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 101–150 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 114 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 187 | $15K–$50K | SH |
| MRK | MERCK & CO INC | 170 | $15K–$50K | SH |
| SKOR | FLEXSHARES TR | 373 | $15K–$50K | SH |
| IVW | ISHARES TR | 235 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 118 | $15K–$50K | SH |
| HYBL | SSGA ACTIVE TR | 623 | $15K–$50K | SH |
| V | VISA INC | 67 | $15K–$50K | SH |
| OEF | ISHARES TR | 77 | $15K–$50K | SH |
| DDLS | WISDOMTREE TR | 510 | $15K–$50K | SH |
| DDWM | WISDOMTREE TR | 523 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 104 | $15K–$50K | SH |
| SPSM | SPDR SER TR | 386 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 54 | $15K–$50K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 257 | $15K–$50K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 350 | $15K–$50K | SH |
| VTV | VANGUARD INDEX FDS | 104 | $15K–$50K | SH |
| IGSB | ISHARES TR | 301 | $15K–$50K | SH |
| ARKX | ARK ETF TR | 1K | $15K–$50K | SH |
| EMCB | WISDOMTREE TR | 239 | $15K–$50K | SH |
| CMBS | ISHARES TR | 318 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR | 283 | $1K–$15K | SH |
| CRM | SALESFORCE INC | 52 | $1K–$15K | SH |
| IEI | ISHARES TR | 115 | $1K–$15K | SH |
| MTUM | ISHARES TR | 85 | $1K–$15K | SH |
| SPGI | S&P GLOBAL INC | 30 | $1K–$15K | SH |
| TIP | ISHARES TR | 122 | $1K–$15K | SH |
| X | UNITED STATES STL CORP NEW | 266 | $1K–$15K | SH |
| IBND | SPDR SER TR | 432 | $1K–$15K | SH |
| CLOZ | SERIES PORTFOLIOS TR | 488 | $1K–$15K | SH |
| IWF | ISHARES TR | 42 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 252 | $1K–$15K | SH |
| ABBV | ABBVIE INC | 82 | $1K–$15K | SH |
| AGGY | WISDOMTREE TR | 286 | $1K–$15K | SH |
| URA | GLOBAL X FDS | 450 | $1K–$15K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 247 | $1K–$15K | SH |
| HYXU | ISHARES INC | 240 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 22 | $1K–$15K | SH |
| SCZ | ISHARES TR | 186 | $1K–$15K | SH |
| WYNN | WYNN RESORTS LTD | 125 | $1K–$15K | SH |
| ISHG | ISHARES TR | 151 | $1K–$15K | SH |
| DECK | DECKERS OUTDOOR CORP | 16 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 81 | $1K–$15K | SH |
| PLD | PROLOGIS INC. | 77 | $1K–$15K | SH |
| CLOX | SERIES PORTFOLIOS TR | 400 | $1K–$15K | SH |
| HSCZ | ISHARES TR | 343 | $1K–$15K | SH |
| XONE | BONDBLOXX ETF TRUST | 201 | $1K–$15K | SH |
| VBK | VANGUARD INDEX FDS | 41 | $1K–$15K | SH |
| IYW | ISHARES TR | 80 | $1K–$15K | SH |
| FIVE | FIVE BELOW INC | 46 | $1K–$15K | SH |