Certified Advisory Corp Purchases in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.21%
$250.81 - $283.3 $1.25K - $1.42K
2.42K $614K
PSA
Public Storage

Real Estate
1
+ 0.09%
$289.33 - $360.21 $289 - $360
1.08K $324K
DFIV
Dimensional ETF Tr

ETFs
6.48K
+ 5.61%
$34.86 - $37.97 $226K - $246K
122K $4.32M
MU
Micron Technology Inc

Technology
1
+ 0.02%
$84.16 - $113.41 $84.2 - $113
4.04K $340K
AMGN
Amgen Inc

Healthcare
20
+ 1.36%
$258.78 - $328.31 $5.18K - $6.57K
1.49K $388K
MSFT
Microsoft Corp

Technology
82
+ 0.56%
$406.35 - $454.46 $33.3K - $37.3K
14.6K $6.16M
VDC
Vanguard Consumer Staples ETF

ETFs
81
+ 0.52%
$210.96 - $223.62 $17.1K - $18.1K
15.7K $3.31M
XOM
Exxon Mobil Corp

Energy
7
+ 0.06%
$105.51 - $125.37 $739 - $878
10.9K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
223
+ 0.28%
$113.92 - $127.38 $25.4K - $28.4K
80.2K $9.24M
DUK
Duke Energy Corp

Utilities
278
+ 1.46%
$105.76 - $120.76 $29.4K - $33.6K
19.3K $2.08M
ABBV
Abb Vie Inc.

Healthcare
69
+ 0.93%
$164.99 - $203.87 $11.4K - $14.1K
7.51K $1.33M
LMT
Lockheed Martin Corp

Industrials
687
+ 14.18%
$479.66 - $614.62 $330K - $422K
5.53K $2.69M
QCOM
Qualcomm Inc

Technology
14
+ 0.14%
$150.4 - $178.04 $2.11K - $2.49K
10K $1.54M
NNN
National Retail Properties, Inc.

Real Estate
140
+ 0.54%
$39.77 - $49.34 $5.57K - $6.91K
26K $1.06M
SYLD
Cambria Shareholder Yld ETF

ETFs
347
+ 0.49%
$68.06 - $76.27 $23.6K - $26.5K
70.8K $4.85M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
961
+ 0.8%
$91.94 - $100.02 $88.4K - $96.1K
122K $11.3M
KO
Coca Cola CO

Consumer Defensive
326
+ 0.99%
$61.74 - $71.71 $20.1K - $23.4K
33.2K $2.07M
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.6K
+ 5.65%
$40.06 - $45.21 $425K - $479K
198K $8.07M
XLV
Select Sector Spdr Fund Health

ETFs
219
+ 0.98%
$136.28 - $154.74 $29.8K - $33.9K
22.5K $3.1M
AFL
Aflac Inc

Financial Services
24
+ 0.06%
$100.37 - $115.27 $2.41K - $2.77K
42.3K $4.38M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.89K
+ 2.03%
$44.87 - $46.86 $354K - $370K
397K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 1.13%
$47.57 - $52.44 $54.5K - $60.1K
103K $4.92M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.18K
+ 4.62%
$37.12 - $41.23 $341K - $378K
208K $7.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
480K
+ 200.02%
$26.93 - $84.95 $12.9M - $40.8M
720K $19.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.02K
+ 0.83%
$34.13 - $37.35 $103K - $113K
368K $12.6M
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
Track This Portfolio

Track Certified Advisory Corp Portfolio

Follow Certified Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email