Certified Advisory Corp Incresed Positions in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
1.54K
+ 68.88%
$266.03 - $266.03 $409K - $409K
3.77K $1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.72K
+ 4.38%
$48.51 - $52.86 $132K - $144K
64.7K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
163
+ 2.39%
$801.83 - $917.05 $131K - $149K
7K $6.2M
AVDE
American Centy ETF Tr Avantis

ETFs
4.78K
+ 41.42%
$60.09 - $67.67 $287K - $324K
16.3K $1.09M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.78K
+ 10.25%
$38.33 - $42.48 $298K - $331K
83.7K $3.52M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.2K
+ 1.73%
$66.68 - $72.81 $79.9K - $87.3K
70.5K $5.1M
XLI
Industrial Sector Spdr

ETFs
228
+ 0.92%
$120.56 - $135.44 $27.5K - $30.9K
25K $3.39M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.45K
+ 38.5%
$51.78 - $52.98 $334K - $342K
23.2K $1.23M
ISCG
Ishares Morningstar Small Cap

ETFs
2.36K
+ 3.52%
$44.24 - $49.07 $104K - $116K
69.3K $3.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 17.95%
$110.22 - $120.89 $236K - $259K
14.1K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
675
+ 8.14%
$255.18 - $283.2 $172K - $191K
8.97K $2.54M
GLD
Spdr Gold Trust

ETFs
242
+ 2.6%
$215.56 - $246.98 $52.2K - $59.8K
9.54K $2.32M
ORCL
Oracle Corp

Technology
1.24K
+ 37.88%
$125.9 - $170.35 $156K - $211K
4.52K $769K
SO
Southern CO

Utilities
2.21K
+ 28.34%
$77.0 - $90.52 $170K - $200K
9.99K $901K
PG
Procter & Gamble CO

Consumer Defensive
1.4K
+ 32.97%
$160.76 - $177.82 $225K - $248K
5.63K $975K
EPD
Enterprise Products Partners L.P.

Energy
9.39K
+ 68.58%
$27.88 - $30.0 $262K - $282K
23.1K $671K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
6.62K
+ 24.34%
$22.3 - $26.02 $148K - $172K
33.8K $879K
VO
Vanguard Mid Cap ETF

ETFs
290
+ 3.55%
$237.84 - $263.83 $69K - $76.5K
8.46K $2.23M
VGT
Vanguard Information Technolog

ETFs
84
+ 0.42%
$514.43 - $606.85 $43.2K - $51K
20.3K $11.9M
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 1.03%
$194.9 - $224.8 $45.6K - $52.6K
23K $4.85M
NSC
Norfolk Southern Corp

Industrials
414
+ 9.94%
$213.75 - $259.69 $88.5K - $108K
4.58K $1.14M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.62K
+ 1.95%
$49.77 - $51.95 $80.7K - $84.3K
84.9K $4.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.52K
+ 64.48%
$37.89 - $40.48 $209K - $224K
14.1K $570K
NNN
National Retail Properties, Inc.

Real Estate
1.68K
+ 6.95%
$42.12 - $48.79 $70.7K - $81.9K
25.9K $1.25M
XLY
Select Sector Spdr Consumer Di

ETFs
406
+ 5.29%
$170.05 - $200.86 $69K - $81.5K
8.09K $1.62M
GE
General Electric CO

Industrials
80
+ 1.22%
$156.66 - $189.66 $12.5K - $15.2K
6.65K $1.25M
PSN
Parsons Corp

Industrials
1K
+ 21.08%
$76.52 - $103.68 $76.5K - $104K
5.74K $595K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
108
+ 0.32%
$70.02 - $76.68 $7.56K - $8.28K
34K $2.61M
T
At&T Inc.

Communication Services
5.2K
+ 17.69%
$18.21 - $22.28 $94.6K - $116K
34.6K $760K
NOC
Northrop Grumman Corp

Industrials
212
+ 22.77%
$423.73 - $533.14 $89.8K - $113K
1.14K $603K
XLV
Select Sector Spdr Fund Health

ETFs
68
+ 0.31%
$143.3 - $157.24 $9.74K - $10.7K
22.3K $3.44M
DIS
Walt Disney CO

Communication Services
2.33K
+ 19.0%
$85.6 - $98.61 $199K - $230K
14.6K $1.4M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 47.61%
$161.9 - $179.3 $163K - $181K
3.13K $531K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.97K
+ 23.94%
$71.45 - $75.64 $141K - $149K
10.2K $765K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 4.46%
$41.9 - $48.26 $52.2K - $60.1K
29.2K $1.39M
MO
Altria Group, Inc.

Consumer Defensive
666
+ 2.78%
$45.95 - $54.71 $30.6K - $36.4K
24.6K $1.26M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
500
+ 8.06%
$125.95 - $142.04 $63K - $71K
6.7K $952K
AEP
American Electric Power CO Inc

Utilities
120
+ 1.19%
$87.11 - $104.95 $10.5K - $12.6K
10.2K $1.05M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.47K
+ 17.65%
$37.45 - $44.25 $130K - $153K
23.1K $988K
TFC
Truist Financial Corp

Financial Services
1.49K
+ 6.68%
$38.22 - $44.94 $56.8K - $66.8K
23.7K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 20.89%
$245.82 - $304.51 $63.4K - $78.6K
1.49K $454K
ITB
Ishares Tr

ETFs
308
+ 8.55%
$97.52 - $128.64 $30K - $39.6K
3.91K $496K
FXO
First Tr Exchange Traded Fd Fi

ETFs
13
+ 0.05%
$45.78 - $51.72 $595 - $672
24.2K $1.24M
AVLV
American Centy ETF Tr Avantis
1.48K
+ 29.68%
$60.05 - $65.83 $88.8K - $97.3K
6.46K $425K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.16K
+ 33.47%
$19.2 - $19.82 $99.1K - $102K
20.6K $406K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.82K
+ 4.41%
$50.25 - $50.74 $91.4K - $92.3K
43.1K $2.19M
XLK
Technology Sector Spdr

ETFs
454
+ 6.93%
$197.34 - $237.68 $89.6K - $108K
7K $1.58M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.19K
+ 9.68%
$36.02 - $41.68 $42.9K - $49.6K
13.5K $557K
META
Meta Platforms, Inc.

Communication Services
53
+ 6.47%
$453.41 - $572.44 $24K - $30.3K
872 $499K
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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