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CIK: 0001536029
Total reported value
$3.1B
$3.1B
153 檔
58.8%
At the close of Q4 2024, Advance Capital Management, Inc. disclosed equity holdings valued at approximately $3.1B, spread across 153 reported holdings.
In Q4 2024, Advance Capital Management, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 38.59% | -0.61% | -2.55% | |
| 2 | CGCB | Cap Group Core Bond | ETF-Other | 19.60% | -0.05% | -10.52% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 17.48% | +0.55% | +0.38% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.58% | -0.06% | +3.33% | |
| 5 | CGBL | Cap Group Core Balanced | ETF-Other | 3.09% | -0.84% | +3.14% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.24% | -1.38% | +339.59% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | +0.02% | +1.09% | |
| 8 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.01% | -0.01% | +2.00% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | -0.01% | +1.37% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.81% | — | — | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.79% | — | +0.33% | |
| 12 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.77% | -0.05% | EXIT | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.74% | -0.42% | -3.80% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 0.65% | -0.02% | +1.24% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.53% | -0.01% | +0.60% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | -0.01% | -0.58% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.03% | +13.30% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 0.32% | -0.02% | -0.01% | |
| 19 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.30% | -0.02% | +30.40% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.23% | +1.06% | -3.63% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 0.21% | -0.01% | +2.77% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | +1.93% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | — | +0.92% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | +9.04% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.01% | -0.58% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.14% | — | -2.93% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.12% | — | +1.13% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.01% | -8.31% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | +0.59% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | — | +1.15% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.09% | — | +0.93% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.09% | +0.08% | -3.00% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | +0.14% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.08% | — | -0.02% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.01% | +3.15% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.08% | -0.01% | -30.34% | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.08% | — | -5.58% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | -0.01% | -0.44% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | +23.00% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.07% | — | +1.89% | |
| 41 | UMAR | Innovator U.s. Equity Ultra | ETF-Other | 0.07% | — | -91.69% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | — | +1.75% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +7.27% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.08% | EXIT | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | +1.89% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.05% | -0.01% | +1.56% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.05% | — | +257.66% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.05% | +0.02% | -4.57% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.05% | — | +2.58% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | +0.01% | -0.42% |
According to official SEC Form 13F filings, Advance Capital Management, Inc. reported a total U.S. public equity portfolio value of $3.1B across 153 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, CGCB, CGDV) accounted for 58.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SDVY
市值: $17.6M
Top Position Liquidated / Trimmed
IBTE
前期市值: $1.2M
During Q4 2024, Advance Capital Management, Inc.'s top holdings by market value included SPYM (38.6%)、CGCB (19.6%)、CGDV (17.5%). The largest single position, SPYM, represented 38.6% of total portfolio value.
In Q4 2024, Advance Capital Management, Inc. made 148 total portfolio adjustments, initiating 12 new buys, adding to 76 positions, trimming 53 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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