Certified Advisory Corp Purchases in Q2 2025

Certified Advisory Corp

  • $946 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
152K
New
N/A
152K $0
Rbb Fund Trust
26.3K
New
N/A
26.3K $0
Ge Healthcare Technologies I
1.02K
+ 18.76%
N/A
6.44K $0
Innovator Etfs Trust
7.15K
New
N/A
7.15K $0
Fidelity Covington Trust
89
+ 0.27%
N/A
32.7K $0
TIP
Ishares Tr Tips Bd ETF

ETFs
22
+ 1.16%
$107.93 - $110.97 $2.37K - $2.44K
1.92K $210K
Innovator Etfs Trust
5.56K
+ 42.11%
N/A
18.8K $0
SO
Southern CO

Utilities
4
+ 0.05%
$84.91 - $92.56 $340 - $370
8.69K $797K
VZ
Verizon Communications Inc

Communication Services
937
+ 4.58%
$41.67 - $45.62 $39K - $42.7K
21.4K $925K
JPRE
J P Morgan Exchange Traded Fd

ETFs
54
+ 0.6%
$42.75 - $48.79 $2.31K - $2.63K
9.07K $432K
ITB
Ishares Tr

ETFs
50
+ 1.08%
$85.52 - $96.61 $4.28K - $4.83K
4.69K $436K
PDI
Pimco Dynamic Income Fund

Financial Services
957
+ 3.21%
$17.02 - $19.87 $16.3K - $19K
30.8K $583K
GILD
Gilead Sciences, Inc.

Healthcare
35
+ 0.34%
$96.91 - $113.0 $3.39K - $3.96K
10.2K $1.13M
UPS
United Parcel Service Inc

Industrials
70
+ 3.52%
$91.92 - $110.2 $6.43K - $7.71K
2.06K $208K
AMGN
Amgen Inc

Healthcare
120
+ 8.35%
$262.28 - $309.85 $31.5K - $37.2K
1.56K $434K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.09%
$456.3 - $540.39 $456 - $540
1.13K $565K
MO
Altria Group, Inc.

Consumer Defensive
257
+ 1.07%
$55.56 - $60.91 $14.3K - $15.7K
24.2K $1.42M
TAXF
American Centy ETF Tr Diversif

ETFs
268
+ 0.46%
$47.8 - $49.79 $12.8K - $13.3K
58.7K $2.87M
MRK
Merck & Co., Inc.

Healthcare
485
+ 8.29%
$73.47 - $87.12 $35.6K - $42.3K
6.33K $501K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.08%
$236.71 - $261.92 $473 - $524
2.42K $601K
OKE
Oneok Inc

Energy
167
+ 4.88%
$78.71 - $100.37 $13.1K - $16.8K
3.59K $292K
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.23%
$128.02 - $151.37 $896 - $1.06K
3.1K $409K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.02%
$98.59 - $109.11 $197 - $218
10K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.23%
$157.66 - $172.39 $2.05K - $2.24K
5.59K $891K
OXY
Occidental Petroleum Corp

Energy
968
+ 6.71%
$36.11 - $49.33 $35K - $47.8K
15.4K $647K
DUK
Duke Energy Corp

Utilities
26
+ 0.14%
$112.46 - $124.05 $2.92K - $3.23K
19.2K $2.27M
XOM
Exxon Mobil Corp

Energy
110
+ 1.07%
$99.93 - $119.04 $11K - $13.1K
10.4K $1.12M
ABBV
Abb Vie Inc.

Healthcare
344
+ 4.58%
$170.16 - $206.27 $58.5K - $71K
7.85K $1.46M
LLY
Eli Lilly & CO

Healthcare
61
+ 1.69%
$713.71 - $898.95 $43.5K - $54.8K
3.68K $2.86M
AFL
Aflac Inc

Financial Services
7
+ 0.02%
$99.77 - $112.45 $698 - $787
42.4K $4.47M
XLE
Energy Sector Spdr

ETFs
621
+ 1.5%
$76.44 - $94.13 $47.5K - $58.5K
42K $3.56M
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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