Certified Advisory Corp Incresed Positions in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
219K
+ 149.83%
$33.74 - $37.96 $7.39M - $8.31M
365K $13.7M
USTB
Victory Portfolios Ii Victorys

ETFs
141K
+ 631.64%
$49.79 - $50.91 $7.02M - $7.18M
163K $8.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
233K
+ 213.09%
$29.58 - $30.31 $6.89M - $7.06M
342K $10.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
121K
+ 44.98%
$44.65 - $47.21 $5.39M - $5.7M
389K $18.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
58.6K
+ 43.34%
$74.26 - $78.84 $4.35M - $4.62M
194K $15.2M
JPIE
J P Morgan Exchange Traded Fd
67.9K
+ 29.0%
$45.17 - $46.39 $3.07M - $3.15M
302K $14M
FNDX
Schwab Fundamental U S Large C

ETFs
33.5K
+ 18.93%
$65.36 - $71.76 $2.19M - $2.4M
210K $15.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
29.4K
+ 6.41%
$53.41 - $57.9 $1.57M - $1.7M
488K $28.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
38.5K
+ 25.74%
$38.04 - $45.36 $1.46M - $1.74M
188K $8.39M
FNDF
Schwab Fundamental Intl Large

ETFs
33.9K
+ 8.28%
$33.67 - $37.71 $1.14M - $1.28M
443K $16.5M
VTV
Vanguard Value ETF

ETFs
222
+ 0.17%
$159.75 - $174.57 $35.5K - $38.8K
131K $22.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
66.1K
+ 24.09%
$24.39 - $25.28 $1.61M - $1.67M
340K $8.55M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.39K
+ 8.42%
$87.56 - $95.49 $822K - $896K
121K $11.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
99
+ 0.04%
$77.02 - $85.06 $7.62K - $8.42K
240K $20.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.3K
+ 14.42%
$61.47 - $67.36 $1.06M - $1.16M
137K $9.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.75K
+ 13.43%
$475.2 - $527.7 $831K - $922K
14.8K $7.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.68K
+ 3.25%
$434.77 - $502.96 $728K - $842K
53.2K $26M
SJNK
Spdr Bloomberg Short Term High

ETFs
40.5K
+ 14.44%
$24.8 - $25.75 $1M - $1.04M
321K $8.26M
IVV
Ishares Core S&P 500 ETF

ETFs
318
+ 0.88%
$520.18 - $576.82 $165K - $183K
36.4K $21M
DFIV
Dimensional ETF Tr

ETFs
24.9K
+ 27.48%
$34.66 - $38.38 $862K - $955K
115K $4.39M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.51K
+ 2.15%
$77.24 - $83.67 $271K - $294K
167K $13.9M
MA
Mastercard Inc

Financial Services
181
+ 0.93%
$429.6 - $500.99 $77.8K - $90.7K
19.6K $9.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.6K
+ 3.2%
$117.9 - $128.2 $306K - $333K
83.8K $10.7M
VUG
Vanguard Growth ETF

ETFs
334
+ 0.34%
$341.08 - $391.94 $114K - $131K
98.6K $37.9M
AVUV
American Centy ETF Tr Avantis

ETFs
6.89K
+ 10.5%
$88.24 - $99.7 $608K - $687K
72.5K $6.95M
JPIB
Jpmorgan International Bond Op

ETFs
15.9K
+ 9.2%
$46.96 - $48.73 $747K - $775K
189K $9.19M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.7K
+ 15.58%
$24.86 - $26.33 $787K - $834K
235K $6.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.3K
+ 6.97%
$194.66 - $225.97 $642K - $745K
50.7K $11.1M
AFL
Aflac Inc

Financial Services
5
+ 0.01%
$88.52 - $111.8 $443 - $559
42.3K $4.73M
AVEM
American Centy ETF Tr Avantis

ETFs
9.71K
+ 11.35%
$57.2 - $65.59 $556K - $637K
95.3K $6.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.7K
+ 37.14%
$44.9 - $47.55 $707K - $748K
58.1K $2.74M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
9.44K
+ 16.0%
$48.71 - $54.57 $460K - $515K
68.5K $3.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.58K
+ 0.96%
$57.32 - $62.65 $90.8K - $99.2K
167K $10.4M
IBM
International Business Machines Corp

Technology
2.04K
+ 43.83%
$175.1 - $223.38 $356K - $455K
6.68K $1.48M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
13K
+ 4.09%
$21.35 - $22.73 $278K - $296K
332K $7.48M
VGSH
Vanguard

ETFs
7.97K
+ 8.04%
$57.74 - $59.13 $460K - $471K
107K $6.32M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.18K
+ 40.77%
$103.87 - $117.59 $434K - $492K
14.4K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
380
+ 3.46%
$517.38 - $573.86 $197K - $218K
11.4K $6.53M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.93K
+ 4.8%
$65.15 - $72.97 $191K - $214K
64K $4.67M
RDVY
First Trust Rising Dividend Ac

ETFs
5.52K
+ 13.07%
$53.68 - $59.24 $296K - $327K
47.8K $2.83M
IEFA
Ishares Tr

ETFs
2.26K
+ 3.64%
$70.09 - $78.74 $158K - $178K
64.2K $5.01M
VZ
Verizon Communications Inc

Communication Services
9.88K
+ 53.11%
$38.89 - $45.0 $384K - $445K
28.5K $1.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.65K
+ 3.84%
$92.63 - $105.69 $246K - $280K
71.6K $7.46M
DUK
Duke Energy Corp

Utilities
1.9K
+ 11.1%
$99.35 - $117.71 $189K - $224K
19.1K $2.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.63K
+ 4.87%
$76.94 - $79.54 $279K - $288K
78.1K $6.2M
IOO
Ishares Tr Global 100 ETF

ETFs
2.32K
+ 2.84%
$89.63 - $100.83 $208K - $234K
83.9K $8.32M
VEA
Vanguard Ftse Developed Market

ETFs
1.81K
+ 1.82%
$47.6 - $53.31 $86.3K - $96.7K
102K $5.37M
VB
Vanguard Small Cap ETF

ETFs
72
+ 0.34%
$214.77 - $237.72 $15.5K - $17.1K
21.2K $5.03M
XLU
Utilities Sector Spdr

ETFs
2.98K
+ 21.9%
$67.67 - $80.78 $202K - $241K
16.6K $1.34M
Activity Summary
Buys All Purchases 182 New Holdings 20 Increased Positions 162 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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