Certified Advisory Corp Portfolio Holdings

Certified Advisory Corp

  • $873 Million
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$833,000 0.1% of portfolio
32,629
Q1 2025 Reduced 4.18%
$0
$590,000 0.07% of portfolio
29,826
Q1 2025 Added 2.03%
$0
$563,000 0.06% of portfolio
17,322
Q1 2025 Added 0.8%
$0
$338,000 0.04% of portfolio
44,936
Q1 2025 Reduced 8.57%
$0
$271,000 0.03% of portfolio
32,866
Q1 2025 Added 0.79%
$0
$207,000 0.02% of portfolio
10,717
Q1 2025 Added 0.64%
$0
$84,000 0.01% of portfolio
10,647
Q1 2025 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $873 Million
  • Prior Value $910 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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