Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Certified Advisory Corp

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

Top 5 stock holdings are VUG, COWZ, QQQ, VTV, IVV, and represent 15.07% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$8.2M), USTB (+$7.2M), SPSB (+$7.1M), SDVY (+$6.3M), FBND (+$5.6M), BIV, FLQM, JPIE, FNDX, XLRE.
Started 20 new stock positions in HCA, VCIT, FAF, SDVY, HWM, DJUL, BMY, FHLC, CMCSA, INTU. AGG, FLMI, VV, SCHR, EPI, ITA, ITW, FLQM, TIP, NJUL.
Reduced shares in these 10 stocks: ICOW (-$8.8M), CALF, TIPX, VNQ, PULS, VYMI, IP, FVAL, EVTR, TAXF.
Sold out of its positions in AMAT, DLAPQ, ETRN, FXN, GEV, ITOT, SUB, EVTR, PULS, TIPX. SIRI.
Certified Advisory Corp was a net buyer of stock by $60M.
Certified Advisory Corp has $903M in assets under management (AUM), dropping by 13.23%.
Central Index Key (CIK): 0001731732

Tip: Access up to 7 years of quarterly data

Positions held by Certified Advisory Corp consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 297 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	4.2	$38M		99k	383.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.1	$28M	+6%	488k	57.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$26M	+3%	53k	488.07	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$23M		131k	174.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$21M		36k	576.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$20M		240k	84.53	View chart
Apple (AAPL)	2.0	$18M		78k	233.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.0	$18M	+44%	389k	46.74	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.8	$17M	+8%	443k	37.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.7	$15M	+43%	194k	78.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.7	$15M	+18%	210k	71.76	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$14M	+29%	302k	46.39	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.5	$14M	+2%	167k	83.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$14M	+149%	365k	37.56	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.4	$13M		435k	29.06	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$12M		20k	586.52	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$12M	+8%	121k	95.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	1.3	$11M		353k	32.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$11M	+6%	51k	220.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$11M	+3%	84k	128.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$10M		167k	62.32	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.1	$10M	+213%	342k	30.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$10M	+17%	243k	41.12	View chart
Mastercard Incorporated Cl A (MA)	1.1	$9.7M		20k	493.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$9.3M		80k	116.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$9.2M	+14%	137k	67.27	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.0	$9.2M	+9%	189k	48.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$9.0M	-2%	20k	460.26	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$8.6M	+24%	340k	25.13	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.9	$8.5M	-34%	182k	46.52	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.9	$8.4M	+25%	188k	44.67	View chart
Ishares Tr Global 100 Etf (IOO)	0.9	$8.3M	+2%	84k	99.16	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.9	$8.3M	+631%	163k	50.81	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.9	$8.3M	+14%	321k	25.75	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$8.2M		199k	41.49	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.9	$8.2M		139k	59.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$7.8M	+13%	15k	527.65	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.8	$7.5M	+4%	332k	22.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$7.5M	+3%	72k	104.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$7.0M	+10%	73k	95.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$6.5M	+3%	11k	573.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$6.4M		32k	198.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$6.3M	+8%	107k	59.02	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$6.3M		101k	62.20	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$6.3M	NEW	172k	36.38	View chart
Microsoft Corporation (MSFT)	0.7	$6.3M	+4%	15k	430.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$6.2M	+4%	78k	79.42	View chart
Costco Wholesale Corporation (COST)	0.7	$6.2M	+2%	7.0k	886.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$6.2M	+11%	95k	64.60	View chart
NVIDIA Corporation (NVDA)	0.7	$6.2M		51k	121.44	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$6.1M	+15%	235k	26.14	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$5.9M	-2%	61k	96.52	View chart
Amazon (AMZN)	0.6	$5.8M	+2%	31k	186.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.4M		102k	52.81	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.6	$5.1M		71k	72.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$5.0M		21k	237.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$5.0M	-4%	102k	49.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$5.0M	+3%	64k	78.05	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.9M		23k	210.86	View chart
AFLAC Incorporated (AFL)	0.5	$4.7M		42k	111.80	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$4.7M	+4%	64k	72.97	View chart
