Advance Capital Management, Inc. Incresed Positions in Q3 2024

Advance Capital Management, Inc.

  • $1.69 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
1.69M
+ 18.53%
$32.96 - $36.48 $55.6M - $61.5M
10.8M $393M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
274K
+ 2747.46%
$41.02 - $46.01 $11.2M - $12.6M
284K $12.9M
HTRB
Hartford Fds Total Return Bd E

ETFs
132K
+ 34.4%
$33.29 - $35.33 $4.39M - $4.66M
515K $18M
JMBS
Janus Detroit Str Tr Henderson

ETFs
78.5K
+ 25.98%
$44.13 - $47.01 $3.46M - $3.69M
380K $17.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.3K
+ 5.11%
$54.98 - $59.51 $898K - $972K
336K $20M
FMB
First Tr Exchange Traded Fd Ii

ETFs
15.8K
+ 21.65%
$51.0 - $52.05 $806K - $823K
88.8K $4.61M
AAPL
Apple Inc.

Technology
689
+ 2.36%
$207.23 - $234.82 $143K - $162K
29.9K $6.96M
SPMD
Spdr Portfolio

ETFs
640
+ 0.31%
$50.29 - $54.92 $32.2K - $35.1K
209K $11.4M
IWM
Ishares Russell 2000 ETF

ETFs
2.85K
+ 81.85%
$200.87 - $224.6 $572K - $640K
6.33K $1.4M
ORCL
Oracle Corp

Technology
170
+ 1.22%
$125.9 - $170.35 $21.4K - $29K
14.1K $2.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
493
+ 7.93%
$434.77 - $502.96 $214K - $248K
6.71K $3.27M
TSLA
Tesla, Inc.

Consumer Cyclical
197
+ 6.71%
$191.76 - $263.26 $37.8K - $51.9K
3.13K $819K
ABBV
Abb Vie Inc.

Healthcare
513
+ 18.73%
$163.84 - $199.33 $84K - $102K
3.25K $642K
GLD
Spdr Gold Trust

ETFs
316
+ 10.36%
$215.56 - $246.98 $68.1K - $78K
3.37K $818K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.05K
+ 32.51%
$61.47 - $67.36 $126K - $138K
8.34K $560K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.1%
$245.82 - $304.51 $737 - $914
3.04K $925K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
968
+ 9.58%
$77.02 - $85.06 $74.6K - $82.3K
11.1K $936K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
994
+ 23.59%
$101.72 - $112.94 $101K - $112K
5.21K $588K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.9K
+ 4.07%
$24.78 - $25.11 $96.6K - $97.9K
99.6K $2.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.51K
+ 8.39%
$24.62 - $25.59 $86.5K - $89.9K
45.4K $1.16M
NEE
Nextera Energy Inc

Utilities
123
+ 1.57%
$69.9 - $84.97 $8.6K - $10.5K
7.94K $671K
SPYG
Spdr Portfolio

ETFs
549
+ 2.38%
$73.38 - $84.1 $40.3K - $46.2K
23.6K $1.96M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
425
+ 5.58%
$77.23 - $87.97 $32.8K - $37.4K
8.04K $697K
PEP
Pepsico Inc

Consumer Defensive
500
+ 24.02%
$161.9 - $179.3 $81K - $89.7K
2.58K $439K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.14%
$520.18 - $576.82 $2.08K - $2.31K
2.93K $1.69M
MA
Mastercard Inc

Financial Services
1
+ 0.06%
$429.6 - $500.99 $430 - $501
1.65K $815K
JPM
Jpmorgan Chase & CO

Financial Services
257
+ 7.4%
$194.9 - $224.8 $50.1K - $57.8K
3.73K $786K
AMGN
Amgen Inc

Healthcare
49
+ 0.78%
$309.38 - $337.38 $15.2K - $16.5K
6.36K $2.05M
NVDA
Nvidia Corp

Technology
1.12K
+ 3.92%
$98.91 - $134.91 $111K - $151K
29.8K $3.61M
META
Meta Platforms, Inc.

Communication Services
13
+ 1.31%
$453.41 - $572.44 $5.89K - $7.44K
1.01K $575K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 5.65%
$405.19 - $478.57 $19.4K - $23K
898 $413K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
606
+ 4.58%
$33.74 - $37.96 $20.4K - $23K
13.8K $520K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
181
+ 5.35%
$101.06 - $115.49 $18.3K - $20.9K
3.56K $403K
IAU
Ishares Gold Trust

ETFs
128
+ 1.72%
$44.06 - $50.5 $5.64K - $6.46K
7.58K $376K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.02%
$107.93 - $120.23 $108 - $120
6.46K $759K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.02%
$117.9 - $128.2 $118 - $128
5.03K $644K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
40
+ 0.3%
$37.68 - $42.0 $1.51K - $1.68K
13.5K $560K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 2.34%
$416.14 - $494.01 $7.49K - $8.89K
787 $386K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5
+ 0.04%
$81.1 - $89.18 $406 - $446
11.8K $1.03M
MUB
Ishares National Muni Bond ETF

ETFs
278
+ 13.03%
$106.13 - $108.7 $29.5K - $30.2K
2.41K $261K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.09%
$160.76 - $177.82 $482 - $533
3.36K $581K
UPS
United Parcel Service Inc

Industrials
238
+ 2.8%
$123.32 - $147.38 $29.4K - $35.1K
8.73K $1.19M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.36%
$179.99 - $201.6 $720 - $806
1.12K $224K
CGUS
Capital Group Core Equity ETF
13
+ 0.16%
$31.19 - $34.33 $405 - $446
8.18K $280K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
423
+ 0.83%
$23.88 - $24.01 $10.1K - $10.2K
51.5K $1.24M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$96.3 - $106.49 $96.3 - $106
5.11K $534K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.09%
$211.35 - $255.11 $211 - $255
1.07K $264K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
99
+ 1.11%
$23.13 - $23.43 $2.29K - $2.32K
9.04K $211K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
96
+ 0.91%
$25.04 - $25.21 $2.4K - $2.42K
10.6K $267K
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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