Advance Capital Management, Inc.
Q4 2024 13F Holdings
- Locationsouthfield, MI
- Num holdings
153
- Value ($000)
$2,184,194
- Date Filed01/06/2025
- Form type13F-HR
- CIK0001536029
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $842.89M | 39 % | 12,226,421 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $428.12M | 20 % | 16,600,090 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $381.74M | 18 % | 10,826,570 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $99.98M | 5 % | 1,971,569 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $67.56M | 3 % | 2,160,553 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $48.91M | 2 % | 1,755,024 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $31.85M | 2 % | 54,351 | ||
SPGM SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 | $22.12M | 1 % | 349,282 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $19.57M | 1 % | 340,239 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $17.60M | 1 % | 491,017 |
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