Certified Advisory Corp has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $873 Million distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $35.5M, Pacer Fds Tr Us Cash Cows 100 with a value of $27.1M, Invesco Qqq Trust, Series 1 with a value of $26.1M, Vanguard Value ETF with a value of $22.7M, and Ishares Core S&P 500 ETF with a value of $20.1M.
Examining the 13F form we can see an decrease of $37.4M in the current position value, from $910M to 873M.
Certified Advisory Corp is based out at Altamonte Springs, FL
Below you can find more details about Certified Advisory Corp portfolio as well as his latest detailed transactions.
Portfolio value
$873 Million
ETFs: $692 Million
Financial Services: $45.5 Million
Technology: $37.2 Million
Healthcare: $15.3 Million
Consumer Defensive: $14.4 Million
Consumer Cyclical: $12 Million
Industrials: $11 Million
Communication Services: $10.3 Million
Other: $16.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
