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Asset Manager ← All Institutions

Advance Capital Management, Inc.

ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI 48076 • 248-350-8543

Q2 2025 · Filed 2025-07-08
Market Value
$2.2B
+5.5%
Holdings
174
+4
New Purchases
12
Added To
61
Closed
6
Reduced
72
Top 10 Concentration
84.4%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CGDG 4.07% 0.00% +4.07% $90M
CGBL 4.10% 3.22% +0.88% $91M
ICVT 0.45% 0.00% +0.45% $10M
AVDE 0.30% 0.00% +0.30% $7M
JAAA 7.42% 7.15% +0.27% $164M
HYBL 0.65% 0.46% +0.19% $14M
CGCB 13.73% 13.55% +0.18% $303M
BITB 0.26% 0.12% +0.14% $6M
FEGE 0.63% 0.50% +0.13% $14M
CGGR 1.40% 1.30% +0.09% $31M
CGDV 21.82% 21.73% +0.09% $481M
VOO 0.11% 0.04% +0.07% $2M
SPGM 1.13% 1.06% +0.06% $25M
PYLD 2.44% 2.39% +0.05% $54M
NVDA 0.20% 0.15% +0.05% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 26.45% 32.21% -5.75% $584M
SDVY 0.01% 0.81% -0.79% $318K
JMBS 1.19% 1.41% -0.23% $26M
DOCT 1.15% 1.26% -0.11% $25M
AAPL 0.30% 0.36% -0.06% $7M
SPY 1.32% 1.38% -0.05% $29M
UMAR 0.02% 0.07% -0.05% $399K
SCHG 1.61% 1.65% -0.05% $35M
PGR 0.35% 0.39% -0.04% $8M
GLTR 0.49% 0.53% -0.04% $11M
FMB 0.19% 0.21% -0.03% $4M
SCHD 0.05% 0.07% -0.02% $1M
VFLO 0.36% 0.37% -0.02% $8M
SPGP 0.00% 0.01% -0.01% $0
FVD 0.09% 0.10% -0.01% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 97.7%
Technology 0.9%
Communication Services 0.4%
Consumer Cyclical 0.3%
Healthcare 0.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 43 $85M 3.8%
Large Cap 85 $1.5B 66.4%
Mid Cap 28 $576M 26.1%
Small Cap 14 $80M 3.6%
Micro Cap 4 $1M 0.1%

Portfolio Analytics

Avg Market Cap
$305.2B
Median Market Cap
$51.1B
Avg P/E
42.0
Median P/E
28.9
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
70
# ETFs / Funds
104

