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
AI
C3.Ai, Inc.

Technology
177
New
$22.6 - $42.94 $4K - $7.6K
177 $6.09M
EEM
Ishares Msci Emerging Markets

ETFs
145
New
$41.82 - $47.36 $6.06K - $6.87K
145 $6.06M
MDB
Mongo Db, Inc.

Technology
26
New
$232.81 - $350.13 $6.05K - $9.1K
26 $6.05M
FRT
Federal Realty Investment Trust

Real Estate
54
New
$109.55 - $117.53 $5.92K - $6.35K
54 $6.05M
SNSR
Global X Fds Internet Of Thing

ETFs
172
New
$34.03 - $36.88 $5.85K - $6.34K
172 $6M
HQL
Tekla Life Sciences Investors

Financial Services
455
New
$13.12 - $15.25 $5.97K - $6.94K
455 $5.97M
LAD
Lithia Motors Inc

Consumer Cyclical
16
New
$303.15 - $394.27 $4.85K - $6.31K
16 $5.72M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
101
New
$56.18 - $62.7 $5.67K - $6.33K
101 $5.72M
AMAT
Applied Materials Inc

Technology
35
New
$161.44 - $213.89 $5.65K - $7.49K
35 $5.69M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
60
New
$91.94 - $100.02 $5.52K - $6K
60 $5.56M
TGT
Target Corp

Consumer Defensive
41
New
$121.59 - $160.69 $4.99K - $6.59K
41 $5.54M
WPC
W. P. Carey Inc.

Real Estate
100
New
$53.44 - $61.33 $5.34K - $6.13K
100 $5.45M
TXN
Texas Instruments Inc

Technology
29
New
N/A
29 $5.44M
FTV
Fortive Corp

Technology
72
New
$71.16 - $79.68 $5.12K - $5.74K
72 $5.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
63
New
$77.25 - $91.3 $4.87K - $5.75K
63 $5.38M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
38
New
$129.96 - $144.97 $4.94K - $5.51K
38 $5.3M
SPYG
Spdr Portfolio

ETFs
60
New
$81.74 - $91.38 $4.9K - $5.48K
60 $5.27M
GD
General Dynamics Corp

Industrials
20
New
$260.28 - $314.03 $5.21K - $6.28K
20 $5.27M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
629
New
$8.1 - $9.04 $5.09K - $5.69K
629 $5.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
New
$501.29 - $612.85 $5.01K - $6.13K
10 $5.2M
OXY
Occidental Petroleum Corp

Energy
105
New
$45.36 - $55.91 $4.76K - $5.87K
105 $5.19M
STX
Seagate Technology Holdings PLC

Technology
60
New
$86.31 - $112.64 $5.18K - $6.76K
60 $5.18M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
449
New
$11.42 - $12.5 $5.13K - $5.61K
449 $5.18M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
126
New
$40.38 - $44.35 $5.09K - $5.59K
126 $5.16M
Rb Global Inc
57
New
N/A
57 $5.14M
SQ
Block, Inc.

Technology
60
New
$65.06 - $98.92 $3.9K - $5.94K
60 $5.1M
GM
General Motors CO

Consumer Cyclical
95
New
$44.82 - $60.2 $4.26K - $5.72K
95 $5.06M
VIG
Vanguard Dividend Appreciation

ETFs
26
New
N/A
26 $5.05M
URI
United Rentals, Inc.

Industrials
7
New
$704.44 - $880.32 $4.93K - $6.16K
7 $4.93M
HSBC
Hsbc Holdings PLC

Financial Services
98
New
$43.83 - $49.51 $4.3K - $4.85K
98 $4.85M
AJG
Arthur J. Gallagher & Co.

Financial Services
17
New
$278.49 - $315.16 $4.73K - $5.36K
17 $4.83M
WSM
Williams Sonoma Inc

Consumer Cyclical
26
New
$129.13 - $198.21 $3.36K - $5.15K
26 $4.82M
OMC
Omnicom Group Inc.

Communication Services
55
New
$85.82 - $105.47 $4.72K - $5.8K
55 $4.77M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1146.59 - $1270.6 $4.59K - $5.08K
4 $4.74M
COIN
Coinbase Global, Inc.

Technology
19
New
$163.17 - $343.62 $3.1K - $6.53K
19 $4.72M
AIZ
Assurant, Inc.

Financial Services
22
New
$186.6 - $228.68 $4.11K - $5.03K
22 $4.69M
COF
Capital One Financial Corp

Financial Services
26
New
$145.19 - $192.01 $3.77K - $4.99K
26 $4.64M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
184
New
$24.94 - $26.14 $4.59K - $4.81K
184 $4.6M
CTAS
Cintas Corp

Industrials
25
New
$182.7 - $226.47 $4.57K - $5.66K
25 $4.57M
UPS
United Parcel Service Inc

Industrials
36
New
$122.65 - $138.35 $4.42K - $4.98K
36 $4.54M
PTEN
Patterson Uti Energy Inc

Energy
544
New
$7.26 - $8.7 $3.95K - $4.73K
544 $4.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
60
New
$74.5 - $78.37 $4.47K - $4.7K
60 $4.48M
Kenvue Inc
210
New
N/A
210 $4.48M
AMD
Advanced Micro Devices Inc

Technology
37
New
$118.88 - $172.8 $4.4K - $6.39K
37 $4.47M
TD
Toronto Dominion Bank

Financial Services
82
New
$51.56 - $63.8 $4.23K - $5.23K
82 $4.37M
TJX
Tjx Companies Inc

Consumer Cyclical
36
New
$112.15 - $127.2 $4.04K - $4.58K
36 $4.35M
BMO
Bank Of Montreal

Financial Services
44
New
$89.75 - $103.39 $3.95K - $4.55K
44 $4.27M
AMT
American Tower Corp

Real Estate
23
New
$179.4 - $232.01 $4.13K - $5.34K
23 $4.22M
JNK
Spdr Bloomberg High Yield Bond

ETFs
44
New
$94.77 - $97.36 $4.17K - $4.28K
44 $4.2M
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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