Certified Advisory Corp Purchases in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
4.81K
+ 17.43%
$49.66 - $52.63 $239K - $253K
32.4K $1.62M
XLY
Select Sector Spdr Consumer Di

ETFs
122
+ 1.51%
$194.8 - $239.43 $23.8K - $29.2K
8.21K $1.84M
BNDX
Vanguard Total International B

ETFs
4.48K
New
$48.91 - $50.61 $219K - $227K
4.48K $219K
PANW
Palo Alto Networks Inc

Technology
8.12K
+ 102.86%
$181.96 - $405.9 $1.48M - $3.3M
16K $2.91M
PLTR
Palantir Technologies Inc.

Technology
2.72K
New
$36.46 - $82.38 $99.1K - $224K
2.72K $205K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.36K
New
$86.65 - $94.9 $204K - $224K
2.36K $204K
VB
Vanguard Small Cap ETF

ETFs
571
+ 2.69%
$233.76 - $261.58 $133K - $149K
21.8K $5.23M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.4K
+ 10.47%
$49.74 - $50.43 $219K - $222K
46.4K $2.31M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 7.82%
$119.61 - $136.3 $132K - $150K
15.2K $1.88M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.23K
+ 32.16%
$49.79 - $51.14 $161K - $165K
13.3K $665K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.47K
+ 6.36%
$42.05 - $48.31 $61.9K - $71.1K
24.6K $1.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
305K
+ 125.6%
$18.41 - $40.87 $5.61M - $12.5M
548K $10.1M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.06K
+ 6.34%
$54.15 - $58.81 $220K - $239K
68.1K $3.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.35K
+ 5.56%
$54.54 - $61.04 $128K - $143K
44.6K $2.48M
VIG
Vanguard Dividend Appreciation

ETFs
656
+ 2.03%
N/A
32.9K $6M
XLF
Financial Sector Spdr

ETFs
454
+ 1.86%
$44.89 - $51.34 $20.4K - $23.3K
24.8K $1.2M
TAXF
American Centy ETF Tr Diversif

ETFs
3.32K
+ 6.02%
$49.94 - $51.44 $166K - $171K
58.4K $2.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.11K
+ 1.33%
$126.68 - $134.74 $141K - $150K
84.9K $10.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.01K
+ 30.51%
$66.77 - $71.52 $67.6K - $72.4K
4.33K $298K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.06K
+ 17.68%
$23.02 - $23.23 $70.5K - $71.1K
20.4K $470K
SPYG
Spdr Portfolio

ETFs
111
+ 0.94%
$81.74 - $91.38 $9.07K - $10.1K
11.9K $1.05M
AVUS
American Centy ETF Tr Avantis

ETFs
185
+ 0.66%
$94.36 - $102.06 $17.5K - $18.9K
28K $2.72M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
76
+ 7.69%
$563.99 - $620.12 $42.9K - $47.1K
1.06K $606K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.97K
+ 13.68%
$30.58 - $33.39 $60.2K - $65.7K
16.4K $512K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
126
+ 9.05%
$198.04 - $221.51 $25K - $27.9K
1.52K $319K
META
Meta Platforms, Inc.

Communication Services
40
+ 4.59%
$554.08 - $632.68 $22.2K - $25.3K
912 $537K
ET
Energy Transfer LP

Energy
6
+ 0.06%
$16.05 - $19.86 $96.3 - $119
10.2K $199K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.92K
+ 144.88%
$24.19 - $50.58 $143K - $299K
10K $242K
OKE
Oneok Inc

Energy
16
+ 0.46%
$92.28 - $117.05 $1.48K - $1.87K
3.46K $347K
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.19%
$52.45 - $60.02 $577 - $660
5.69K $336K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.1%
$241.48 - $274.89 $724 - $825
3.08K $782K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.43K
+ 2.32%
$25.09 - $25.69 $186K - $191K
328K $8.29M
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.03%
$99.72 - $120.09 $99.7 - $120
2.9K $316K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4
+ 0.17%
$170.03 - $192.78 $680 - $771
2.37K $437K
VFH
Vanguard Financial ETF

ETFs
4
+ 0.13%
$108.87 - $126.2 $435 - $505
3.03K $357K
IBM
International Business Machines Corp

Technology
137
+ 2.05%
$204.9 - $238.04 $28.1K - $32.6K
6.82K $1.5M
IAU
Ishares Gold Trust

ETFs
393
+ 8.15%
$48.37 - $52.65 $19K - $20.7K
5.22K $258K
TFC
Truist Financial Corp

Financial Services
4
+ 0.02%
$41.51 - $48.1 $166 - $192
23.7K $1.03M
VO
Vanguard Mid Cap ETF

ETFs
49
+ 0.58%
$261.5 - $284.63 $12.8K - $13.9K
8.51K $2.25M
IWR
Ishares Russell Mid Cap ETF

ETFs
115
+ 1.14%
$87.25 - $95.52 $10K - $11K
10.2K $898K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5
+ 0.2%
$89.97 - $98.59 $450 - $493
2.51K $238K
AVLV
American Centy ETF Tr Avantis
40
+ 0.62%
$65.51 - $71.22 $2.62K - $2.85K
6.5K $433K
FTGC
First Trust Global Tactical CO

ETFs
232
+ 2.45%
$23.23 - $24.25 $5.39K - $5.63K
9.71K $232K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.6%
$260.27 - $280.65 $1.56K - $1.68K
1.01K $273K
ETN
Eaton Corp PLC

Industrials
20
+ 1.87%
$326.96 - $377.52 $6.54K - $7.55K
1.09K $361K
IWM
Ishares Russell 2000 ETF

ETFs
24
+ 0.8%
$216.13 - $242.4 $5.19K - $5.82K
3.02K $666K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.98K
+ 200.23%
$22.01 - $66.82 $154K - $467K
10.5K $237K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
63
+ 0.6%
$19.86 - $21.15 $1.25K - $1.33K
10.6K $220K
FVAL
Fidelity Covington Tr Value Fa

ETFs
13
+ 0.37%
$60.19 - $64.39 $782 - $837
3.51K $215K
Activity Summary
Buys All Purchases 176 New Holdings 11 Increased Positions 165 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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