CIK 2055297
Capital A Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
418
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
3
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 400 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 290 | $100K–$500K | SH |
| AAPL | APPLE INC | 544 | $100K–$500K | SH |
| SPMB | SPDR SER TR | 5K | $100K–$500K | SH |
| IWO | ISHARES TR | 384 | $50K–$100K | SH |
| USFR | WISDOMTREE TR | 2K | $50K–$100K | SH |
| IWN | ISHARES TR | 615 | $50K–$100K | SH |
| SPLG | SPDR SER TR | 2K | $50K–$100K | SH |
| SPYV | SPDR SER TR | 2K | $50K–$100K | SH |
| SPTL | SPDR SER TR | 3K | $50K–$100K | SH |
| EFA | ISHARES TR | 819 | $50K–$100K | SH |
| SPHY | SPDR SER TR | 3K | $50K–$100K | SH |
| WSBC | WESBANCO INC | 2K | $50K–$100K | SH |
| ILTB | ISHARES TR | 1K | $50K–$100K | SH |
| IWD | ISHARES TR | 346 | $50K–$100K | SH |
| IEFA | ISHARES TR | 751 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 602 | $50K–$100K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 300 | $50K–$100K | SH |
| AMZN | AMAZON COM INC | 335 | $50K–$100K | SH |
| NVDA | NVIDIA CORPORATION | 98 | $15K–$50K | SH |
| IVV | ISHARES TR | 97 | $15K–$50K | SH |
| MDYV | SPDR SER TR | 623 | $15K–$50K | SH |
| IHDG | WISDOMTREE TR | 1K | $15K–$50K | SH |
| META | META PLATFORMS INC | 124 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 357 | $15K–$50K | SH |
| VDC | VANGUARD WORLD FDS | 225 | $15K–$50K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 449 | $15K–$50K | SH |
| VNLA | JANUS DETROIT STR TR | 872 | $15K–$50K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 828 | $15K–$50K | SH |
| WSO | WATSCO INC | 96 | $15K–$50K | SH |
| IP | INTERNATIONAL PAPER CO | 1K | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 245 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 376 | $15K–$50K | SH |
| NI | NISOURCE INC | 1K | $15K–$50K | SH |
| USB | US BANCORP DEL | 876 | $15K–$50K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 105 | $15K–$50K | SH |
| AOA | ISHARES TR | 525 | $15K–$50K | SH |
| GOOGL | ALPHABET INC | 248 | $15K–$50K | SH |
| CMS | CMS ENERGY CORP | 594 | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 334 | $15K–$50K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 661 | $15K–$50K | SH |
| SCHF | SCHWAB STRATEGIC TR | 900 | $15K–$50K | SH |
| LNT | ALLIANT ENERGY CORP | 639 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 529 | $15K–$50K | SH |
| KEY | KEYCORP | 2K | $15K–$50K | SH |
| HAWX | ISHARES TR | 1K | $15K–$50K | SH |
| ARKW | ARK ETF TR | 423 | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO | 170 | $15K–$50K | SH |