Capital Management Associates, Inc Purchases in Q3 2024

Capital Management Associates, Inc

  • $245 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
565K
New
$59.93 - $66.52 $33.8M - $37.6M
565K $37.6B
GIS
General Mills Inc

Consumer Defensive
63.3K
+ 52.31%
$62.5 - $75.15 $3.95M - $4.75M
184K $13.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.43K
+ 11.51%
$475.2 - $527.7 $2.1M - $2.34M
42.9K $22.6B
MUB
Ishares National Muni Bond ETF

ETFs
21.3K
New
$106.13 - $108.7 $2.26M - $2.32M
21.3K $2.31B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
47.3K
New
$45.2 - $47.87 $2.14M - $2.26M
47.3K $2.25B
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.9K
New
$61.11 - $67.85 $1.52M - $1.69M
24.9K $1.69B
MSFT
Microsoft Corp

Technology
3.36K
+ 72.34%
$395.15 - $467.56 $1.33M - $1.57M
8.01K $3.44B
VO
Vanguard Mid Cap ETF

ETFs
4.4K
+ 46.99%
$237.84 - $263.83 $1.05M - $1.16M
13.8K $3.63B
Capital Group Core Balanced
40.8K
New
N/A
40.8K $1.27B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9.93K
+ 10.2%
$92.1 - $95.52 $915K - $949K
107K $10.2B
SGOL
Abrdn Gold ETF Trust

ETFs
7.29K
+ 2.24%
$22.26 - $25.51 $162K - $186K
333K $8.36B
VTI
Vanguard Total Stock Market Et

ETFs
3.74K
New
$255.18 - $283.2 $953K - $1.06M
3.74K $1.06B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.95K
+ 91.87%
$96.25 - $101.98 $958K - $1.01M
20.8K $2.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.2K
New
$58.03 - $65.37 $938K - $1.06M
16.2K $1.05B
AAPL
Apple Inc.

Technology
820
+ 2.33%
$207.23 - $234.82 $170K - $193K
35.9K $8.37B
SIVR
Abrdn Silver ETF Trust

ETFs
7.74K
+ 2.33%
$25.48 - $30.77 $197K - $238K
341K $10.1B
JNJ
Johnson & Johnson

Healthcare
4.84K
+ 121.23%
$145.48 - $167.38 $704K - $810K
8.84K $1.43B
TGT
Target Corp

Consumer Defensive
4.71K
New
$133.47 - $159.25 $628K - $750K
4.71K $734M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
55
+ 0.25%
$386.81 - $423.12 $21.3K - $23.3K
22K $9.3B
MRK
Merck & Co., Inc.

Healthcare
6.3K
New
$111.15 - $128.97 $700K - $813K
6.3K $716M
CGUS
Capital Group Core Equity ETF
19.1K
+ 76.63%
$31.19 - $34.33 $596K - $656K
44K $1.51B
DRI
Darden Restaurants Inc

Consumer Cyclical
3.65K
New
$138.06 - $172.74 $503K - $630K
3.65K $598M
UNH
Unitedhealth Group Inc

Healthcare
452
+ 11.02%
$488.01 - $604.18 $221K - $273K
4.55K $2.66B
Strategic Trust
9.94K
+ 12.57%
N/A
89K $2.98B
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.1K
New
$46.9 - $51.96 $474K - $525K
10.1K $520M
TROW
Price T Rowe Group Inc

Financial Services
4.73K
New
$101.71 - $120.75 $481K - $571K
4.73K $515M
GLDM
World Gold Trust

ETFs
9.58K
New
$46.2 - $53.01 $443K - $508K
9.58K $499M
SPYG
Spdr Portfolio

ETFs
5.43K
New
$73.38 - $84.1 $398K - $457K
5.43K $450M
SPMD
Spdr Portfolio

ETFs
8.01K
New
$50.29 - $54.92 $403K - $440K
8.01K $438M
XEL
Xcel Energy Inc

Utilities
5.84K
New
$52.11 - $65.3 $305K - $382K
5.84K $382M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.65K
+ 11.35%
$100.09 - $100.69 $365K - $367K
35.8K $3.6B
INTC
Intel Corp

Technology
15.2K
New
$18.9 - $34.87 $288K - $531K
15.2K $357M
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
New
$191.76 - $263.26 $204K - $280K
1.06K $278M
HD
Home Depot, Inc.

Consumer Cyclical
618
New
$333.64 - $405.2 $206K - $250K
618 $250M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 24.08%
$161.02 - $200.0 $254K - $316K
8.14K $1.52B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.03K
+ 42.33%
$30.71 - $34.79 $185K - $210K
20.3K $706M
WMT
Walmart Inc.

Consumer Defensive
2.93K
New
$66.91 - $81.4 $196K - $239K
2.93K $237M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.31K
New
$84.77 - $97.13 $196K - $225K
2.31K $221M
HON
Honeywell International Inc

Industrials
1.06K
New
$196.73 - $220.21 $209K - $234K
1.06K $220M
XLU
Utilities Sector Spdr

ETFs
2.62K
New
$67.67 - $80.78 $177K - $211K
2.62K $211M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 2.83%
$405.19 - $478.57 $36.1K - $42.6K
3.23K $1.49B
IBM
International Business Machines Corp

Technology
940
New
$175.1 - $223.38 $165K - $210K
940 $208M
AMD
Advanced Micro Devices Inc

Technology
1.26K
New
$128.67 - $183.96 $161K - $231K
1.26K $206M
PLTR
Palantir Technologies Inc.

Technology
5.48K
New
$24.09 - $37.95 $132K - $208K
5.48K $204M
VNQ
Vanguard Specialized Funds Van

ETFs
516
+ 5.18%
$82.97 - $98.97 $42.8K - $51.1K
10.5K $1.03B
META
Meta Platforms, Inc.

Communication Services
100
+ 6.48%
$453.41 - $572.44 $45.3K - $57.2K
1.64K $941M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
165
+ 1.36%
$105.53 - $118.34 $17.4K - $19.5K
12.3K $1.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35
+ 0.1%
$57.32 - $62.65 $2.01K - $2.19K
36.2K $2.26B
IWF
Ishares Russell 1000 Gr ETF

ETFs
275
+ 41.11%
$332.02 - $382.76 $91.3K - $105K
944 $354M
Activity Summary
Buys All Purchases 74 New Holdings 30 Increased Positions 44 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 1 Puts 0
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