Capital A Wealth Management
Latest statistics and disclosures from Capital A Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002055297
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Portfolio Holdings for Capital A Wealth Management
Capital A Wealth Management holds 846 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Capital A Wealth Management has 846 total positions. Only the first 250 positions are shown.
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| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.9 | $4.2M | 24k | 178.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.4 | $3.3M | 32k | 101.53 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.0 | $3.0M | 59k | 51.25 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.8 | $1.7M | 17k | 96.83 |
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| Amazon (AMZN) | 2.7 | $1.7M | 7.5k | 219.39 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.7 | $1.6M | 24k | 68.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $1.5M | 7.9k | 190.88 |
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| Microsoft Corporation (MSFT) | 2.4 | $1.5M | 3.5k | 421.50 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $1.4M | 76k | 18.50 |
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| NVIDIA Corporation (NVDA) | 2.0 | $1.2M | 9.1k | 134.29 |
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| Ishares Msci Emrg Chn (EMXC) | 1.9 | $1.2M | 21k | 55.45 |
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| Parker-Hannifin Corporation (PH) | 1.9 | $1.1M | 1.8k | 636.03 |
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| Apple (AAPL) | 1.8 | $1.1M | 4.2k | 250.41 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.8 | $1.1M | 40k | 26.19 |
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| Intuitive Surgical Com New (ISRG) | 1.7 | $1.0M | 2.0k | 521.96 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.6 | $938k | 5.9k | 159.52 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.5 | $911k | 4.4k | 206.93 |
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| Tesla Motors (TSLA) | 1.0 | $632k | 1.6k | 403.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $622k | 3.3k | 190.46 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.0 | $596k | 27k | 22.04 |
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| Marvell Technology (MRVL) | 1.0 | $583k | 5.3k | 110.45 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 1.0 | $577k | 5.3k | 107.98 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $567k | 2.0k | 288.86 |
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| UnitedHealth (UNH) | 0.9 | $559k | 1.1k | 505.88 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.9 | $556k | 7.3k | 76.61 |
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| S&p Global (SPGI) | 0.9 | $550k | 1.1k | 498.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $545k | 2.9k | 189.33 |
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| Oracle Corporation (ORCL) | 0.9 | $543k | 3.3k | 166.62 |
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| Coherent Corp (COHR) | 0.7 | $447k | 4.7k | 94.73 |
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| Visa Com Cl A (V) | 0.7 | $440k | 1.4k | 316.11 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.7 | $412k | 7.6k | 54.19 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $406k | 5.5k | 74.01 |
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| Oneok (OKE) | 0.6 | $392k | 3.9k | 100.40 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $376k | 7.2k | 52.02 |
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| Akamai Technologies (AKAM) | 0.6 | $367k | 3.8k | 95.65 |
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| Progressive Corporation (PGR) | 0.6 | $359k | 1.5k | 239.61 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $353k | 3.3k | 106.55 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $347k | 7.5k | 46.29 |
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| CRH Ord (CRH) | 0.6 | $345k | 3.7k | 92.52 |
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| Shopify Cl A (SHOP) | 0.6 | $340k | 3.2k | 106.33 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.6 | $340k | 6.0k | 56.77 |
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| Take-Two Interactive Software (TTWO) | 0.6 | $332k | 1.8k | 184.08 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $317k | 3.5k | 91.67 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.5 | $316k | 3.1k | 103.30 |
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| Servicenow (NOW) | 0.5 | $313k | 295.00 | 1060.12 |
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| Meta Platforms Cl A (META) | 0.5 | $310k | 529.00 | 585.62 |
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| Global Payments (GPN) | 0.5 | $303k | 2.7k | 112.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $295k | 577.00 | 511.23 |
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| CoStar (CSGP) | 0.5 | $287k | 4.0k | 71.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $280k | 476.00 | 588.68 |
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| Danaher Corporation (DHR) | 0.5 | $275k | 1.2k | 229.55 |
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| Metropcs Communications (TMUS) | 0.4 | $270k | 1.2k | 220.73 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $265k | 7.5k | 35.26 |
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| Caci Intl Cl A (CACI) | 0.4 | $262k | 649.00 | 404.06 |
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| Zoetis Cl A (ZTS) | 0.4 | $259k | 1.6k | 162.93 |
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| Intuit (INTU) | 0.4 | $256k | 407.00 | 628.50 |
