Capital A Wealth Management, LLC
Q4 2024 13F Holdings
- Locationnew castle, PA
- Num holdings
846
- Value ($000)
$60,249
- Date Filed02/26/2025
- Form type13F-HR
- CIK0002055297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.18M | 7 % | 23,491 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.27M | 5 % | 32,255 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $3.03M | 5 % | 59,071 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $1.66M | 3 % | 17,140 | ||
AMZN AMAZON COM INC | COM | 023135106 | $1.65M | 3 % | 7,535 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $1.65M | 3 % | 23,883 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $1.50M | 3 % | 7,858 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.47M | 2 % | 3,486 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $1.41M | 2 % | 76,301 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.23M | 2 % | 9,126 |
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