Capital A Wealth Management, LLC New Holdings in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
16
New
$73.0 - $85.5 $1.17K - $1.37K
16 $1.11M
SWX
Southwest Gas Holdings, Inc.

Utilities
17
New
$66.91 - $76.44 $1.14K - $1.3K
17 $1.08M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
69
New
$6.24 - $8.83 $431 - $609
69 $1.05M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18
New
$61.08 - $74.04 $1.1K - $1.33K
18 $964K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
128
New
$4.54 - $6.34 $581 - $812
128 $940K
HALO
Halozyme Therapeutics, Inc.

Healthcare
25
New
$47.91 - $70.14 $1.2K - $1.75K
25 $924K
IBHD
Ishares Ibonds 2024 Term High

ETFs
37
New
N/A
37 $859K
CHX
Champion X Corp

Energy
27
New
$22.52 - $30.02 $608 - $811
27 $789K
FFWM
First Foundation Inc.

Financial Services
74
New
$4.61 - $5.42 $341 - $401
74 $716K
OPCH
Option Care Health, Inc.

Healthcare
20
New
$30.69 - $34.95 $614 - $699
20 $674K
EXR
Extra Space Storage Inc.

Real Estate
3
New
$126.61 - $152.99 $380 - $459
3 $481K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
New
$72.02 - $73.82 $432 - $443
6 $441K
FSR
Fisker Inc.

Consumer Cyclical
246
New
N/A
246 $431K
PKI
Perkinelmer Inc

Healthcare
3
New
N/A
3 $328K
EDV
Vanguard Extended Duration Tre

ETFs
4
New
$62.83 - $72.45 $251 - $290
4 $324K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8
New
$39.93 - $46.67 $319 - $373
8 $312K
Aim ETF Products Trust
12
New
N/A
12 $312K
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
9
New
N/A
9 $302K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
22
New
$12.21 - $13.9 $269 - $306
22 $293K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
10
New
$29.7 - $38.02 $297 - $380
10 $287K
MTDR
Matador Resources CO

Energy
4
New
$36.67 - $52.23 $147 - $209
4 $227K
Phinia Inc
6
New
N/A
6 $182K
NFG
National Fuel Gas CO

Energy
3
New
$73.0 - $86.01 $219 - $258
3 $151K
PFIX
Simplify ETF Simplify Int Rate

ETFs
2
New
$45.32 - $62.42 $90.6 - $125
2 $80K
WKHS
Workhorse Group Inc.

Consumer Cyclical
41
New
$0.82 - $1.69 $33.6 - $69.3
41 $15K
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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