Certified Advisory Corp Incresed Positions in Q2 2025

Certified Advisory Corp

  • $946 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.67K
+ 14.32%
$35.12 - $48.24 $129K - $177K
29.3K $1.41M
VGSH
Vanguard

ETFs
6.38K
+ 5.63%
$58.32 - $58.95 $372K - $376K
120K $7.05M
GLD
Spdr Gold Trust

ETFs
583
+ 5.06%
$273.71 - $316.29 $160K - $184K
12.1K $3.69M
ISCG
Ishares Morningstar Small Cap

ETFs
294
+ 0.4%
$39.44 - $49.76 $11.6K - $14.6K
73.3K $3.65M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
726
+ 0.61%
$81.46 - $94.63 $59.1K - $68.7K
120K $11.4M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.63K
+ 6.86%
$46.92 - $55.01 $217K - $255K
72.1K $3.92M
XLU
Utilities Sector Spdr

ETFs
3.54K
+ 21.0%
$73.09 - $82.77 $259K - $293K
20.4K $1.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.1K
+ 4.81%
$24.98 - $25.66 $301K - $309K
262K $6.72M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
4.16K
+ 8.26%
$29.0 - $35.55 $121K - $148K
54.6K $1.94M
IBM
International Business Machines Corp

Technology
5
+ 0.07%
$221.03 - $294.78 $1.11K - $1.47K
6.76K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.4K
+ 12.76%
$483.48 - $539.8 $1.16M - $1.29M
21.2K $10.3M
VO
Vanguard Mid Cap ETF

ETFs
315
+ 3.63%
$228.54 - $279.83 $72K - $88.1K
8.99K $2.51M
EPD
Enterprise Products Partners L.P.

Energy
15.1K
+ 22.71%
$28.95 - $34.22 $437K - $517K
81.6K $2.53M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.2K
+ 3.72%
$50.09 - $51.09 $160K - $163K
89.2K $4.56M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
151
+ 0.96%
$101.93 - $128.63 $15.4K - $19.4K
15.9K $2.04M
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.9K
+ 116.38%
$16.93 - $17.81 $235K - $247K
25.8K $458K
JPIB
Jpmorgan International Bond Op

ETFs
1.76K
+ 0.89%
$47.18 - $48.62 $82.9K - $85.4K
200K $9.7M
FTGC
First Trust Global Tactical CO

ETFs
9.71K
+ 74.83%
$23.09 - $25.91 $224K - $251K
22.7K $559K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.87K
+ 2.09%
$77.94 - $79.5 $145K - $148K
91.1K $7.25M
META
Meta Platforms, Inc.

Communication Services
76
+ 8.61%
$484.66 - $738.09 $36.8K - $56.1K
959 $707K
VOT
Vanguard Mid Cap Growth Index

ETFs
231
+ 7.41%
$216.28 - $284.39 $50K - $65.7K
3.35K $952K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.76K
+ 14.89%
$50.34 - $51.86 $189K - $195K
29K $1.49M
BA
Boeing CO

Industrials
146
+ 3.63%
$136.59 - $217.51 $19.9K - $31.8K
4.16K $872K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
33
+ 0.01%
$47.46 - $55.3 $1.57K - $1.82K
495K $27.3M
PLTR
Palantir Technologies Inc.

Technology
97
+ 3.55%
$74.01 - $144.25 $7.18K - $14K
2.83K $385K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.38K
+ 50.03%
$20.16 - $20.49 $149K - $151K
22.1K $453K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.09%
$272.36 - $339.57 $1.09K - $1.36K
4.61K $1.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.48K
+ 2.82%
$37.08 - $42.26 $203K - $232K
200K $8.28M
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.47K
+ 1.14%
$47.94 - $52.5 $119K - $130K
220K $11.2M
IEV
Ishares Tr Europe ETF

ETFs
1.24K
+ 19.15%
$51.8 - $64.59 $64K - $79.8K
7.69K $486K
AVDV
American Centy ETF Tr Avantis

ETFs
100
+ 0.93%
$61.76 - $79.32 $6.18K - $7.93K
10.9K $860K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.72K
+ 2.5%
$38.18 - $45.52 $65.7K - $78.3K
70.5K $3.09M
NSC
Norfolk Southern Corp

Industrials
22
+ 0.47%
$206.34 - $257.46 $4.54K - $5.66K
4.67K $1.19M
C
Citigroup Inc

Financial Services
9
+ 0.14%
$58.13 - $85.12 $523 - $766
6.33K $539K
XLF
Financial Sector Spdr

ETFs
341
+ 1.3%
$43.92 - $52.37 $15K - $17.9K
26.7K $1.4M
INTU
Intuit Inc

Technology
5
+ 1.12%
$544.07 - $787.63 $2.72K - $3.94K
453 $356K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.36K
+ 2.97%
$49.18 - $50.17 $66.7K - $68.1K
47K $2.36M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
142
+ 2.71%
$60.22 - $80.1 $8.55K - $11.4K
5.38K $430K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.58%
$149.23 - $184.95 $2.54K - $3.14K
2.96K $539K
PJUL
Innovator U.S. Equity Power Bu

ETFs
555
+ 4.57%
$37.66 - $43.85 $20.9K - $24.3K
12.7K $556K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.32K
+ 35.18%
$61.03 - $67.59 $80.6K - $89.3K
5.08K $324K
RY
Royal Bank Of Canada

Financial Services
7
+ 0.2%
$108.36 - $131.55 $759 - $921
3.51K $461K
CSX
Csx Corp

Industrials
155
+ 0.84%
$26.69 - $32.91 $4.14K - $5.1K
18.6K $605K
CMI
Cummins Inc

Industrials
4
+ 0.09%
$267.12 - $336.65 $1.07K - $1.35K
4.43K $1.45M
DGRO
Ishares Core Dividend Growth E

ETFs
45
+ 0.17%
$55.22 - $63.94 $2.48K - $2.88K
27.1K $1.73M
QCOM
Qualcomm Inc

Technology
20
+ 0.2%
$124.66 - $159.48 $2.49K - $3.19K
10K $1.6M
BAC
Bank Of America Corp

Financial Services
45
+ 0.43%
$34.39 - $47.46 $1.55K - $2.14K
10.4K $494K
IWR
Ishares Russell Mid Cap ETF

ETFs
49
+ 0.66%
$74.88 - $91.97 $3.67K - $4.51K
7.47K $687K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.65K
+ 7.9%
$19.49 - $19.66 $51.6K - $52.1K
36.2K $710K
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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