Advance Capital Management, Inc.
Top Portfolio Positions
85 positions ·
$122,634,658 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
40,566 | $26,381,692 | 21.51% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
58,375 | $12,767,780 | 10.41% | |
| AAPL |
Apple Inc.
Technology
|
31,498 | $7,993,877 | 6.52% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
28,743 | $5,698,012 | 4.65% | |
| GLD |
Spdr Gold Trust
|
12,464 | $5,363,134 | 4.37% | |
| NVDA |
Nvidia Corp
Technology
|
27,852 | $4,857,388 | 3.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,405 | $4,851,197 | 3.96% | |
| MSFT |
Microsoft Corp
Technology
|
9,805 | $3,629,516 | 2.96% | |
| T |
At&T Inc.
Communication Services
|
108,717 | $3,151,705 | 2.57% | |
| WELL |
Welltower Inc.
Real Estate
|
13,755 | $2,719,501 | 2.22% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,111,127 | 57,352 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,073,901 | 43,606 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,232,639 | 84,099 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,726,235 | 97,734 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,539,759 | 56,590 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,512,308 | 128,069 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $3,397,222 | 98,214 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,270,013 | 100,031 | Shares | Sole | 2024-07-08 | |
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