Home Depot (HD)	0.5	$4.5M		11k	405.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$4.4M		85k	51.82	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.4M	+27%	115k	38.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$3.9M		45k	87.80	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.4	$3.9M		121k	32.24	View chart
Visa Com Cl A (V)	0.4	$3.8M		14k	274.95	View chart
Vanguard World Materials Etf (VAW)	0.4	$3.7M		18k	211.47	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$3.7M	+15%	69k	54.20	View chart
Eli Lilly & Co. (LLY)	0.4	$3.6M		4.1k	885.96	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$3.6M	NEW	64k	55.70	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$3.6M	-3%	28k	125.96	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.5M	+10%	84k	42.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$3.4M		22k	154.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$3.4M	-16%	47k	73.42	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$3.4M	+4%	65k	52.86	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$3.4M		16k	218.48	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$3.4M	+3%	69k	48.96	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$3.4M		25k	135.44	View chart
S&p Global (SPGI)	0.4	$3.3M	-6%	6.3k	516.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.3M		20k	165.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$3.2M	-5%	8.5k	375.37	View chart
Johnson & Johnson (JNJ)	0.3	$3.1M		19k	162.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.9M		17k	167.19	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$2.8M	-8%	55k	51.42	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.8M	-4%	4.8k	584.56	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$2.8M	+13%	48k	59.21	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$2.7M	+37%	58k	47.21	View chart
Palo Alto Networks (PANW)	0.3	$2.7M		7.9k	341.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$2.6M	-6%	28k	95.15	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	0.3	$2.6M	-3%	112k	23.48	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$2.6M		34k	76.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.6M		27k	95.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.5M	+8%	9.0k	283.15	View chart
Chevron Corporation (CVX)	0.3	$2.5M		17k	147.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$2.4M		66k	36.04	View chart
Coca-Cola Company (KO)	0.3	$2.4M		33k	71.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$2.3M		42k	55.63	View chart
Pfizer (PFE)	0.3	$2.3M	-2%	81k	28.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.3M	+2%	9.5k	243.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.2M	+3%	8.5k	263.83	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.2M	+11%	19k	115.30	View chart
UnitedHealth (UNH)	0.2	$2.2M	-3%	3.8k	584.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.2M	+4%	43k	50.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.1M		11k	189.79	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$2.1M	-10%	42k	50.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$2.0M		49k	41.32	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M		24k	80.75	View chart
Tesla Motors (TSLA)	0.2	$1.9M		7.3k	261.64	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$1.9M	-2%	9.0k	206.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.8M		28k	62.69	View chart
Air Products & Chemicals (APD)	0.2	$1.7M	-2%	5.8k	297.76	View chart
Qualcomm (QCOM)	0.2	$1.7M	+8%	10k	170.06	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.7M	+17%	14k	120.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.7M	+40%	14k	117.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.6M	+5%	8.1k	200.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$1.6M		41k	39.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.6M	+6%	7.0k	225.78	View chart
Cummins (CMI)	0.2	$1.6M	-2%	4.8k	323.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.5M	-2%	4.7k	314.37	View chart
International Business Machines (IBM)	0.2	$1.5M	+43%	6.7k	221.08	View chart
Abbvie (ABBV)	0.2	$1.5M		7.4k	197.48	View chart
Walt Disney Company (DIS)	0.2	$1.4M	+18%	15k	96.19	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.4M	+20%	28k	50.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.4M	+4%	29k	47.85	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	+21%	17k	80.78	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$1.3M	+2%	40k	32.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	+4%	11k	117.22	View chart
Verizon Communications (VZ)	0.1	$1.3M	+53%	29k	44.91	View chart
Ishares Tr International Sl (ISCF)	0.1	$1.3M	-8%	36k	35.25	View chart
Altria (MO)	0.1	$1.3M	+2%	25k	51.04	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M		6.7k	188.57	View chart
National Retail Properties (NNN)	0.1	$1.3M	+6%	26k	48.49	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.2M		24k	51.13	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.2M	+38%	23k	52.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M		6.0k	197.19	View chart
Norfolk Southern (NSC)	0.1	$1.1M	+9%	4.6k	248.49	View chart
Fiserv (FI)	0.1	$1.1M		6.2k	179.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M		24k	45.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.1M	+41%	16k	67.03	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$1.1M		33k	32.09	View chart
