Capital A Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $95.4 Billion distributed in 709 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $9.28B, Msci Eafe Growth ETF with a value of $8.73B, Simplify Exch Traded Fds Simpl with a value of $8.6B, Ishares Inc with a value of $5.96B, and Ishares Tr with a value of $5.5B.
Examining the 13F form we can see an increase of $35.2B in the current position value, from $60.2B to 95.4B.
Capital A Wealth Management, LLC is based out at New Castle, PA
Below you can find more details about Capital A Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$95.4 Billion
ETFs: $61.2 Billion
Technology: $8.78 Billion
Financial Services: $4.11 Billion
Healthcare: $3.97 Billion
Consumer Cyclical: $2.48 Billion
Communication Services: $1.95 Billion
Industrials: $1.75 Billion
Energy: $1.12 Billion
Other: $2.32 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
