
11 $602K
HPE
Hewlett Packard Enterprise CO

Technology
28
New
$19.31 - $23.95 $541 - $671
28 $598K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
17
New
$34.5 - $36.32 $587 - $617
17 $595K
CGXU
Capital Group Intl Focus Equit

ETFs
24
New
$24.67 - $26.94 $592 - $647
24 $592K
IP
International Paper CO

Consumer Cyclical
11
New
$46.64 - $59.57 $513 - $655
11 $592K
GGG
Graco Inc

Industrials
7
New
$81.45 - $92.29 $570 - $646
7 $590K
CBOE
Cboe Global Markets, Inc.

Financial Services
3
New
$191.61 - $217.84 $575 - $654
3 $586K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
9
New
$64.45 - $66.99 $580 - $603
9 $584K
NWS
News Corp New Cl B Com Stk (De

Communication Services
19
New
$27.03 - $32.79 $514 - $623
19 $578K
IGOV
Ishares 1 3 International Trea

ETFs
15
New
$38.42 - $41.79 $576 - $627
15 $576K
PFE
Pfizer Inc

Healthcare
21
New
$24.8 - $30.19 $521 - $634
21 $557K
EVR
Evercore Inc.

Financial Services
2
New
$247.66 - $315.67 $495 - $631
2 $554K
AFG
American Financial Group Inc

Financial Services
4
New
$126.81 - $149.08 $507 - $596
4 $548K
CARR
Carrier Global Corp

Industrials
8
New
$66.69 - $82.65 $534 - $661
8 $546K
FREL
Fidelity Covington Tr Msci Rea

ETFs
20
New
$26.61 - $29.85 $532 - $597
20 $540K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
6
New
$89.81 - $104.0 $539 - $624
6 $540K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11
New
$48.48 - $49.47 $533 - $544
11 $535K
IIPR
Innovative Industrial Properties Inc

Real Estate
8
New
$66.64 - $135.61 $533 - $1.08K
8 $533K
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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