Certified Advisory Corp Reduced Holdings in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-280K
- 91.81%
$29.08 - $31.84 $8.13M - $8.9M
24.9K $788K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-94.3K
- 34.16%
$42.22 - $48.62 $3.98M - $4.59M
182K $8.46M
VNQ
Vanguard Specialized Funds Van

ETFs
-16.9K
- 70.15%
$82.97 - $98.97 $1.4M - $1.67M
7.19K $700K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-9.55K
- 16.98%
$66.31 - $74.08 $633K - $707K
46.7K $3.43M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-6.24K
- 64.1%
$55.27 - $60.6 $345K - $378K
3.5K $211K
GOOGL
Alphabet Inc.

Communication Services
-131
- 0.66%
$148.65 - $191.18 $19.5K - $25K
19.7K $3.27M
IP
International Paper CO

Consumer Cyclical
-9.86K
- 37.92%
$42.55 - $49.98 $419K - $493K
16.1K $788K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-4.92K
- 10.49%
$49.69 - $50.5 $244K - $248K
42K $2.12M
MU
Micron Technology Inc

Technology
-790
- 16.35%
$86.27 - $136.82 $68.2K - $108K
4.04K $419K
CVX
Chevron Corp

Energy
-199
- 1.16%
$137.88 - $161.97 $27.4K - $32.2K
17K $2.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.66K
- 4.39%
$48.06 - $49.39 $224K - $230K
102K $5.01M
BA
Boeing CO

Industrials
-84
- 1.91%
$152.04 - $190.6 $12.8K - $16K
4.33K $657K
VOE
Vanguard Mid Cap Value Index F

ETFs
-803
- 39.46%
$149.02 - $167.67 $120K - $135K
1.23K $206K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-516
- 5.7%
$332.02 - $382.76 $171K - $198K
8.54K $3.21M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.6K
- 10.5%
$50.32 - $50.75 $80.6K - $81.3K
13.7K $693K
MCK
Mckesson Corp

Healthcare
-18
- 2.44%
$479.06 - $630.38 $8.62K - $11.3K
719 $355K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-310
- 11.59%
$152.9 - $180.39 $47.4K - $55.9K
2.36K $412K
FTGC
First Trust Global Tactical CO

ETFs
-1.61K
- 14.55%
$22.3 - $24.39 $36K - $39.4K
9.48K $224K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-656
- 6.2%
$50.63 - $51.11 $33.2K - $33.5K
9.92K $506K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.84K
- 6.21%
$86.27 - $95.15 $159K - $175K
27.8K $2.65M
C
Citigroup Inc

Financial Services
-290
- 4.08%
$56.11 - $67.61 $16.3K - $19.6K
6.82K $426K
XLP
Consumer Staples Sector Spdr

ETFs
-292
- 5.98%
$76.04 - $76.04 $22.2K - $22.2K
4.59K $348K
VIG
Vanguard Dividend Appreciation

ETFs
-57
- 0.18%
$182.15 - $182.15 $10.4K - $10.4K
32.3K $5.88M
UPS
United Parcel Service Inc

Industrials
-92
- 4.41%
$123.32 - $147.38 $11.3K - $13.6K
1.99K $271K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-482
- 8.5%
$71.19 - $76.59 $34.3K - $36.9K
5.19K $397K
FISV
Fiserv Inc

Technology
-82
- 1.3%
N/A
6.24K $780K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-76
- 5.18%
$178.94 - $207.0 $13.6K - $15.7K
1.39K $279K
IVT
Inven Trust Properties Corp.

Real Estate
-2.86K
- 14.43%
$24.41 - $29.87 $69.8K - $85.4K
17K $481K
SYK
Stryker Corp

Healthcare
-63
- 8.96%
$315.94 - $371.96 $19.9K - $23.4K
640 $231K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-40
- 2.72%
$147.95 - $191.05 $5.92K - $7.64K
1.43K $248K
PANW
Palo Alto Networks Inc

Technology
-78
- 0.98%
$294.18 - $368.01 $22.9K - $28.7K
7.9K $2.7M
GD
General Dynamics Corp

Industrials
-57
- 5.42%
$279.51 - $308.09 $15.9K - $17.6K
994 $300K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-3.43K
- 8.73%
$31.39 - $35.47 $108K - $122K
35.9K $1.26M
Fidelity Covington Trust
-426
- 1.28%
N/A
32.8K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-159
- 0.13%
N/A
121K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-148
- 4.27%
$60.84 - $67.51 $9K - $9.99K
3.32K $223K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-1.28K
- 3.74%
$7.74 - $8.68 $9.88K - $11.1K
32.8K $285K
RIGS
Riverfront Strategic Income Fd

ETFs
-3.91K
- 3.38%
$22.5 - $23.69 $88K - $92.7K
112K $2.63M
AXP
American Express CO

Financial Services
-167
- 12.82%
$225.92 - $271.17 $37.7K - $45.3K
1.14K $308K
VHT
Vanguard Health Care ETF

ETFs
-106
- 4.2%
$261.88 - $288.1 $27.8K - $30.5K
2.42K $682K
CSCO
Cisco Systems, Inc.

Technology
-394
- 6.49%
$44.74 - $53.22 $17.6K - $21K
5.68K $302K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.61K
- 2.57%
$85.48 - $98.39 $138K - $159K
61.1K $5.9M
DHR
Danaher Corp

Healthcare
-33
- 3.56%
$239.25 - $280.76 $7.9K - $9.27K
893 $248K
OKE
Oneok Inc

Energy
-196
- 5.38%
$78.62 - $95.27 $15.4K - $18.7K
3.45K $313K
CSX
Csx Corp

Industrials
-25
- 0.14%
$32.48 - $35.45 $812 - $886
18.3K $632K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-473
- 0.95%
$7.02 - $7.62 $3.32K - $3.6K
49.3K $375K
PFE
Pfizer Inc

Healthcare
-1.99K
- 2.4%
$27.7 - $31.39 $55.1K - $62.4K
80.9K $2.34M
IAU
Ishares Gold Trust

ETFs
-46
- 0.94%
$44.06 - $50.5 $2.03K - $2.32K
4.83K $239K
ABT
Abbott Laboratories

Healthcare
-265
- 4.42%
$100.07 - $118.13 $26.5K - $31.3K
5.73K $652K
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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