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Certified Advisory Corp

Latest statistics and disclosures from Certified Advisory Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, COWZ, QQQ, IVV, and represent 16.14% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$15M), ICVT (+$12M), IJH (+$8.7M), IQLT (+$6.5M), DFUS (+$5.7M), SPDW, CALF, IWD, SPHQ, HSCZ.
Started 36 new stock positions in FBND, DLA, IDEV, IWB, GEHC, POCT, VTEB, FFA, UTF, DFUS.
Reduced shares in these 10 stocks: IVV (-$85M), AVGO (-$40M), MSFT (-$33M), UNH (-$21M), IWP (-$20M), LLY (-$19M), IWR (-$14M), GOOG (-$6.9M), JPM (-$5.5M), SCHD (-$5.3M).
Sold out of its positions in AMAT, BK, BMY, AVGO, CVS, CE, CFG, CTSH, COP, DHR.
Certified Advisory Corp was a net seller of stock by $-216M.
Certified Advisory Corp has $659M in assets under management (AUM), dropping by 5.64%.
Central Index Key (CIK): 0001731732

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Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 264 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	4.6	$30M		97k	310.88	View chart
Vanguard Value Etf Etf (VTV)	3.3	$22M		145k	149.50	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.0	$20M	+6%	385k	51.99	View chart
Powershares Qqq Tr Etf (QQQ)	2.7	$18M	+4%	43k	409.52	View chart
Ishares S&p 500 Index Etf (IVV)	2.5	$17M	-83%	35k	477.63	View chart
Apple Stock (AAPL)	2.3	$15M	NEW	79k	192.53	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	2.1	$14M	-27%	186k	76.13	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	1.9	$13M	+7%	371k	33.73	View chart
Ishares Convertible Bond Etf Etf (ICVT)	1.8	$12M	NEW	153k	78.59	View chart
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)	1.7	$11M		352k	31.40	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.6	$11M	-10%	180k	58.33	View chart
Vanguard Information Technology Etf (VGT)	1.5	$10M		21k	483.99	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	1.5	$10M	+24%	207k	48.03	View chart
Vanguard High Dividend Yield Etf (VYM)	1.5	$9.8M	-21%	88k	111.63	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	1.4	$9.2M	+13%	294k	31.24	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.3	$8.7M	NEW	31k	277.15	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.3	$8.6M	+2%	80k	108.25	View chart
Mastercard Stock (MA)	1.2	$8.0M	-3%	19k	426.50	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	1.2	$8.0M	+4%	95k	84.33	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	1.1	$7.4M	+5%	156k	47.79	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	1.1	$7.4M		137k	53.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$7.3M	+4%	20k	356.66	View chart
Schwab International Equity Etf Etf (SCHF)	1.0	$6.7M		182k	36.96	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	1.0	$6.5M	NEW	173k	37.56	View chart
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.9	$6.3M	-4%	283k	22.07	View chart
Spdr Barclays Capital Short Term High Yield Bond Etf Etf (SJNK)	0.9	$6.1M	-8%	243k	25.14	View chart
Ishares Tr S&p Global 100 Index Etf (IOO)	0.9	$5.8M	+4%	72k	80.52	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.9	$5.7M	NEW	110k	51.83	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.9	$5.6M	+9%	91k	61.94	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$5.4M	+5%	60k	89.80	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.8	$5.3M	+6%	30k	175.22	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.8	$5.3M	-7%	80k	66.49	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.8	$5.3M		185k	28.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$5.3M		31k	170.40	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.8	$5.2M	+5%	62k	82.96	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.8	$5.1M		205k	24.74	View chart
Vanguard Intermediate-term Bond Etf (BIV)	0.8	$5.0M	+7%	66k	76.38	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.8	$5.0M	-13%	105k	47.49	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.7	$4.9M	-4%	193k	25.64	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.7	$4.8M	-6%	236k	20.45	View chart
Spdr S&p World Ex-us Etf (SPDW)	0.7	$4.7M	NEW	140k	34.01	View chart
Microsoft Stock (MSFT)	0.7	$4.7M	-87%	13k	376.03	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$4.7M		98k	47.90	View chart
Amazon.com Stock (AMZN)	0.7	$4.7M	-8%	31k	151.94	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$4.6M		60k	77.37	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.7	$4.6M		67k	67.57	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$4.5M		9.5k	475.33	View chart
Vanguard Small Cap Etf Etf (VB)	0.7	$4.4M	-19%	21k	213.33	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.7	$4.4M	+13%	109k	40.06	View chart
Energy Select Sector Spdr Etf (XLE)	0.7	$4.3M	-4%	51k	83.84	View chart
Ishares Tr Mid Grwth Indx Etf Etf (IMCG)	0.6	$4.3M		66k	64.45	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.6	$4.1M	-3%	197k	20.89	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.6	$4.1M	+70%	76k	54.08	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.6	$4.0M	+16%	51k	78.02	View chart
Costco Wholesale Corp Stock (COST)	0.6	$4.0M	+5%	6.0k	660.07	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.6	$3.9M	-16%	44k	88.36	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$3.9M	-32%	78k	49.80	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$3.9M	-58%	23k	170.10	View chart
Home Depot Stock (HD)	0.6	$3.7M	-6%	11k	346.54	View chart
Vanguard Materials Etf Etf (VAW)	0.6	$3.7M	-16%	19k	189.94	View chart
Aflac Stock (AFL)	0.5	$3.5M		42k	82.50	View chart
Visa Stock (V)	0.5	$3.4M	-54%	13k	260.35	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.5	$3.4M	+3%	48k	70.35	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.5	$3.4M		60k	56.39	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$3.3M	+27%	7.6k	436.80	View chart
Jpmorgan Income Etf Etf (JPIE)	0.5	$3.3M	+9%	72k	45.61	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.5	$3.2M	-5%	28k	115.03	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.5	$3.2M		170k	18.59	View chart
Health Care Select Sector Spdr Etf (XLV)	0.5	$3.0M		22k	136.38	View chart
S&p Global Stock (SPGI)	0.5	$3.0M	-6%	6.9k	440.49	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.0M	+3%	19k	156.74	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.4	$3.0M	+3%	58k	50.96	View chart
Riverfront Strategic Income Fund Etf (RIGS)	0.4	$2.9M	-4%	126k	23.16	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.4	$2.9M		15k	190.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$2.8M		20k	139.69	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$2.8M	-65%	9.1k	303.16	View chart
Industrial Select Sector Spdr Etf (XLI)	0.4	$2.7M		24k	113.99	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$2.7M	-26%	59k	46.63	View chart
Ishares Tr Smll Grwth Idx Etf Etf (ISCG)	0.4	$2.7M	-16%	62k	44.00	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.4	$2.5M	+7%	51k	48.74	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.4M	-73%	17k	140.93	View chart
Chevron Corp Stock (CVX)	0.4	$2.4M		16k	149.16	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.4	$2.4M	-2%	45k	52.33	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.3	$2.3M		35k	65.38	View chart
Eli Lilly & Co Stock (LLY)	0.3	$2.3M	-89%	3.9k	582.91	View chart
Palo Alto Networks Stock (PANW)	0.3	$2.3M	-2%	7.7k	294.88	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.2M	+2%	4.9k	453.26	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.3	$2.2M		44k	50.03	View chart
Unitedhealth Group Stock (UNH)	0.3	$2.2M	-90%	4.2k	526.51	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$2.1M	-4%	28k	75.10	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.3	$2.1M		20k	103.07	View chart
Coca Cola Stock (KO)	0.3	$2.0M		34k	58.93	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.3	$2.0M	+60%	24k	81.55	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$2.0M	+128%	38k	51.67	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.9M	NEW	12k	165.25	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.3	$1.9M		53k	36.19	View chart
Nvidia Corp Stock (NVDA)	0.3	$1.9M	-6%	3.9k	495.18	View chart
Vanguard Mid Cap Etf (VO)	0.3	$1.9M		8.1k	232.64	View chart
Pfizer Stock (PFE)	0.3	$1.9M		65k	28.79	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$1.8M	-5%	7.7k	237.23	View chart
