Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
1.2K
New
$226.16 - $274.52 $271K - $329K
1.2K $275M
TMUS
T Mobile Us, Inc.

Communication Services
1.22K
New
$206.1 - $246.94 $252K - $302K
1.22K $270M
CGDV
Capital Group Divid Value ETF

ETFs
7.52K
New
$35.16 - $37.12 $264K - $279K
7.52K $265M
CACI
Caci International Inc

Technology
649
New
N/A
649 $262M
ZTS
Zoetis Inc.

Healthcare
1.59K
New
$162.24 - $194.42 $258K - $309K
1.59K $259M
INTU
Intuit Inc

Technology
407
New
$602.01 - $706.25 $245K - $287K
407 $256M
Atlassian Corporation
1.05K
New
N/A
1.05K $255M
VEEV
Veeva Systems Inc

Healthcare
1.21K
New
$201.81 - $250.45 $244K - $303K
1.21K $254M
EFV
Msci Eafe Value ETF

ETFs
4.64K
New
$51.78 - $57.15 $240K - $265K
4.64K $244M
BRO
Brown & Brown, Inc.

Financial Services
2.37K
New
$100.93 - $113.42 $239K - $268K
2.37K $241M
HBAN
Huntington Bancshares Inc

Financial Services
14.1K
New
$14.18 - $18.2 $200K - $257K
14.1K $229M
FFIV
F5, Inc.

Technology
881
New
$213.56 - $263.36 $188K - $232K
881 $222M
FSV
First Service Corp

Real Estate
1.2K
New
$176.17 - $197.05 $212K - $237K
1.2K $218M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.37K
New
$88.59 - $94.57 $210K - $224K
2.37K $211M
DXCM
Dexcom Inc

Healthcare
2.61K
New
$65.68 - $81.01 $171K - $211K
2.61K $203M
ASML
Asml Holding Nv

Technology
276
New
$658.43 - $872.27 $182K - $241K
276 $191M
MO
Altria Group, Inc.

Consumer Defensive
3.65K
New
$49.06 - $57.74 $179K - $211K
3.65K $191M
CBRE
Cbre Group, Inc.

Real Estate
1.44K
New
$119.22 - $140.71 $171K - $202K
1.44K $189M
CPRT
Copart Inc

Consumer Cyclical
3.25K
New
$51.36 - $63.8 $167K - $207K
3.25K $187M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
5.74K
New
$31.55 - $32.84 $181K - $189K
5.74K $186M
WMT
Walmart Inc.

Consumer Defensive
2.04K
New
$79.1 - $95.7 $162K - $196K
2.04K $185M
HCA
Hca Healthcare, Inc.

Healthcare
615
New
$297.52 - $415.61 $183K - $256K
615 $185M
PLTR
Palantir Technologies Inc.

Technology
2.39K
New
$36.46 - $82.38 $87K - $197K
2.39K $180M
HD
Home Depot, Inc.

Consumer Cyclical
464
New
$385.02 - $431.37 $179K - $200K
464 $180M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
331
New
$521.84 - $558.82 $173K - $185K
331 $178M
RJF
Raymond James Financial Inc

Financial Services
1.09K
New
$123.0 - $170.1 $134K - $186K
1.09K $170M
ADP
Automatic Data Processing Inc

Industrials
549
New
$280.08 - $307.97 $154K - $169K
549 $161M
MSCI
Msci Inc.

Financial Services
267
New
$569.09 - $635.99 $152K - $170K
267 $160M
NXPI
Nxp Semiconductors N.V.

Technology
767
New
$207.27 - $255.58 $159K - $196K
767 $159M
Aim ETF Products Trust
5.17K
New
N/A
5.17K $157M
AMP
Ameriprise Financial Inc

Financial Services
283
New
$473.15 - $574.01 $134K - $162K
283 $151M
ELV
Elevance Health, Inc.

Healthcare
395
New
$365.96 - $514.62 $145K - $203K
395 $146M
PEP
Pepsico Inc

Consumer Defensive
952
New
$151.29 - $176.1 $144K - $168K
952 $145M
RACE
Ferrari N.V.

Consumer Cyclical
333
New
$422.83 - $490.34 $141K - $163K
333 $141M
EMB
Ishares Tr

ETFs
1.59K
New
$88.94 - $93.46 $141K - $148K
1.59K $141M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
4.19K
New
N/A
4.19K $141M
PNC
Pnc Financial Services Group, Inc.

Financial Services
731
New
$178.39 - $215.0 $130K - $157K
731 $141M
APO
Apollo Global Management, Inc.

Financial Services
853
New
$131.36 - $178.61 $112K - $152K
853 $141M
ADI
Analog Devices Inc

Technology
650
New
$206.35 - $236.48 $134K - $154K
650 $138M
RE
Everest Re Group LTD

Financial Services
379
New
N/A
379 $137M
CTRA
Coterra Energy Inc.

Energy
4.96K
New
$22.71 - $27.63 $113K - $137K
4.96K $127M
GLDM
World Gold Trust

ETFs
2.42K
New
$50.76 - $55.23 $123K - $134K
2.42K $126M
ERIE
Erie Indemnity CO

Financial Services
300
New
$401.65 - $542.86 $120K - $163K
300 $124M
MCHP
Microchip Technology Inc

Technology
2.15K
New
$55.51 - $79.05 $119K - $170K
2.15K $123M
KNSL
Kinsale Capital Group, Inc.

Financial Services
264
New
$424.05 - $524.22 $112K - $138K
264 $123M
ABBV
Abb Vie Inc.

Healthcare
689
New
$164.99 - $203.87 $114K - $140K
689 $122M
HSY
Hershey CO

Consumer Defensive
713
New
$168.67 - $193.65 $120K - $138K
713 $121M
AVY
Avery Dennison Corp

Industrials
622
New
$186.26 - $220.48 $116K - $137K
622 $116M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
3.17K
New
N/A
3.17K $113M
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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