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 351–400 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3 | $1K–$15K | SH |
| BXMT | BLACKSTONE MTG TR INC | 61 | $1K–$15K | SH |
| HGV | HILTON GRAND VACATIONS INC | 32 | $1K–$15K | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 48 | $1K–$15K | SH |
| BMI | BADGER METER INC | 8 | $1K–$15K | SH |
| UGI | UGI CORP NEW | 50 | $1K–$15K | SH |
| BATRK | ATLANTA BRAVES HLDGS INC | 31 | $1K–$15K | SH |
| ENS | ENERSYS | 12 | $1K–$15K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 27 | $1K–$15K | SH |
| CWST | CASELLA WASTE SYS INC | 14 | $1K–$15K | SH |
| NOK | NOKIA CORP | 340 | $1K–$15K | SH |
| KW | KENNEDY-WILSON HOLDINGS INC | 93 | $1K–$15K | SH |
| G | GENPACT LIMITED | 33 | $1K–$15K | SH |
| IJJ | ISHARES TR | 10 | $1K–$15K | SH |
| TMHC | TAYLOR MORRISON HOME CORP | 21 | $1K–$15K | SH |
| WAL | WESTERN ALLIANCE BANCORP | 17 | $1K–$15K | SH |
| EFAV | ISHARES TR | 16 | $1K–$15K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4 | $1K–$15K | SH |
| GATX | GATX CORP | 9 | $1K–$15K | SH |
| SWX | SOUTHWEST GAS HLDGS INC | 17 | $1K–$15K | SH |
| SCHX | SCHWAB STRATEGIC TR | 19 | $1K–$15K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 84 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND | 3 | $1K–$15K | SH |
| HLF | HERBALIFE LTD | 69 | $1K–$15K | SH |
| TXT | TEXTRON INC | 13 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC | 2 | $1K–$15K | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 37 | <$1K | SH |
| IYE | ISHARES TR | 22 | <$1K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 18 | <$1K | SH |
| LILAK | LIBERTY LATIN AMERICA LTD | 128 | <$1K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 25 | <$1K | SH |
| LMT | LOCKHEED MARTIN CORP | 2 | <$1K | SH |
| IBHD | ISHARES TR | 37 | <$1K | SH |
| FDLO | FIDELITY COVINGTON TRUST | 16 | <$1K | SH |
| CHX | CHAMPIONX CORPORATION | 27 | <$1K | SH |
| STZ | CONSTELLATION BRANDS INC | 3 | <$1K | SH |
| FFWM | FIRST FNDTN INC | 74 | <$1K | SH |
| OPCH | OPTION CARE HEALTH INC | 20 | <$1K | SH |
| BTAL | AGF INVTS TR | 37 | <$1K | SH |
| ADBE | ADOBE INC | 1 | <$1K | SH |
| DECZ | LISTED FD TR | 18 | <$1K | SH |
| PTON | PELOTON INTERACTIVE INC | 81 | <$1K | SH |
| EXR | EXTRA SPACE STORAGE INC | 3 | <$1K | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 20 | <$1K | SH |
| BND | VANGUARD BD INDEX FDS | 6 | <$1K | SH |
| FSRNQ | FISKER INC | 246 | <$1K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 5 | <$1K | SH |
| RVTY | REVVITY INC | 3 | <$1K | SH |
| EDV | VANGUARD WORLD FD | 4 | <$1K | SH |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 22 | <$1K | SH |