Top 50 Capital A Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.17% | 753 | $283K | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 3.11% | 1.4K | $278K | โ | โ | โ | 2025-06-30 |
| SCHB | SCHWAB STRATEGIC TR | 2.47% | 4.0K | $221K | โ | โ | โ | 2025-06-30 |
| PNC | PNC FINL SVCS GROUP INC | 1.83% | 1.1K | $164K | โ | โ | โ | 2025-06-30 |
| HBAN | HUNTINGTON BANCSHARES INC | 1.6% | 11.3K | $143K | โ | โ | โ | 2025-06-30 |
| AMZN | AMAZON COM INC | 1.58% | 927 | $141K | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.45% | 262 | $130K | โ | โ | โ | 2025-06-30 |
| IHDG | WISDOMTREE TR | 1.39% | 3.0K | $124K | โ | โ | โ | 2025-06-30 |
| IJH | ISHARES TR | 1.24% | 400 | $111K | โ | โ | โ | 2025-06-30 |
| META | META PLATFORMS INC | 1.16% | 294 | $104K | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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