Certified Advisory Corp Incresed Positions in Q2 2025

Certified Advisory Corp

  • $946 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
36
+ 3.51%
$468.22 - $566.51 $16.9K - $20.4K
1.06K $601K
AXP
American Express CO

Financial Services
11
+ 1.11%
$231.39 - $318.98 $2.55K - $3.51K
1K $320K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.16%
$82.32 - $112.47 $329 - $450
2.52K $283K
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.37%
$174.82 - $215.79 $1.92K - $2.37K
2.96K $637K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.14%
$113.75 - $148.48 $569 - $742
3.57K $521K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21
+ 1.68%
$171.4 - $227.1 $3.6K - $4.77K
1.27K $288K
IAU
Ishares Gold Trust

ETFs
484
+ 9.29%
$56.1 - $64.74 $27.2K - $31.3K
5.7K $355K
DFAX
Dimensional ETF Tr
172
+ 1.26%
$23.37 - $29.39 $4.02K - $5.06K
13.8K $405K
EFA
Ishares Tr Msci Eafe ETF

ETFs
13
+ 0.22%
$72.96 - $90.39 $948 - $1.18K
5.97K $533K
CAT
Caterpillar Inc

Industrials
2
+ 0.29%
$273.94 - $388.21 $548 - $776
688 $267K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
623
+ 1.01%
$50.36 - $50.68 $31.4K - $31.6K
62.1K $3.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
346
+ 14.91%
$96.84 - $99.46 $33.5K - $34.4K
2.67K $264K
BX
Blackstone Inc.

Financial Services
95
+ 5.71%
$120.07 - $151.11 $11.4K - $14.4K
1.76K $263K
CWB
Spdr Bloomberg Convertible Sec

ETFs
11
+ 0.23%
$71.86 - $82.66 $790 - $909
4.85K $400K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.02%
$58.41 - $72.69 $58.4 - $72.7
4.06K $295K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
62
+ 1.96%
$62.73 - $78.42 $3.89K - $4.86K
3.23K $250K
F
Ford Motor CO

Consumer Cyclical
1.24K
+ 7.46%
$8.69 - $10.85 $10.7K - $13.4K
17.8K $193K
T
At&T Inc.

Communication Services
161
+ 0.48%
$26.33 - $28.94 $4.24K - $4.66K
33.4K $966K
FVAL
Fidelity Covington Tr Value Fa

ETFs
21
+ 0.39%
$52.8 - $63.87 $1.11K - $1.34K
5.46K $348K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
509
+ 10.72%
$48.46 - $50.2 $24.7K - $25.6K
5.26K $261K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.07%
$19.1 - $23.83 $134 - $167
10.5K $249K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.07%
$104.87 - $127.3 $210 - $255
2.91K $370K
ADBE
Adobe Inc.

Technology
50
+ 5.43%
$340.0 - $420.68 $17K - $21K
971 $375K
EQT
Eqt Corp

Energy
10
+ 0.27%
$46.11 - $60.44 $461 - $604
3.78K $220K
FITB
Fifth Third Bancorp

Financial Services
75
+ 1.01%
$33.32 - $41.51 $2.5K - $3.11K
7.51K $309K
VNQ
Vanguard Specialized Funds Van

ETFs
291
+ 5.13%
$79.79 - $91.42 $23.2K - $26.6K
5.96K $530K
SYK
Stryker Corp

Healthcare
1
+ 0.17%
$337.37 - $395.63 $337 - $396
574 $227K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
66
+ 0.62%
$16.57 - $20.48 $1.09K - $1.35K
10.8K $220K
OEF
Ishares S&P 100 ETF

ETFs
42
+ 0.85%
N/A
4.96K $1.32M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
100
+ 0.77%
$22.4 - $23.8 $2.24K - $2.38K
13.2K $313K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
128
+ 0.74%
$22.87 - $23.14 $2.93K - $2.96K
17.5K $403K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
203
+ 1.91%
$7.05 - $8.02 $1.43K - $1.63K
10.9K $87K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.3%
$121.58 - $136.74 $2.43K - $2.73K
6.74K $914K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
23
+ 0.34%
$59.8 - $60.07 $1.38K - $1.38K
6.79K $406K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10
+ 0.1%
$24.54 - $25.07 $245 - $251
10K $250K
FISV
Fiserv Inc

Technology
10
+ 0.19%
N/A
5.21K $652K
TIP
Ishares Tr Tips Bd ETF

ETFs
22
+ 1.16%
$107.93 - $110.97 $2.37K - $2.44K
1.92K $210K
Ge Healthcare Technologies I
1.02K
+ 18.76%
N/A
6.44K $0
Innovator Etfs Trust
5.56K
+ 42.11%
N/A
18.8K $0
Fidelity Covington Trust
89
+ 0.27%
N/A
32.7K $0
SO
Southern CO

Utilities
4
+ 0.05%
$84.91 - $92.56 $340 - $370
8.69K $797K
VZ
Verizon Communications Inc

Communication Services
937
+ 4.58%
$41.67 - $45.62 $39K - $42.7K
21.4K $925K
JPRE
J P Morgan Exchange Traded Fd

ETFs
54
+ 0.6%
$42.75 - $48.79 $2.31K - $2.63K
9.07K $432K
ET
Energy Transfer LP

Energy
6
+ 0.06%
$15.65 - $18.93 $93.9 - $114
10.2K $184K
ITB
Ishares Tr

ETFs
50
+ 1.08%
$85.52 - $96.61 $4.28K - $4.83K
4.69K $436K
PDI
Pimco Dynamic Income Fund

Financial Services
957
+ 3.21%
$17.02 - $19.87 $16.3K - $19K
30.8K $583K
GILD
Gilead Sciences, Inc.

Healthcare
35
+ 0.34%
$96.91 - $113.0 $3.39K - $3.96K
10.2K $1.13M
UPS
United Parcel Service Inc

Industrials
70
+ 3.52%
$91.92 - $110.2 $6.43K - $7.71K
2.06K $208K
AMGN
Amgen Inc

Healthcare
120
+ 8.35%
$262.28 - $309.85 $31.5K - $37.2K
1.56K $434K
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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