Certified Advisory Corp Purchases in Q1 2025

Certified Advisory Corp

  • $873 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.74K
+ 7.42%
$51.26 - $52.53 $89.3K - $91.5K
25.2K $1.3M
FDVV
Fidelity High Dividend ETF

ETFs
1.69K
+ 5.22%
$48.86 - $52.28 $82.7K - $88.5K
34.1K $1.69M
HWM
Howmet Aerospace Inc.

Industrials
2
+ 0.07%
$110.79 - $139.39 $222 - $279
2.9K $375K
PDI
Pimco Dynamic Income Fund

Financial Services
593
+ 2.03%
$18.51 - $20.05 $11K - $11.9K
29.8K $590K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
618
+ 19.7%
$65.44 - $70.64 $40.4K - $43.7K
3.76K $256K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45
+ 0.42%
$58.01 - $64.46 $2.61K - $2.9K
10.8K $670K
BMY
Bristol Myers Squibb CO

Healthcare
297
+ 7.53%
$53.9 - $63.11 $16K - $18.7K
4.24K $258K
OEF
Ishares S&P 100 ETF

ETFs
100
+ 2.07%
N/A
4.92K $1.31M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16
+ 0.24%
$128.74 - $138.67 $2.06K - $2.22K
6.72K $911K
PLTR
Palantir Technologies Inc.

Technology
13
+ 0.48%
$64.98 - $124.62 $845 - $1.62K
2.73K $230K
NSC
Norfolk Southern Corp

Industrials
47
+ 1.02%
$227.69 - $259.76 $10.7K - $12.2K
4.64K $1.1M
UTG
Reaves Utility Income Fund

Financial Services
137
+ 0.8%
$31.08 - $34.42 $4.26K - $4.72K
17.3K $563K
DFAX
Dimensional ETF Tr
35
+ 0.26%
$24.45 - $27.2 $856 - $952
13.6K $357K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
640
+ 5.15%
$23.32 - $23.84 $14.9K - $15.3K
13.1K $305K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
375
+ 15.9%
$77.91 - $92.26 $29.2K - $34.6K
2.73K $217K
JPRE
J P Morgan Exchange Traded Fd

ETFs
40
+ 0.45%
$45.34 - $49.96 $1.81K - $2K
9.02K $434K
MUB
Ishares National Muni Bond ETF

ETFs
130
+ 1.56%
$104.71 - $107.69 $13.6K - $14K
8.48K $894K
ITB
Ishares Tr

ETFs
394
+ 9.29%
$93.86 - $111.45 $37K - $43.9K
4.64K $441K
BNDX
Vanguard Total International B

ETFs
72
+ 1.61%
$48.33 - $49.5 $3.48K - $3.56K
4.55K $222K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
129
+ 1.23%
$7.89 - $8.07 $1.02K - $1.04K
10.6K $84K
Fidelity Covington Trust
75
+ 0.23%
N/A
32.6K $0
Innovator Etfs Trust
6.32K
New
N/A
6.32K $0
Innovator Etfs Trust
13.2K
New
N/A
13.2K $0
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
257
+ 0.79%
$8.24 - $8.68 $2.12K - $2.23K
32.9K $271K
VO
Vanguard Mid Cap ETF

ETFs
163
+ 1.92%
$251.87 - $277.95 $41.1K - $45.3K
8.67K $2.24M
FXO
First Tr Exchange Traded Fd Fi

ETFs
455
+ 1.78%
$50.93 - $57.24 $23.2K - $26K
26.1K $1.38M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5
+ 0.2%
$91.76 - $103.26 $459 - $516
2.52K $232K
ET
Energy Transfer LP

Energy
4
+ 0.04%
$17.26 - $21.08 $69 - $84.3
10.2K $188K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.08%
$21.23 - $23.75 $170 - $190
10.5K $225K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
68
+ 0.64%
$19.17 - $21.07 $1.3K - $1.43K
10.7K $207K
VOT
Vanguard Mid Cap Growth Index

ETFs
35
+ 1.14%
$237.72 - $276.98 $8.32K - $9.69K
3.12K $762K
FITB
Fifth Third Bancorp

Financial Services
61
+ 0.83%
$37.48 - $44.96 $2.29K - $2.74K
7.44K $291K
RY
Royal Bank Of Canada

Financial Services
8
+ 0.23%
$108.81 - $123.4 $870 - $987
3.5K $394K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
104
+ 7.27%
$165.25 - $224.62 $17.2K - $23.4K
1.54K $254K
UPS
United Parcel Service Inc

Industrials
15
+ 0.76%
$109.66 - $136.26 $1.64K - $2.04K
1.99K $218K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4
+ 0.08%
$68.07 - $78.99 $272 - $316
5.24K $356K
CSX
Csx Corp

Industrials
60
+ 0.33%
$29.11 - $33.67 $1.75K - $2.02K
18.4K $541K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
706
+ 0.5%
$65.27 - $71.18 $46.1K - $50.3K
142K $9.44M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.6K
+ 6.13%
$32.49 - $37.99 $378K - $442K
201K $6.75M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
529
+ 3.48%
$110.9 - $132.93 $58.7K - $70.3K
15.7K $1.79M
MGC
Vanguard Mega Cap ETF

ETFs
23
+ 0.27%
$199.2 - $222.69 $4.58K - $5.12K
8.59K $1.73M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.07K
+ 4.34%
$39.97 - $48.7 $42.7K - $52K
25.7K $1.03M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.15K
+ 2.58%
$50.44 - $58.1 $58.1K - $66.9K
45.7K $2.35M
PANW
Palo Alto Networks Inc

Technology
140
+ 0.87%
$167.82 - $208.28 $23.5K - $29.2K
16.2K $2.76M
XLY
Select Sector Spdr Consumer Di

ETFs
148
+ 1.8%
$192.6 - $233.2 $28.5K - $34.5K
8.36K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
206
+ 1.69%
$551.42 - $612.93 $114K - $126K
12.4K $6.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
48
+ 0.18%
$92.45 - $106.69 $4.44K - $5.12K
26.3K $2.44M
DFUS
Dimensional ETF Tr U S Equity

ETFs
899
+ 0.9%
$59.61 - $66.71 $53.6K - $60K
101K $6.09M
VB
Vanguard Small Cap ETF

ETFs
209
+ 0.96%
$217.89 - $252.64 $45.5K - $52.8K
22K $4.87M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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