Advance Capital Management, Inc. Reduced Holdings in Q4 2024

Advance Capital Management, Inc.

  • $1.68 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-447K
- 91.69%
$34.72 - $35.93 $15.5M - $16M
40.5K $1.44M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-272K
- 95.64%
$44.33 - $49.55 $12M - $13.5M
12.4K $557K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-173K
- 93.14%
$53.94 - $58.15 $9.33M - $10.1M
12.7K $718K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-320K
- 2.55%
$66.77 - $71.52 $21.4M - $22.9M
12.2M $843M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-14.5K
- 3.8%
$44.03 - $46.65 $637K - $675K
366K $16.2M
IEF
Ishares Barclays

ETFs
-7.87K
- 30.34%
$92.08 - $98.18 $725K - $773K
18.1K $1.67M
PGR
Progressive Corp

Financial Services
-3
- 0.01%
$239.6 - $268.88 $719 - $807
28.7K $6.88M
AMGN
Amgen Inc

Healthcare
-28
- 0.44%
$258.78 - $328.31 $7.25K - $9.19K
6.33K $1.65M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.97K
- 33.91%
$99.0 - $99.5 $294K - $295K
5.78K $573K
ORCL
Oracle Corp

Technology
-1.17K
- 8.31%
$165.41 - $192.43 $194K - $226K
12.9K $2.16M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.22K
- 3.63%
$58.65 - $64.37 $189K - $207K
85.5K $5.06M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.28K
- 5.58%
$42.84 - $45.38 $97.8K - $104K
38.7K $1.66M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.75K
- 34.14%
$103.6 - $112.52 $181K - $196K
3.37K $353K
UPS
United Parcel Service Inc

Industrials
-399
- 4.57%
$122.65 - $138.35 $48.9K - $55.2K
8.33K $1.05M
PEP
Pepsico Inc

Consumer Defensive
-444
- 17.2%
$151.29 - $176.1 $67.2K - $78.2K
2.14K $325K
CGXU
Capital Group Intl Focus Equit

ETFs
-3.17K
- 20.73%
$24.67 - $26.94 $78.3K - $85.5K
12.1K $299K
VZ
Verizon Communications Inc

Communication Services
-106
- 0.57%
$39.6 - $45.21 $4.2K - $4.79K
18.3K $733K
F
Ford Motor CO

Consumer Cyclical
-5.2K
- 8.33%
$9.69 - $11.4 $50.4K - $59.3K
57.2K $566K
INDA
Ishares Msci India Index Fund

ETFs
-624
- 12.63%
$52.64 - $58.16 $32.8K - $36.3K
4.32K $227K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-765
- 11.44%
$36.15 - $41.9 $27.7K - $32.1K
5.92K $215K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-100
- 0.72%
$34.13 - $37.35 $3.41K - $3.74K
13.7K $469K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 0.16%
$209.89 - $233.24 $1.47K - $1.63K
4.29K $910K
JNJ
Johnson & Johnson

Healthcare
-41
- 1.81%
$143.34 - $165.86 $5.88K - $6.8K
2.23K $322K
PFE
Pfizer Inc

Healthcare
-744
- 7.48%
$24.8 - $30.19 $18.5K - $22.5K
9.21K $244K
IWN
Ishares Russell2000 Val ETF

ETFs
-231
- 13.23%
$162.69 - $181.35 $37.6K - $41.9K
1.52K $248K
GE
General Electric CO

Industrials
-10
- 0.56%
$159.95 - $194.23 $1.6K - $1.94K
1.76K $293K
CVX
Chevron Corp

Energy
-248
- 14.55%
$141.15 - $162.53 $35K - $40.3K
1.46K $210K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-254
- 7.13%
$109.14 - $121.63 $27.7K - $30.9K
3.31K $363K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.41K
- 6.47%
$34.78 - $35.99 $49K - $50.7K
20.4K $723K
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.14%
$114.45 - $127.21 $801 - $890
4.9K $566K
WELL
Welltower Inc.

Real Estate
-3
- 0.02%
$123.11 - $139.3 $369 - $418
13.7K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-156
- 3.27%
$44.04 - $49.49 $6.87K - $7.72K
4.61K $202K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.8%
$161.05 - $179.7 $4.35K - $4.85K
3.33K $558K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-62
- 1.23%
$126.68 - $134.74 $7.85K - $8.35K
4.97K $633K
SYK
Stryker Corp

Healthcare
-3
- 0.27%
$345.14 - $392.15 $1.04K - $1.18K
1.12K $403K
Capital Grp Fixed Incm ETF T
-1.95M
- 10.52%
N/A
16.6M $0
PCT
Pure Cycle Technologies, Inc.

Industrials
-446
- 2.8%
$8.81 - $14.3 $3.93K - $6.38K
15.5K $158K
BA
Boeing CO

Industrials
-166
- 10.94%
$138.14 - $180.72 $22.9K - $30K
1.35K $239K
ROK
Rockwell Automation, Inc

Industrials
-3
- 0.37%
$264.65 - $302.92 $794 - $909
800 $228K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-38
- 1.64%
$198.04 - $221.51 $7.53K - $8.42K
2.28K $479K
VXF
Vanguard Extended Market ETF

ETFs
-125
- 2.3%
$179.17 - $207.15 $22.4K - $25.9K
5.3K $1.01M
TJX
Tjx Companies Inc

Consumer Cyclical
-14
- 0.22%
$112.15 - $127.2 $1.57K - $1.78K
6.44K $778K
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.42%
$280.04 - $302.45 $4.2K - $4.54K
3.56K $1.03M
MAR
Marriott International Inc

Consumer Cyclical
-23
- 2.16%
$246.06 - $292.59 $5.66K - $6.73K
1.04K $290K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-663
- 3.0%
$89.97 - $98.59 $59.7K - $65.4K
21.5K $2.04M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-1.96K
- 7.43%
$11.14 - $20.2 $21.8K - $39.5K
24.4K $350K
MA
Mastercard Inc

Financial Services
-14
- 0.85%
$491.3 - $536.15 $6.88K - $7.51K
1.64K $861K
WMT
Walmart Inc.

Consumer Defensive
-308
- 3.18%
$79.1 - $95.7 $24.4K - $29.5K
9.39K $848K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 1.34%
$205.18 - $250.29 $10.3K - $12.5K
3.68K $882K
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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