Certified Advisory Corp Purchases in Q2 2025

Certified Advisory Corp

  • $946 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
491
+ 0.51%
$329.49 - $438.4 $162K - $215K
96.2K $42.2M
AVLV
American Centy ETF Tr Avantis
88.6K
+ 215.1%
$56.85 - $68.21 $5.04M - $6.05M
130K $8.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.43K
+ 2.57%
$416.06 - $551.64 $595K - $789K
57.1K $31.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.26K
+ 7.88%
$187.5 - $246.51 $799K - $1.05M
58.4K $14.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.1K
+ 10.06%
$17.76 - $22.1 $1.01M - $1.26M
625K $13.8M
NVDA
Nvidia Corp

Technology
612
+ 1.25%
$94.31 - $157.99 $57.7K - $96.7K
49.5K $7.83M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.6K
+ 16.89%
$114.78 - $133.31 $1.79M - $2.08M
108K $14.4M
AVUS
American Centy ETF Tr Avantis

ETFs
19.4K
+ 72.46%
$81.38 - $100.82 $1.58M - $1.96M
46.2K $4.65M
MSFT
Microsoft Corp

Technology
318
+ 2.28%
$354.56 - $497.45 $113K - $158K
14.3K $7.1M
FNDX
Schwab Fundamental U S Large C

ETFs
47.5K
+ 6.37%
$20.84 - $24.54 $990K - $1.17M
793K $19.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 4.45%
$22.27 - $29.21 $305K - $400K
321K $9.39M
IEFA
Ishares Tr

ETFs
12.1K
+ 15.87%
$67.83 - $84.09 $821K - $1.02M
88.3K $7.37M
FYC
First Trust Small Cap Growth A

ETFs
19.5K
New
$61.01 - $79.58 $1.19M - $1.55M
19.5K $1.55M
IOO
Ishares Tr Global 100 ETF

ETFs
3.58K
+ 3.85%
$84.95 - $107.81 $304K - $385K
96.4K $10.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.75K
+ 2.26%
$78.98 - $90.1 $296K - $338K
169K $15.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
9.41K
+ 14.02%
$63.36 - $80.23 $596K - $755K
76.5K $6.14M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.01K
+ 6.33%
$59.24 - $71.39 $534K - $643K
151K $10.8M
AVUV
American Centy ETF Tr Avantis

ETFs
9.56K
+ 9.16%
$75.17 - $91.21 $718K - $872K
114K $10.4M
VAW
Vanguard Materials ETF

ETFs
5.32K
+ 31.34%
$163.82 - $196.64 $872K - $1.05M
22.3K $4.35M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.35K
+ 6.31%
$53.65 - $67.02 $341K - $425K
107K $7.17M
VTI
Vanguard Total Stock Market Et

ETFs
2.65K
+ 30.32%
$243.75 - $303.93 $645K - $805K
11.4K $3.46M
ITA
Ishares Tr

ETFs
4.17K
+ 55.34%
$135.31 - $188.64 $564K - $786K
11.7K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
495
+ 4.0%
$496.48 - $617.85 $246K - $306K
12.9K $7.96M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.2K
+ 5.39%
$75.05 - $77.34 $840K - $866K
219K $16.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.79K
+ 16.38%
$104.34 - $138.68 $395K - $525K
26.9K $3.73M
AVEM
American Centy ETF Tr Avantis

ETFs
1.61K
+ 1.56%
$53.08 - $68.54 $85.7K - $111K
105K $7.22M
CGDV
Capital Group Divid Value ETF

ETFs
24.2K
New
$31.93 - $39.49 $772K - $955K
24.2K $955K
AMZN
Amazon Com Inc

Consumer Cyclical
245
+ 0.8%
$167.32 - $223.3 $41K - $54.7K
30.9K $6.79M
DFIV
Dimensional ETF Tr

ETFs
12K
+ 9.59%
$34.67 - $43.21 $416K - $519K
137K $5.88M
FAD
First Tr Multi Cap Growth Alph

ETFs
6.38K
New
$114.67 - $146.82 $732K - $937K
6.38K $937K
VTV
Vanguard Value ETF

ETFs
2.11K
+ 1.6%
$153.67 - $176.74 $324K - $373K
134K $23.6M
AVDE
American Centy ETF Tr Avantis

ETFs
9.22K
+ 50.22%
$59.32 - $74.36 $547K - $686K
27.6K $2.04M
JPIE
J P Morgan Exchange Traded Fd
14.9K
+ 4.57%
$45.12 - $46.32 $674K - $692K
342K $15.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.9K
+ 3.94%
$44.68 - $45.96 $710K - $731K
420K $19.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
17K
+ 111.68%
$35.77 - $42.27 $606K - $717K
32.1K $1.36M
COST
Costco Wholesale Corp

Consumer Defensive
419
+ 6.03%
$908.13 - $1056.85 $381K - $443K
7.37K $7.29M
PANW
Palo Alto Networks Inc

Technology
727
+ 4.5%
$152.44 - $204.64 $111K - $149K
16.9K $3.46M
HWM
Howmet Aerospace Inc.

Industrials
2.61K
+ 90.02%
$112.33 - $186.13 $293K - $485K
5.51K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
544
+ 7.3%
$221.86 - $362.89 $121K - $197K
8K $2.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13K
+ 95.16%
$34.72 - $42.74 $450K - $554K
26.6K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.79K
+ 41.03%
$79.56 - $82.92 $540K - $563K
23.3K $1.93M
MA
Mastercard Inc

Financial Services
497
+ 2.59%
$479.92 - $590.74 $239K - $294K
19.7K $11.1M
VB
Vanguard Small Cap ETF

ETFs
885
+ 4.03%
$193.73 - $237.37 $171K - $210K
22.9K $5.42M
NFLX
Netflix Inc

Communication Services
40
+ 3.52%
$855.86 - $1339.13 $34.2K - $53.6K
1.18K $1.57M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.01K
+ 1.99%
$29.52 - $35.31 $118K - $141K
205K $7.25M
USTB
Victory Portfolios Ii Victorys

ETFs
9.08K
+ 5.12%
$50.21 - $50.82 $456K - $461K
186K $9.47M
VBR
Vanguard Small Cap Value ETF

ETFs
2.36K
+ 126.46%
$162.76 - $195.77 $384K - $462K
4.23K $824K
GOOGL
Alphabet Inc.

Communication Services
177
+ 0.9%
$144.7 - $178.6 $25.6K - $31.6K
19.9K $3.51M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.35K
+ 5.38%
$32.0 - $39.87 $171K - $213K
105K $4.17M
Activity Summary
Buys All Purchases 182 New Holdings 16 Increased Positions 166 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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