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| Atlassian Corporation Cl A (TEAM) | 0.4 | $255k | 1.0k | 243.38 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $254k | 1.2k | 210.25 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $244k | 4.6k | 52.47 |
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| Brown & Brown (BRO) | 0.4 | $241k | 2.4k | 102.02 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $235k | 4.1k | 57.45 |
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| Huntington Bancshares Incorporated (HBAN) | 0.4 | $230k | 14k | 16.27 |
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| F5 Networks (FFIV) | 0.4 | $222k | 881.00 | 251.47 |
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| Firstservice Corp (FSV) | 0.4 | $218k | 1.2k | 181.02 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $211k | 2.4k | 88.80 |
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| Dex (DXCM) | 0.3 | $203k | 2.6k | 77.77 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $191k | 276.00 | 693.08 |
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| Altria (MO) | 0.3 | $191k | 3.7k | 52.29 |
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| Cbre Group Cl A (CBRE) | 0.3 | $189k | 1.4k | 131.29 |
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| Copart (CPRT) | 0.3 | $187k | 3.3k | 57.39 |
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| Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) | 0.3 | $186k | 5.7k | 32.40 |
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| Wal-Mart Stores (WMT) | 0.3 | $185k | 2.0k | 90.36 |
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| Hca Holdings (HCA) | 0.3 | $185k | 615.00 | 300.15 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $181k | 2.4k | 75.63 |
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| Home Depot (HD) | 0.3 | $180k | 464.00 | 388.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $178k | 331.00 | 538.81 |
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| Raymond James Financial (RJF) | 0.3 | $170k | 1.1k | 155.33 |
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| Automatic Data Processing (ADP) | 0.3 | $161k | 549.00 | 292.73 |
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| Msci (MSCI) | 0.3 | $160k | 267.00 | 600.01 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $159k | 767.00 | 207.85 |
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| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.3 | $157k | 5.2k | 30.42 |
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| Ameriprise Financial (AMP) | 0.3 | $151k | 283.00 | 532.43 |
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| Anthem (ELV) | 0.2 | $146k | 395.00 | 368.90 |
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| Pepsi (PEP) | 0.2 | $145k | 952.00 | 152.06 |
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| Ferrari Nv Ord (RACE) | 0.2 | $142k | 333.00 | 424.84 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $141k | 1.6k | 89.03 |
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| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.2 | $141k | 4.2k | 33.63 |
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| PNC Financial Services (PNC) | 0.2 | $141k | 731.00 | 192.94 |
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| Apollo Global Mgmt (APO) | 0.2 | $141k | 853.00 | 165.16 |
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| Analog Devices (ADI) | 0.2 | $138k | 650.00 | 212.46 |
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| Everest Re Group (EG) | 0.2 | $137k | 379.00 | 362.46 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $127k | 5.0k | 25.54 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $126k | 2.4k | 51.99 |
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| Erie Indty Cl A (ERIE) | 0.2 | $124k | 300.00 | 412.23 |
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| Microchip Technology (MCHP) | 0.2 | $123k | 2.1k | 57.35 |
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| Kinsale Cap Group (KNSL) | 0.2 | $123k | 264.00 | 465.13 |
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| Abbvie (ABBV) | 0.2 | $122k | 689.00 | 177.67 |
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| Hershey Company (HSY) | 0.2 | $121k | 713.00 | 169.35 |
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| Avery Dennison Corporation (AVY) | 0.2 | $116k | 622.00 | 187.13 |
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| Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) | 0.2 | $113k | 3.2k | 35.56 |
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| American Express Company (AXP) | 0.2 | $112k | 378.00 | 296.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $111k | 190.00 | 586.08 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $111k | 1.3k | 84.75 |
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.2 | $109k | 1.1k | 101.06 |
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| Abbott Laboratories (ABT) | 0.2 | $108k | 957.00 | 113.11 |
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| Rockwell Automation (ROK) | 0.2 | $103k | 359.00 | 285.79 |
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| Deere & Company (DE) | 0.2 | $102k | 241.00 | 423.70 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $100k | 1.2k | 81.25 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $97k | 2.1k | 45.20 |
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| Merck & Co (MRK) | 0.2 | $97k | 971.00 | 99.48 |
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| Verisk Analytics (VRSK) | 0.2 | $96k | 347.00 | 275.43 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $93k | 397.00 | 235.27 |
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| Cubesmart (CUBE) | 0.2 | $92k | 2.2k | 42.85 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.2 | $91k | 4.6k | 19.52 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $90k | 702.00 | 128.70 |
