Capital A Wealth Management, LLC Portfolio Holdings
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
Capital A Wealth Management, LLC has filed its 13F form on September 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.94 Billion distributed in 591 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $283M, Apple Inc. with a value of $278M, Schwab Strategic Tr Us Broad M with a value of $221M, Pnc Financial Services Group, Inc. with a value of $164M, and Huntington Bancshares Inc with a value of $143M.
Examining the 13F form we can see an decrease of $86.5B in the current position value, from $95.4B to 8.94B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 591
- Current Value $8.94 Billion
- Prior Value $95.4 Billion
- Filing
- Period Q2 2025
- Filing Date September 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 176 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks