Certified Advisory Corp Sells in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.3%
$523.84 - $572.02 $1.57K - $1.72K
988 $562K
IWR
Ishares Russell Mid Cap ETF

ETFs
-449
- 4.28%
$79.92 - $88.19 $35.9K - $39.6K
10K $885K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-260
- 0.53%
$39.31 - $41.32 $10.2K - $10.7K
49K $2.02M
TT
Trane Technologies PLC

Industrials
-1
- 0.14%
$314.21 - $388.71 $314 - $389
726 $282K
MGC
Vanguard Mega Cap ETF

ETFs
-201
- 2.2%
$185.93 - $206.64 $37.4K - $41.5K
8.96K $1.85M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-372
- 0.56%
$34.29 - $36.04 $12.8K - $13.4K
66.4K $2.39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8
- 0.08%
$58.03 - $65.37 $464 - $523
10.6K $684K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-111
- 2.29%
$283.28 - $314.39 $31.4K - $34.9K
4.74K $1.49M
AVDV
American Centy ETF Tr Avantis

ETFs
-216
- 1.96%
$62.52 - $71.12 $13.5K - $15.4K
10.8K $763K
IHF
Ishares Tr

ETFs
-410
- 2.7%
$51.37 - $58.67 $21.1K - $24.1K
14.7K $842K
UTG
Reaves Utility Income Fund

Financial Services
-617
- 3.49%
$27.16 - $32.8 $16.8K - $20.2K
17.1K $559K
IVE
Ishares S&P 500 Value ETF

ETFs
-67
- 1.1%
$181.06 - $197.17 $12.1K - $13.2K
6.02K $1.19M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.06%
$213.3 - $270.78 $213 - $271
1.58K $427K
IVW
Ishares S&P 500 Growth ETF

ETFs
-87
- 0.32%
$84.77 - $97.13 $7.37K - $8.45K
27.2K $2.61M
XLF
Financial Sector Spdr

ETFs
-251
- 1.02%
$40.84 - $45.74 $10.3K - $11.5K
24.4K $1.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-545
- 1.9%
$57.47 - $62.76 $31.3K - $34.2K
28.1K $1.76M
V
Visa Inc.

Financial Services
-173
- 1.23%
$253.74 - $291.56 $43.9K - $50.4K
13.9K $3.81M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-910
- 3.12%
$112.99 - $126.45 $103K - $115K
28.3K $3.56M
GILD
Gilead Sciences, Inc.

Healthcare
-222
- 2.07%
$66.59 - $83.99 $14.8K - $18.6K
10.5K $878K
DFAT
Dimensional ETF Tr U S Target

ETFs
-29
- 0.07%
$51.0 - $57.07 $1.48K - $1.66K
42.2K $2.35M
IWD
Ishares Russell 1000 Val ETF

ETFs
-37
- 0.33%
$173.36 - $189.8 $6.41K - $7.02K
11.2K $2.13M
ABBV
Abb Vie Inc.

Healthcare
-68
- 0.91%
$163.84 - $199.33 $11.1K - $13.6K
7.44K $1.47M
CMI
Cummins Inc

Industrials
-128
- 2.59%
$266.63 - $326.4 $34.1K - $41.8K
4.81K $1.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
-127
- 2.16%
$247.34 - $300.11 $31.4K - $38.1K
5.76K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
-133
- 3.42%
$488.01 - $604.18 $64.9K - $80.4K
3.76K $2.2M
VDC
Vanguard Consumer Staples ETF

ETFs
-37
- 0.24%
$201.77 - $221.32 $7.47K - $8.19K
15.6K $3.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.67K
- 1.62%
$56.04 - $62.2 $93.5K - $104K
101K $6.3M
SPGI
S&P Global Inc.

Financial Services
-436
- 6.43%
$446.32 - $527.38 $195K - $230K
6.34K $3.28M
KO
Coca Cola CO

Consumer Defensive
-101
- 0.31%
$62.69 - $73.01 $6.33K - $7.37K
32.9K $2.36M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-6.14K
- 1.39%
$27.8 - $29.26 $171K - $180K
435K $12.6M
JNJ
Johnson & Johnson

Healthcare
-125
- 0.64%
$145.48 - $167.38 $18.2K - $20.9K
19.3K $3.12M
VAW
Vanguard Materials ETF

ETFs
-171
- 0.96%
$189.89 - $213.71 $32.5K - $36.5K
17.6K $3.73M
WMT
Walmart Inc.

Consumer Defensive
-68
- 0.28%
$66.91 - $81.4 $4.55K - $5.54K
23.9K $1.93M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.25K
- 1.6%
$54.38 - $59.77 $122K - $135K
139K $8.21M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.58K
- 0.79%
$37.37 - $41.82 $58.9K - $65.9K
199K $8.25M
LMT
Lockheed Martin Corp

Industrials
-223
- 4.4%
$460.3 - $584.56 $103K - $130K
4.85K $2.83M
TSLA
Tesla, Inc.

Consumer Cyclical
-2
- 0.03%
$191.76 - $263.26 $384 - $527
7.33K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
-77
- 0.69%
$333.64 - $405.2 $25.7K - $31.2K
11K $4.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 0.37%
$105.53 - $118.34 $31.7K - $35.5K
79.9K $9.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-539
- 2.69%
$405.19 - $478.57 $218K - $258K
19.5K $8.99M
AAPL
Apple Inc.

Technology
-788
- 1.0%
$207.23 - $234.82 $163K - $185K
78.1K $18.2M
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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