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| Valero Energy Corporation (VLO) | 0.1 | $87k | 708.00 | 122.59 |
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| Howmet Aerospace (HWM) | 0.1 | $86k | 787.00 | 109.31 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $86k | 492.00 | 174.08 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.1 | $85k | 4.0k | 21.22 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $85k | 3.3k | 25.86 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $82k | 2.2k | 37.05 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $81k | 382.00 | 212.41 |
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| Prologis (PLD) | 0.1 | $81k | 762.00 | 105.65 |
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| Constellation Energy (CEG) | 0.1 | $79k | 352.00 | 223.71 |
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| Chevron Corporation (CVX) | 0.1 | $77k | 528.00 | 144.95 |
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| PPL Corporation (PPL) | 0.1 | $74k | 2.3k | 32.45 |
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| Goldman Sachs (GS) | 0.1 | $73k | 127.00 | 572.86 |
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| EQT Corporation (EQT) | 0.1 | $72k | 1.6k | 46.11 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $72k | 298.00 | 242.17 |
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| Nasdaq Omx (NDAQ) | 0.1 | $72k | 930.00 | 77.31 |
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| Walt Disney Company (DIS) | 0.1 | $72k | 643.00 | 111.42 |
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| MetLife (MET) | 0.1 | $71k | 870.00 | 81.88 |
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| Becton, Dickinson and (BDX) | 0.1 | $71k | 313.00 | 226.87 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.1 | $70k | 2.1k | 33.73 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $70k | 3.0k | 23.18 |
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| Caterpillar (CAT) | 0.1 | $68k | 186.00 | 363.65 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $67k | 625.00 | 107.67 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $64k | 267.00 | 239.83 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $64k | 2.0k | 31.27 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $64k | 322.00 | 197.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $63k | 82.00 | 772.06 |
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| Boeing Company (BA) | 0.1 | $61k | 343.00 | 177.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $61k | 115.00 | 527.37 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $60k | 1.4k | 43.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $60k | 249.00 | 240.28 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $60k | 2.5k | 23.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $58k | 63.00 | 916.27 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $58k | 730.00 | 79.03 |
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| Ge Aerospace Com New (GE) | 0.1 | $57k | 344.00 | 166.83 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $57k | 734.00 | 77.25 |
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| Fifth Third Ban (FITB) | 0.1 | $54k | 1.3k | 42.29 |
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| Philip Morris International (PM) | 0.1 | $54k | 444.00 | 120.48 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $52k | 376.00 | 139.34 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $52k | 815.00 | 64.05 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $52k | 1.1k | 47.39 |
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| Johnson & Johnson (JNJ) | 0.1 | $50k | 347.00 | 144.44 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $49k | 417.00 | 117.48 |
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| Elevation Series Trust Trueshares Quart (QBER) | 0.1 | $49k | 2.0k | 24.70 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $48k | 474.00 | 100.82 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $45k | 392.00 | 115.72 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $45k | 1.1k | 41.40 |
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| Broadcom (AVGO) | 0.1 | $44k | 191.00 | 231.84 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $44k | 458.00 | 96.21 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $43k | 866.00 | 49.72 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $43k | 96.00 | 444.68 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $42k | 540.00 | 77.89 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $40k | 696.00 | 57.32 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $40k | 1.0k | 38.18 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $40k | 172.00 | 230.69 |
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| Enbridge (ENB) | 0.1 | $39k | 920.00 | 42.43 |
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| AFLAC Incorporated (AFL) | 0.1 | $38k | 371.00 | 103.51 |
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| Chubb (CB) | 0.1 | $37k | 135.00 | 276.30 |
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| Linde SHS (LIN) | 0.1 | $37k | 89.00 | 418.67 |
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| Listed Fd Tr Trueshares Dec (DECZ) | 0.1 | $36k | 980.00 | 37.01 |
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| McDonald's Corporation (MCD) | 0.1 | $36k | 123.00 | 290.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $35k | 208.00 | 169.30 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $35k | 475.00 | 74.02 |
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| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 0.1 | $35k | 2.8k | 12.27 |
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| Antero Res (AR) | 0.1 | $35k | 986.00 | 35.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $35k | 98.00 | 351.79 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $34k | 982.00 | 34.97 |