Top Holdings (174 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 26.45% 8,029,770 $584M $72.69 -$90M -2,210,193 -21.6%
2 CGDV 21.82% 12,188,851 $481M $39.49 $27M -557,225 -4.4%
3 CGCB 13.73% 11,517,435 $303M $26.30 $20M +739,312 +6.9%
4 JAAA 7.42% 3,224,993 $164M $50.75 $14M +275,793 +9.3%
5 CGBL 4.10% 2,707,404 $91M $33.44 $23M +530,828 +24.4%
6 CGDG 4.07% 2,669,679 $90M $33.63 +2,669,679 NEW
7 PYLD 2.44% 2,026,502 $54M $26.54 $4M +133,677 +7.1%
8 SCHG 1.61% 1,212,690 $35M $29.21 $850K -168,007 -12.2%
9 CGGR 1.40% 757,244 $31M $40.65 $4M -37,551 -4.7%
10 SPY 1.32% 47,229 $29M $617.85 $411K -4,200 -8.2%
11 JMBS 1.19% 582,298 $26M $45.05 -$3M -72,010 -11.0%
12 DOCT 1.15% 617,258 $25M $41.07 -$915K -67,614 -9.9%
13 SPGM 1.13% 359,801 $25M $69.00 $3M +4,612 +1.3%
14 JEPI 1.01% 392,016 $22M $56.85 $995K +19,395 +5.2%
15 HTRB 0.75% 487,095 $16M $33.87 $1M +40,715 +9.1%
16 HYBL 0.65% 499,848 $14M $28.59 $5M +157,242 +45.9%
17 FEGE 0.63% 343,540 $14M $40.37 $3M +63,972 +22.9%
18 IWB 0.54% 35,283 $12M $339.57 $1M +277 +0.8%
19 SPMD 0.54% 217,114 $12M $54.38 $727K +621 +0.3%
20 GLTR 0.49% 78,280 $11M $138.15 -$265K -7,295 -8.5%
21 ICVT 0.45% 109,099 $10M $90.10 +109,099 NEW
22 VFLO 0.36% 222,642 $8M $35.35 $88K -4,395 -1.9%
23 PGR 0.35% 28,752 $8M $266.86 -$465K -2 -0.0%
24 AAPL 0.30% 32,417 $7M $205.17 -$967K -1,880 -5.5%
25 AVDE 0.30% 89,447 $7M $74.01 +89,447 NEW
26 BITB 0.26% 97,734 $6M $58.59 $3M +41,144 +72.7%
27 RDVY 0.23% 80,156 $5M $62.74 $108K -3,900 -4.6%
28 MSFT 0.22% 9,793 $5M $497.39 $1M +175 +1.8%
29 NVDA 0.20% 27,600 $4M $157.99 $1M -1,123 -3.9%
30 FMB 0.19% 82,312 $4M $49.82 -$336K -5,672 -6.5%
31 QQQ 0.18% 7,259 $4M $551.64 $66K -1,139 -13.6%
32 VUG 0.15% 7,470 $3M $438.38 $468K -98 -1.3%
33 SPMO 0.15% 28,844 $3M $112.47 $951K +4,063 +16.4%
34 ORCL 0.13% 12,876 $3M $218.62 $995K -140 -1.1%
35 T 0.13% 96,697 $3M $28.94 $163K +3,491 +3.8%
36 IBDQ 0.11% 99,403 $3M $25.18 -$27K -1,203 -1.2%
37 VOO 0.11% 4,194 $2M $567.99 $2M +2,576 +159.2%
38 AMZN 0.11% 10,766 $2M $219.39 $397K +438 +4.2%
39 SPYG 0.10% 23,754 $2M $95.32 $314K -512 -2.1%
40 WELL 0.10% 13,678 $2M $153.73 $8K +8 +0.1%
41 FVD 0.09% 43,583 $2M $44.70 -$206K -4,720 -9.8%
42 IVV 0.08% 2,954 $2M $620.90 $182K +14 +0.5%
43 SPTM 0.08% 24,180 $2M $74.89 $355K +2,780 +13.0%
44 AMGN 0.08% 6,320 $2M $279.22 -$205K -1 -0.0%
45 TSLA 0.07% 5,100 $2M $317.66 $435K +527 +11.5%
46 GOOGL 0.07% 8,665 $2M $176.23 $155K -206 -2.3%
47 FIXD 0.06% 32,226 $1M $43.89 -$24K -578 -1.8%
48 IBDT 0.06% 55,087 $1M $25.42 $24K +585 +1.1%
49 IEF 0.06% 14,095 $1M $95.77 -$193K -2,079 -12.8%
50 XOM 0.06% 12,519 $1M $107.80 -$95K +370 +3.0%
51 VTI 0.06% 4,257 $1M $303.91 $317K +703 +19.8%
52 GLD 0.06% 3,997 $1M $304.83 $158K +316 +8.6%
