Capital Management Associates, Inc Purchases in Q1 2025

Capital Management Associates, Inc

  • $442 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.1K
+ 100.48%
$23.16 - $27.04 $488K - $570K
42.1K $986M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.95K
+ 100.0%
$58.81 - $68.2 $468K - $542K
15.9K $951M
VZ
Verizon Communications Inc

Communication Services
9.06K
New
$37.81 - $46.49 $343K - $421K
9.06K $411M
GE
General Electric CO

Industrials
1.59K
+ 68.84%
$168.59 - $212.13 $268K - $337K
3.9K $781M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.14K
New
$275.89 - $345.24 $315K - $394K
1.14K $394M
PEP
Pepsico Inc

Consumer Defensive
2.62K
New
$142.64 - $156.42 $373K - $410K
2.62K $393M
XLV
Select Sector Spdr Fund Health

ETFs
2.65K
New
$137.61 - $149.68 $364K - $396K
2.65K $387M
XLE
Energy Sector Spdr

ETFs
4.11K
New
$85.7 - $93.96 $352K - $386K
4.11K $384M
TRP
Tc Energy Corp

Energy
8K
New
$44.29 - $49.27 $354K - $394K
8K $378M
USB
Us Bancorp \De\

Financial Services
10.3K
+ 100.0%
$40.92 - $50.9 $421K - $524K
20.6K $869M
GLD
Spdr Gold Trust

ETFs
1.12K
+ 100.0%
$243.19 - $288.14 $272K - $322K
2.23K $644M
TTC
Toro CO

Industrials
5.68K
+ 100.0%
$71.86 - $87.28 $408K - $496K
11.4K $827M
COST
Costco Wholesale Corp

Consumer Defensive
375
+ 75.91%
$890.62 - $1076.86 $334K - $404K
869 $823M
LLY
Eli Lilly & CO

Healthcare
416
+ 100.48%
$725.72 - $929.72 $302K - $387K
830 $685M
MTB
M&T Bank Corp

Financial Services
2.04K
New
$170.47 - $201.98 $347K - $412K
2.04K $364M
Ge Vernova Inc
1.15K
New
N/A
1.15K $351M
XOM
Exxon Mobil Corp

Energy
2.9K
New
$105.44 - $118.93 $306K - $345K
2.9K $345M
IVV
Ishares Core S&P 500 ETF

ETFs
639
+ 110.75%
$554.06 - $615.85 $354K - $394K
1.22K $683M
SCHW
Schwab Charles Corp

Financial Services
4.09K
+ 100.64%
$71.24 - $83.64 $291K - $342K
8.15K $638M
EMR
Emerson Electric CO

Industrials
3.07K
New
$108.64 - $131.17 $334K - $403K
3.07K $337M
VHT
Vanguard Health Care ETF

ETFs
1.21K
+ 89.07%
$254.06 - $273.83 $306K - $330K
2.56K $678M
ABBV
Abb Vie Inc.

Healthcare
1.54K
New
$169.2 - $216.66 $261K - $334K
1.54K $323M
RSG
Republic Services, Inc.

Industrials
1.3K
New
$200.09 - $242.16 $260K - $314K
1.3K $314M
IWF
Ishares Russell 1000 Gr ETF

ETFs
944
+ 100.0%
$360.07 - $417.26 $340K - $394K
1.89K $682M
ECL
Ecolab Inc.

Basic Materials
1.19K
New
$229.72 - $269.82 $273K - $321K
1.19K $301M
XLC
Select Sector Spdr Tr Communic

ETFs
3.04K
New
$94.84 - $105.31 $289K - $321K
3.04K $294M
FAST
Fastenal CO

Industrials
3.5K
+ 93.73%
$71.11 - $79.98 $249K - $280K
7.23K $561M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.92K
+ 9.73%
$22.46 - $23.26 $223K - $231K
112K $2.59B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2K
+ 100.0%
$161.27 - $192.3 $323K - $385K
4K $645M
ED
Consolidated Edison Inc

Utilities
2.46K
New
$88.0 - $110.59 $216K - $272K
2.46K $272M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
804
New
$333.37 - $384.99 $268K - $310K
804 $269M
AMD
Advanced Micro Devices Inc

Technology
2.5K
New
$96.63 - $129.55 $242K - $324K
2.5K $257M
MINN
Trust For Professional Mgrs Ma
11.5K
+ 100.0%
$21.78 - $22.34 $251K - $257K
23K $505M
AXON
Axon Enterprise, Inc.

Industrials
474
New
$496.65 - $710.01 $235K - $337K
474 $249M
WMT
Walmart Inc.

Consumer Defensive
2.93K
+ 91.25%
$84.5 - $105.05 $248K - $308K
6.14K $539M
XLK
Technology Sector Spdr

ETFs
1.37K
+ 100.0%
$206.38 - $242.18 $283K - $332K
2.74K $565M
ENB
Enbridge Inc

Energy
5.49K
New
$41.54 - $45.45 $228K - $250K
5.49K $243M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.29K
New
$182.82 - $196.21 $235K - $253K
1.29K $242M
AFL
Aflac Inc

Financial Services
2.15K
New
$100.99 - $111.19 $217K - $239K
2.15K $239M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.85K
New
$56.51 - $62.98 $217K - $242K
3.85K $233M
DUK
Duke Energy Corp

Utilities
1.89K
New
$105.87 - $121.97 $200K - $231K
1.89K $231M
AMAT
Applied Materials Inc

Technology
1.75K
+ 100.58%
$145.06 - $195.51 $253K - $341K
3.48K $505M
EMQQ
Emqq Emerging Markets Internet

ETFs
5.78K
New
$33.17 - $40.71 $192K - $235K
5.78K $220M
OKE
Oneok Inc

Energy
2.22K
New
$89.57 - $109.85 $199K - $244K
2.22K $220M
IWB
Ishares Tr Russell 1000 ETF

ETFs
716
New
$302.31 - $337.54 $216K - $242K
716 $220M
GKOS
Glaukos Corp

Healthcare
2.2K
New
$96.6 - $161.22 $213K - $355K
2.2K $217M
XLY
Select Sector Spdr Consumer Di

ETFs
1.09K
New
$192.6 - $233.2 $210K - $255K
1.09K $216M
FDN
First Tr Fd Dow Jones

ETFs
946
New
$221.38 - $266.86 $209K - $252K
946 $210M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
840
New
$208.48 - $244.03 $175K - $205K
840 $205M
Activity Summary
Buys All Purchases 123 New Holdings 36 Increased Positions 87 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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