Capital A Wealth Management, LLC New Holdings in Q1 2025

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
8
New
$100.41 - $118.41 $803 - $947
8 $947K
DFAT
Dimensional ETF Tr U S Target

ETFs
18
New
$50.44 - $58.1 $908 - $1.05K
18 $927K
PFEB
Innovator U.S. Equity Power Bu

ETFs
25
New
$35.54 - $37.44 $889 - $936
25 $896K
Janus Detroit Str Tr
16
New
N/A
16 $838K
LOW
Lowes Companies Inc

Consumer Cyclical
3
New
$222.66 - $268.42 $668 - $805
3 $700K
KKR
Kkr & Co. Inc.

Financial Services
6
New
$108.17 - $167.07 $649 - $1K
6 $694K
VSLU
ETF Opportunities Tr Applied F
19
New
$34.73 - $38.17 $660 - $725
19 $665K
DELL
Dell Technologies Inc.

Technology
7
New
$90.34 - $124.66 $632 - $873
7 $638K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
New
$180.02 - $208.56 $540 - $626
3 $623K
XSVN
Bondbloxx ETF Tr 7 Yr Target D
12
New
N/A
12 $573K
XFIV
Bondbloxx ETF Tr 5 Yr Target D
11
New
N/A
11 $540K
STT
State Street Corp

Financial Services
6
New
$84.47 - $102.23 $507 - $613
6 $537K
LYV
Live Nation Entertainment, Inc.

Communication Services
4
New
$115.79 - $154.66 $463 - $619
4 $522K
JBBB
Janus Detroit Str Tr Henderson

ETFs
10
New
$48.34 - $49.66 $483 - $497
10 $487K
JCI
Johnson Controls International PLC

Industrials
6
New
$76.12 - $90.6 $457 - $544
6 $481K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
19
New
$21.73 - $23.02 $413 - $437
19 $429K
Smurfit Westrock PLC
9
New
N/A
9 $406K
AES
Aes Corp

Utilities
32
New
$9.93 - $13.23 $318 - $423
32 $397K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8
New
$39.53 - $46.13 $316 - $369
8 $352K
SNA
Snap On Inc

Industrials
1
New
$324.09 - $358.62 $324 - $359
1 $337K
DFAE
Dimensional ETF Tr

ETFs
13
New
$24.64 - $26.86 $320 - $349
13 $337K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12
New
$25.44 - $27.95 $305 - $335
12 $325K
DIHP
Dimensional ETF Tr Dimensional

ETFs
12
New
$25.1 - $27.85 $301 - $334
12 $323K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
10
New
N/A
10 $321K
Amplify ETF Tr
14
New
N/A
14 $273K
Simplify Exchange Traded Fun
8
New
N/A
8 $204K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4
New
$50.48 - $51.04 $202 - $204
4 $203K
DFAR
Dimensional ETF Tr Dimensional

ETFs
7
New
$22.35 - $24.52 $156 - $172
7 $166K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3
New
N/A
3 $149K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
New
$97.25 - $104.79 $97.3 - $105
1 $104K
Workhorse Group Inc
1
New
N/A
1 $2K
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
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email