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 201–250 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TTC | TORO CO | 53 | $1K–$15K | SH |
| IXC | ISHARES TR | 129 | $1K–$15K | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 33 | $1K–$15K | SH |
| IDXX | IDEXX LABS INC | 9 | $1K–$15K | SH |
| UAL | UNITED AIRLS HLDGS INC | 121 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC | 23 | $1K–$15K | SH |
| TPH | TRI POINTE HOMES INC | 137 | $1K–$15K | SH |
| T | AT&T INC | 281 | $1K–$15K | SH |
| IEMG | ISHARES INC | 92 | $1K–$15K | SH |
| ATR | APTARGROUP INC | 37 | $1K–$15K | SH |
| AVT | AVNET INC | 90 | $1K–$15K | SH |
| LIN | LINDE PLC | 11 | $1K–$15K | SH |
| EGP | EASTGROUP PPTYS INC | 24 | $1K–$15K | SH |
| RRX | REGAL REXNORD CORPORATION | 29 | $1K–$15K | SH |
| TEAM | ATLASSIAN CORPORATION | 18 | $1K–$15K | SH |
| EHC | ENCOMPASS HEALTH CORP | 64 | $1K–$15K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 66 | $1K–$15K | SH |
| STLD | STEEL DYNAMICS INC | 36 | $1K–$15K | SH |
| FREL | FIDELITY COVINGTON TRUST | 158 | $1K–$15K | SH |
| ITT | ITT INC | 35 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 71 | $1K–$15K | SH |
| EWX | SPDR INDEX SHS FDS | 72 | $1K–$15K | SH |
| CSL | CARLISLE COS INC | 13 | $1K–$15K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 294 | $1K–$15K | SH |
| EXC | EXELON CORP | 110 | $1K–$15K | SH |
| IWR | ISHARES TR | 49 | $1K–$15K | SH |
| APG | API GROUP CORP | 108 | $1K–$15K | SH |
| WIRE | ENCORE WIRE CORP | 17 | $1K–$15K | SH |
| ACM | AECOM | 39 | $1K–$15K | SH |
| CNP | CENTERPOINT ENERGY INC | 126 | $1K–$15K | SH |
| RGEN | REPLIGEN CORP | 20 | $1K–$15K | SH |
| C | CITIGROUP INC | 69 | $1K–$15K | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 71 | $1K–$15K | SH |
| FENY | FIDELITY COVINGTON TRUST | 153 | $1K–$15K | SH |
| GOOG | ALPHABET INC | 25 | $1K–$15K | SH |
| YETI | YETI HLDGS INC | 68 | $1K–$15K | SH |
| SHOP | SHOPIFY INC | 45 | $1K–$15K | SH |
| HUBS | HUBSPOT INC | 6 | $1K–$15K | SH |
| GL | GLOBE LIFE INC | 28 | $1K–$15K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 51 | $1K–$15K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 17 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC | 16 | $1K–$15K | SH |
| CNR | CONSOL ENERGY INC NEW | 33 | $1K–$15K | SH |
| HLNE | HAMILTON LANE INC | 29 | $1K–$15K | SH |
| GLDM | WORLD GOLD TR | 80 | $1K–$15K | SH |
| KBR | KBR INC | 59 | $1K–$15K | SH |
| M | MACYS INC | 161 | $1K–$15K | SH |
| TFLO | ISHARES TR | 64 | $1K–$15K | SH |
| RH | RH | 11 | $1K–$15K | SH |
| BAC | BANK AMERICA CORP | 95 | $1K–$15K | SH |