Advance Capital Management, Inc. Portfolio Holdings

Advance Capital Management, Inc.

  • $1.68 Billion
  • Q4 2024

Advance Capital Management, Inc. has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.68 Billion distributed in 153 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 $843M, Capital Group Divid Value ETF with a value of $382M, Janus Detroit Str Tr Janus Hen with a value of $100M, Schwab Strategic Tr Us Large C with a value of $48.9M, and Spdr S&P 500 ETF Trust with a value of $31.9M.

Examining the 13F form we can see an decrease of $6.87M in the current position value, from $1.69B to 1.68B.

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 $1.68 Billion
ETFs: $1.62 Billion
Technology: $20.6 Million
Financial Services: $9.98 Million
Communication Services: $7.29 Million
Consumer Cyclical: $6.89 Million
Industrials: $4.55 Million
Healthcare: $4.12 Million
Consumer Defensive: $2.07 Million
Other: $4.81 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $1.68 Billion
  • Prior Value $1.69 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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