Certified Advisory Corp Reduced Holdings in Q1 2025

Certified Advisory Corp

  • $873 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVT
Inven Trust Properties Corp.

Real Estate
-347
- 2.21%
$28.36 - $30.77 $9.84K - $10.7K
15.3K $450K
SAIC
Science Applications International Corp

Technology
-210
- 7.73%
$95.77 - $119.82 $20.1K - $25.2K
2.51K $281K
C
Citigroup Inc

Financial Services
-364
- 5.44%
$67.23 - $84.63 $24.5K - $30.8K
6.33K $449K
TT
Trane Technologies PLC

Industrials
-1
- 0.17%
$332.0 - $400.86 $332 - $401
596 $200K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-334
- 4.7%
$59.78 - $60.03 $20K - $20.1K
6.77K $404K
INTU
Intuit Inc

Technology
-21
- 4.48%
$555.63 - $630.23 $11.7K - $13.2K
448 $275K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-498
- 3.18%
$39.4 - $42.61 $19.6K - $21.2K
15.2K $613K
MU
Micron Technology Inc

Technology
-336
- 8.31%
$86.89 - $109.38 $29.2K - $36.8K
3.71K $322K
SYK
Stryker Corp

Healthcare
-69
- 10.75%
$355.18 - $399.9 $24.5K - $27.6K
573 $213K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-235
- 9.2%
$95.85 - $99.25 $22.5K - $23.3K
2.32K $229K
IEMG
Ishares Inc

ETFs
-287
- 6.18%
N/A
4.36K $233K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-296
- 3.01%
$50.87 - $51.09 $15.1K - $15.1K
9.52K $486K
VFH
Vanguard Financial ETF

ETFs
-116
- 3.83%
$114.07 - $127.34 $13.2K - $14.8K
2.91K $347K
OKE
Oneok Inc

Energy
-42
- 1.21%
$89.57 - $109.85 $3.76K - $4.61K
3.42K $339K
QCOM
Qualcomm Inc

Technology
-34
- 0.34%
$151.94 - $175.86 $5.17K - $5.98K
10K $1.54M
XLP
Consumer Staples Sector Spdr

ETFs
-74
- 1.63%
N/A
4.46K $339K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-194
- 1.6%
$17.53 - $17.87 $3.4K - $3.47K
11.9K $209K
GD
General Dynamics Corp

Industrials
-38
- 3.87%
$241.94 - $272.58 $9.19K - $10.4K
945 $257K
PG
Procter & Gamble CO

Consumer Defensive
-102
- 1.79%
$158.56 - $176.26 $16.2K - $18K
5.58K $951K
Bank America Corp
-23
- 4.93%
N/A
444 $0
PDEC
Innovator U.S. Equity Power Bu
-214
- 0.7%
N/A
30.4K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-9.1K
- 57.97%
N/A
6.6K $0
UNP
Union Pacific Corp

Industrials
-64
- 3.48%
$225.21 - $254.42 $14.4K - $16.3K
1.78K $419K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-13.5K
- 11.26%
N/A
106K $0
Fidelity Covington Trust
-116
- 0.3%
N/A
39.1K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.07K
- 6.47%
N/A
15.4K $0
F
Ford Motor CO

Consumer Cyclical
-13
- 0.08%
$9.12 - $10.43 $119 - $136
16.6K $166K
V
Visa Inc.

Financial Services
-1.36K
- 9.76%
$306.92 - $362.71 $417K - $493K
12.6K $4.4M
MPC
Marathon Petroleum Corp

Energy
-20
- 1.2%
$134.72 - $159.03 $2.69K - $3.18K
1.64K $238K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-25
- 1.19%
$98.98 - $113.18 $2.47K - $2.83K
2.07K $234K
IHF
Ishares Tr

ETFs
-1.02K
- 7.27%
$47.84 - $53.21 $48.7K - $54.2K
13K $685K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.43K
- 4.18%
$23.43 - $25.55 $33.4K - $36.4K
32.6K $833K
VDE
Vanguard Energy ETF

ETFs
-50
- 1.42%
$119.14 - $132.76 $5.96K - $6.64K
3.47K $450K
SPGI
S&P Global Inc.

Financial Services
-74
- 1.17%
$478.26 - $543.77 $35.4K - $40.2K
6.24K $3.17M
VHT
Vanguard Health Care ETF

ETFs
-4
- 0.17%
$254.06 - $273.83 $1.02K - $1.1K
2.42K $640K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-144
- 0.51%
$42.5 - $46.71 $6.12K - $6.73K
28.2K $1.28M
RTX
Raytheon Technologies Corp

Industrials
-276
- 7.18%
$114.1 - $135.66 $31.5K - $37.4K
3.57K $472K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-170
- 0.05%
$24.5 - $24.95 $4.17K - $4.24K
358K $8.86M
ABT
Abbott Laboratories

Healthcare
-590
- 10.33%
$111.1 - $140.22 $65.5K - $82.7K
5.12K $679K
NFLX
Netflix Inc

Communication Services
-9
- 0.79%
$828.4 - $1058.6 $7.46K - $9.53K
1.14K $1.06M
XOM
Exxon Mobil Corp

Energy
-668
- 6.11%
$105.44 - $118.93 $70.4K - $79.4K
10.3K $1.22M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.18%
$433.45 - $513.82 $867 - $1.03K
1.13K $579K
XLU
Utilities Sector Spdr

ETFs
-49
- 0.29%
$74.7 - $80.27 $3.66K - $3.93K
16.9K $1.33M
IAU
Ishares Gold Trust

ETFs
-6
- 0.11%
$49.74 - $58.96 $298 - $354
5.21K $307K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 0.3%
$461.52 - $548.18 $5.08K - $6.03K
3.66K $1.92M
AMGN
Amgen Inc

Healthcare
-53
- 3.56%
$258.59 - $327.36 $13.7K - $17.4K
1.44K $447K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.01K
- 2.02%
$39.18 - $43.52 $157K - $175K
194K $8.14M
COST
Costco Wholesale Corp

Consumer Defensive
-151
- 2.13%
$890.62 - $1076.86 $134K - $163K
6.95K $6.57M
MCK
Mckesson Corp

Healthcare
-5
- 0.7%
$566.21 - $672.99 $2.83K - $3.36K
710 $477K
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
Track This Portfolio

Track Certified Advisory Corp Portfolio

Follow Certified Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email