53 GOOG 0.06% 6,855 $1M $177.40 $144K -6 -0.1%
54 VTV 0.06% 6,867 $1M $176.73 $180K +885 +14.8%
55 JPM 0.05% 3,804 $1M $289.91 $157K -52 -1.4%
56 SCHD 0.05% 39,809 $1M $26.50 -$307K -8,902 -18.3%
57 MDYG 0.05% 11,801 $1M $86.87 $88K +4 +0.0%
58 SPHQ 0.05% 14,214 $1M $71.26 $370K +4,521 +46.6%
59 VXF 0.04% 5,073 $978K $192.72 $95K -49 -1.0%
60 IWM 0.04% 4,511 $973K $215.80 -$67K -705 -13.5%
61 MMC 0.04% 4,406 $963K $218.64 -$85K +111 +2.6%
62 MA 0.04% 1,697 $953K $561.85 $19K -9 -0.5%
63 CGGO 0.04% 29,774 $952K $31.97 $92K -576 -1.9%
64 WMT 0.04% 9,726 $951K $97.78 $121K +271 +2.9%
65 JEPQ 0.04% 17,142 $933K $54.40 $213K +3,247 +23.4%
66 ACWX 0.04% 15,299 $932K $60.94 $71K -231 -1.5%
67 DGRW 0.04% 11,119 $931K $83.74 -$56K -1,247 -10.1%
68 MCD 0.04% 3,023 $883K $292.17 -$63K -5 -0.2%
69 SPEM 0.04% 20,217 $864K $42.74 $68K +3 +0.0%
70 META 0.04% 1,130 $834K $738.21 $208K +43 +4.0%
71 GSLC 0.04% 6,787 $824K $121.38 -$77K -1,392 -17.0%
72 VZ 0.04% 18,443 $798K $43.27 -$40K -23 -0.1%
73 SLYV 0.04% 9,970 $795K $79.76 $63K +632 +6.8%
74 VO 0.04% 2,811 $787K $279.86 $75K +61 +2.2%
75 TJX 0.04% 6,336 $782K $123.48 -$9K -159 -2.5%
76 PH 0.04% 1,120 $782K $698.47 $97K -7 -0.6%
77 SPYV 0.04% 14,794 $774K $52.34 $19K +9 +0.1%
78 PLTR 0.03% 5,602 $764K $136.32 $304K +159 +2.9%
79 UPS 0.03% 7,562 $763K $100.94 -$157K -803 -9.6%
80 RSP 0.03% 3,996 $726K $181.72 -$133K -962 -19.4%
81 MDYV 0.03% 9,091 $722K $79.43 $22K
82 IYW 0.03% 4,137 $717K $173.28 $136K
83 RTX 0.03% 4,905 $716K $146.02 $67K +2 +0.0%
84 QQQM 0.03% 3,090 $702K $227.08 $102K -14 -0.5%
85 NSC 0.03% 2,726 $698K $255.97 $52K
86 PG 0.03% 4,322 $689K $159.34 -$57K -55 -1.3%
87 APH 0.03% 6,962 $687K $98.75 $231K
88 IBM 0.03% 2,310 $681K $294.83 $6K -406 -14.9%
89 VEA 0.03% 11,621 $663K $57.01 $21K -1,009 -8.0%
90 NFLX 0.03% 494 $662K $1,339.13 -$79K -300 -37.8%
91 VYM 0.03% 4,955 $661K $133.32 $20K -9 -0.2%
92 XLK 0.03% 2,550 $646K $253.23 -$133K -1,221 -32.4%
93 IAU 0.03% 10,042 $626K $62.36 $22K -209 -2.0%
94 ABBV 0.03% 3,319 $616K $185.60 -$78K +5 +0.1%
95 F-PD 0.03% 56,432 $612K $10.85 $47K +40 +0.1%
96 DTE 0.03% 4,609 $611K $132.46 -$32K -40 -0.9%
97 DGRO 0.03% 9,043 $578K $63.94 -$60K -1,286 -12.4%
98 SPDW 0.03% 13,745 $557K $40.49 $56K
99 PRFZ 0.02% 13,503 $549K $40.67 $39K +33 +0.2%
100 NEE 0.02% 7,804 $542K $69.42 -$27K -212 -2.6%

New Positions

SymbolValue% Port
CGDG $90M 4.07%
ICVT $10M 0.45%
AVDE $7M 0.30%
UDEC $351K 0.02%
AVGO $284K 0.01%
SMCI $253K 0.01%
GEV $237K 0.01%
BA $235K 0.01%
HON $235K 0.01%
IYF $201K 0.01%
JPC $128K 0.01%
DHF $78K —%

Sold Out Positions

SymbolValue% Port
CVX —%
DRLL —%
BP —%
FBCG —%
INDA —%
SPGP —%
View SEC EDGAR Filings for Advance Capital Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms