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 401–418 of 418
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AUGT | AIM ETF PRODUCTS TRUST | 12 | <$1K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 8 | <$1K | SH |
| JULT | AIM ETF PRODUCTS TRUST | 9 | <$1K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 22 | <$1K | SH |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 10 | <$1K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 10 | <$1K | SH |
| NOVZ | LISTED FD TR | 8 | <$1K | SH |
| MTDR | MATADOR RES CO | 4 | <$1K | SH |
| LOW | LOWES COS INC | 1 | <$1K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 11 | <$1K | SH |
| PM | PHILIP MORRIS INTL INC | 2 | <$1K | SH |
| PHIN | PHINIA INC | 6 | <$1K | SH |
| NFG | NATIONAL FUEL GAS CO | 3 | <$1K | SH |
| NIO | NIO INC | 16 | <$1K | SH |
| PFIX | SIMPLIFY EXCHANGE TRADED FUN | 2 | <$1K | SH |
| PTEN | PATTERSON-UTI ENERGY INC | 5 | <$1K | SH |
| OGN | ORGANON & CO | 3 | <$1K | SH |
| WKHS | WORKHORSE GROUP INC | 41 | <$1K | SH |