Capital A Wealth Management, LLC Sells in Q2 2025

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-501
- 70.86%
$104.69 - $141.77 $52.4K - $71K
206 $26.8M
MET
Metlife Inc

Financial Services
-817
- 93.91%
$68.42 - $82.49 $55.9K - $67.4K
53 $3.51M
ABT
Abbott Laboratories

Healthcare
-440
- 80.0%
$123.95 - $138.08 $54.5K - $60.8K
110 $12.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.3K
- 73.07%
$40.51 - $71.03 $52.5K - $92.1K
478 $25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.71K
- 99.3%
$19.6 - $24.44 $53.1K - $66.2K
19 $1.07M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-566
- 69.02%
$85.42 - $94.39 $48.3K - $53.4K
254 $19.8M
PLD
Prologis, Inc.

Real Estate
-544
- 71.86%
$89.76 - $112.34 $48.8K - $61.1K
213 $28.4M
Aim ETF Products Trust
-1.74K
- 99.43%
N/A
10 $284K
BA
Boeing CO

Industrials
-301
- 93.77%
$136.59 - $217.51 $41.1K - $65.5K
20 $5.21M
GS
Goldman Sachs Group Inc

Financial Services
-67
- 52.76%
$462.22 - $707.75 $31K - $47.4K
60 $23.2M
GE
General Electric CO

Industrials
-211
- 93.36%
$166.81 - $257.39 $35.2K - $54.3K
15 $1.91M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
-2.3K
- 69.69%
$16.01 - $24.16 $36.8K - $55.5K
1K $15.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-868
- 95.18%
$47.02 - $47.83 $40.8K - $41.5K
44 $2.1M
HWM
Howmet Aerospace Inc.

Industrials
-206
- 53.51%
$112.33 - $186.13 $23.1K - $38.3K
179 $9.69M
RTX
Raytheon Technologies Corp

Industrials
-243
- 61.21%
$113.75 - $148.48 $27.6K - $36.1K
154 $13M
TUA
Simpl Exch Traded Fds Sht Term
-1.79K
- 98.89%
N/A
20 $463K
AR
Antero Resources Corp

Energy
-879
- 89.24%
$31.92 - $43.78 $28.1K - $38.5K
106 $2.4M
DIS
Walt Disney CO

Communication Services
-327
- 51.09%
$81.72 - $124.01 $26.7K - $40.6K
313 $28.3M
IYE
Ishares Tr

ETFs
-551
- 96.16%
$40.36 - $49.67 $22.2K - $27.4K
22 $971K
EMB
Ishares Tr

ETFs
-286
- 51.25%
$86.54 - $92.62 $24.8K - $26.5K
272 $24.2M
AXP
American Express CO

Financial Services
-36
- 17.48%
$231.39 - $318.98 $8.33K - $11.5K
170 $31.8M
ADBE
Adobe Inc.

Technology
-48
- 97.96%
$340.0 - $420.68 $16.3K - $20.2K
1 $597K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-392
- 65.33%
$45.12 - $46.23 $17.7K - $18.1K
208 $9.58M
UAL
United Airlines Holdings, Inc.

Industrials
-200
- 62.31%
$56.15 - $84.23 $11.2K - $16.8K
121 $4.99M
TYA
Simplify Exchange Traded Fds S

ETFs
-1.25K
- 98.27%
N/A
22 $313K
FITB
Fifth Third Bancorp

Financial Services
-242
- 21.17%
$33.32 - $41.51 $8.06K - $10K
901 $31.1M
AFL
Aflac Inc

Financial Services
-29
- 7.99%
$99.77 - $112.45 $2.89K - $3.26K
334 $27.6M
IDXX
Idexx Laboratories Inc

Healthcare
-32
- 78.05%
$361.04 - $536.34 $11.6K - $17.2K
9 $5M
Listed Fd Tr
-298
- 94.3%
N/A
18 $574K
LMT
Lockheed Martin Corp

Industrials
-24
- 92.31%
$430.82 - $486.45 $10.3K - $11.7K
2 $906K
X
United States Steel Corp

Basic Materials
-278
- 51.1%
$38.29 - $54.85 $10.6K - $15.2K
266 $12.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-34
- 25.37%
$99.37 - $134.05 $3.38K - $4.56K
100 $7.75M
WFC
Wells Fargo & Company

Financial Services
-88
- 59.46%
$60.98 - $80.12 $5.37K - $7.05K
60 $2.95M
SIXJ
Aim ETF Prods Tr Allianzim U S
-240
- 86.64%
$27.79 - $32.01 $6.67K - $7.68K
37 $982K
STZ
Constellation Brands, Inc.

Consumer Defensive
-39
- 92.86%
$160.0 - $195.62 $6.24K - $7.63K
3 $725K
HUBS
Hubspot Inc

Technology
-12
- 66.67%
$487.07 - $672.24 $5.84K - $8.07K
6 $3.48M
WDAY
Workday, Inc.

Technology
-29
- 72.5%
$210.47 - $274.71 $6.1K - $7.97K
11 $3.04M
SNPS
Synopsys Inc

Technology
-15
- 88.24%
$380.9 - $517.66 $5.71K - $7.76K
2 $1.03M
CDNS
Cadence Design Systems Inc

Technology
-24
- 85.71%
$231.64 - $323.08 $5.56K - $7.75K
4 $1.09M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-37
- 88.1%
$146.74 - $176.07 $5.43K - $6.51K
5 $2.03M
NOVZ
Listed Fds Tr Trueshares Struc
-119
- 93.7%
N/A
8 $278K
LCID
Lucid Group, Inc.

Consumer Cyclical
-2.37K
- 77.63%
$2.1 - $2.96 $4.99K - $7.03K
684 $2.88M
COP
Conocophillips

Energy
-49
- 44.55%
$82.66 - $106.1 $4.05K - $5.2K
61 $7.08M
AAL
American Airlines Group Inc.

Industrials
-500
- 62.97%
N/A
294 $4.04M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-62
- 33.16%
$66.1 - $97.75 $4.1K - $6.06K
125 $11.4M
SLB
Schlumberger Limited

Energy
-107
- 47.56%
$31.95 - $42.2 $3.42K - $4.52K
118 $6.14M
MDT
Medtronic PLC

Healthcare
-24
- 52.17%
$80.68 - $88.86 $1.94K - $2.13K
22 $1.81M
Pimco ETF Tr
-22
- 44.0%
N/A
28 $2.82M
AA
Alcoa Corp

Basic Materials
-60
- 50.42%
$22.57 - $30.84 $1.35K - $1.85K
59 $2.01M
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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