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Capital A Wealth Management, LLC
RIA/Wealth
Capital A Wealth Management, LLC is a RIA/Wealth based in New Castle, PA led by Joseph Frederick Palimino, reporting $412.3M in AUM as of Q2 2025 with 36% ETF concentration.
Managing PartnerJoseph Frederick Palimino
- Portfolio Value
- $9.0M
- Positions
- 418
- Top Holding
- MSFT at 3.16%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in Capital A Wealth Management, LLC's portfolio (19% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $283.2K | 3.16% | -$1.0M Sold | 0.00% 753.0 shares | |
Consumer Electronics Technology | $277.8K | 3.10% | -$2.1M Sold | 0.00% 1.4K shares | |
ETF ETF | $220.9K | 2.47% | +$210.5K Bought | — 4.0K shares | |
Banks - Regional Financial Services | $163.7K | 1.83% | +$58.5K Bought | 0.00% 1.1K shares | |
Banks - Regional Financial Services | $143.3K | 1.60% | +$16.7K Bought | 0.00% 11.3K shares | |
Specialty Retail Consumer Cyclical | $140.8K | 1.57% | -$934.1K Sold | 0.00% 927.0 shares | |
Semiconductors Technology | $129.7K | 1.45% | +$129.7K Bought | 0.00% 262.0 shares | |
ETF ETF | $124.3K | 1.39% | +$124.3K Bought | — 3.0K shares | |
ETF ETF | $110.9K | 1.24% | +$110.9K New | — 400.0 shares | |
Internet Content & Information Communication Services | $104.1K | 1.16% | -$86.0K Sold | 0.00% 294.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Capital A Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Capital A Wealth Management, LLC
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