Certified Advisory Corp Reduced Holdings in Q1 2025

Certified Advisory Corp

  • $873 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-1.04K
- 4.57%
$225.19 - $279.95 $233K - $290K
21.6K $5.31M
WMT
Walmart Inc.

Consumer Defensive
-745
- 3.09%
$84.5 - $105.05 $63K - $78.3K
23.3K $2.05M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-619
- 0.91%
$51.3 - $56.76 $31.8K - $35.1K
67.5K $3.58M
SPYG
Spdr Portfolio

ETFs
-260
- 2.18%
$80.05 - $92.39 $20.8K - $24K
11.7K $938K
MRK
Merck & Co., Inc.

Healthcare
-499
- 7.86%
$83.01 - $101.02 $41.4K - $50.4K
5.85K $525K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26K
- 7.05%
$33.84 - $37.77 $879K - $981K
342K $12.5M
ADBE
Adobe Inc.

Technology
-109
- 10.58%
$377.84 - $464.11 $41.2K - $50.6K
921 $353K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.15K
- 13.03%
$20.64 - $20.73 $106K - $107K
34.4K $710K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-96
- 2.04%
$302.31 - $337.54 $29K - $32.4K
4.61K $1.41M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.13K
- 13.3%
$41.09 - $43.24 $87.6K - $92.2K
13.9K $576K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-3.28K
- 6.12%
$31.4 - $33.22 $103K - $109K
50.4K $1.62M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.09K
- 3.93%
$110.75 - $119.78 $121K - $131K
26.7K $3.09M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-235
- 9.92%
$161.27 - $192.3 $37.9K - $45.2K
2.13K $343K
LOW
Lowes Companies Inc

Consumer Cyclical
-285
- 17.82%
$222.66 - $268.42 $63.5K - $76.5K
1.31K $306K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.79K
- 12.88%
$39.81 - $42.17 $71.4K - $75.7K
12.1K $487K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.67K
- 13.63%
$50.44 - $50.7 $84.4K - $84.8K
10.6K $537K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.74K
- 1.99%
$49.42 - $50.43 $86.1K - $87.9K
86K $4.3M
IWM
Ishares Russell 2000 ETF

ETFs
-70
- 2.32%
$198.1 - $229.79 $13.9K - $16.1K
2.95K $587K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-270
- 17.79%
$192.82 - $222.1 $52.1K - $60K
1.25K $240K
ETN
Eaton Corp PLC

Industrials
-25
- 2.3%
$271.83 - $371.23 $6.8K - $9.28K
1.06K $289K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-3.02K
- 14.83%
$23.03 - $23.17 $69.6K - $70K
17.4K $399K
GS
Goldman Sachs Group Inc

Financial Services
-90
- 11.0%
$524.81 - $672.19 $47.2K - $60.5K
728 $397K
AXP
American Express CO

Financial Services
-143
- 12.59%
$255.39 - $325.87 $36.5K - $46.6K
993 $267K
VNQ
Vanguard Specialized Funds Van

ETFs
-861
- 13.18%
$85.55 - $94.34 $73.7K - $81.2K
5.67K $513K
FISV
Fiserv Inc

Technology
-516
- 9.03%
N/A
5.2K $651K
TFC
Truist Financial Corp

Financial Services
-227
- 0.96%
$39.48 - $48.15 $8.96K - $10.9K
23.5K $967K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-38
- 3.57%
$522.96 - $601.18 $19.9K - $22.8K
1.03K $547K
BA
Boeing CO

Industrials
-190
- 4.52%
$148.15 - $186.25 $28.1K - $35.4K
4.02K $685K
XLI
Industrial Sector Spdr

ETFs
-287
- 1.15%
$128.78 - $141.67 $37K - $40.7K
24.6K $3.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
-259
- 4.5%
$283.24 - $338.07 $73.4K - $87.6K
5.49K $1.62M
PSA
Public Storage

Real Estate
-150
- 13.85%
$288.99 - $313.98 $43.3K - $47.1K
933 $279K
DGRO
Ishares Core Dividend Growth E

ETFs
-894
- 3.2%
$60.46 - $64.42 $54.1K - $57.6K
27.1K $1.67M
VV
Vanguard Large Cap ETF

ETFs
-117
- 11.54%
$253.32 - $282.66 $29.6K - $33.1K
897 $230K
CSCO
Cisco Systems, Inc.

Technology
-927
- 16.29%
$58.74 - $64.87 $54.5K - $60.1K
4.77K $294K
VBR
Vanguard Small Cap Value ETF

ETFs
-70
- 3.61%
$183.02 - $207.75 $12.8K - $14.5K
1.87K $347K
IVE
Ishares S&P 500 Value ETF

ETFs
-178
- 3.1%
$185.78 - $198.58 $33.1K - $35.3K
5.56K $1.06M
NNN
National Retail Properties, Inc.

Real Estate
-1.86K
- 7.17%
$38.0 - $43.19 $70.8K - $80.5K
24.1K $1.03M
MGV
Vanguard Mega Cap Value

ETFs
-314
- 12.49%
$123.61 - $133.01 $38.8K - $41.8K
2.2K $283K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-267
- 6.17%
$64.88 - $72.1 $17.3K - $19.3K
4.06K $267K
META
Meta Platforms, Inc.

Communication Services
-29
- 3.18%
$576.36 - $736.67 $16.7K - $21.4K
883 $508K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-294
- 5.73%
$75.99 - $81.58 $22.3K - $24K
4.84K $370K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-4.21K
- 8.57%
$7.41 - $7.64 $31.2K - $32.2K
44.9K $338K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-726
- 1.57%
$49.75 - $50.27 $36.1K - $36.5K
45.7K $2.28M
VAW
Vanguard Materials ETF

ETFs
-234
- 1.36%
$185.71 - $202.46 $43.5K - $47.4K
17K $3.21M
CAT
Caterpillar Inc

Industrials
-10
- 1.44%
$326.75 - $407.63 $3.27K - $4.08K
686 $226K
NEE
Nextera Energy Inc

Utilities
-307
- 8.05%
$66.96 - $76.16 $20.6K - $23.4K
3.51K $248K
MCD
Mcdonalds Corp

Consumer Cyclical
-189
- 12.5%
$279.74 - $321.29 $52.9K - $60.7K
1.32K $413K
BAC
Bank Of America Corp

Financial Services
-43
- 0.41%
$39.61 - $47.74 $1.7K - $2.05K
10.4K $434K
SO
Southern CO

Utilities
-1.3K
- 13.05%
$80.96 - $92.96 $105K - $121K
8.68K $798K
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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