Capital Management Associates, Inc Incresed Positions in Q3 2025

Capital Management Associates, Inc

  • $370 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
20K
+ 50.13%
$617.65 - $666.84 $12.4M - $13.3M
59.9K $39.9B
AAPL
Apple Inc.

Technology
907
+ 1.32%
$202.38 - $256.87 $184K - $233K
69.7K $17.7B
XEL
Xcel Energy Inc

Utilities
41.9K
+ 613.08%
$67.56 - $80.65 $2.83M - $3.38M
48.8K $3.93B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.34K
+ 0.13%
$23.82 - $25.84 $55.8K - $60.5K
1.78M $45.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
842
+ 2.27%
$546.99 - $602.2 $461K - $507K
37.9K $22.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
310
+ 0.68%
$567.77 - $614.76 $176K - $191K
46K $28.2B
Capital Group Core Balanced
35.3K
+ 18.94%
N/A
221K $7.69B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.53K
+ 11.0%
$276.51 - $305.12 $700K - $773K
25.6K $7.61B
MMM
3 M CO

Industrials
6.38K
+ 107.77%
$144.41 - $160.2 $922K - $1.02M
12.3K $1.91B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
837
+ 3.39%
$435.72 - $463.74 $365K - $388K
25.5K $11.8B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.59K
+ 5.75%
$94.11 - $95.78 $715K - $727K
140K $13.4B
NVDA
Nvidia Corp

Technology
2.43K
+ 38.72%
$153.3 - $186.58 $373K - $454K
8.72K $1.63B
VUG
Vanguard Growth ETF

ETFs
474
+ 6.37%
$433.97 - $484.08 $206K - $229K
7.91K $3.79B
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 21.8%
$130.68 - $186.97 $150K - $214K
6.4K $1.17B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.87K
+ 111.72%
$87.29 - $93.61 $338K - $362K
7.33K $685M
GOOG
Alphabet Inc.

Communication Services
226
+ 4.91%
$175.16 - $255.24 $39.6K - $57.7K
4.83K $1.18B
CAT
Caterpillar Inc

Industrials
9
+ 0.23%
$390.92 - $477.15 $3.52K - $4.29K
3.9K $1.86B
GIS
General Mills Inc

Consumer Defensive
19.1K
+ 4.23%
$48.44 - $53.83 $925K - $1.03M
470K $23.7B
VTV
Vanguard Value ETF

ETFs
1.2K
+ 18.59%
$175.51 - $186.57 $210K - $223K
7.63K $1.42B
USB
Us Bancorp \De\

Financial Services
5.25K
+ 52.34%
$43.94 - $50.41 $231K - $264K
15.3K $738M
UNH
Unitedhealth Group Inc

Healthcare
226
+ 4.19%
$237.77 - $353.61 $53.7K - $79.9K
5.62K $1.94B
MSFT
Microsoft Corp

Technology
22
+ 0.19%
$491.09 - $535.64 $10.8K - $11.8K
11.7K $6.05B
IVV
Ishares Core S&P 500 ETF

ETFs
270
+ 19.52%
$620.67 - $670.08 $168K - $181K
1.65K $1.11B
AMAT
Applied Materials Inc

Technology
997
+ 57.17%
$156.25 - $204.95 $156K - $204K
2.74K $561M
GOOGL
Alphabet Inc.

Communication Services
100
+ 3.17%
$174.36 - $254.72 $17.4K - $25.5K
3.26K $792M
VGT
Vanguard Information Technolog

ETFs
74
+ 3.56%
$656.44 - $753.15 $48.6K - $55.7K
2.15K $1.61B
VEA
Vanguard Ftse Developed Market

ETFs
3.33K
+ 36.94%
$56.02 - $60.3 $186K - $201K
12.3K $739M
VTI
Vanguard Total Stock Market Et

ETFs
380
+ 10.27%
$303.93 - $329.86 $115K - $125K
4.08K $1.34B
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.4K
+ 19.41%
$85.66 - $92.67 $120K - $130K
8.62K $797M
CGUS
Capital Group Core Equity ETF
155
+ 0.26%
$36.89 - $39.72 $5.72K - $6.16K
59.2K $2.34B
FAST
Fastenal CO

Industrials
2.17K
+ 29.97%
$42.47 - $50.39 $92.1K - $109K
9.4K $461M
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 37.45%
$94.4 - $104.27 $114K - $126K
4.42K $456M
WFC
Wells Fargo & Company

Financial Services
1.26K
+ 20.35%
$77.05 - $85.16 $96.7K - $107K
7.42K $622M
DAL
Delta Air Lines, Inc.

Industrials
124
+ 0.8%
$49.0 - $61.97 $6.08K - $7.68K
15.6K $886M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
242
+ 2.72%
$108.46 - $120.63 $26.2K - $29.2K
9.13K $1.09B
EMR
Emerson Electric CO

Industrials
862
+ 56.05%
$128.6 - $149.63 $111K - $129K
2.4K $315M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.19%
$359.61 - $401.35 $2.16K - $2.41K
3.11K $1.23B
CGGR
Capital Group Growth ETF Shs C

ETFs
390
+ 1.42%
$40.2 - $44.58 $15.7K - $17.4K
27.8K $1.22B
VZ
Verizon Communications Inc

Communication Services
2.34K
+ 43.4%
$40.84 - $45.06 $95.5K - $105K
7.73K $340M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$282.78 - $316.06 $283 - $316
4.12K $1.3B
GE
General Electric CO

Industrials
50
+ 2.56%
$244.75 - $305.63 $12.2K - $15.3K
2K $603M
HL
Hecla Mining CO

Basic Materials
6
+ 0.04%
$5.59 - $12.1 $33.5 - $72.6
15.2K $184M
PG
Procter & Gamble CO

Consumer Defensive
666
+ 22.56%
$150.47 - $161.22 $100K - $107K
3.62K $555M
MRK
Merck & Co., Inc.

Healthcare
580
+ 9.35%
$77.6 - $87.37 $45K - $50.7K
6.78K $569M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.74K
+ 4.85%
$22.9 - $23.58 $62.7K - $64.6K
59.2K $1.39B
VNQ
Vanguard Specialized Funds Van

ETFs
146
+ 0.56%
$88.47 - $93.24 $12.9K - $13.6K
26.3K $2.4B
WM
Waste Management Inc

Industrials
408
+ 19.03%
$213.88 - $237.1 $87.3K - $96.7K
2.55K $564M
XLU
Utilities Sector Spdr

ETFs
625
+ 19.03%
$81.14 - $87.32 $50.7K - $54.6K
3.91K $341M
SPYG
Spdr Portfolio

ETFs
10
+ 0.13%
$94.33 - $105.31 $943 - $1.05K
7.78K $813M
Activity Summary
Buys All Purchases 95 New Holdings 28 Increased Positions 67 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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