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Size ($ in 1000's)
At 03/31/2024: $1,443,815
At 12/31/2023: $1,265,615
Advance Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advance Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Advance Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Advance Capital Management Inc..
In the Advance Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Advance Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Advance Capital Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPLG) |
13,167,766 |
+7,210,793 |
$810,213 | | SPLG | 13,167,766 | +7,210,793 | $810,213 | | JANUS DETROIT STR TR |
3,940,945 |
-193,223 |
$199,964 | | JAAA | 3,940,945 | -193,223 | $199,964 | | CAPITAL GROUP CORE BALANCED |
1,920,544 |
+1,920,544 |
$55,907 | | CGBL | 1,920,544 | +1,920,544 | $55,907 | | SCHWAB STRATEGIC TR |
492,871 |
+487,140 |
$45,699 | | SCHG | 492,871 | +487,140 | $45,699 | | INVESCO EXCH TRADED FD TR II (SPMO) |
463,822 |
+463,822 |
$37,208 | | SPMO | 463,822 | +463,822 | $37,208 | | INNOVATOR ETFS TR (UMAR) |
1,128,149 |
+1,128,149 |
$36,845 | | UMAR | 1,128,149 | +1,128,149 | $36,845 | | SPDR S&P 500 ETF TR (SPY) |
58,214 |
-273,087 |
$30,450 | | SPY | 58,214 | -273,087 | $30,450 | | SPDR INDEX SHS FDS (SPGM) |
406,453 |
-58,489 |
$24,257 | | SPGM | 406,453 | -58,489 | $24,257 | | CAPITAL GROUP GROWTH ETF (CGGR) |
492,324 |
+485,082 |
$15,749 | | CGGR | 492,324 | +485,082 | $15,749 | | JANUS DETROIT STR TR |
313,092 |
+313,092 |
$14,120 | | JMBS | 313,092 | +313,092 | $14,120 | | HARTFORD FDS EXCHANGE TRADED (HTRB) |
375,478 |
+375,478 |
$12,669 | | HTRB | 375,478 | +375,478 | $12,669 | | INVESCO EXCHANGE TRADED FD T (RSP) |
64,128 |
-145,717 |
$10,861 | | RSP | 64,128 | -145,717 | $10,861 | | SPDR SER TR (SPMD) |
203,398 |
-42,876 |
$10,849 | | SPMD | 203,398 | -42,876 | $10,849 | | ISHARES TR (IWB) |
36,461 |
+921 |
$10,502 | | IWB | 36,461 | +921 | $10,502 | | ISHARES INC (EMXC) |
156,189 |
+156,189 |
$8,992 | | EMXC | 156,189 | +156,189 | $8,992 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
108,164 |
-2,130,415 |
$6,076 | | RDVY | 108,164 | -2,130,415 | $6,076 | | PROGRESSIVE CORP |
28,652 |
+190 |
$5,926 | | PGR | 28,652 | +190 | $5,926 | | APPLE INC |
29,799 |
-2,510 |
$5,110 | | AAPL | 29,799 | -2,510 | $5,110 | | FIRST TR VALUE LINE DIVID IN (FVD) |
98,619 |
-201,642 |
$4,165 | | FVD | 98,619 | -201,642 | $4,165 | | MICROSOFT CORP |
9,614 |
+206 |
$4,045 | | MSFT | 9,614 | +206 | $4,045 | | FIRST TR EXCH TRADED FD III (FMB) |
78,292 |
-875 |
$4,021 | | FMB | 78,292 | -875 | $4,021 | | ISHARES TR (IEF) |
34,243 |
-851,488 |
$3,241 | | IEF | 34,243 | -851,488 | $3,241 | | NVIDIA CORPORATION |
3,347 |
+1,674 |
$3,024 | | NVDA | 3,347 | +1,674 | $3,024 | | VANGUARD INDEX FDS (VUG) |
8,605 |
+1,370 |
$2,962 | | VUG | 8,605 | +1,370 | $2,962 | | INVESCO QQQ TR |
6,664 |
+1,544 |
$2,959 | | QQQ | 6,664 | +1,544 | $2,959 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
67,527 |
-432,065 |
$2,944 | | FIXD | 67,527 | -432,065 | $2,944 | | SPDR SER TR (SPYG) |
29,838 |
+331 |
$2,183 | | SPYG | 29,838 | +331 | $2,183 | | AMAZON COM INC |
11,796 |
+3,227 |
$2,128 | | AMZN | 11,796 | +3,227 | $2,128 | | INNOVATOR ETFS TR (UAUG) |
59,578 |
-4,251,004 |
$1,945 | | UAUG | 59,578 | -4,251,004 | $1,945 | | ISHARES TR (IBDQ) |
78,164 |
+78,164 |
$1,939 | | IBDQ | 78,164 | +78,164 | $1,939 | | AMGEN INC |
6,310 |
UNCH |
$1,794 | | AMGN | 6,310 | UNCH | $1,794 | | ORACLE CORP |
13,945 |
-942 |
$1,752 | | ORCL | 13,945 | -942 | $1,752 | | AT&T INC |
88,330 |
-8,649 |
$1,555 | | T | 88,330 | -8,649 | $1,555 | | ISHARES TR (IVV) |
2,917 |
-127 |
$1,534 | | IVV | 2,917 | -127 | $1,534 | | ALPHABET INC |
9,179 |
+818 |
$1,385 | | GOOGL | 9,179 | +818 | $1,385 | | SPDR SER TR (BILS) |
13,677 |
-38,600 |
$1,360 | | BILS | 13,677 | -38,600 | $1,360 | | EXXON MOBIL CORP |
11,632 |
+598 |
$1,352 | | XOM | 11,632 | +598 | $1,352 | | SPDR SER TR (SPTM) |
20,840 |
+483 |
$1,337 | | SPTM | 20,840 | +483 | $1,337 | | WELLTOWER INC |
13,591 |
UNCH |
$1,270 | | WELL | 13,591 | UNCH | $1,270 | | UNITED PARCEL SERVICE INC |
8,490 |
-340 |
$1,262 | | UPS | 8,490 | -340 | $1,262 | | ISHARES TR (IBTE) |
52,026 |
-273 |
$1,246 | | IBTE | 52,026 | -273 | $1,246 | | VANGUARD INDEX FDS (VTV) |
6,930 |
+2,419 |
$1,129 | | VTV | 6,930 | +2,419 | $1,129 | | SPDR SER TR (MDYG) |
11,778 |
+3 |
$1,028 | | MDYG | 11,778 | +3 | $1,028 | | VANGUARD INDEX FDS (VTI) |
3,852 |
+110 |
$1,001 | | VTI | 3,852 | +110 | $1,001 | | ISHARES TR (IBDT) |
39,143 |
+39,143 |
$975 | | IBDT | 39,143 | +39,143 | $975 | | VANGUARD INDEX FDS (VXF) |
5,489 |
-45 |
$962 | | VXF | 5,489 | -45 | $962 | | ISHARES TR (ACWX) |
17,989 |
-1,512 |
$960 | | ACWX | 17,989 | -1,512 | $960 | | ALPHABET INC |
6,299 |
+2,330 |
$959 | | GOOG | 6,299 | +2,330 | $959 | | SPDR INDEX SHS FDS (SPEM) |
24,988 |
-768 |
$904 | | SPEM | 24,988 | -768 | $904 | | MARSH & MCLENNAN COS INC |
4,292 |
-6 |
$884 | | MMC | 4,292 | -6 | $884 |
See Full List: All Stocks Held By Advance Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Advance Capital Management Inc.
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