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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$785B
$5.31 Million 0.61% of portfolio
21,629
Q1 2025 Reduced 4.57%
$3.39T
$5.24 Million 0.6% of portfolio
13,959
Q1 2025 Reduced 4.53%
$0
$4.89 Million 0.56% of portfolio
98,060
Q1 2025 Reduced 0.77%
$0
$4.87 Million 0.56% of portfolio
21,974
Q1 2025 Added 0.96%
$0
$4.93 Million 0.56% of portfolio
125,180
Q1 2025 Added 2.7%
$0
$4.8 Million 0.55% of portfolio
67,132
Q1 2025 Reduced 0.69%
$0
$4.75 Million 0.54% of portfolio
122,163
Q1 2025 Reduced 1.99%
$67.5B
$4.72 Million 0.54% of portfolio
42,419
Q1 2025 Added 0.21%
$0
$4.58 Million 0.53% of portfolio
94,857
Q1 2025 Added 12.08%
$0
$4.34 Million 0.5% of portfolio
23,846
Q1 2025 Reduced 27.59%
$597B
$4.4 Million 0.5% of portfolio
12,557
Q1 2025 Reduced 9.76%
$0
$4.4 Million 0.5% of portfolio
68,970
Q1 2025 Reduced 2.64%
$0
$4.25 Million 0.49% of portfolio
72,565
Q1 2025 Added 22.15%
$0
$4.3 Million 0.49% of portfolio
85,999
Q1 2025 Reduced 1.99%
$0
$4.16 Million 0.48% of portfolio
44,796
Q1 2025 Reduced 29.13%
$0
$3.87 Million 0.44% of portfolio
41,397
Q1 2025 Reduced 5.25%
$0
$3.58 Million 0.41% of portfolio
67,480
Q1 2025 Reduced 0.91%
$0
$3.41 Million 0.39% of portfolio
15,604
Q1 2025 Reduced 0.35%
$102B
$3.32 Million 0.38% of portfolio
11,525
Q1 2025 Added 9.48%
$0
$3.29 Million 0.38% of portfolio
73,038
Q1 2025 Reduced 1.93%
$0
$3.36 Million 0.38% of portfolio
45,587
Q1 2025 Reduced 1.97%
$390B
$3.27 Million 0.37% of portfolio
8,910
Q1 2025 Reduced 12.36%
$0
$3.23 Million 0.37% of portfolio
24,640
Q1 2025 Reduced 1.15%
$0
$3.23 Million 0.37% of portfolio
22,148
Q1 2025 Reduced 1.68%
$0
$3.21 Million 0.37% of portfolio
16,981
Q1 2025 Reduced 1.36%
$396B
$3.16 Million 0.36% of portfolio
19,059
Q1 2025 Added 1.41%
$170B
$3.17 Million 0.36% of portfolio
6,240
Q1 2025 Reduced 1.17%
$0
$3.11 Million 0.36% of portfolio
61,497
Q1 2025 Added 5.0%
$993B
$3.05 Million 0.35% of portfolio
19,720
Q1 2025 Reduced 1.56%
$0
$3.09 Million 0.35% of portfolio
26,734
Q1 2025 Reduced 3.93%
$0
$2.99 Million 0.34% of portfolio
58,489
Q1 2025 Reduced 6.8%
$0
$2.98 Million 0.34% of portfolio
68,806
Q1 2025 Reduced 32.21%
$720B
$2.98 Million 0.34% of portfolio
3,614
Q1 2025 Reduced 10.46%
$0
$2.89 Million 0.33% of portfolio
58,412
Q4 2024 Added 6.02%
$0
$2.91 Million 0.33% of portfolio
8,072
Q1 2025 Reduced 5.35%
$57.7B
$2.76 Million 0.32% of portfolio
16,160
Q1 2025 Added 0.87%
$0
$2.69 Million 0.31% of portfolio
41,213
Q1 2025 Added 534.24%
$0
$2.71 Million 0.31% of portfolio
23,102
Q1 2025 Added 35.54%
$278B
$2.59 Million 0.3% of portfolio
15,496
Q1 2025 Reduced 2.26%
$1.02T
$2.5 Million 0.29% of portfolio
16,034
Q1 2025 Reduced 6.97%
$0
$2.44 Million 0.28% of portfolio
26,285
Q1 2025 Added 0.18%
$311B
$2.47 Million 0.28% of portfolio
34,528
Q1 2025 Added 4.03%
$0
$2.47 Million 0.28% of portfolio
26,760
Q1 2025 Reduced 4.48%
$0
$2.43 Million 0.28% of portfolio
31,621
Q1 2025 Reduced 7.42%
$89.5B
$2.34 Million 0.27% of portfolio
19,177
Q1 2025 Reduced 0.79%
$0
$2.4 Million 0.27% of portfolio
8,731
Q1 2025 Reduced 2.24%
$0
$2.35 Million 0.27% of portfolio
45,735
Q1 2025 Added 2.58%
$123B
$2.26 Million 0.26% of portfolio
5,068
Q1 2025 Reduced 8.4%
$70.5B
$2.27 Million 0.26% of portfolio
66,520
Q1 2025 Added 37.66%

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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