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
QUAL
Ishares Msci Usa Quality Facto

ETFs
23.5K
New
$176.42 - $186.91 $4.14M - $4.39M
23.5K $4.18B
IVW
Ishares S&P 500 Growth ETF

ETFs
32.3K
New
$94.43 - $105.47 $3.05M - $3.4M
32.3K $3.27B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
59.1K
New
$49.03 - $53.35 $2.9M - $3.15M
59.1K $3.03B
EFG
Msci Eafe Growth ETF

ETFs
17.1K
New
$96.83 - $106.88 $1.66M - $1.83M
17.1K $1.66B
AMZN
Amazon Com Inc

Consumer Cyclical
7.54K
New
$180.88 - $232.93 $1.36M - $1.76M
7.54K $1.65B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.9K
New
$66.77 - $71.52 $1.59M - $1.71M
23.9K $1.65B
IVE
Ishares S&P 500 Value ETF

ETFs
7.86K
New
$189.5 - $206.17 $1.49M - $1.62M
7.86K $1.5B
MSFT
Microsoft Corp

Technology
3.49K
New
$406.35 - $454.46 $1.42M - $1.58M
3.49K $1.47B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76.3K
New
$18.41 - $40.87 $1.4M - $3.12M
76.3K $1.41B
NVDA
Nvidia Corp

Technology
9.13K
New
$117.0 - $148.88 $1.07M - $1.36M
9.13K $1.23B
PH
Parker Hannifin Corp

Industrials
1.8K
New
$621.74 - $709.46 $1.12M - $1.28M
1.8K $1.15B
AAPL
Apple Inc.

Technology
4.24K
New
$221.69 - $259.02 $941K - $1.1M
4.24K $1.06B
SPTL
Spdr Portfolio Long Term Treas

ETFs
40.3K
New
$26.05 - $29.17 $1.05M - $1.18M
40.3K $1.06B
ISRG
Intuitive Surgical Inc

Healthcare
2K
New
$471.27 - $550.62 $944K - $1.1M
2K $1.05B
IYW
Ishares Dj Us Tech ETF

ETFs
5.88K
New
$148.14 - $166.23 $871K - $977K
5.88K $938M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.4K
New
$201.32 - $217.44 $887K - $958K
4.4K $911M
TSLA
Tesla, Inc.

Consumer Cyclical
1.57K
New
$213.65 - $479.86 $335K - $751K
1.57K $632M
GOOG
Alphabet Inc.

Communication Services
3.26K
New
$163.08 - $198.16 $532K - $647K
3.26K $621M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
27K
New
$16.43 - $22.77 $444K - $616K
27K $596M
MRVL
Marvell Technology, Inc.

Technology
5.28K
New
$70.31 - $124.78 $371K - $658K
5.28K $583M
ARKW
Ark Next Generation Internet E

ETFs
5.35K
New
$82.66 - $120.04 $442K - $642K
5.35K $577M
OEF
Ishares S&P 100 ETF

ETFs
1.96K
New
N/A
1.96K $567M
UNH
Unitedhealth Group Inc

Healthcare
1.11K
New
$485.52 - $625.25 $536K - $691K
1.11K $559M
AOA
Ishares Tr Core Aggressive All

ETFs
7.25K
New
$76.61 - $79.88 $556K - $579K
7.25K $556M
SPGI
S&P Global Inc.

Financial Services
1.11K
New
$480.36 - $529.17 $531K - $585K
1.11K $550M
GOOGL
Alphabet Inc.

Communication Services
2.88K
New
$161.86 - $196.66 $466K - $566K
2.88K $545M
ORCL
Oracle Corp

Technology
3.26K
New
$165.41 - $192.43 $539K - $628K
3.26K $543M
Coherent Corp
4.72K
New
N/A
4.72K $447M
V
Visa Inc.

Financial Services
1.39K
New
$273.87 - $320.91 $381K - $446K
1.39K $440M
Brookfield Asset Managmt LTD
7.6K
New
N/A
7.6K $412M
SCHW
Schwab Charles Corp

Financial Services
5.49K
New
$63.31 - $82.85 $347K - $455K
5.49K $406M
OKE
Oneok Inc

Energy
3.9K
New
$92.28 - $117.05 $360K - $456K
3.9K $391M
Blackrock ETF Trust Ii
7.22K
New
N/A
7.22K $376M
AKAM
Akamai Technologies Inc

Technology
3.84K
New
N/A
3.84K $367M
PGR
Progressive Corp

Financial Services
1.5K
New
$239.6 - $268.88 $359K - $403K
1.5K $359M
MUB
Ishares National Muni Bond ETF

ETFs
3.32K
New
$105.78 - $108.7 $351K - $360K
3.32K $353M
IFRA
Ishares Tr

ETFs
7.5K
New
$45.94 - $51.71 $345K - $388K
7.5K $347M
CRH.L
Crh PLC

Basic Materials
3.73K
New
N/A
3.73K $345M
SHOP
Shopify Inc.

Technology
3.2K
New
$78.14 - $119.49 $250K - $382K
3.2K $340M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.98K
New
$45.39 - $62.98 $271K - $377K
5.98K $339M
TTWO
Take Two Interactive Software Inc

Communication Services
1.81K
New
$147.66 - $190.46 $267K - $344K
1.81K $332M
MBB
Ishares Tr

ETFs
3.46K
New
$91.26 - $95.82 $315K - $331K
3.46K $317M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.06K
New
$95.27 - $107.82 $291K - $329K
3.06K $316M
NOW
Service Now, Inc.

Technology
295
New
$867.18 - $1148.42 $256K - $339K
295 $313M
META
Meta Platforms, Inc.

Communication Services
529
New
$554.08 - $632.68 $293K - $335K
529 $310M
GPN
Global Payments Inc

Industrials
2.7K
New
$97.57 - $119.38 $264K - $323K
2.7K $303M
QQQ
Invesco Qqq Trust, Series 1

ETFs
577
New
$481.22 - $538.17 $278K - $311K
577 $295M
CSGP
Costar Group, Inc.

Real Estate
4.01K
New
$69.7 - $81.97 $279K - $328K
4.01K $287M
IVV
Ishares Core S&P 500 ETF

ETFs
476
New
$570.51 - $610.59 $272K - $291K
476 $280M
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
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