• 13F History

Capital A Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 26, 2025
Value $
$60.2M
Signature - Title
Michael D Richards Jr - Chief Compliance Officer
Location
New Castle, PA
Summary
This page shows a list of all the recent 13F filings made by Capital A Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital A Wealth Management, LLC reported 846 stock holdings with total value $60.2M as of Q4 2024. Top holdings included QUAL, IVW, DYNF, EFG, and AMZN.
Holdings Value

List of Other Managers Reporting for Capital A Wealth Management, LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $11.8B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 846 $60.2M $0 $0 QUAL, IVW, DYNF, EFG, AMZN 13F-HR 2/26/2025, 02:37 PM