Certified Advisory Corp Portfolio Holdings
Certified Advisory Corp
- $946 Million
- Q2 2025
Certified Advisory Corp has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $946 Million distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $42.2M, Invesco Qqq Trust, Series 1 with a value of $31.5M, Pacer Fds Tr Us Cash Cows 100 with a value of $27.3M, Vanguard Value ETF with a value of $23.6M, and Ishares Core S&P 500 ETF with a value of $22.2M.
Examining the 13F form we can see an increase of $73.2M in the current position value, from $873M to 946M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 303
- Current Value $946 Million
- Prior Value $873 Million
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks