Certified Advisory Corp Reduced Holdings in Q2 2025

Certified Advisory Corp

  • $946 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-215K
- 37.7%
$24.32 - $27.87 $5.22M - $5.98M
355K $9.4M
AAPL
Apple Inc.

Technology
-1.36K
- 1.79%
$172.42 - $223.89 $234K - $304K
74.6K $15.3M
UNH
Unitedhealth Group Inc

Healthcare
-1.92K
- 52.54%
$274.35 - $599.47 $528K - $1.15M
1.74K $542K
VIG
Vanguard Dividend Appreciation

ETFs
-7.18K
- 30.1%
N/A
16.7K $3.04M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-32.7K
- 71.31%
$35.9 - $43.76 $1.17M - $1.43M
13.2K $568K
PFE
Pfizer Inc

Healthcare
-37.7K
- 54.91%
$21.59 - $24.84 $814K - $936K
30.9K $750K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-20.9K
- 22.0%
$42.02 - $50.36 $877K - $1.05M
74K $3.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13.1K
- 22.34%
$45.11 - $52.34 $589K - $684K
45.4K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
-1.63K
- 18.24%
$335.24 - $380.78 $545K - $619K
7.29K $2.67M
V
Visa Inc.

Financial Services
-1.67K
- 13.28%
$308.27 - $373.31 $514K - $623K
10.9K $3.87M
CVX
Chevron Corp

Energy
-462
- 2.98%
$133.73 - $168.51 $61.8K - $77.9K
15K $2.15M
XLV
Select Sector Spdr Fund Health

ETFs
-893
- 4.03%
$128.77 - $144.3 $115K - $129K
21.3K $2.86M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1K
- 18.21%
$248.61 - $294.96 $249K - $295K
4.49K $1.27M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-14.5K
- 42.16%
$20.66 - $20.74 $299K - $300K
19.9K $410K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.11K
- 7.14%
$204.89 - $224.73 $228K - $250K
14.5K $3.17M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-10.2K
- 2.34%
$28.21 - $28.85 $287K - $294K
425K $12.2M
IVT
Inven Trust Properties Corp.

Real Estate
-6.25K
- 40.7%
$25.97 - $29.73 $162K - $186K
9.1K $249K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-8.05K
- 2.25%
$24.48 - $24.9 $197K - $200K
350K $8.71M
JPM
Jpmorgan Chase & CO

Financial Services
-3.74K
- 17.29%
$210.28 - $289.91 $786K - $1.08M
17.9K $5.19M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.52K
- 6.56%
$45.2 - $46.6 $114K - $117K
35.9K $1.66M
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 3.24%
$68.37 - $73.9 $76.4K - $82.6K
33.4K $2.36M
IHF
Ishares Tr

ETFs
-363
- 2.8%
$46.2 - $54.6 $16.8K - $19.8K
12.6K $613K
MCD
Mcdonalds Corp

Consumer Cyclical
-93
- 7.03%
$285.55 - $321.23 $26.6K - $29.9K
1.23K $359K
MUB
Ishares National Muni Bond ETF

ETFs
-336
- 3.96%
$102.31 - $105.8 $34.4K - $35.5K
8.15K $851K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-972
- 11.05%
$30.93 - $34.56 $30.1K - $33.6K
7.82K $259K
NJUL
Innovator Growth 100 Power Buf

Technology
-1.33K
- 18.34%
$56.05 - $68.06 $74.5K - $90.5K
5.92K $402K
LOW
Lowes Companies Inc

Consumer Cyclical
-71
- 5.4%
$210.83 - $235.28 $15K - $16.7K
1.24K $275K
VV
Vanguard Large Cap ETF

ETFs
-195
- 21.74%
$228.25 - $285.3 $44.5K - $55.6K
702 $200K
IWD
Ishares Russell 1000 Val ETF

ETFs
-341
- 4.95%
$166.82 - $194.23 $56.9K - $66.2K
6.55K $1.27M
UNP
Union Pacific Corp

Industrials
-10
- 0.56%
$208.27 - $238.46 $2.08K - $2.38K
1.77K $406K
UTG
Reaves Utility Income Fund

Financial Services
-2.08K
- 11.98%
$29.08 - $36.18 $60.4K - $75.1K
15.2K $551K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-299
- 0.67%
$6.87 - $7.56 $2.05K - $2.26K
44.6K $329K
NEE
Nextera Energy Inc

Utilities
-34
- 0.97%
$64.11 - $75.0 $2.18K - $2.55K
3.48K $241K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-117
- 1.23%
$50.1 - $51.02 $5.86K - $5.97K
9.41K $479K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.21K
- 4.82%
$44.8 - $53.97 $98.8K - $119K
43.5K $2.35M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-300
- 10.97%
$70.44 - $86.87 $21.1K - $26.1K
2.43K $211K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-65
- 1.01%
$72.02 - $73.82 $4.68K - $4.8K
6.37K $468K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-59
- 0.56%
$50.48 - $50.71 $2.98K - $2.99K
10.5K $534K
XLP
Consumer Staples Sector Spdr

ETFs
-30
- 0.67%
N/A
4.43K $336K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.48K
- 5.67%
$45.9 - $56.06 $67.9K - $82.9K
24.6K $1.38M
IEMG
Ishares Inc

ETFs
-45
- 1.03%
N/A
4.31K $231K
MGV
Vanguard Mega Cap Value

ETFs
-52
- 2.36%
$114.87 - $131.25 $5.97K - $6.83K
2.15K $281K
Bank America Corp
-44
- 9.91%
N/A
400 $0
PNOV
Innovator U.S. Equity Power Bu
-611
- 9.36%
N/A
5.92K $0
PDEC
Innovator U.S. Equity Power Bu
-1.49K
- 4.89%
N/A
28.9K $0
Innovator Etfs Trust
-12
- 0.19%
N/A
6.31K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-13.9K
- 13.08%
N/A
92.2K $0
Fidelity Covington Trust
-1.07K
- 2.73%
N/A
38K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-76
- 0.19%
$19.44 - $19.56 $1.48K - $1.49K
39.5K $771K
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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