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Capital A Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$8.94M
# of Holdings
591
Performance Rank
N/A
Allocation (Top 20)
29.56%

Capital A Wealth Management, Llc Holdings Map

Top 50 Capital A Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
3.17%753$283Kโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
3.11%1.4K$278Kโ€”โ€”โ€”2025-06-30
SCHB
SCHWAB STRATEGIC TR
2.47%4.0K$221Kโ€”โ€”โ€”2025-06-30
PNC
PNC FINL SVCS GROUP INC
1.83%1.1K$164Kโ€”โ€”โ€”2025-06-30
HBAN
HUNTINGTON BANCSHARES INC
1.6%11.3K$143Kโ€”โ€”โ€”2025-06-30
AMZN
AMAZON COM INC
1.58%927$141Kโ€”โ€”โ€”2025-06-30
NVDA
NVIDIA CORPORATION
1.45%262$130Kโ€”โ€”โ€”2025-06-30
IHDG
WISDOMTREE TR
1.39%3.0K$124Kโ€”โ€”โ€”2025-06-30
IJH
ISHARES TR
1.24%400$111Kโ€”โ€”โ€”2025-06-30
META
META PLATFORMS INC
1.16%294$104Kโ€”โ€”โ€”2025-06-30

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