Capital Management Associates, Inc Incresed Positions in Q4 2024

Capital Management Associates, Inc

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
135K
+ 73.1%
$62.78 - $74.62 $8.45M - $10M
319K $20.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.2K
+ 9.27%
$567.81 - $607.81 $1.82M - $1.94M
37.7K $22.1B
Capital Group Core Balanced
63.5K
+ 155.61%
N/A
104K $3.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 4.52%
$521.84 - $558.82 $1.01M - $1.08M
44.8K $24.1B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.13M
+ 200.88%
$22.01 - $66.82 $25M - $75.8M
1.7M $38.6B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
11.4K
+ 10.63%
$93.52 - $95.37 $1.07M - $1.09M
119K $11.1B
VUG
Vanguard Growth ETF

ETFs
1.98K
+ 141.48%
$378.79 - $428.11 $748K - $846K
3.37K $1.38B
VNQ
Vanguard Specialized Funds Van

ETFs
9.69K
+ 92.5%
$87.85 - $98.6 $852K - $956K
20.2K $1.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.86K
+ 28.2%
$96.64 - $101.23 $566K - $593K
26.6K $2.58B
Strategic Trust
12K
+ 13.54%
N/A
101K $3.31B
CGUS
Capital Group Core Equity ETF
6.7K
+ 15.2%
$33.96 - $36.24 $227K - $243K
50.7K $1.77B
GLDM
World Gold Trust

ETFs
4.7K
+ 49.02%
$50.76 - $55.23 $238K - $259K
14.3K $742M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
396
+ 1.8%
$417.69 - $450.94 $165K - $179K
22.4K $9.53B
SGOL
Abrdn Gold ETF Trust

ETFs
8.9K
+ 2.68%
$24.46 - $26.62 $218K - $237K
342K $8.56B
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 6.11%
$213.65 - $479.86 $13.9K - $31.2K
1.13K $456M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.89K
+ 5.28%
$100.22 - $100.73 $189K - $190K
37.7K $3.78B
CGGR
Capital Group Growth ETF Shs C

ETFs
2.14K
+ 10.55%
$34.49 - $39.24 $73.8K - $83.9K
22.4K $833M
VTV
Vanguard Value ETF

ETFs
897
+ 17.0%
$168.32 - $181.87 $151K - $163K
6.17K $1.05B
VB
Vanguard Small Cap ETF

ETFs
89
+ 0.3%
$233.76 - $261.58 $20.8K - $23.3K
29.3K $7.05B
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.14%
$205.18 - $250.29 $1.03K - $1.25K
3.57K $855M
NVDA
Nvidia Corp

Technology
52
+ 0.81%
$117.0 - $148.88 $6.08K - $7.74K
6.5K $873M
SCHW
Schwab Charles Corp

Financial Services
451
+ 12.49%
$63.31 - $82.85 $28.6K - $37.4K
4.06K $301M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
54.6K
+ 115.52%
$22.63 - $47.53 $1.24M - $2.6M
102K $2.31B
SCHX
Schwab Strategic Tr Us Large C

ETFs
50.8K
+ 204.12%
$22.4 - $68.28 $1.14M - $3.47M
75.7K $1.76B
WMT
Walmart Inc.

Consumer Defensive
282
+ 9.62%
$79.1 - $95.7 $22.3K - $27K
3.21K $290M
V
Visa Inc.

Financial Services
1
+ 0.08%
$273.87 - $320.91 $274 - $321
1.25K $395M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.99K
+ 19.47%
$44.04 - $49.49 $87.6K - $98.4K
12.2K $537M
MSFT
Microsoft Corp

Technology
271
+ 3.39%
$406.35 - $454.46 $110K - $123K
8.28K $3.49B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$161.86 - $196.66 $162 - $197
1.75K $330M
ILCB
Ishares Morningstar U.S. Equit

ETFs
265
+ 4.12%
$78.43 - $84.56 $20.8K - $22.4K
6.7K $543M
SPYG
Spdr Portfolio

ETFs
10
+ 0.18%
$81.74 - $91.38 $817 - $914
5.44K $478M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.9K
+ 107.75%
$25.33 - $51.16 $276K - $557K
21K $543M
XEL
Xcel Energy Inc

Utilities
55
+ 0.94%
$62.16 - $72.92 $3.42K - $4.01K
5.9K $398M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.13%
$94.43 - $105.47 $283 - $316
2.32K $235M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.17%
$570.51 - $610.59 $571 - $611
577 $340M
WM
Waste Management Inc

Industrials
80
+ 3.88%
$201.79 - $228.46 $16.1K - $18.3K
2.14K $432M
FAST
Fastenal CO

Industrials
28
+ 0.76%
$69.99 - $84.35 $1.96K - $2.36K
3.73K $268M
SPMD
Spdr Portfolio

ETFs
30
+ 0.37%
$54.13 - $59.56 $1.62K - $1.79K
8.04K $440M
XLP
Consumer Staples Sector Spdr

ETFs
135
+ 2.43%
N/A
5.69K $447M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.2K
+ 202.16%
$26.93 - $84.95 $464K - $1.46M
25.8K $704M
VHT
Vanguard Health Care ETF

ETFs
53
+ 4.07%
$250.81 - $283.3 $13.3K - $15K
1.35K $343M
HL
Hecla Mining CO

Basic Materials
9
+ 0.06%
$4.86 - $7.53 $43.7 - $67.8
15.2K $74.4M
CAT
Caterpillar Inc

Industrials
2
+ 0.11%
$360.37 - $416.88 $721 - $834
1.83K $662M
AMAT
Applied Materials Inc

Technology
4
+ 0.23%
$161.44 - $213.89 $646 - $856
1.74K $282M
JNJ
Johnson & Johnson

Healthcare
221
+ 2.5%
$143.34 - $165.86 $31.7K - $36.7K
9.06K $1.31B
SIVR
Abrdn Silver ETF Trust

ETFs
12K
+ 3.54%
$27.61 - $33.22 $333K - $400K
353K $9.72B
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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