SEC Form 13F

Capital A Wealth Management, LLC 13F Holdings

Report period2025-06-30
Publicly available2025-09-27
Reported value$8,941,138
Positions418

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$283,159753
APPLE INCAAPLCOM$277,8211,443
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$220,8993,968
PNC FINL SVCS GROUP INCPNCCOM$163,6761,057
HUNTINGTON BANCSHARES INCHBANCOM$143,34111,269
AMAZON COM INCAMZNCOM$140,848927
NVIDIA CORPORATIONNVDACOM$129,748262
WISDOMTREE TRIHDGITL HDG QTLY DIV$124,3322,961
ISHARES TRIJHCORE S&P MCP ETF$110,860400
META PLATFORMS INCMETACL A$104,065294

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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