Spdr Gold Etf Etf (GLD)	0.3	$1.8M	+14%	9.3k	191.17	View chart
Duke Energy Corp Stock (DUK)	0.3	$1.7M		18k	97.04	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.2	$1.6M		9.7k	169.28	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.2	$1.6M		49k	33.38	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.6M	-8%	31k	50.23	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$1.6M	-9%	29k	53.82	View chart
Qualcomm Stock (QCOM)	0.2	$1.5M	-2%	11k	144.63	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.2	$1.4M		44k	32.69	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.2	$1.4M	+74%	39k	36.98	View chart
Tesla Motors Stock (TSLA)	0.2	$1.4M	-8%	5.7k	248.48	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.2	$1.4M		44k	32.13	View chart
Ishares Currency Hedged Msci Eafe Small-cap Etf Etf (HSCZ)	0.2	$1.3M	NEW	45k	29.30	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.2	$1.3M		7.3k	178.82	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.2	$1.3M	NEW	4.8k	262.24	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$1.2M		36k	34.36	View chart
Cummins Stock (CMI)	0.2	$1.2M		5.0k	239.57	View chart
Boeing Stock (BA)	0.2	$1.2M	+5%	4.5k	260.68	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$1.2M		6.1k	192.47	View chart
Walmart Stock (WMT)	0.2	$1.2M	+7%	7.4k	157.65	View chart
Disney Walt Stock (DIS)	0.2	$1.1M	NEW	13k	90.29	View chart
Abbvie Stock (ABBV)	0.2	$1.1M		7.4k	154.97	View chart
Air Prods & Chems Stock (APD)	0.2	$1.1M	+70%	4.1k	273.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.1M		27k	41.10	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.2	$1.0M		24k	43.29	View chart
National Retail Pptys Reit (NNN)	0.2	$1.0M		24k	43.10	View chart
Utilities Select Sector Spdr Etf (XLU)	0.2	$1.0M	NEW	16k	63.33	View chart
Norfolk Southern Crp Stock (NSC)	0.2	$1.0M		4.3k	236.35	View chart
Altria Group Stock (MO)	0.2	$997k		25k	40.34	View chart
International Paper Stock (IP)	0.1	$979k	-6%	27k	36.15	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$947k		5.4k	173.88	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$935k		25k	37.60	View chart
Gilead Sciences Stock (GILD)	0.1	$922k		11k	81.01	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.1	$909k	-16%	3.5k	262.53	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.1	$880k	NEW	33k	26.58	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$872k	+2%	9.7k	89.81	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$871k		8.7k	99.98	View chart
General Electric Stock (GE)	0.1	$863k	-13%	6.8k	127.64	View chart
Fiserv Stock (FI)	0.1	$842k		6.3k	132.84	View chart
Truist Finl Corp Stock (TFC)	0.1	$832k		23k	36.92	View chart
American Elec Pwr Stock (AEP)	0.1	$821k		10k	81.22	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$819k	-3%	6.6k	124.97	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$817k	-3%	7.5k	108.41	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.1	$796k	NEW	29k	27.30	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$770k	+3%	12k	65.06	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$736k	-10%	29k	25.34	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$735k	+5%	22k	33.37	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$735k	-4%	610.00	1205.28	View chart
Intl Business Machines Stock (IBM)	0.1	$730k	-3%	4.5k	163.54	View chart
Merck & Co Stock (MRK)	0.1	$703k	-70%	6.5k	109.03	View chart
Procter And Gamble Stock (PG)	0.1	$699k	-4%	4.8k	146.53	View chart
Micron Technology Stock (MU)	0.1	$698k	-12%	8.2k	85.34	View chart
Verizon Communications Stock (VZ)	0.1	$697k	-13%	19k	37.70	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$676k	+86%	11k	62.49	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$675k	-4%	13k	50.36	View chart
Abbott Labs Stock (ABT)	0.1	$668k	NEW	6.1k	110.07	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$663k	-95%	8.5k	77.73	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$645k	+4%	19k	34.76	View chart
Csx Corp Stock (CSX)	0.1	$644k	-2%	19k	34.67	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$632k		2.5k	250.71	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$623k	-97%	6.0k	104.46	View chart
