Certified Advisory Corp Incresed Positions in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
3.1K
+ 985.99%
$136.27 - $1745.86 $422K - $5.41M
3.41K $588K
VOT
Vanguard Mid Cap Growth Index

ETFs
175
+ 6.03%
$218.05 - $243.47 $38.2K - $42.6K
3.08K $749K
XOM
Exxon Mobil Corp

Energy
515
+ 4.94%
$109.72 - $119.0 $56.5K - $61.3K
10.9K $1.28M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.13%
$99.55 - $123.34 $498 - $617
3.94K $477K
PM
Philip Morris International Inc.

Consumer Defensive
126
+ 4.51%
$101.25 - $127.45 $12.8K - $16.1K
2.92K $354K
BX
Blackstone Inc.

Financial Services
18
+ 0.82%
$120.77 - $159.66 $2.17K - $2.87K
2.23K $340K
RY
Royal Bank Of Canada

Financial Services
8
+ 0.23%
$105.65 - $124.73 $845 - $998
3.49K $435K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
1.1K
+ 2.8%
$29.41 - $32.91 $32.4K - $36.2K
40.4K $1.32M
JPRE
J P Morgan Exchange Traded Fd

ETFs
49
+ 0.55%
$43.9 - $51.94 $2.15K - $2.55K
8.91K $453K
VBR
Vanguard Small Cap Value ETF

ETFs
128
+ 7.09%
$179.99 - $201.6 $23K - $25.8K
1.93K $388K
RPM
Rpm International Inc

Basic Materials
23
+ 0.57%
$103.91 - $125.03 $2.39K - $2.88K
4.07K $491K
FITB
Fifth Third Bancorp

Financial Services
209
+ 2.94%
$36.01 - $43.64 $7.53K - $9.12K
7.32K $313K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
850
+ 9.25%
$49.93 - $51.15 $42.4K - $43.5K
10K $513K
NEE
Nextera Energy Inc

Utilities
33
+ 0.94%
$69.9 - $84.97 $2.31K - $2.8K
3.53K $298K
IWN
Ishares Russell2000 Val ETF

ETFs
120
+ 6.13%
$150.05 - $171.34 $18K - $20.6K
2.08K $346K
UNP
Union Pacific Corp

Industrials
51
+ 2.99%
$221.78 - $256.09 $11.3K - $13.1K
1.76K $432K
NFLX
Netflix Inc

Communication Services
8
+ 0.69%
$598.55 - $722.26 $4.79K - $5.78K
1.16K $825K
MSFT
Microsoft Corp

Technology
641
+ 4.61%
$395.15 - $467.56 $253K - $300K
14.5K $6.26M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.04%
$37.33 - $40.63 $261 - $284
15.7K $636K
CAT
Caterpillar Inc

Industrials
5
+ 0.73%
$316.8 - $391.12 $1.58K - $1.96K
694 $271K
IEMG
Ishares Inc

ETFs
781
+ 20.26%
$53.64 - $53.64 $41.9K - $41.9K
4.64K $248K
BAC
Bank Of America Corp

Financial Services
1.06K
+ 11.17%
$36.65 - $44.13 $38.7K - $46.6K
10.5K $416K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.01K
+ 7.56%
$30.53 - $33.02 $30.9K - $33.4K
14.4K $470K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.55K
+ 13.48%
$17.35 - $18.22 $26.9K - $28.3K
13.1K $236K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 3.14%
$531.86 - $624.21 $6.91K - $8.11K
427 $264K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.31K
+ 8.21%
$22.94 - $23.16 $30.1K - $30.4K
17.3K $400K
MUB
Ishares National Muni Bond ETF

ETFs
147
+ 1.79%
$106.13 - $108.7 $15.6K - $16K
8.34K $905K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.07%
$99.27 - $111.21 $199 - $222
3.02K $332K
MGV
Vanguard Mega Cap Value

ETFs
40
+ 1.62%
$118.0 - $128.28 $4.72K - $5.13K
2.5K $321K
AMD
Advanced Micro Devices Inc

Technology
135
+ 7.59%
$128.67 - $183.96 $17.4K - $24.8K
1.91K $313K
DFAX
Dimensional ETF Tr
93
+ 0.69%
$24.29 - $27.25 $2.26K - $2.53K
13.5K $364K
ETN
Eaton Corp PLC

Industrials
9
+ 0.85%
$272.52 - $333.02 $2.45K - $3K
1.07K $354K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
690
+ 1.65%
$20.47 - $20.71 $14.1K - $14.3K
42.6K $878K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.09%
$162.64 - $179.3 $325 - $359
2.13K $382K
AMGN
Amgen Inc

Healthcare
10
+ 0.68%
$309.38 - $337.38 $3.09K - $3.37K
1.47K $473K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
573
+ 5.72%
$18.63 - $20.45 $10.7K - $11.7K
10.6K $215K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.14%
$59.93 - $66.52 $300 - $333
3.49K $232K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
117
+ 0.53%
$19.2 - $19.63 $2.25K - $2.3K
22.2K $434K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
33
+ 0.63%
$63.74 - $73.47 $2.1K - $2.42K
5.29K $378K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2
+ 0.08%
$79.58 - $91.64 $159 - $183
2.51K $227K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
191
+ 1.9%
$7.45 - $8.23 $1.42K - $1.57K
10.3K $82K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
25
+ 0.36%
$59.61 - $60.15 $1.49K - $1.5K
7.07K $423K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
73
+ 0.65%
$14.16 - $14.47 $1.03K - $1.06K
11.4K $163K
Fidelity Covington Trust
661
+ 2.31%
N/A
29.3K $0
Ge Healthcare Technologies I
1.91K
+ 69.91%
N/A
4.64K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
488
+ 0.14%
N/A
353K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
+ 0.19%
$104.47 - $116.17 $418 - $465
2.1K $226K
ET
Energy Transfer LP

Energy
6
+ 0.06%
$15.43 - $16.44 $92.6 - $98.6
10.2K $162K
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.4%
$248.27 - $294.37 $993 - $1.18K
1.01K $271K
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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