Certified Advisory Corp Purchases in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NJUL
Innovator Growth 100 Power Buf

Technology
7.25K
New
$56.73 - $60.88 $411K - $441K
7.25K $441K
VEA
Vanguard Ftse Developed Market

ETFs
1.81K
+ 1.82%
$47.6 - $53.31 $86.3K - $96.7K
102K $5.37M
VB
Vanguard Small Cap ETF

ETFs
72
+ 0.34%
$214.77 - $237.72 $15.5K - $17.1K
21.2K $5.03M
ITA
Ishares Tr

ETFs
2.78K
New
$131.58 - $149.64 $366K - $416K
2.78K $416K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10K
New
$38.81 - $41.41 $388K - $414K
10K $414K
XLU
Utilities Sector Spdr

ETFs
2.98K
+ 21.9%
$67.67 - $80.78 $202K - $241K
16.6K $1.34M
OEF
Ishares S&P 100 ETF

ETFs
1.54K
+ 68.88%
$266.03 - $266.03 $409K - $409K
3.77K $1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.72K
+ 4.38%
$48.51 - $52.86 $132K - $144K
64.7K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
163
+ 2.39%
$801.83 - $917.05 $131K - $149K
7K $6.2M
AVDE
American Centy ETF Tr Avantis

ETFs
4.78K
+ 41.42%
$60.09 - $67.67 $287K - $324K
16.3K $1.09M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.2K
+ 1.73%
$66.68 - $72.81 $79.9K - $87.3K
70.5K $5.1M
XLI
Industrial Sector Spdr

ETFs
228
+ 0.92%
$120.56 - $135.44 $27.5K - $30.9K
25K $3.39M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.45K
+ 38.5%
$51.78 - $52.98 $334K - $342K
23.2K $1.23M
ISCG
Ishares Morningstar Small Cap

ETFs
2.36K
+ 3.52%
$44.24 - $49.07 $104K - $116K
69.3K $3.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 17.95%
$110.22 - $120.89 $236K - $259K
14.1K $1.7M
FDVV
Fidelity High Dividend ETF

ETFs
4.61K
+ 20.03%
$46.26 - $50.65 $213K - $233K
27.6K $1.4M
VTI
Vanguard Total Stock Market Et

ETFs
675
+ 8.14%
$255.18 - $283.2 $172K - $191K
8.97K $2.54M
GLD
Spdr Gold Trust

ETFs
242
+ 2.6%
$215.56 - $246.98 $52.2K - $59.8K
9.54K $2.32M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.25K
New
$67.43 - $74.23 $287K - $316K
4.25K $309K
ORCL
Oracle Corp

Technology
1.24K
+ 37.88%
$125.9 - $170.35 $156K - $211K
4.52K $769K
SO
Southern CO

Utilities
2.21K
+ 28.34%
$77.0 - $90.52 $170K - $200K
9.99K $901K
INTU
Intuit Inc

Technology
476
New
$602.97 - $670.49 $287K - $319K
476 $295K
HWM
Howmet Aerospace Inc.

Industrials
2.89K
New
$77.3 - $100.22 $224K - $290K
2.89K $290K
PG
Procter & Gamble CO

Consumer Defensive
1.4K
+ 32.97%
$160.76 - $177.82 $225K - $248K
5.63K $975K
EPD
Enterprise Products Partners L.P.

Energy
9.39K
+ 68.58%
$27.88 - $30.0 $262K - $282K
23.1K $671K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
6.62K
+ 24.34%
$22.3 - $26.02 $148K - $172K
33.8K $879K
VV
Vanguard Large Cap ETF

ETFs
1.01K
New
$236.92 - $263.4 $239K - $266K
1.01K $265K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.58K
New
$96.25 - $101.98 $248K - $263K
2.58K $261K
VO
Vanguard Mid Cap ETF

ETFs
290
+ 3.55%
$237.84 - $263.83 $69K - $76.5K
8.46K $2.23M
FLMI
Franklin Dynamic Municipal Bon

ETFs
10K
New
$24.32 - $25.01 $243K - $250K
10K $250K
VGT
Vanguard Information Technolog

ETFs
84
+ 0.42%
$514.43 - $606.85 $43.2K - $51K
20.3K $11.9M
NSC
Norfolk Southern Corp

Industrials
414
+ 9.94%
$213.75 - $259.69 $88.5K - $108K
4.58K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 1.03%
$194.9 - $224.8 $45.6K - $52.6K
23K $4.85M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.62K
+ 1.95%
$49.77 - $51.95 $80.7K - $84.3K
84.9K $4.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.52K
+ 64.48%
$37.89 - $40.48 $209K - $224K
14.1K $570K
NNN
National Retail Properties, Inc.

Real Estate
1.68K
+ 6.95%
$42.12 - $48.79 $70.7K - $81.9K
25.9K $1.25M
FAF
First American Financial Corp

Financial Services
3.38K
New
$52.48 - $67.02 $177K - $226K
3.38K $222K
XLY
Select Sector Spdr Consumer Di

ETFs
406
+ 5.29%
$170.05 - $200.86 $69K - $81.5K
8.09K $1.62M
CMCSA
Comcast Corp

Communication Services
5.26K
New
$37.33 - $41.78 $196K - $220K
5.26K $219K
HCA
Hca Healthcare, Inc.

Healthcare
535
New
$315.12 - $406.43 $169K - $217K
535 $217K
GE
General Electric CO

Industrials
80
+ 1.22%
$156.66 - $189.66 $12.5K - $15.2K
6.65K $1.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.89K
New
$105.92 - $110.83 $200K - $209K
1.89K $208K
PSN
Parsons Corp

Industrials
1K
+ 21.08%
$76.52 - $103.68 $76.5K - $104K
5.74K $595K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
108
+ 0.32%
$70.02 - $76.68 $7.56K - $8.28K
34K $2.61M
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.08K
New
$48.4 - $50.91 $198K - $208K
4.08K $206K
ITW
Illinois Tool Works Inc

Industrials
784
New
$233.14 - $263.97 $183K - $207K
784 $205K
BMY
Bristol Myers Squibb CO

Healthcare
3.96K
New
$39.66 - $51.75 $157K - $205K
3.96K $204K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.02K
New
$47.41 - $50.82 $191K - $204K
4.02K $203K
T
At&T Inc.

Communication Services
5.2K
+ 17.69%
$18.21 - $22.28 $94.6K - $116K
34.6K $760K
Activity Summary
Buys All Purchases 182 New Holdings 20 Increased Positions 162 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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