American Electric Power Company (AEP)	0.1	$1.0M		10k	102.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.0M	+68%	3.8k	276.78	View chart
Truist Financial Corp equities (TFC)	0.1	$1.0M	+6%	24k	42.77	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$989k	+17%	23k	42.77	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$981k		12k	82.94	View chart
Procter & Gamble Company (PG)	0.1	$976k	+32%	5.6k	173.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$952k	+8%	6.7k	142.04	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$943k	+2%	29k	32.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$906k		8.3k	108.63	View chart
Southern Company (SO)	0.1	$901k	+28%	10k	90.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$885k	-4%	10k	88.14	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$880k	+24%	34k	26.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$879k		43k	20.65	View chart
Gilead Sciences (GILD)	0.1	$878k	-2%	11k	83.84	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$842k	-2%	15k	57.11	View chart
Netflix (NFLX)	0.1	$825k		1.2k	709.06	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$789k	-91%	25k	31.63	View chart
International Paper Company (IP)	0.1	$788k	-37%	16k	48.85	View chart
Oracle Corporation (ORCL)	0.1	$770k	+37%	4.5k	170.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$765k	+23%	10k	75.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$764k		11k	70.67	View chart
At&t (T)	0.1	$760k	+17%	35k	22.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$750k	+6%	3.1k	243.46	View chart
Merck & Co (MRK)	0.1	$727k	+4%	6.4k	113.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$719k	NEW	8.6k	83.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$701k	-70%	7.2k	97.42	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$693k	-10%	14k	50.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$691k		1.00	691180.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$684k		11k	64.74	View chart
Vanguard World Health Car Etf (VHT)	0.1	$682k	-4%	2.4k	282.17	View chart
Enterprise Products Partners (EPD)	0.1	$672k	+68%	23k	29.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$661k		3.0k	220.89	View chart
Boeing Company (BA)	0.1	$658k		4.3k	152.05	View chart
Abbott Laboratories (ABT)	0.1	$653k	-4%	5.7k	114.02	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$637k		16k	40.63	View chart
CSX Corporation (CSX)	0.1	$633k		18k	34.53	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$616k	+2%	30k	20.27	View chart
Northrop Grumman Corporation (NOC)	0.1	$604k	+22%	1.1k	528.14	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$602k		473.00	1273.01	View chart
Parsons Corporation (PSN)	0.1	$595k	+21%	5.7k	103.68	View chart
Broadcom (AVGO)	0.1	$588k	+985%	3.4k	172.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$570k	+64%	14k	40.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$563k		988.00	569.90	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$559k	-3%	17k	32.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$557k	+9%	14k	41.28	View chart
Exponent (EXPO)	0.1	$545k	-6%	4.7k	115.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$533k		1.0k	517.80	View chart
Pepsi (PEP)	0.1	$531k	+47%	3.1k	170.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$513k	+9%	10k	51.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$506k	-6%	9.9k	51.04	View chart
Meta Platforms Cl A (META)	0.1	$499k	+6%	872.00	572.42	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$497k	+8%	3.9k	127.09	View chart
RPM International (RPM)	0.1	$492k		4.1k	121.01	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$481k	-14%	17k	28.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$479k		14k	35.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$478k		3.9k	121.16	View chart
Amgen (AMGN)	0.1	$474k		1.5k	322.25	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.1	$471k	+7%	14k	32.68	View chart
McDonald's Corporation (MCD)	0.1	$455k	+20%	1.5k	304.60	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.1	$454k		8.9k	50.94	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$441k	NEW	7.3k	60.82	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$436k	+69%	4.6k	93.85	View chart
Rbc Cad (RY)	0.0	$435k		3.5k	124.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$434k		22k	19.56	View chart
Union Pacific Corporation (UNP)	0.0	$433k	+2%	1.8k	246.41	View chart
Vanguard World Energy Etf (VDE)	0.0	$431k		3.5k	122.48	View chart
Lowe's Companies (LOW)	0.0	$428k		1.6k	270.87	View chart
Citigroup Com New (C)	0.0	$427k	-4%	6.8k	62.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$425k	+29%	6.5k	65.83	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$423k		7.1k	59.87	View chart
Micron Technology (MU)	0.0	$419k	-16%	4.0k	103.71	View chart
Bank of America Corporation (BAC)	0.0	$417k	+11%	11k	39.68	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$416k	NEW	2.8k	149.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$414k	NEW	10k	41.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$413k	-11%	2.4k	174.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$406k	+33%	21k	19.72	View chart
Goldman Sachs (GS)	0.0	$405k		818.00	495.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$400k	+8%	17k	23.12	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$397k	-8%	5.2k	76.60	View chart
Public Storage (PSA)	0.0	$394k		1.1k	363.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$388k	+7%	1.9k	200.82	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.0	$385k		6.8k	56.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$383k		2.1k	179.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$381k	-5%	4.6k	83.00	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$379k		5.3k	71.60	View chart
Science App Int'l (SAIC)	0.0	$378k		2.7k	139.27	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$375k		49k	7.62	View chart
Ishares Tr Europe Etf (IEV)	0.0	$375k		6.4k	58.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$364k		14k	27.01	View chart
McKesson Corporation (MCK)	0.0	$355k	-2%	719.00	494.14	View chart
Eaton Corp SHS (ETN)	0.0	$354k		1.1k	331.37	View chart
Philip Morris International (PM)	0.0	$354k	+4%	2.9k	121.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$349k		9.1k	38.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$347k	+6%	2.1k	166.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$341k		2.2k	153.14	View chart
Vanguard World Financials Etf (VFH)	0.0	$332k		3.0k	109.91	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$321k		2.5k	128.28	View chart
Oneok (OKE)	0.0	$314k	-5%	3.4k	91.14	View chart
Advanced Micro Devices (AMD)	0.0	$314k	+7%	1.9k	164.09	View chart
Fifth Third Ban (FITB)	0.0	$314k	+2%	7.3k	42.84	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$312k		8.7k	35.94	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$310k	NEW	4.3k	72.79	View chart
American Express Company (AXP)	0.0	$308k	-12%	1.1k	271.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$303k		2.2k	135.07	View chart
Cisco Systems (CSCO)	0.0	$302k	-6%	5.7k	53.22	View chart
General Dynamics Corporation (GD)	0.0	$301k	-5%	994.00	302.27	View chart
Nextera Energy (NEE)	0.0	$299k		3.5k	84.54	View chart
Intuit (INTU)	0.0	$296k	NEW	476.00	620.75	View chart
Howmet Aerospace (HWM)	0.0	$290k	NEW	2.9k	100.24	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$285k	-3%	33k	8.68	View chart
Trane Technologies SHS (TT)	0.0	$282k		726.00	388.55	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$280k	-5%	1.4k	200.81	View chart
Rockwell Automation (ROK)	0.0	$272k		1.0k	268.46	View chart
Caterpillar (CAT)	0.0	$272k		694.00	391.36	View chart
United Parcel Service CL B (UPS)	0.0	$272k	-4%	2.0k	136.32	View chart
Marathon Petroleum Corp (MPC)	0.0	$269k	+2%	1.7k	162.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$266k	+20%	4.6k	57.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$265k	NEW	1.0k	263.32	View chart
Thermo Fisher Scientific (TMO)	0.0	$264k	+3%	427.00	618.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$261k	NEW	2.6k	101.27	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$250k	NEW	10k	25.01	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$249k		8.2k	30.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$249k	-2%	1.4k	173.67	View chart
Danaher Corporation (DHR)	0.0	$248k	-3%	893.00	278.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$246k		6.2k	39.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$240k		4.8k	49.70	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$236k	+13%	13k	18.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$232k		3.5k	66.52	View chart
FedEx Corporation (FDX)	0.0	$232k		847.00	273.76	View chart
Stryker Corporation (SYK)	0.0	$231k	-8%	640.00	361.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$231k		3.2k	72.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$227k		2.5k	90.63	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$227k		4.7k	48.68	View chart
Zimmer Holdings (ZBH)	0.0	$227k		2.1k	107.97	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$225k	-14%	9.5k	23.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$224k	-4%	3.3k	67.51	View chart
First American Financial (FAF)	0.0	$223k	NEW	3.4k	66.01	View chart
Comcast Corp Cl A (CMCSA)	0.0	$220k	NEW	5.3k	41.77	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$218k		2.6k	85.14	View chart
Hca Holdings (HCA)	0.0	$218k	NEW	535.00	406.51	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$216k	+2%	937.00	230.53	View chart
First Trust Enhanced Equity Income Fund (FFA)	0.0	$215k	+5%	11k	20.34	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$212k	-64%	3.5k	60.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$209k	NEW	1.9k	110.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$207k	NEW	4.1k	50.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$207k	-39%	1.2k	167.71	View chart
Illinois Tool Works (ITW)	0.0	$205k	NEW	784.00	262.03	View chart
Bristol Myers Squibb (BMY)	0.0	$205k	NEW	4.0k	51.74	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$203k	NEW	4.0k	50.46	View chart
Ford Motor Company (F)	0.0	$200k	+7%	19k	10.56	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$164k		11k	14.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$163k		10k	16.05	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$83k		10k	8.07	View chart
Holley (HLLY)	0.0	$63k		21k	2.95	View chart
Village Farms International (VFF)	0.0	$39k		42k	0.93	View chart
Icoreconnect (ICCT)	0.0	$3.5k		10k	0.35	View chart

Past Filings by Certified Advisory Corp

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

Certified Advisory Corp 2024 Q3 filed Nov. 12, 2024
Certified Advisory Corp 2024 Q2 filed Aug. 13, 2024
Certified Advisory Corp 2024 Q1 filed May 10, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z