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 151–200 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEX | IDEX CORP | 45 | $1K–$15K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 239 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 179 | $1K–$15K | SH |
| IAGG | ISHARES TR | 193 | $1K–$15K | SH |
| IUSB | ISHARES TR | 208 | $1K–$15K | SH |
| HUBB | HUBBELL INC | 29 | $1K–$15K | SH |
| A | AGILENT TECHNOLOGIES INC | 67 | $1K–$15K | SH |
| SGOV | ISHARES TR | 89 | $1K–$15K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 41 | $1K–$15K | SH |
| COR | CENCORA INC | 42 | $1K–$15K | SH |
| NKE | NIKE INC | 77 | $1K–$15K | SH |
| MINT | PIMCO ETF TR | 83 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW | 188 | $1K–$15K | SH |
| RTX | RTX CORPORATION | 97 | $1K–$15K | SH |
| LII | LENNOX INTL INC | 18 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 100 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 27 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 103 | $1K–$15K | SH |
| WH | WYNDHAM HOTELS & RESORTS INC | 92 | $1K–$15K | SH |
| RPM | RPM INTL INC | 65 | $1K–$15K | SH |
| INTC | INTEL CORP | 142 | $1K–$15K | SH |
| AFL | AFLAC INC | 83 | $1K–$15K | SH |
| OC | OWENS CORNING NEW | 46 | $1K–$15K | SH |
| GNTX | GENTEX CORP | 207 | $1K–$15K | SH |
| DOW | DOW INC | 122 | $1K–$15K | SH |
| DIS | DISNEY WALT CO | 74 | $1K–$15K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 40 | $1K–$15K | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 32 | $1K–$15K | SH |
| EFV | ISHARES TR | 124 | $1K–$15K | SH |
| CMA | COMERICA INC | 112 | $1K–$15K | SH |
| CSX | CSX CORP | 178 | $1K–$15K | SH |
| UNP | UNION PAC CORP | 25 | $1K–$15K | SH |
| NYT | NEW YORK TIMES CO | 124 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 350 | $1K–$15K | SH |
| TJX | TJX COS INC NEW | 61 | $1K–$15K | SH |
| SSD | SIMPSON MFG INC | 28 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC | 63 | $1K–$15K | SH |
| IXN | ISHARES TR | 80 | $1K–$15K | SH |
| GS | GOLDMAN SACHS GROUP INC | 14 | $1K–$15K | SH |
| KMI | KINDER MORGAN INC DEL | 304 | $1K–$15K | SH |
| IFRA | ISHARES TR | 133 | $1K–$15K | SH |
| VOYA | VOYA FINANCIAL INC | 73 | $1K–$15K | SH |
| CNX | CNX RES CORP | 264 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 140 | $1K–$15K | SH |
| ARW | ARROW ELECTRS INC | 43 | $1K–$15K | SH |
| EMB | ISHARES TR | 59 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 45 | $1K–$15K | SH |
| FDIS | FIDELITY COVINGTON TRUST | 66 | $1K–$15K | SH |
| ABT | ABBOTT LABS | 47 | $1K–$15K | SH |
| YUM | YUM BRANDS INC | 39 | $1K–$15K | SH |