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 51–100 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OKE | ONEOK INC NEW | 452 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 668 | $15K–$50K | SH |
| EIX | EDISON INTL | 437 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 901 | $15K–$50K | SH |
| BEN | FRANKLIN RESOURCES INC | 1K | $15K–$50K | SH |
| F | FORD MTR CO DEL | 3K | $15K–$50K | SH |
| HEFA | ISHARES TR | 954 | $15K–$50K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 367 | $15K–$50K | SH |
| IVZ | INVESCO LTD | 2K | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 713 | $15K–$50K | SH |
| AVUV | AMERICAN CENTY ETF TR | 315 | $15K–$50K | SH |
| HYGV | FLEXSHARES TR | 679 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 52 | $15K–$50K | SH |
| TFC | TRUIST FINL CORP | 735 | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC | 814 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 206 | $15K–$50K | SH |
| IJR | ISHARES TR | 247 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 338 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 313 | $15K–$50K | SH |
| XBI | SPDR SER TR | 295 | $15K–$50K | SH |
| EFG | ISHARES TR | 270 | $15K–$50K | SH |
| DTE | DTE ENERGY CO | 235 | $15K–$50K | SH |
| HPQ | HP INC | 856 | $15K–$50K | SH |
| IPG | INTERPUBLIC GROUP COS INC | 789 | $15K–$50K | SH |
| OGE | OGE ENERGY CORP | 736 | $15K–$50K | SH |
| WBA | WALGREENS BOOTS ALLIANCE INC | 972 | $15K–$50K | SH |
| ARKK | ARK ETF TR | 478 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 72 | $15K–$50K | SH |
| PPL | PPL CORP | 918 | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO | 139 | $15K–$50K | SH |
| DON | WISDOMTREE TR | 517 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 161 | $15K–$50K | SH |
| IWB | ISHARES TR | 88 | $15K–$50K | SH |
| SON | SONOCO PRODS CO | 412 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP | 618 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 20 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED | 52 | $15K–$50K | SH |
| WMT | WALMART INC | 135 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 507 | $15K–$50K | SH |
| NWL | NEWELL BRANDS INC | 2K | $15K–$50K | SH |
| TSLA | TESLA INC | 83 | $15K–$50K | SH |
| MDYG | SPDR SER TR | 271 | $15K–$50K | SH |
| FLG | NEW YORK CMNTY BANCORP INC | 2K | $15K–$50K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 418 | $15K–$50K | SH |
| SPBO | SPDR SER TR | 680 | $15K–$50K | SH |
| USMV | ISHARES TR | 254 | $15K–$50K | SH |
| LLY | ELI LILLY & CO | 34 | $15K–$50K | SH |
| GOVT | ISHARES TR | 854 | $15K–$50K | SH |
| IGOV | ISHARES TR | 471 | $15K–$50K | SH |
| PFE | PFIZER INC | 675 | $15K–$50K | SH |