Advance Capital Management, Inc.
Q2 2025 13F Holdings
- Locationsouthfield, MI
- Num holdings
168
- Value ($000)
$2,206,328
- Date Filed07/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $583.68M | 27 % | 8,029,770 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $481.34M | 22 % | 12,188,851 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $302.91M | 14 % | 11,517,435 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $163.67M | 7 % | 3,224,993 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $90.54M | 4 % | 2,707,404 | ||
CGDG CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | $89.78M | 4 % | 2,669,679 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $53.78M | 2 % | 2,026,502 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $35.42M | 2 % | 1,212,690 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $30.78M | 1 % | 757,244 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.18M | 1 % | 47,229 |
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