Certified Advisory Corp Purchases and Sells in Q3 2025

Certified Advisory Corp

$1.03 Billion
Q3 2025

Top Buys

Incresed Positions

169 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	7.11K + 37.44%	$567.77 - $614.76 $4.04M - $4.37M	26.1K $16M
JPIB	102K + 50.89%	$48.32 - $49.13 $4.91M - $4.99M	301K $14.8M
DFUS	60.1K + 56.14%	$67.01 - $72.84 $4.02M - $4.38M	167K $12.1M
QQQ	2.58K + 4.51%	$546.99 - $602.2 $1.41M - $1.55M	59.7K $35.9M
MUNI	70.2K + 242.32%	$50.9 - $52.37 $3.57M - $3.68M	99.2K $5.18M
JPIE	74.9K + 21.93%	$46.01 - $46.55 $3.45M - $3.49M	417K $19.3M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NLR	7.83K New	$105.16 - $140.03 $824K - $1.1M	7.83K $1.06M
XAR	2.15K New	$205.52 - $234.96 $441K - $504K	2.15K $503K
ITW	1.66K New	$252.31 - $269.41 $418K - $446K	1.66K $431K
FLMI	15.5K New	$23.96 - $24.81 $372K - $385K	15.5K $384K
REMX	5.26K New	$40.33 - $66.97 $212K - $353K	5.26K $346K
PAUG	7.27K New	$40.45 - $42.49 $294K - $309K	7.27K $308K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-121K - 34.06%	$26.38 - $27.95 $3.19M - $3.38M	234K $6.39M
AVUS	-24.4K - 52.97%	$101.2 - $109.16 $2.47M - $2.67M	21.7K $2.36M
XLV	-8.16K - 38.41%	$129.01 - $139.72 $1.05M - $1.14M	13.1K $1.82M
SPAB	-40.4K - 15.4%	$25.21 - $25.99 $1.02M - $1.05M	222K $5.74M
UCON	-30.1K - 8.59%	$24.73 - $25.29 $744K - $760K	320K $8.06M
DBEF	-16.5K - 23.43%	$43.65 - $46.42 $721K - $767K	54K $2.51M

Activity Summary All Purchases 191 New Holdings 22 Increased Positions 169 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

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