Advance Capital Management, Inc. Portfolio Holdings

Advance Capital Management, Inc.

  • $1.64 Billion
  • Q2 2025

Advance Capital Management, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.64 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $584M, Capital Group Divid Value ETF with a value of $481M, Janus Detroit Str Tr Janus Hen with a value of $164M, Schwab Strategic Tr Us Large C with a value of $35.4M, and Capital Group Growth ETF Shs C with a value of $30.8M.

Examining the 13F form we can see an decrease of $20.9M in the current position value, from $1.66B to 1.64B.

Advance Capital Management, Inc. is based out at Southfield, MI

Below you can find more details about Advance Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Billion
ETFs: $1.57 Billion
Technology: $21.4 Million
Financial Services: $11.6 Million
Communication Services: $8.13 Million
Consumer Cyclical: $7.43 Million
Industrials: $4.83 Million
Healthcare: $4.37 Million
Consumer Defensive: $2.55 Million
Other: $5.11 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.62B
$301,000 0.02% of portfolio
2,742
Q1 2025 Reduced 7.83%
$2.64B
$212,000 0.01% of portfolio
15,500
Q4 2024 Reduced 2.8%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $1.64 Billion
  • Prior Value $1.66 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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