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 251–300 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAZZ | JAZZ PHARMACEUTICALS PLC | 26 | $1K–$15K | SH |
| ORI | OLD REP INTL CORP | 107 | $1K–$15K | SH |
| OSK | OSHKOSH CORP | 29 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 32 | $1K–$15K | SH |
| OKTA | OKTA INC | 34 | $1K–$15K | SH |
| VOE | VANGUARD INDEX FDS | 21 | $1K–$15K | SH |
| WDAY | WORKDAY INC | 11 | $1K–$15K | SH |
| SEIX | VIRTUS ETF TR II | 124 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW | 60 | $1K–$15K | SH |
| KRC | KILROY RLTY CORP | 73 | $1K–$15K | SH |
| FIBK | FIRST INTST BANCSYSTEM INC | 94 | $1K–$15K | SH |
| DINO | HF SINCLAIR CORP | 52 | $1K–$15K | SH |
| CBSH | COMMERCE BANCSHARES INC | 54 | $1K–$15K | SH |
| LCID | LUCID GROUP INC | 684 | $1K–$15K | SH |
| UNM | UNUM GROUP | 63 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 4 | $1K–$15K | SH |
| BILZ | PIMCO ETF TR | 28 | $1K–$15K | SH |
| SCI | SERVICE CORP INTL | 41 | $1K–$15K | SH |
| NRG | NRG ENERGY INC | 54 | $1K–$15K | SH |
| EL | LAUDER ESTEE COS INC | 19 | $1K–$15K | SH |
| KN | KNOWLES CORP | 151 | $1K–$15K | SH |
| SWN | SOUTHWESTERN ENERGY CO | 410 | $1K–$15K | SH |
| TTEK | TETRA TECH INC NEW | 16 | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 18 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC | 15 | $1K–$15K | SH |
| GGG | GRACO INC | 30 | $1K–$15K | SH |
| EVR | EVERCORE INC | 15 | $1K–$15K | SH |
| MBB | ISHARES TR | 27 | $1K–$15K | SH |
| STAG | STAG INDL INC | 64 | $1K–$15K | SH |
| VEEV | VEEVA SYS INC | 13 | $1K–$15K | SH |
| GPC | GENUINE PARTS CO | 18 | $1K–$15K | SH |
| OVV | OVINTIV INC | 56 | $1K–$15K | SH |
| CBRE | CBRE GROUP INC | 26 | $1K–$15K | SH |
| AR | ANTERO RESOURCES CORP | 106 | $1K–$15K | SH |
| VRE | VERIS RESIDENTIAL INC | 151 | $1K–$15K | SH |
| NVST | ENVISTA HOLDINGS CORPORATION | 98 | $1K–$15K | SH |
| BA | BOEING CO | 9 | $1K–$15K | SH |
| MASI | MASIMO CORP | 20 | $1K–$15K | SH |
| FR | FIRST INDL RLTY TR INC | 44 | $1K–$15K | SH |
| QCOM | QUALCOMM INC | 16 | $1K–$15K | SH |
| R | RYDER SYS INC | 20 | $1K–$15K | SH |
| PKG | PACKAGING CORP AMER | 14 | $1K–$15K | SH |
| HEI.A | HEICO CORP NEW | 16 | $1K–$15K | SH |
| JANW | AIM ETF PRODUCTS TRUST | 75 | $1K–$15K | SH |
| SFBS | SERVISFIRST BANCSHARES INC | 34 | $1K–$15K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 148 | $1K–$15K | SH |
| MSCI | MSCI INC | 4 | $1K–$15K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 19 | $1K–$15K | SH |
| MWA | MUELLER WTR PRODS INC | 155 | $1K–$15K | SH |
| PECO | PHILLIPS EDISON & CO INC | 61 | $1K–$15K | SH |