Certified Advisory Corp Reduced Holdings in Q1 2025

Certified Advisory Corp

  • $873 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-162K
- 77.94%
$36.91 - $41.03 $5.98M - $6.65M
45.9K $1.82M
VUG
Vanguard Growth ETF

ETFs
-2.07K
- 2.11%
$369.1 - $427.61 $762K - $883K
95.7K $35.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-78.9K
- 44.24%
$36.64 - $45.76 $2.89M - $3.61M
99.5K $3.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-150K
- 20.87%
$27.01 - $28.54 $4.06M - $4.29M
569K $15.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23.2K
- 28.97%
$102.49 - $119.96 $2.38M - $2.79M
56.9K $5.95M
AAPL
Apple Inc.

Technology
-1.89K
- 2.43%
$209.68 - $247.1 $396K - $466K
75.9K $16.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
-18.4K
- 29.13%
$92.71 - $107.38 $1.71M - $1.98M
44.8K $4.16M
VGT
Vanguard Information Technolog

ETFs
-506
- 2.5%
$542.38 - $646.34 $274K - $327K
19.7K $10.7M
VIG
Vanguard Dividend Appreciation

ETFs
-9.09K
- 27.59%
N/A
23.8K $4.34M
NVDA
Nvidia Corp

Technology
-923
- 1.85%
$106.98 - $149.43 $98.7K - $138K
48.9K $5.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-73K
- 16.7%
$32.9 - $37.45 $2.4M - $2.73M
364K $13.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-32.7K
- 32.21%
$41.61 - $44.72 $1.36M - $1.46M
68.8K $2.98M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.62K
- 0.73%
$53.6 - $58.97 $194K - $214K
495K $27.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-529
- 1.69%
$190.26 - $242.06 $101K - $128K
30.7K $5.84M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-44.7K
- 9.31%
$27.64 - $28.58 $1.23M - $1.28M
435K $12.4M
MSFT
Microsoft Corp

Technology
-663
- 4.53%
$375.39 - $447.2 $249K - $296K
14K $5.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-21K
- 35.34%
$44.68 - $46.49 $937K - $975K
38.4K $1.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.95K
- 1.72%
$57.21 - $65.8 $169K - $194K
168K $9.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-16K
- 7.15%
$73.78 - $76.59 $1.18M - $1.23M
208K $15.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.48K
- 39.42%
$182.82 - $196.21 $819K - $879K
6.89K $1.3M
GOOG
Alphabet Inc.

Communication Services
-1.2K
- 6.97%
$156.06 - $207.71 $188K - $250K
16K $2.5M
GOOGL
Alphabet Inc.

Communication Services
-312
- 1.56%
$154.33 - $206.19 $48.2K - $64.3K
19.7K $3.05M
HD
Home Depot, Inc.

Consumer Cyclical
-1.26K
- 12.36%
$347.25 - $424.87 $436K - $534K
8.91K $3.27M
JPIB
Jpmorgan International Bond Op

ETFs
-15.8K
- 7.41%
$46.97 - $48.35 $743K - $765K
198K $9.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-456
- 5.35%
$360.07 - $417.26 $164K - $190K
8.07K $2.91M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.87K
- 2.64%
$62.77 - $71.4 $117K - $133K
69K $4.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.46K
- 1.46%
$83.18 - $89.27 $204K - $219K
166K $13.8M
LMT
Lockheed Martin Corp

Industrials
-465
- 8.4%
$423.19 - $506.29 $197K - $235K
5.07K $2.26M
ISCG
Ishares Morningstar Small Cap

ETFs
-1.44K
- 1.93%
$44.44 - $52.05 $63.8K - $74.7K
73K $3.29M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-469
- 0.69%
$69.69 - $79.99 $32.7K - $37.5K
67.1K $4.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.74K
- 26.95%
$82.81 - $92.93 $227K - $254K
7.42K $631K
AVGO
Broadcom Inc.

Technology
-208
- 5.92%
$167.43 - $244.7 $34.8K - $50.9K
3.31K $553K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.37K
- 1.95%
$90.0 - $96.32 $214K - $229K
119K $11M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.26K
- 4.48%
$90.7 - $101.57 $114K - $127K
26.8K $2.47M
CMI
Cummins Inc

Industrials
-244
- 5.22%
$312.92 - $386.07 $76.4K - $94.2K
4.43K $1.39M
DIS
Walt Disney CO

Communication Services
-500
- 3.58%
$96.87 - $114.0 $48.4K - $57K
13.5K $1.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.27K
- 6.8%
$49.78 - $53.19 $213K - $227K
58.5K $2.99M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-7.57K
- 46.27%
$31.25 - $34.24 $237K - $259K
8.79K $300K
XLK
Technology Sector Spdr

ETFs
-141
- 2.02%
$206.38 - $242.18 $29.1K - $34.1K
6.83K $1.41M
VTI
Vanguard Total Stock Market Et

ETFs
-200
- 2.24%
$271.18 - $303.12 $54.2K - $60.6K
8.73K $2.4M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.49K
- 1.99%
$38.53 - $40.49 $95.7K - $101K
122K $4.75M
NOCT
Innovator Growth 100 Power Buf

ETFs
-2.35K
- 7.78%
$49.54 - $52.84 $116K - $124K
27.8K $1.38M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.43K
- 27.4%
$71.17 - $73.66 $173K - $179K
6.43K $472K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2.54K
- 7.42%
$74.87 - $79.99 $190K - $203K
31.6K $2.43M
PFE
Pfizer Inc

Healthcare
-2.53K
- 3.55%
$25.01 - $27.13 $63.2K - $68.5K
68.6K $1.74M
BX
Blackstone Inc.

Financial Services
-464
- 21.79%
$136.53 - $186.74 $63.3K - $86.6K
1.67K $232K
ORCL
Oracle Corp

Technology
-54
- 1.17%
$139.81 - $186.47 $7.55K - $10.1K
4.55K $635K
LLY
Eli Lilly & CO

Healthcare
-422
- 10.46%
$725.72 - $929.72 $306K - $392K
3.61K $2.98M
JPIE
J P Morgan Exchange Traded Fd
-6.09K
- 1.83%
$45.46 - $46.18 $277K - $281K
327K $15.1M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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