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
$0
$2.28 Million 0.26% of portfolio
45,656
Q1 2025 Reduced 1.57%
$0
$2.24 Million 0.26% of portfolio
8,671
Q1 2025 Added 1.92%
$267B
$2.05 Million 0.23% of portfolio
23,339
Q1 2025 Reduced 3.09%
$273B
$1.92 Million 0.22% of portfolio
3,662
Q1 2025 Reduced 0.3%
$1.11T
$1.93 Million 0.22% of portfolio
7,457
Q1 2025 Added 1.03%
$0
$1.79 Million 0.21% of portfolio
15,730
Q1 2025 Added 3.48%
$0
$1.82 Million 0.21% of portfolio
45,874
Q1 2025 Reduced 77.94%
$0
$1.78 Million 0.2% of portfolio
38,396
Q1 2025 Reduced 35.34%
$0
$1.73 Million 0.2% of portfolio
8,591
Q1 2025 Added 0.27%
$128B
$1.74 Million 0.2% of portfolio
68,632
Q1 2025 Reduced 3.55%
$0
$1.62 Million 0.19% of portfolio
50,419
Q1 2025 Reduced 6.12%
$61.9B
$1.62 Million 0.19% of portfolio
5,492
Q1 2025 Reduced 4.5%
$0
$1.67 Million 0.19% of portfolio
27,082
Q1 2025 Reduced 3.2%
$0
$1.65 Million 0.19% of portfolio
8,358
Q1 2025 Added 1.8%
$0
$1.69 Million 0.19% of portfolio
34,100
Q1 2025 Added 5.22%
$239B
$1.68 Million 0.19% of portfolio
6,750
Q1 2025 Reduced 0.95%
$325B
$1.57 Million 0.18% of portfolio
7,509
Q1 2025 Added 0.05%
$0
$1.38 Million 0.16% of portfolio
27,803
Q1 2025 Reduced 7.78%
$0
$1.38 Million 0.16% of portfolio
26,081
Q1 2025 Added 1.78%
$106B
$1.44 Million 0.16% of portfolio
23,937
Q1 2025 Reduced 1.48%
$0
$1.41 Million 0.16% of portfolio
6,831
Q1 2025 Reduced 2.02%
$0
$1.41 Million 0.16% of portfolio
4,606
Q1 2025 Reduced 2.04%
$47.2B
$1.39 Million 0.16% of portfolio
4,427
Q1 2025 Reduced 5.22%
$0
$1.31 Million 0.15% of portfolio
4,922
Q1 2025 Added 2.07%
$207B
$1.33 Million 0.15% of portfolio
13,465
Q1 2025 Reduced 3.58%
$0
$1.3 Million 0.15% of portfolio
6,886
Q1 2025 Reduced 39.42%
$0
$1.28 Million 0.15% of portfolio
28,223
Q1 2025 Reduced 0.51%
$0
$1.31 Million 0.15% of portfolio
26,313
Q1 2025 Added 6.06%
$0
$1.3 Million 0.15% of portfolio
25,210
Q1 2025 Added 7.42%
$0
$1.33 Million 0.15% of portfolio
16,865
Q1 2025 Reduced 0.29%
$253B
$1.35 Million 0.15% of portfolio
6,739
Q1 2025 Reduced 0.58%
$0
$1.35 Million 0.15% of portfolio
16,544
Q1 2025 Added 36.14%
$0
$1.22 Million 0.14% of portfolio
18,361
Q1 2025 Added 4.48%
$0
$1.19 Million 0.14% of portfolio
35,191
Q1 2025 Added 3.62%
$451B
$1.22 Million 0.14% of portfolio
10,272
Q1 2025 Reduced 6.11%
$57B
$1.1 Million 0.13% of portfolio
4,644
Q1 2025 Added 1.02%
$0
$1.15 Million 0.13% of portfolio
7,531
Q1 2025 Added 11.92%
$52.9B
$1.1 Million 0.13% of portfolio
10,027
Q1 2025 Reduced 0.47%
$128B
$1.14 Million 0.13% of portfolio
10,167
Q1 2025 Reduced 2.84%
$530B
$1.06 Million 0.12% of portfolio
1,135
Q1 2025 Reduced 0.79%
$7.44B
$1.03 Million 0.12% of portfolio
24,130
Q1 2025 Reduced 7.17%
$0
$1.03 Million 0.12% of portfolio
25,658
Q1 2025 Added 4.34%
$0
$1.06 Million 0.12% of portfolio
5,563
Q1 2025 Reduced 3.1%
$0
$938,000 0.11% of portfolio
11,682
Q1 2025 Reduced 2.18%
$387B
$951,000 0.11% of portfolio
5,581
Q1 2025 Reduced 1.79%
$198B
$939,000 0.11% of portfolio
33,237
Q1 2025 Reduced 0.82%
$185B
$927,000 0.11% of portfolio
20,444
Q1 2025 Added 12.16%
$54.9B
$967,000 0.11% of portfolio
23,519
Q1 2025 Reduced 0.96%
$0
$873,000 0.1% of portfolio
24,383
Q1 2025 New

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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