Capital Management Associates, Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $38.6B, Vanguard Index Fds S&P 500 ETF with a value of $24.1B, Spdr S&P 500 ETF Trust with a value of $22.1B, General Mills Inc with a value of $20.3B, and Invesco Qqq Trust, Series 1 with a value of $19B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $245B to 267B.

Capital Management Associates, Inc is based out at Minneapolis, MN

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

Portfolio value $267 Billion
ETFs: $193 Billion
Consumer Defensive: $22.1 Billion
Technology: $14.4 Billion
Healthcare: $6.36 Billion
Industrials: $6.14 Billion
Financial Services: $5.57 Billion
Real Estate: $4.22 Billion
Consumer Cyclical: $4.2 Billion
Other: $2.66 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $267 Billion
  • Prior Value $245 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Capital Management Associates, Inc Portfolio

Follow Capital Management Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Management Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Management Associates, Inc with notifications on news.