Certified Advisory Corp Incresed Positions in Q1 2025

Certified Advisory Corp

  • $873 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
34.7K
+ 534.24%
$63.51 - $70.42 $2.2M - $2.44M
41.2K $2.69M
AVUV
American Centy ETF Tr Avantis

ETFs
26.6K
+ 34.19%
$84.95 - $100.62 $2.26M - $2.68M
104K $9.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.3K
+ 3.71%
$18.36 - $20.51 $373K - $417K
568K $11.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.48K
+ 8.8%
$126.11 - $135.06 $943K - $1.01M
92.4K $11.9M
GLD
Spdr Gold Trust

ETFs
998
+ 9.48%
$243.19 - $288.14 $243K - $288K
11.5K $3.32M
EPD
Enterprise Products Partners L.P.

Energy
18.2K
+ 37.66%
$31.75 - $34.14 $578K - $621K
66.5K $2.27M
RDVY
First Trust Rising Dividend Ac

ETFs
13.2K
+ 22.15%
$57.22 - $63.39 $753K - $834K
72.6K $4.25M
FNDX
Schwab Fundamental U S Large C

ETFs
29.5K
+ 4.13%
$23.03 - $25.01 $680K - $739K
746K $17.6M
VTV
Vanguard Value ETF

ETFs
1.15K
+ 0.88%
$167.73 - $179.21 $193K - $206K
132K $22.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.93K
+ 1.75%
$44.41 - $45.98 $308K - $319K
404K $18.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.06K
+ 35.54%
$114.9 - $139.6 $696K - $846K
23.1K $2.71M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.73K
+ 1.75%
$48.3 - $52.85 $180K - $197K
217K $11.1M
IEFA
Ishares Tr

ETFs
1.75K
+ 2.34%
$69.57 - $78.65 $121K - $137K
76.2K $5.77M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
10.2K
+ 12.08%
$47.6 - $51.91 $487K - $531K
94.9K $4.58M
JNJ
Johnson & Johnson

Healthcare
265
+ 1.41%
$142.06 - $167.7 $37.6K - $44.4K
19.1K $3.16M
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.9K
+ 3.01%
$29.82 - $30.1 $326K - $329K
375K $11.3M
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 4.03%
$60.81 - $72.32 $81.4K - $96.8K
34.5K $2.47M
VEA
Vanguard Ftse Developed Market

ETFs
1.87K
+ 1.82%
$47.4 - $52.99 $88.5K - $98.9K
105K $5.32M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.46K
+ 2.75%
$21.23 - $22.14 $201K - $209K
354K $7.81M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.39K
+ 36.14%
$79.17 - $82.04 $348K - $360K
16.5K $1.35M
AFL
Aflac Inc

Financial Services
88
+ 0.21%
$100.99 - $111.19 $8.89K - $9.78K
42.4K $4.72M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
+ 77.53%
$19.42 - $19.54 $336K - $338K
39.6K $771K
IOO
Ishares Tr Global 100 ETF

ETFs
7.42K
+ 8.69%
$96.2 - $105.12 $714K - $780K
92.8K $8.93M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.68K
+ 2.74%
$24.73 - $25.62 $165K - $171K
250K $6.39M
SJNK
Spdr Bloomberg Short Term High

ETFs
12.4K
+ 3.78%
$25.08 - $25.64 $311K - $318K
341K $8.57M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.8K
+ 62.12%
$19.43 - $19.62 $250K - $252K
33.5K $656K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.05%
$169.2 - $216.66 $677 - $867
7.51K $1.57M
OXY
Occidental Petroleum Corp

Energy
4.8K
+ 49.84%
$45.45 - $52.7 $218K - $253K
14.4K $712K
USTB
Victory Portfolios Ii Victorys

ETFs
3.13K
+ 1.79%
$50.08 - $50.71 $157K - $159K
177K $8.98M
VZ
Verizon Communications Inc

Communication Services
2.22K
+ 12.16%
$37.81 - $46.49 $83.8K - $103K
20.4K $927K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 7.06%
$507.05 - $563.67 $589K - $655K
17.6K $9.05M
ITA
Ishares Tr

ETFs
802
+ 11.92%
$144.84 - $159.5 $116K - $128K
7.53K $1.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.93K
+ 5.0%
$50.39 - $50.66 $148K - $148K
61.5K $3.11M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
883
+ 1.0%
$77.7 - $78.94 $68.6K - $69.7K
89.3K $7.05M
AVDE
American Centy ETF Tr Avantis

ETFs
788
+ 4.48%
$60.63 - $68.55 $47.8K - $54K
18.4K $1.22M
PM
Philip Morris International Inc.

Consumer Defensive
22
+ 0.75%
$117.15 - $158.79 $2.58K - $3.49K
2.94K $467K
XLF
Financial Sector Spdr

ETFs
1.5K
+ 6.06%
$47.32 - $52.19 $71.2K - $78.5K
26.3K $1.31M
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.93K
+ 55.07%
$58.79 - $65.0 $114K - $126K
5.44K $324K
VGSH
Vanguard

ETFs
729
+ 0.65%
$58.07 - $58.69 $42.3K - $42.8K
113K $6.66M
FTGC
First Trust Global Tactical CO

ETFs
3.26K
+ 33.52%
$23.95 - $25.86 $78K - $84.2K
13K $330K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.23K
+ 3.62%
$31.42 - $34.87 $38.6K - $42.9K
35.2K $1.19M
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
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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