Capital Management Associates, Inc Reduced Holdings in Q4 2024

Capital Management Associates, Inc

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NNN
National Retail Properties, Inc.

Real Estate
-6.96K
- 14.55%
$39.77 - $49.34 $277K - $343K
40.9K $1.67B
PSA
Public Storage

Real Estate
-225
- 2.76%
$289.33 - $360.21 $65.1K - $81K
7.92K $2.37B
VO
Vanguard Mid Cap ETF

ETFs
-2.1K
- 15.27%
$261.5 - $284.63 $550K - $599K
11.7K $3.08B
UNH
Unitedhealth Group Inc

Healthcare
-230
- 5.05%
$485.52 - $625.25 $112K - $144K
4.32K $2.19B
FSK
Fs Kkr Capital Corp

Financial Services
-16.3K
- 39.04%
$19.71 - $22.22 $322K - $363K
25.5K $555M
GLD
Spdr Gold Trust

ETFs
-994
- 47.09%
$236.59 - $257.5 $235K - $256K
1.12K $270M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.67K
- 10.14%
$61.68 - $67.87 $226K - $249K
32.5K $2.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.62K
- 13.1%
$113.92 - $127.38 $184K - $206K
10.7K $1.24B
TGT
Target Corp

Consumer Defensive
-186
- 3.95%
$121.59 - $160.69 $22.6K - $29.9K
4.52K $611M
NVO
Novo Nordisk A S

Healthcare
-119
- 3.61%
$85.0 - $120.04 $10.1K - $14.3K
3.18K $274M
ARCC
Ares Capital Corp

Financial Services
-4.91K
- 33.0%
$20.74 - $22.27 $102K - $109K
9.96K $218M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-440
- 6.2%
$75.1 - $82.99 $33K - $36.5K
6.66K $503M
VEA
Vanguard Ftse Developed Market

ETFs
-972
- 11.28%
$47.57 - $52.44 $46.2K - $51K
7.64K $366M
MCD
Mcdonalds Corp

Consumer Cyclical
-139
- 4.12%
$288.47 - $316.54 $40.1K - $44K
3.24K $938M
MMM
3 M CO

Industrials
-148
- 2.39%
$124.74 - $137.12 $18.5K - $20.3K
6.05K $781M
GE
General Electric CO

Industrials
-3
- 0.13%
$159.95 - $194.23 $480 - $583
2.31K $385M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.24%
$727.2 - $932.06 $727 - $932
414 $320M
VIG
Vanguard Dividend Appreciation

ETFs
-188
- 4.78%
N/A
3.75K $733M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-45
- 1.39%
$442.29 - $483.08 $19.9K - $21.7K
3.19K $1.45B
META
Meta Platforms, Inc.

Communication Services
-99
- 6.03%
$554.08 - $632.68 $54.9K - $62.6K
1.54K $904M
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 8.41%
$385.02 - $431.37 $20K - $22.4K
566 $220M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 5.54%
$873.59 - $994.69 $25.3K - $28.8K
494 $453M
TROW
Price T Rowe Group Inc

Financial Services
-208
- 4.4%
$106.48 - $124.69 $22.1K - $25.9K
4.52K $511M
HON
Honeywell International Inc

Industrials
-98
- 9.21%
$202.84 - $236.0 $19.9K - $23.1K
966 $218M
VTI
Vanguard Total Stock Market Et

ETFs
-37
- 0.99%
$280.04 - $302.45 $10.4K - $11.2K
3.7K $1.07B
WFC
Wells Fargo & Company

Financial Services
-531
- 12.95%
$54.98 - $77.35 $29.2K - $41.1K
3.57K $251M
GOOG
Alphabet Inc.

Communication Services
-5
- 0.1%
$163.08 - $198.16 $815 - $991
5.01K $955M
DAL
Delta Air Lines, Inc.

Industrials
-151
- 1.01%
$47.46 - $65.77 $7.17K - $9.93K
14.8K $895M
AMZN
Amazon Com Inc

Consumer Cyclical
-450
- 5.53%
$180.88 - $232.93 $81.4K - $105K
7.69K $1.69B
PLTR
Palantir Technologies Inc.

Technology
-55
- 1.0%
$36.46 - $82.38 $2.01K - $4.53K
5.43K $411M
AAPL
Apple Inc.

Technology
-334
- 0.93%
$221.69 - $259.02 $74K - $86.5K
35.6K $8.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-405
- 1.08%
$481.22 - $538.17 $195K - $218K
37.2K $19B
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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