Advance Capital Management, Inc.
Q1 2025 13F Holdings
- Locationsouthfield, MI
- Num holdings
162
- Value ($000)
$2,090,877
- Date Filed04/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $673.38M | 32 % | 10,239,963 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $454.27M | 22 % | 12,746,076 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $283.25M | 14 % | 10,778,123 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $149.55M | 7 % | 2,949,200 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $67.43M | 3 % | 2,176,576 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $49.88M | 2 % | 1,892,825 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $34.57M | 2 % | 1,380,697 | ||
JMBS JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $29.57M | 1 % | 654,308 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $28.77M | 1 % | 51,429 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $27.22M | 1 % | 794,795 |
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