Certified Advisory Corp Incresed Positions in Q3 2025

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.6K
+ 3.12%
$21.77 - $22.57 $253K - $262K
384K $8.62M
ORCL
Oracle Corp

Technology
293
+ 6.47%
$218.96 - $328.33 $64.2K - $96.2K
4.82K $1.36M
MU
Micron Technology Inc

Technology
1.22K
+ 36.04%
$104.88 - $168.89 $128K - $206K
4.6K $769K
MGC
Vanguard Mega Cap ETF

ETFs
762
+ 8.87%
$224.2 - $245.55 $171K - $187K
9.35K $2.28M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
488
+ 0.32%
$70.77 - $73.59 $34.5K - $35.9K
152K $11.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.66K
+ 6.17%
$137.51 - $145.26 $228K - $241K
28.5K $4.07M
VEA
Vanguard Ftse Developed Market

ETFs
305
+ 0.29%
$56.02 - $60.3 $17.1K - $18.4K
104K $6.25M
VBR
Vanguard Small Cap Value ETF

ETFs
1.24K
+ 29.35%
$195.41 - $212.37 $243K - $264K
5.47K $1.14M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.08K
+ 6.65%
$79.83 - $84.0 $166K - $174K
33.3K $2.8M
PLTR
Palantir Technologies Inc.

Technology
871
+ 30.79%
$130.68 - $186.97 $114K - $163K
3.7K $674K
VGSH
Vanguard

ETFs
4.49K
+ 3.75%
$58.43 - $58.88 $262K - $264K
124K $7.32M
XLU
Utilities Sector Spdr

ETFs
1.83K
+ 8.94%
$81.14 - $87.32 $148K - $159K
22.2K $1.94M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.38K
+ 3.17%
$53.36 - $59.69 $73.5K - $82.3K
44.9K $2.61M
AFL
Aflac Inc

Financial Services
6
+ 0.01%
$98.09 - $111.7 $589 - $670
42.4K $4.74M
AEP
American Electric Power CO Inc

Utilities
1.5K
+ 14.97%
$103.26 - $115.0 $155K - $173K
11.5K $1.3M
HWM
Howmet Aerospace Inc.

Industrials
1.02K
+ 18.58%
$171.0 - $196.23 $175K - $201K
6.53K $1.28M
XLK
Technology Sector Spdr

ETFs
166
+ 2.33%
$250.97 - $282.66 $41.7K - $46.9K
7.28K $2.05M
DUK
Duke Energy Corp

Utilities
1.04K
+ 5.43%
$116.31 - $125.93 $121K - $131K
20.2K $2.51M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.5K
+ 7.25%
$50.47 - $50.74 $227K - $229K
66.6K $3.38M
EPD
Enterprise Products Partners L.P.

Energy
6.29K
+ 7.7%
$30.74 - $32.14 $193K - $202K
87.9K $2.75M
NSC
Norfolk Southern Corp

Industrials
21
+ 0.45%
$259.49 - $300.41 $5.45K - $6.31K
4.69K $1.41M
FTGC
First Trust Global Tactical CO

ETFs
6.93K
+ 30.56%
$24.67 - $26.32 $171K - $182K
29.6K $766K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
561
+ 0.78%
$53.93 - $57.58 $30.3K - $32.3K
72.7K $4.1M
AVGO
Broadcom Inc.

Technology
50
+ 1.6%
$264.74 - $369.57 $13.2K - $18.5K
3.17K $1.04M
CVX
Chevron Corp

Energy
18
+ 0.12%
$145.57 - $161.83 $2.62K - $2.91K
15.1K $2.34M
VFF
Village Farms International, Inc.

Consumer Defensive
29.3K
+ 70.06%
$1.12 - $3.33 $32.8K - $97.4K
71K $222K
AMD
Advanced Micro Devices Inc

Technology
817
+ 44.26%
$134.8 - $184.42 $110K - $151K
2.66K $430K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.49K
+ 24.93%
$87.29 - $93.61 $130K - $139K
7.46K $696K
VO
Vanguard Mid Cap ETF

ETFs
102
+ 1.14%
$279.83 - $293.74 $28.5K - $30K
9.09K $2.67M
WMT
Walmart Inc.

Consumer Defensive
266
+ 1.11%
$94.4 - $104.27 $25.1K - $27.7K
24.3K $2.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.21K
+ 16.2%
$92.26 - $97.51 $112K - $118K
8.68K $838K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.53K
+ 5.39%
$50.09 - $50.73 $127K - $129K
49.5K $2.51M
AVDV
American Centy ETF Tr Avantis

ETFs
377
+ 3.47%
$79.24 - $89.03 $29.9K - $33.6K
11.2K $1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
113
+ 0.41%
$49.43 - $54.52 $5.59K - $6.16K
27.8K $1.51M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.18%
$498.9 - $609.32 $998 - $1.22K
1.13K $690K
AMZN
Amazon Com Inc

Consumer Cyclical
521
+ 1.68%
$211.65 - $238.24 $110K - $124K
31.5K $6.91M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
82
+ 0.15%
$35.04 - $37.72 $2.87K - $3.09K
54.7K $2.06M
ITB
Ishares Tr

ETFs
413
+ 8.81%
$94.18 - $117.14 $38.9K - $48.4K
5.1K $546K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.39K
+ 27.3%
$61.56 - $66.95 $85.3K - $92.8K
6.46K $432K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.07%
$128.6 - $136.01 $1.41K - $1.5K
15.9K $2.15M
C
Citigroup Inc

Financial Services
8
+ 0.13%
$85.57 - $103.49 $685 - $828
6.34K $643K
ETN
Eaton Corp PLC

Industrials
205
+ 19.27%
$342.99 - $392.76 $70.3K - $80.5K
1.27K $474K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 4.42%
$224.68 - $282.71 $14.4K - $18.1K
1.51K $422K
UTG
Reaves Utility Income Fund

Financial Services
1.03K
+ 6.77%
$35.81 - $39.62 $37K - $40.9K
16.3K $644K
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.6%
$144.19 - $167.33 $8.22K - $9.54K
3.63K $607K
UNH
Unitedhealth Group Inc

Healthcare
74
+ 4.26%
$237.77 - $353.61 $17.6K - $26.2K
1.81K $625K
QCOM
Qualcomm Inc

Technology
62
+ 0.62%
$145.84 - $173.55 $9.04K - $10.8K
10.1K $1.68M
NEE
Nextera Energy Inc

Utilities
755
+ 21.73%
$69.77 - $77.54 $52.7K - $58.5K
4.23K $319K
IAU
Ishares Gold Trust

ETFs
231
+ 4.06%
$61.62 - $72.77 $14.2K - $16.8K
5.93K $431K
Activity Summary
Buys All Purchases 191 New Holdings 22 Increased Positions 169 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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