Capital Management Associates, Inc Incresed Positions in Q1 2025

Capital Management Associates, Inc

  • $442 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.83M
+ 107.59%
$21.23 - $23.75 $38.8M - $43.4M
3.53M $75.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
43.1K
+ 114.36%
$551.42 - $612.93 $23.8M - $26.4M
80.9K $45.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
35.8K
+ 96.07%
$468.34 - $539.52 $16.7M - $19.3M
73K $34.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.5K
+ 68.09%
$507.05 - $563.67 $15.5M - $17.2M
75.3K $38.7B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
139K
+ 117.4%
$93.32 - $95.35 $13M - $13.3M
258K $24.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26.6K
+ 118.74%
$408.78 - $448.82 $10.9M - $11.9M
49K $20.6B
Capital Group Core Balanced
208K
+ 199.82%
N/A
313K $9.69B
VB
Vanguard Small Cap ETF

ETFs
28.1K
+ 95.65%
$217.89 - $252.64 $6.11M - $7.09M
57.4K $12.7B
MUB
Ishares National Muni Bond ETF

ETFs
45.1K
+ 182.26%
$104.71 - $107.69 $4.72M - $4.85M
69.8K $7.36B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
45.7K
+ 121.23%
$100.32 - $100.76 $4.58M - $4.6M
83.3K $8.38B
Strategic Trust
109K
+ 107.46%
N/A
210K $6.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.2K
+ 124.55%
$95.85 - $99.25 $3.18M - $3.29M
59.8K $5.92B
CGUS
Capital Group Core Equity ETF
67.6K
+ 133.15%
$33.08 - $36.62 $2.24M - $2.47M
118K $3.95B
VNQ
Vanguard Specialized Funds Van

ETFs
23.4K
+ 116.09%
$85.55 - $94.34 $2M - $2.21M
43.6K $3.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.27K
+ 102.51%
$442.66 - $534.52 $1.45M - $1.75M
6.46K $3.44B
BSX
Boston Scientific Corp

Healthcare
15.7K
+ 100.0%
$89.38 - $106.18 $1.4M - $1.66M
31.3K $3.16B
SGOL
Abrdn Gold ETF Trust

ETFs
2.38K
+ 0.7%
$25.14 - $29.82 $59.9K - $71K
344K $10.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
75.9K
+ 100.26%
$21.75 - $24.28 $1.65M - $1.84M
152K $3.35B
EWRE
Invesco S&P 500 Equal Weight R

ETFs
40.6K
+ 209.42%
N/A
60K $2.14B
VV
Vanguard Large Cap ETF

ETFs
5.58K
+ 100.0%
$253.32 - $282.66 $1.41M - $1.58M
11.2K $2.87B
VO
Vanguard Mid Cap ETF

ETFs
5.4K
+ 46.32%
$251.87 - $277.95 $1.36M - $1.5M
17.1K $4.41B
SPMD
Spdr Portfolio

ETFs
25.7K
+ 319.62%
$50.21 - $57.73 $1.29M - $1.48M
33.8K $1.73B
VTV
Vanguard Value ETF

ETFs
6.71K
+ 108.75%
$167.73 - $179.21 $1.13M - $1.2M
12.9K $2.23B
GLDM
World Gold Trust

ETFs
15.2K
+ 106.3%
$52.19 - $61.89 $792K - $939K
29.5K $1.82B
CGGR
Capital Group Growth ETF Shs C

ETFs
32.4K
+ 144.66%
$33.98 - $39.84 $1.1M - $1.29M
54.9K $1.88B
DE
Deere & CO

Industrials
1.9K
+ 100.11%
$408.57 - $509.27 $776K - $968K
3.8K $1.78B
GGG
Graco Inc

Industrials
11.3K
+ 97.68%
$80.53 - $87.54 $907K - $986K
22.8K $1.9B
VTI
Vanguard Total Stock Market Et

ETFs
3.51K
+ 94.81%
$271.18 - $303.12 $951K - $1.06M
7.21K $1.98B
VIG
Vanguard Dividend Appreciation

ETFs
4.57K
+ 122.0%
N/A
8.31K $1.61B
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 98.7%
$576.36 - $736.67 $878K - $1.12M
3.07K $1.77B
SPYG
Spdr Portfolio

ETFs
10.1K
+ 185.24%
$80.05 - $92.39 $807K - $931K
15.5K $1.25B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.4K
+ 47.21%
$57.21 - $65.8 $879K - $1.01M
47.9K $2.8B
MCD
Mcdonalds Corp

Consumer Cyclical
2.22K
+ 68.67%
$279.74 - $321.29 $622K - $714K
5.46K $1.71B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.2K
+ 101.66%
$27.01 - $28.54 $708K - $748K
52K $1.45B
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 160.44%
$47.4 - $52.99 $581K - $650K
19.9K $1.01B
AMZN
Amazon Com Inc

Consumer Cyclical
4.53K
+ 58.84%
$190.26 - $242.06 $861K - $1.1M
12.2K $2.32B
GOOG
Alphabet Inc.

Communication Services
4.75K
+ 94.65%
$156.06 - $207.71 $741K - $986K
9.76K $1.52B
ILCB
Ishares Morningstar U.S. Equit

ETFs
7.71K
+ 115.14%
$76.17 - $85.05 $587K - $656K
14.4K $1.11B
MA
Mastercard Inc

Financial Services
990
+ 94.47%
$504.67 - $576.31 $500K - $571K
2.04K $1.12B
XEL
Xcel Energy Inc

Utilities
7.7K
+ 130.58%
$63.37 - $72.1 $488K - $555K
13.6K $963M
WM
Waste Management Inc

Industrials
2.15K
+ 100.65%
$200.54 - $233.78 $432K - $504K
4.29K $994M
XLP
Consumer Staples Sector Spdr

ETFs
6.66K
+ 117.01%
N/A
12.4K $1.01B
CAT
Caterpillar Inc

Industrials
1.85K
+ 101.2%
$326.75 - $407.63 $604K - $753K
3.67K $1.21B
NVDA
Nvidia Corp

Technology
6.41K
+ 98.71%
$106.98 - $149.43 $686K - $958K
12.9K $1.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.1K
+ 56.88%
$102.49 - $119.96 $625K - $732K
16.8K $1.76B
PLTR
Palantir Technologies Inc.

Technology
5K
+ 92.04%
$64.98 - $124.62 $325K - $623K
10.4K $880M
V
Visa Inc.

Financial Services
1.17K
+ 93.75%
$306.92 - $362.71 $359K - $424K
2.42K $847M
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
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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