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
CTSH
Cognizant Technology Solutions Corp

Technology
14
New
$74.37 - $82.32 $1.04K - $1.15K
14 $1.08M
A
Agilent Technologies, Inc.

Healthcare
8
New
$125.69 - $146.56 $1.01K - $1.17K
8 $1.08M
CMS
Cms Energy Corp

Utilities
16
New
$65.76 - $71.94 $1.05K - $1.15K
16 $1.07M
FSLR
First Solar, Inc.

Technology
6
New
$175.88 - $240.66 $1.06K - $1.44K
6 $1.06M
BWA
Borgwarner Inc

Consumer Cyclical
33
New
$31.48 - $35.49 $1.04K - $1.17K
33 $1.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12
New
$87.1 - $98.49 $1.05K - $1.18K
12 $1.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
7
New
$148.29 - $166.93 $1.04K - $1.17K
7 $1.04M
FEM
First Trust Emerging Markets A

ETFs
47
New
$22.03 - $24.21 $1.04K - $1.14K
47 $1.04M
BX
Blackstone Inc.

Financial Services
6
New
$148.45 - $199.05 $891 - $1.19K
6 $1.04M
UBER
Uber Technologies, Inc

Technology
17
New
$59.93 - $86.34 $1.02K - $1.47K
17 $1.03M
JBL
Jabil Inc

Technology
7
New
$118.97 - $147.77 $833 - $1.03K
7 $1.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22
New
$44.33 - $49.55 $975 - $1.09K
22 $988K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
20
New
$48.17 - $53.38 $963 - $1.07K
20 $975K
BMY
Bristol Myers Squibb CO

Healthcare
17
New
$51.92 - $59.94 $883 - $1.02K
17 $962K
MCO
Moodys Corp

Financial Services
2
New
$454.04 - $500.88 $908 - $1K
2 $947K
EQIX
Equinix Inc

Real Estate
1
New
$865.69 - $985.0 $866 - $985
1 $943K
ECL
Ecolab Inc.

Basic Materials
4
New
$234.32 - $261.43 $937 - $1.05K
4 $937K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
19
New
$47.92 - $55.17 $910 - $1.05K
19 $916K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
6
New
$150.51 - $170.38 $903 - $1.02K
6 $915K
CL
Colgate Palmolive CO

Consumer Defensive
10
New
$90.22 - $102.31 $902 - $1.02K
10 $909K
IR
Ingersoll Rand Inc.

Industrials
10
New
$90.46 - $105.35 $905 - $1.05K
10 $905K
FEP
First Trust Europe Alphadex Fu

ETFs
25
New
$35.46 - $38.46 $887 - $962
25 $895K
Spdr Ser Tr
34
New
N/A
34 $880K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
100
New
$8.61 - $9.3 $861 - $930
100 $866K
FQAL
Fidelity Covington Tr Quality

ETFs
13
New
$64.43 - $68.47 $838 - $890
13 $851K
FDLO
Fidelity Covington Tr Low Vola

ETFs
14
New
$60.24 - $63.08 $843 - $883
14 $848K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15
New
$56.06 - $61.35 $841 - $920
15 $847K
HUBB
Hubbell Inc

Industrials
2
New
$418.89 - $472.12 $838 - $944
2 $838K
CI
Cigna Corp

Healthcare
3
New
$265.59 - $358.58 $797 - $1.08K
3 $828K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
26
New
$28.23 - $35.28 $734 - $917
26 $827K
First Tr Exchange Traded Fd
40
New
N/A
40 $826K
FSMD
Fidelity Covington Tr Small Mi

ETFs
20
New
$40.75 - $44.85 $815 - $897
20 $823K
BETZ
Listed Fds Trroundhill Sports
43
New
N/A
43 $815K
TROW
Price T Rowe Group Inc

Financial Services
7
New
$106.48 - $124.69 $745 - $873
7 $792K
CRSP
Crispr Therapeutics Ag

Healthcare
20
New
$38.65 - $55.15 $773 - $1.1K
20 $787K
ATR
Aptargroup, Inc.

Healthcare
5
New
$156.73 - $176.15 $784 - $881
5 $786K
GATX
Gatx Corp

Industrials
5
New
$128.5 - $165.82 $643 - $829
5 $775K
FJP
First Trust Japan Alphadex Fun

ETFs
15
New
$50.22 - $54.42 $753 - $816
15 $775K
IEFA
Ishares Tr

ETFs
11
New
$70.06 - $77.43 $771 - $852
11 $773K
VMC
Vulcan Materials CO

Basic Materials
3
New
$237.95 - $292.31 $714 - $877
3 $772K
VTRS
Viatris Inc

Healthcare
62
New
$11.32 - $13.37 $702 - $829
62 $772K
GIS
General Mills Inc

Consumer Defensive
12
New
$62.78 - $74.62 $753 - $895
12 $765K
GLW
Corning Inc

Technology
16
New
$44.11 - $49.76 $706 - $796
16 $760K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7
New
$101.77 - $113.02 $712 - $791
7 $739K
FVAL
Fidelity Covington Tr Value Fa

ETFs
12
New
$60.19 - $64.39 $722 - $773
12 $738K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
75
New
$9.77 - $10.51 $733 - $788
75 $733K
CHD
Church & Dwight CO Inc

Consumer Defensive
7
New
$99.11 - $112.25 $694 - $786
7 $733K
K
Kellogg CO

Consumer Defensive
9
New
$80.34 - $81.29 $723 - $732
9 $729K
AIG
American International Group, Inc.

Financial Services
10
New
$70.0 - $79.22 $700 - $792
10 $728K
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
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