Adobe Sys Stock (ADBE)	0.1	$609k		1.0k	596.60	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$598k	-14%	8.1k	73.55	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$597k	NEW	14k	42.28	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$591k	-5%	8.2k	72.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$586k	-38%	2.9k	200.71	View chart
Pimco Dynamic Income Cef (PDI)	0.1	$585k	+2%	33k	17.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$584k	+2%	10k	57.96	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$576k		30k	19.30	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$543k		1.00	542625.00	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.1	$542k	-8%	20k	26.74	View chart
Netflix Stock (NFLX)	0.1	$523k	-4%	1.1k	486.88	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.1	$516k		9.7k	53.00	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$516k	NEW	8.5k	60.43	View chart
At&t Stock (T)	0.1	$513k	-5%	31k	16.78	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$485k		15k	33.31	View chart
Citigroup Stock (C)	0.1	$469k	-45%	9.1k	51.44	View chart
Pimco Intermediate Municipal Bond Active Etf Etf (MUNI)	0.1	$462k	+34%	8.8k	52.80	View chart
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)	0.1	$449k	NEW	14k	32.72	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$445k	-21%	876.00	507.52	View chart
Exponent Stock (EXPO)	0.1	$443k		5.0k	88.04	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$440k	+9%	12k	35.41	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$430k		8.5k	50.62	View chart
Pimco Income Strategy Fund Ii Cef (PFN)	0.1	$419k	-54%	58k	7.23	View chart
Union Pac Corp Stock (UNP)	0.1	$419k	-90%	1.7k	245.57	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$418k		7.0k	59.66	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$402k	NEW	8.7k	46.36	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$398k		2.2k	179.95	View chart
Pacer Industrial Real Estate Etf Etf (INDS)	0.1	$398k	NEW	9.5k	41.84	View chart
Ishares Dow Jones Us Home Const Etf (ITB)	0.1	$395k		3.9k	101.74	View chart
Jpmorgan Realty Income Etf Etf (JPRE)	0.1	$395k	NEW	8.8k	45.01	View chart
Lowes Cos Stock (LOW)	0.1	$392k		1.8k	222.53	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.1	$379k	+5%	5.3k	72.04	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$378k		2.6k	143.61	View chart
Royal Bank Of Canada Stock (RY)	0.1	$368k		3.6k	101.14	View chart
Amgen Stock (AMGN)	0.1	$358k	-84%	1.2k	287.93	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.1	$358k		1.6k	219.63	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$355k	-28%	2.4k	145.00	View chart
Wisdomtree Large Cap Dividend Etf (DLN)	0.1	$352k	-20%	5.3k	66.38	View chart
Vanguard Energy Etf (VDE)	0.1	$350k		3.0k	117.29	View chart
Oracle Corporation Stock (ORCL)	0.1	$349k	+19%	3.3k	105.44	View chart
Intel Corp Stock (INTC)	0.1	$347k		6.9k	50.25	View chart
Vanguard Large Cap Etf (VV)	0.1	$341k	-4%	1.6k	218.18	View chart
Mckesson Corp Stock (MCK)	0.1	$339k		732.00	462.91	View chart
Ishares Europe 350 Index Etf (IEV)	0.1	$338k		6.4k	52.86	View chart
Science Applications Interna Stock (SAIC)	0.1	$338k		2.7k	124.32	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.1	$335k		6.8k	49.37	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$330k	NEW	9.1k	36.12	View chart
Public Storage Reit (PSA)	0.0	$330k		1.1k	305.11	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.0	$325k	NEW	9.2k	35.10	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$322k	NEW	5.1k	63.66	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$321k	NEW	7.0k	46.04	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$318k	+11%	680.00	467.94	View chart
Fidelity Comwlth Tr Etf (ONEQ)	0.0	$314k	NEW	5.3k	59.24	View chart
Rockwell Automation Stock (ROK)	0.0	$313k		1.0k	310.48	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$310k	+26%	12k	26.35	View chart
Bank America Corp Stock (BAC)	0.0	$310k		9.2k	33.67	View chart
Eaton Vance Tax Managed Buy Write Opportunities Cef (ETW)	0.0	$309k	-8%	40k	7.77	View chart
Goldman Sachs Group Stock (GS)	0.0	$306k		793.00	385.77	View chart
