Certified Advisory Corp Purchases and Sells in Q1 2025

Certified Advisory Corp

$873 Million
Q1 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	34.7K + 534.24%	$63.51 - $70.42 $2.2M - $2.44M	41.2K $2.69M
AVUV	26.6K + 34.19%	$84.95 - $100.62 $2.26M - $2.68M	104K $9.1M
SCHF	20.3K + 3.71%	$18.36 - $20.51 $373K - $417K	568K $11.2M
VYM	7.48K + 8.8%	$126.11 - $135.06 $943K - $1.01M	92.4K $11.9M
GLD	998 + 9.48%	$243.19 - $288.14 $243K - $288K	11.5K $3.32M
EPD	18.2K + 37.66%	$31.75 - $34.14 $578K - $621K	66.5K $2.27M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFEB	24.4K New	$35.54 - $37.44 $867K - $913K	24.4K $873K
MGK	1.13K New	$307.43 - $357.48 $347K - $403K	1.13K $348K
BSCS	14.7K New	$20.05 - $20.4 $296K - $301K	14.7K $299K
BOTZ	9.52K New	$28.46 - $34.53 $271K - $329K	9.52K $270K
JMUB	4.75K New	$49.69 - $50.76 $236K - $241K	4.75K $237K
VGK	3.17K New	$63.07 - $73.5 $200K - $233K	3.17K $222K

Top Sells

Reduced Positions

167 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQLT	-162K - 77.94%	$36.91 - $41.03 $5.98M - $6.65M	45.9K $1.82M
VUG	-2.07K - 2.11%	$369.1 - $427.61 $762K - $883K	95.7K $35.5M
CALF	-78.9K - 44.24%	$36.64 - $45.76 $2.89M - $3.61M	99.5K $3.73M
SCHD	-150K - 20.87%	$27.01 - $28.54 $4.06M - $4.29M	569K $15.9M
IJR	-23.2K - 28.97%	$102.49 - $119.96 $2.38M - $2.79M	56.9K $5.95M
AAPL	-1.89K - 2.43%	$209.68 - $247.1 $396K - $466K	75.9K $16.9M

Activity Summary All Purchases 104 New Holdings 10 Increased Positions 94 All Sells 167 Reductions 167 Sold out 0 Calls 0 Puts 0

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