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| SYSCO Corporation (SYY) | 0.1 | $34k | 444.00 | 76.46 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $34k | 904.00 | 37.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $34k | 74.00 | 453.28 |
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| American Water Works (AWK) | 0.1 | $33k | 268.00 | 124.49 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $33k | 302.00 | 110.25 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $33k | 382.00 | 86.89 |
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| Cummins (CMI) | 0.1 | $32k | 93.00 | 348.60 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $32k | 301.00 | 107.47 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $32k | 249.00 | 129.34 |
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| Verizon Communications (VZ) | 0.1 | $32k | 804.00 | 39.98 |
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| Elevation Series Trust Trushares Bull (QBUL) | 0.1 | $32k | 1.3k | 24.72 |
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| Procter & Gamble Company (PG) | 0.1 | $31k | 188.00 | 167.22 |
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| Hldgs (UAL) | 0.1 | $31k | 321.00 | 97.10 |
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| Snowflake Cl A (SNOW) | 0.1 | $31k | 200.00 | 154.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $31k | 585.00 | 52.22 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $30k | 523.00 | 56.38 |
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| Palo Alto Networks (PANW) | 0.0 | $30k | 162.00 | 181.96 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $29k | 153.00 | 186.70 |
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| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $28k | 542.00 | 52.07 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $27k | 851.00 | 31.95 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $27k | 420.00 | 64.62 |
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| Nvent Electric SHS (NVT) | 0.0 | $27k | 391.00 | 68.16 |
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| McKesson Corporation (MCK) | 0.0 | $26k | 46.00 | 569.91 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $26k | 1.3k | 19.59 |
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| Eaton Corp SHS (ETN) | 0.0 | $26k | 78.00 | 331.87 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $26k | 1.5k | 17.71 |
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| Stryker Corporation (SYK) | 0.0 | $26k | 71.00 | 360.06 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $25k | 553.00 | 45.57 |
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| At&t (T) | 0.0 | $25k | 1.1k | 22.78 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $25k | 1.7k | 14.49 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $25k | 268.00 | 92.35 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $25k | 832.00 | 29.64 |
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|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $25k | 901.00 | 27.28 |
|
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.0 | $25k | 950.00 | 25.79 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $25k | 724.00 | 33.82 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $24k | 187.00 | 128.82 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $23k | 1.5k | 15.40 |
|
|
| Realty Income (O) | 0.0 | $23k | 422.00 | 53.41 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $22k | 229.00 | 97.31 |
|
|
| Middlefield Banc Corp Com New (MBCN) | 0.0 | $22k | 782.00 | 28.05 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $22k | 253.00 | 86.02 |
|
|
| Rbc Cad (RY) | 0.0 | $22k | 179.00 | 120.51 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $21k | 312.00 | 68.62 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $21k | 160.00 | 132.37 |
|
|
| Suncor Energy (SU) | 0.0 | $21k | 593.00 | 35.68 |
|
|
| Pentair SHS (PNR) | 0.0 | $21k | 210.00 | 100.64 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $21k | 67.00 | 313.24 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $21k | 163.00 | 128.62 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $21k | 2.1k | 9.72 |
|
|
| Ishares Tr Large Cap Max Bu | 0.0 | $21k | 819.00 | 25.20 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $20k | 706.00 | 28.55 |
|
|
| Epam Systems (EPAM) | 0.0 | $20k | 85.00 | 233.82 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $20k | 671.00 | 29.22 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $20k | 201.00 | 96.90 |
|
|
| Generac Holdings (GNRC) | 0.0 | $19k | 125.00 | 155.05 |
|
|
| Cnx Resources Corporation (CNX) | 0.0 | $19k | 528.00 | 36.67 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $19k | 1.8k | 10.57 |
|
|
| Figs Cl A (FIGS) | 0.0 | $19k | 3.0k | 6.19 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $19k | 64.00 | 289.81 |
|
|
| United States Steel Corporation (X) | 0.0 | $19k | 543.00 | 34.01 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $18k | 145.00 | 125.84 |
|
|
| FedEx Corporation (FDX) | 0.0 | $18k | 63.00 | 283.06 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $18k | 46.00 | 382.41 |
|
|
| Amgen (AMGN) | 0.0 | $18k | 67.00 | 260.64 |
|
|
| Celestica (CLS) | 0.0 | $17k | 189.00 | 92.30 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $17k | 102.00 | 169.84 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $17k | 42.00 | 410.43 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $17k | 125.00 | 136.50 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $17k | 41.00 | 413.44 |
|
Past Filings by Capital A Wealth Management
SEC 13F filings are viewable for Capital A Wealth Management going back to 2024
- Capital A Wealth Management 2024 Q4 filed Feb. 26, 2025