United Parcel Service Stock (UPS)	0.0	$302k	-91%	1.9k	157.22	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	0.0	$302k		13k	22.73	View chart
Pepsico Stock (PEP)	0.0	$300k		1.8k	169.85	View chart
Ford Motor Company Stock (F)	0.0	$299k	-4%	25k	12.19	View chart
Parsons Corp Del Stock (PSN)	0.0	$296k	-2%	4.7k	62.71	View chart
Rtx Corporation Stock (RTX)	0.0	$294k	+6%	3.5k	84.13	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$288k		5.0k	57.77	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$287k	-10%	812.00	353.96	View chart
Mcdonalds Corp Stock (MCD)	0.0	$284k		957.00	296.63	View chart
Caterpillar Stock (CAT)	0.0	$279k	+12%	945.00	295.63	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$271k	NEW	5.3k	51.05	View chart
Blackstone Stock (BX)	0.0	$266k	-85%	2.0k	130.89	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$264k		5.2k	50.58	View chart
Stryker Corp Stock (SYK)	0.0	$264k		882.00	299.63	View chart
Nextera Energy Stock (NEE)	0.0	$264k	-6%	4.3k	60.75	View chart
Cisco Sys Stock (CSCO)	0.0	$263k	-78%	5.2k	50.52	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$263k		2.2k	117.22	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$257k	NEW	8.6k	29.78	View chart
Oneok Stock (OKE)	0.0	$253k		3.6k	70.22	View chart
Philip Morris Intl Stock (PM)	0.0	$253k	-27%	2.7k	94.09	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.0	$253k		15k	16.69	View chart
General Dynamics Corp Stock (GD)	0.0	$247k	+393%	953.00	259.60	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$241k		7.0k	34.49	View chart
American Express Stock (AXP)	0.0	$235k	NEW	1.3k	187.40	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$231k		2.1k	109.39	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$231k		1.9k	121.70	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$227k		6.5k	35.20	View chart
Marathon Pete Corp Stock (MPC)	0.0	$224k		1.5k	148.34	View chart
Advanced Micro Devices Stock (AMD)	0.0	$219k	NEW	1.5k	147.38	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$218k		5.0k	43.85	View chart
First Amern Finl Corp Stock (FAF)	0.0	$218k	NEW	3.4k	64.44	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$211k	-3%	4.4k	47.56	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$209k	NEW	2.7k	77.31	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$204k	NEW	9.6k	21.24	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$203k	NEW	5.2k	39.03	View chart
Eaton Corp Stock (ETN)	0.0	$202k	-96%	837.00	240.92	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$195k	-9%	12k	16.86	View chart
First Tr/fiduciary Asset Mgmt Covered Call Cef (FFA)	0.0	$190k	NEW	10k	18.27	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.0	$140k	NEW	10k	13.80	View chart
Equitrans Midstream Corp Stock (ETRN)	0.0	$106k		10k	10.18	View chart
Holley Stock (HLLY)	0.0	$103k		21k	4.87	View chart
Sirius Xm Radio Stock (SIRI)	0.0	$89k		16k	5.47	View chart
Delta Apparel Stock (DLA)	0.0	$86k	NEW	12k	7.13	View chart
Prudential Finl Stock (PRU)	0.0	$81k	-3%	779.00	103.76	View chart
Western Digital Corp. 1.5 02/01/2024 Convertible	0.0	$20k		20k	1.00	View chart
Village Farms Intl Stock (VFF)	0.0	$20k		26k	0.76	View chart

Past Filings by Certified Advisory Corp

SEC 13F filings are viewable for Certified Advisory Corp going back to 2017

Certified Advisory Corp 2023 Q4 filed Feb. 9, 2024
Certified Advisory Corp 2023 Q3 filed Nov. 13, 2023
Certified Advisory Corp 2023 Q2 filed Aug. 14, 2023
Certified Advisory Corp 2023 Q1 restated filed May 17, 2023
Certified Advisory Corp 2023 Q1 filed May 15, 2023
Certified Advisory Corp 2022 Q4 filed Feb. 15, 2023
Certified Advisory Corp 2022 Q3 filed Nov. 14, 2022
Certified Advisory Corp 2022 Q2 filed Aug. 15, 2022
Certified Advisory Corp 2022 Q1 filed May 13, 2022
Certified Advisory Corp 2021 Q4 filed Feb. 14, 2022
Certified Advisory Corp 2021 Q3 filed Nov. 15, 2021
Certified Advisory Corp 2021 Q2 filed Aug. 16, 2021
Certified Advisory Corp 2021 Q1 filed May 10, 2021
Certified Advisory Corp 2020 Q2 filed July 27, 2020
Certified Advisory Corp 2020 Q1 filed April 27, 2020
Certified Advisory Corp 2019 Q4 filed Jan. 29, 2020

View all past filings

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