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
FITB
Fifth Third Bancorp

Financial Services
1.27K
New
$41.76 - $48.44 $53K - $61.5K
1.27K $53.7M
PM
Philip Morris International Inc.

Consumer Defensive
444
New
$118.38 - $133.06 $52.6K - $59.1K
444 $53.5M
MPC
Marathon Petroleum Corp

Energy
376
New
$131.65 - $174.84 $49.5K - $65.7K
376 $52.4M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
815
New
$62.07 - $66.61 $50.6K - $54.3K
815 $52.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.09K
New
$47.26 - $48.18 $51.5K - $52.5K
1.09K $51.7M
JNJ
Johnson & Johnson

Healthcare
347
New
$143.34 - $165.86 $49.7K - $57.6K
347 $50.1M
VT
Vanguard Total World Stk Index

ETFs
417
New
$117.09 - $123.07 $48.8K - $51.3K
417 $49M
Elevation Series Trust
1.97K
New
N/A
1.97K $48.7M
Pimco ETF Tr
474
New
N/A
474 $47.8M
RTX
Raytheon Technologies Corp

Industrials
392
New
$114.45 - $127.21 $44.9K - $49.9K
392 $45.4M
AVGO
Broadcom Inc.

Technology
191
New
$159.67 - $250.0 $30.5K - $47.8K
191 $44.3M
IDU
Ishares Tr U S Utils ETF

ETFs
458
New
$94.65 - $105.73 $43.3K - $48.4K
458 $44.1M
USXF
Ishares Esg Advanced Msci Usa

Technology
866
New
$48.45 - $52.57 $42K - $45.5K
866 $43.1M
ADBE
Adobe Inc.

Technology
96
New
$437.39 - $552.96 $42K - $53.1K
96 $42.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
540
New
$76.21 - $82.24 $41.2K - $44.4K
540 $42.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
696
New
$57.32 - $59.66 $39.9K - $41.5K
696 $39.9M
IXC
Ishares Tr Global Energy ETF

ETFs
1.04K
New
$36.95 - $43.06 $38.5K - $44.9K
1.04K $39.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
172
New
$173.13 - $258.09 $29.8K - $44.4K
172 $39.7M
ENB
Enbridge Inc

Energy
920
New
$40.4 - $43.92 $37.2K - $40.4K
920 $39M
AFL
Aflac Inc

Financial Services
371
New
$100.37 - $115.27 $37.2K - $42.8K
371 $38.4M
CB
Chubb LTD

Financial Services
135
New
$271.57 - $301.89 $36.7K - $40.8K
135 $37.3M
Linde PLC
89
New
N/A
89 $37.3M
Listed Fd Tr
980
New
N/A
980 $36.3M
MCD
Mcdonalds Corp

Consumer Cyclical
123
New
$288.47 - $316.54 $35.5K - $38.9K
123 $35.7M
VTV
Vanguard Value ETF

ETFs
208
New
$168.32 - $181.87 $35K - $37.8K
208 $35.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
475
New
$47.29 - $84.74 $22.5K - $40.3K
475 $35.2M
TYA
Simplify Exchange Traded Fds S

ETFs
2.84K
New
N/A
2.84K $34.9M
AR
Antero Resources Corp

Energy
986
New
$25.54 - $35.52 $25.2K - $35K
986 $34.6M
ACN
Accenture PLC

Technology
98
New
$343.9 - $376.86 $33.7K - $36.9K
98 $34.5M
CGUS
Capital Group Core Equity ETF
982
New
$33.96 - $36.24 $33.3K - $35.6K
982 $34.3M
SYY
Sysco Corp

Consumer Defensive
444
New
$73.63 - $81.77 $32.7K - $36.3K
444 $33.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
904
New
$34.49 - $39.24 $31.2K - $35.5K
904 $33.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
New
$442.29 - $483.08 $32.7K - $35.7K
74 $33.5M
AWK
American Water Works Company, Inc.

Utilities
268
New
$123.83 - $146.07 $33.2K - $39.1K
268 $33.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
302
New
$107.41 - $115.71 $32.4K - $34.9K
302 $33.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
382
New
$86.65 - $94.9 $33.1K - $36.3K
382 $33.2M
CMI
Cummins Inc

Industrials
93
New
$324.93 - $383.42 $30.2K - $35.7K
93 $32.4M
XOM
Exxon Mobil Corp

Energy
301
New
$105.51 - $125.37 $31.8K - $37.7K
301 $32.3M
IWS
Ishares Russell Midcap Value E

ETFs
249
New
$128.08 - $140.32 $31.9K - $34.9K
249 $32.2M
VZ
Verizon Communications Inc

Communication Services
804
New
$39.6 - $45.21 $31.8K - $36.3K
804 $32.1M
Elevation Series Trust
1.28K
New
N/A
1.28K $31.6M
PG
Procter & Gamble CO

Consumer Defensive
188
New
$161.05 - $179.7 $30.3K - $33.8K
188 $31.4M
UAL
United Airlines Holdings, Inc.

Industrials
321
New
$55.62 - $102.44 $17.9K - $32.9K
321 $31.2M
SNOW
Snowflake Inc.

Technology
200
New
$109.65 - $186.51 $21.9K - $37.3K
200 $30.9M
IEMG
Ishares Inc

ETFs
585
New
N/A
585 $30.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
523
New
$53.94 - $58.15 $28.2K - $30.4K
523 $29.5M
PANW
Palo Alto Networks Inc

Technology
162
New
$181.96 - $405.9 $29.5K - $65.8K
162 $29.5M
CHKP
Check Point Software Technologies LTD

Technology
153
New
$170.18 - $209.01 $26K - $32K
153 $28.6M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
542
New
$52.07 - $58.13 $28.2K - $31.5K
542 $28.2M
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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