Certified Advisory Corp Portfolio Holdings

Certified Advisory Corp

  • $882 Million
  • Q3 2024

Certified Advisory Corp has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $882 Million distributed in 297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.9M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.2M, Invesco Qqq Trust, Series 1 with a value of $26M, Vanguard Value ETF with a value of $22.9M, and Ishares Core S&P 500 ETF with a value of $21M.

Examining the 13F form we can see an increase of $104M in the current position value, from $778M to 882M.

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 $882 Million
ETFs: $699 Million
Financial Services: $43.1 Million
Technology: $41.1 Million
Healthcare: $17.2 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $13.6 Million
Industrials: $13.2 Million
Communication Services: $11.1 Million
Other: $14 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$879,000 0.1% of portfolio
33,815
Q3 2024 Added 24.34%
$0
$615,000 0.07% of portfolio
30,404
Q3 2024 Added 2.5%
$0
$559,000 0.06% of portfolio
17,051
Q3 2024 Reduced 3.49%
$0
$375,000 0.04% of portfolio
49,258
Q3 2024 Reduced 0.95%
$0
$285,000 0.03% of portfolio
32,843
Q3 2024 Reduced 3.74%
$0
$163,000 0.02% of portfolio
11,363
Q3 2024 Added 0.65%
$0
$215,000 0.02% of portfolio
10,586
Q3 2024 Added 5.72%
$0
$82,000 0.01% of portfolio
10,266
Q3 2024 Added 1.9%

Summary

  • Portfolio
  • No. of Stocks 297
  • Current Value $882 Million
  • Prior Value $778 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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