Certified Advisory Corp Reduced Holdings in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
-387
- 4.32%
$204.21 - $220.18 $79K - $85.2K
8.57K $1.82M
UPS
United Parcel Service Inc

Industrials
-16
- 0.8%
$122.65 - $138.35 $1.96K - $2.21K
1.98K $249K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-948
- 7.26%
$17.65 - $18.18 $16.7K - $17.2K
12.1K $214K
SOXX
Ishares Semiconductor ETF

ETFs
-2
- 0.21%
$211.27 - $239.8 $423 - $480
935 $201K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-24
- 0.93%
$96.64 - $101.23 $2.32K - $2.43K
2.56K $247K
ARKW
Ark Next Generation Internet E

ETFs
-649
- 25.31%
$82.66 - $120.04 $53.6K - $77.9K
1.92K $206K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-234
- 0.71%
$8.36 - $8.71 $1.96K - $2.04K
32.6K $274K
IVT
Inven Trust Properties Corp.

Real Estate
-1.26K
- 7.45%
$28.52 - $31.3 $36K - $39.6K
15.7K $472K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-108
- 0.22%
$7.33 - $7.72 $792 - $834
49.2K $366K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-99
- 1.0%
$50.73 - $51.08 $5.02K - $5.06K
9.82K $499K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3
- 0.14%
$101.77 - $113.02 $305 - $339
2.1K $221K
XLP
Consumer Staples Sector Spdr

ETFs
-54
- 1.18%
N/A
4.54K $344K
INTU
Intuit Inc

Technology
-7
- 1.47%
$602.01 - $706.25 $4.21K - $4.94K
469 $294K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.2K
- 0.99%
N/A
120K $0
Fidelity Covington Trust
-260
- 0.79%
N/A
32.5K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-337K
- 95.55%
N/A
15.7K $0
Bank America Corp
-6
- 1.27%
N/A
467 $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
-56
- 1.08%
$76.21 - $82.24 $4.27K - $4.61K
5.13K $399K
T
At&T Inc.

Communication Services
-1.05K
- 3.04%
$21.22 - $23.88 $22.3K - $25.1K
33.5K $763K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-160
- 1.14%
$40.12 - $41.68 $6.42K - $6.67K
13.9K $573K
RPM
Rpm International Inc

Basic Materials
-23
- 0.57%
$120.09 - $140.26 $2.76K - $3.23K
4.04K $497K
FDX
Fedex Corp

Industrials
-1
- 0.12%
$260.5 - $305.15 $261 - $305
846 $238K
MO
Altria Group, Inc.

Consumer Defensive
-348
- 1.41%
$49.06 - $57.74 $17.1K - $20.1K
24.3K $1.27M
ROK
Rockwell Automation, Inc

Industrials
-4
- 0.4%
$264.65 - $302.92 $1.06K - $1.21K
1.01K $288K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-61
- 1.15%
$70.54 - $79.61 $4.3K - $4.86K
5.23K $397K
BMY
Bristol Myers Squibb CO

Healthcare
-13
- 0.33%
$51.92 - $59.94 $675 - $779
3.95K $223K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-36
- 0.76%
$311.11 - $335.64 $11.2K - $12.1K
4.7K $1.51M
BX
Blackstone Inc.

Financial Services
-96
- 4.31%
$148.45 - $199.05 $14.3K - $19.1K
2.13K $367K
XLK
Technology Sector Spdr

ETFs
-32
- 0.46%
$220.26 - $241.44 $7.05K - $7.73K
6.97K $1.62M
BAC
Bank Of America Corp

Financial Services
-61
- 0.58%
$39.22 - $47.77 $2.39K - $2.91K
10.4K $459K
C
Citigroup Inc

Financial Services
-129
- 1.89%
$61.31 - $72.5 $7.91K - $9.35K
6.69K $470K
VTI
Vanguard Total Stock Market Et

ETFs
-39
- 0.43%
$280.04 - $302.45 $10.9K - $11.8K
8.93K $2.59M
MCK
Mckesson Corp

Healthcare
-4
- 0.56%
$482.27 - $628.5 $1.93K - $2.51K
715 $407K
IVW
Ishares S&P 500 Growth ETF

ETFs
-976
- 3.59%
$94.43 - $105.47 $92.2K - $103K
26.2K $2.66M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.51K
- 1.49%
$61.52 - $66.5 $92.8K - $100K
99.7K $6.36M
CMI
Cummins Inc

Industrials
-138
- 2.87%
$324.93 - $383.42 $44.8K - $52.9K
4.67K $1.63M
BA
Boeing CO

Industrials
-118
- 2.73%
$138.14 - $180.72 $16.3K - $21.3K
4.21K $744K
GILD
Gilead Sciences, Inc.

Healthcare
-13
- 0.12%
$83.95 - $97.9 $1.09K - $1.27K
10.5K $966K
DIS
Walt Disney CO

Communication Services
-630
- 4.32%
$92.39 - $117.6 $58.2K - $74.1K
14K $1.56M
NFLX
Netflix Inc

Communication Services
-20
- 1.72%
$687.65 - $936.56 $13.8K - $18.7K
1.14K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 0.15%
$370.24 - $418.94 $4.81K - $5.45K
8.53K $3.42M
GOOG
Alphabet Inc.

Communication Services
-64
- 0.37%
$163.08 - $198.16 $10.4K - $12.7K
17.2K $3.28M
NVDA
Nvidia Corp

Technology
-847
- 1.67%
$117.0 - $148.88 $99.1K - $126K
49.8K $6.69M
JPM
Jpmorgan Chase & CO

Financial Services
-348
- 1.51%
$205.18 - $250.29 $71.4K - $87.1K
22.7K $5.43M
VGT
Vanguard Information Technolog

ETFs
-112
- 0.55%
$571.78 - $647.97 $64K - $72.6K
20.2K $12.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-64
- 0.2%
$180.88 - $232.93 $11.6K - $14.9K
31.2K $6.85M
AAPL
Apple Inc.

Technology
-271
- 0.35%
$221.69 - $259.02 $60.1K - $70.2K
77.8K $19.5M
VUG
Vanguard Growth ETF

ETFs
-885
- 0.9%
$378.79 - $428.11 $335K - $379K
97.8K $40.1M
Activity Summary
Buys All Purchases 176 New Holdings 11 Increased Positions 165 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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