Certified Advisory Corp Purchases and Sells in Q4 2024

Certified Advisory Corp

$910 Million
Q4 2024

Top Buys

Incresed Positions

165 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	506K + 240.76%	$23.49 - $71.77 $11.9M - $36.3M	716K $17M
QQQ	878 + 1.65%	$481.22 - $538.17 $423K - $473K	54.1K $27.7M
BIV	30.1K + 15.51%	$74.5 - $78.37 $2.24M - $2.36M	224K $16.7M
JPIE	30.9K + 10.24%	$45.59 - $46.25 $1.41M - $1.43M	333K $15.2M
IWY	1.35K + 2.66%	$216.72 - $244.71 $292K - $330K	52K $12.2M
VOO	1.69K + 11.47%	$521.84 - $558.82 $883K - $946K	16.5K $8.86M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSTA	213K New	$49.28 - $52.29 $10.5M - $11.2M	213K $10.5M
POCT	125K New	$38.63 - $40.03 $4.82M - $4.99M	125K $4.93M
NOCT	30.2K New	$49.49 - $52.11 $1.49M - $1.57M	30.2K $1.55M
EFA	7.74K New	$75.1 - $82.99 $581K - $642K	7.74K $584K
OXY	9.63K New	$45.36 - $55.91 $437K - $539K	9.63K $475K
SPHY	12.4K New	$23.29 - $23.93 $289K - $297K	12.4K $291K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RIGS	-102K - 91.32%	$22.67 - $23.54 $2.32M - $2.41M	9.72K $221K
FNDF	-5.36K - 1.21%	$32.92 - $37.15 $176K - $199K	437K $14.5M
PJAN	-33K - 67.28%	$41.16 - $42.25 $1.36M - $1.39M	16K $677K
PMAR	-27.3K - 66.73%	$39.04 - $40.41 $1.06M - $1.1M	13.6K $546K
VTV	-998 - 0.76%	$168.32 - $181.87 $168K - $182K	130K $22.1M
CALF	-3.49K - 1.92%	$43.84 - $48.76 $153K - $170K	178K $7.85M

Activity Summary All Purchases 176 New Holdings 11 Increased Positions 165 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.