Certified Advisory Corp Purchases and Sells in Q2 2025

Certified Advisory Corp

$946 Million
Q2 2025

Top Buys

Incresed Positions

166 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	491 + 0.51%	$329.49 - $438.4 $162K - $215K	96.2K $42.2M
AVLV	88.6K + 215.1%	$56.85 - $68.21 $5.04M - $6.05M	130K $8.86M
QQQ	1.43K + 2.57%	$416.06 - $551.64 $595K - $789K	57.1K $31.5M
IWY	4.26K + 7.88%	$187.5 - $246.51 $799K - $1.05M	58.4K $14.4M
SCHF	57.1K + 10.06%	$17.76 - $22.1 $1.01M - $1.26M	625K $13.8M
NVDA	612 + 1.25%	$94.31 - $157.99 $57.7K - $96.7K	49.5K $7.83M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FYC	19.5K New	$61.01 - $79.58 $1.19M - $1.55M	19.5K $1.55M
CGDV	24.2K New	$31.93 - $39.49 $772K - $955K	24.2K $955K
FAD	6.38K New	$114.67 - $146.82 $732K - $937K	6.38K $937K
VGIT	5.43K New	$58.63 - $59.9 $318K - $325K	5.43K $324K
AMD	1.85K New	$78.21 - $143.81 $144K - $265K	1.85K $261K
LMBS	5.02K New	$48.5 - $49.35 $243K - $248K	5.02K $247K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-215K - 37.7%	$24.32 - $27.87 $5.22M - $5.98M	355K $9.4M
AAPL	-1.36K - 1.79%	$172.42 - $223.89 $234K - $304K	74.6K $15.3M
UNH	-1.92K - 52.54%	$274.35 - $599.47 $528K - $1.15M	1.74K $542K
VIG	-7.18K - 30.1%	N/A	16.7K $3.04M
IQLT	-32.7K - 71.31%	$35.9 - $43.76 $1.17M - $1.43M	13.2K $568K
PFE	-37.7K - 54.91%	$21.59 - $24.84 $814K - $936K	30.9K $750K

Activity Summary All Purchases 182 New Holdings 16 Increased Positions 166 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

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