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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, COWZ, QQQ, VTV, IVV, and represent 14.90% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: AVUV, AVLV, VYM, PFEB, RDVY, QQQ, IOO, IWP, FNDX, EPD.
Started 10 new stock positions in EQT, BSCS, BOTZ, FENY, MGK, JMUB, VGK, PFEB, NJAN, Innovator Etfs Trust.
Reduced shares in these 10 stocks: IQLT (-$6.4M), SCHD, CALF, FNDF, IJR, VIG, VONG, DBEF, SPTI, BIV.
Sold out of its positions in RIGS, ARKW, AMD, BLK, DHR, FDX, PMAR, SOXX, QUAL, ISTB. PSN, VTEB.
Certified Advisory Corp was a net seller of stock by $-25M.
Certified Advisory Corp has $883M in assets under management (AUM), dropping by -4.14%.
Central Index Key (CIK): 0001731732

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Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 295 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	4.0	$36M	-2%	96k	370.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.1	$27M		495k	54.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$26M	+2%	56k	468.92	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$23M		132k	172.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$20M		36k	561.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$18M		404k	45.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.0	$18M	+4%	746k	23.61	View chart
Apple (AAPL)	1.9	$17M	-2%	76k	222.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$16M	-20%	569k	27.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.8	$16M	-7%	208k	76.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.7	$15M		327k	46.07	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.6	$14M		166k	83.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$13M	-16%	364k	36.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$13M	-7%	342k	36.41	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.4	$12M	-9%	435k	28.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$12M	+8%	92k	128.96	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$11M	+4%	54k	210.94	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.3	$11M	+3%	375k	30.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$11M	+3%	568k	19.78	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.3	$11M		217k	51.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$11M		120k	92.29	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$11M	-2%	20k	542.38	View chart
Mastercard Incorporated Cl A (MA)	1.2	$11M	-2%	19k	548.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$10M		19k	532.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$9.8M		168k	58.35	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.1	$9.5M	-7%	198k	47.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$9.4M		142k	66.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$9.1M	+34%	104k	87.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$9.1M	+7%	18k	513.91	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.0	$9.0M		177k	50.65	View chart
Ishares Tr Global 100 Etf (IOO)	1.0	$8.9M	+8%	93k	96.29	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.0	$8.9M		358k	24.75	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	1.0	$8.6M	+3%	341k	25.16	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.9	$8.1M	-2%	194k	41.85	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.9	$8.1M		135k	60.19	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.9	$7.8M	+2%	354k	22.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$7.7M	+4%	308k	25.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$7.0M		89k	78.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$6.9M		12k	559.39	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.8	$6.7M	+6%	201k	33.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$6.7M		114k	58.69	View chart
Costco Wholesale Corporation (COST)	0.7	$6.6M	-2%	6.9k	945.83	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$6.4M	+2%	250k	25.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$6.2M		104k	60.17	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$6.1M		101k	60.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$6.0M	-28%	57k	104.57	View chart
Amazon (AMZN)	0.7	$5.8M		31k	190.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$5.8M	+2%	76k	75.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.3M		105k	50.83	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.3M	-4%	22k	245.30	View chart
NVIDIA Corporation (NVDA)	0.6	$5.3M		49k	108.38	View chart
Microsoft Corporation (MSFT)	0.6	$5.2M	-4%	14k	375.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$4.9M	+2%	125k	39.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$4.9M		98k	49.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$4.9M		22k	221.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$4.8M		67k	71.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$4.7M		122k	38.85	View chart
AFLAC Incorporated (AFL)	0.5	$4.7M		42k	111.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$4.6M	-27%	24k	193.99	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$4.6M	+12%	95k	48.32	View chart
Visa Com Cl A (V)	0.5	$4.4M	-9%	13k	350.46	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$4.4M	-2%	69k	63.80	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$4.3M		86k	49.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$4.2M	+22%	73k	58.54	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$4.2M	-29%	45k	92.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$3.9M	-5%	41k	93.45	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$3.7M	-44%	100k	37.50	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$3.6M		68k	53.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$3.4M		16k	218.82	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.4	$3.4M	-11%	106k	32.09	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$3.4M		46k	73.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.3M	+9%	12k	288.15	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$3.3M		73k	45.05	View chart
Home Depot (HD)	0.4	$3.3M	-12%	8.9k	366.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$3.2M		22k	146.01	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$3.2M		25k	131.07	View chart
Vanguard World Materials Etf (VAW)	0.4	$3.2M		17k	188.81	View chart
S&p Global (SPGI)	0.4	$3.2M		6.2k	508.13	View chart
Johnson & Johnson (JNJ)	0.4	$3.2M		19k	165.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.1M	+5%	62k	50.63	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$3.1M	-3%	27k	115.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.0M		20k	154.64	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$3.0M	-6%	59k	51.07	View chart
Eli Lilly & Co. (LLY)	0.3	$3.0M	-10%	3.6k	825.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$3.0M	-32%	69k	43.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.9M	-5%	8.1k	361.07	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$2.9M		58k	49.48	View chart
Palo Alto Networks (PANW)	0.3	$2.8M		16k	170.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$2.7M	+35%	23k	117.49	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$2.7M	+534%	41k	65.21	View chart
Chevron Corporation (CVX)	0.3	$2.6M	-2%	16k	167.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	-6%	16k	156.23	View chart
Coca-Cola Company (KO)	0.3	$2.5M	+4%	35k	71.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$2.5M	-4%	27k	92.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.4M		26k	92.83	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$2.4M	-7%	32k	76.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.4M	-2%	8.7k	274.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$2.4M	+2%	46k	51.49	View chart
Duke Energy Corp Com New (DUK)	0.3	$2.3M		19k	121.97	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$2.3M		46k	50.02	View chart
Enterprise Products Partners (EPD)	0.3	$2.3M	+37%	67k	34.14	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.3M	-8%	5.1k	446.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.2M		8.7k	258.63	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	-3%	23k	87.79	View chart
Tesla Motors (TSLA)	0.2	$1.9M		7.5k	259.14	View chart
UnitedHealth (UNH)	0.2	$1.9M		3.7k	523.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$1.8M	-77%	46k	39.69	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.8M	+3%	16k	113.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.8M	-35%	38k	46.31	View chart
Pfizer (PFE)	0.2	$1.7M	-3%	69k	25.34	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$1.7M		8.6k	201.37	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.7M	+5%	34k	49.60	View chart
International Business Machines (IBM)	0.2	$1.7M		6.8k	248.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.7M	-3%	27k	61.78	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.7M		8.4k	197.45	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.2	$1.6M	-6%	50k	32.20	View chart
Air Products & Chemicals (APD)	0.2	$1.6M	-4%	5.5k	294.94	View chart
Abbvie (ABBV)	0.2	$1.6M		7.5k	209.51	View chart
Qualcomm (QCOM)	0.2	$1.5M		10k	153.61	View chart
Altria (MO)	0.2	$1.4M		24k	60.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.4M	-2%	4.6k	306.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.4M	-2%	6.8k	206.48	View chart
Cummins (CMI)	0.2	$1.4M	-5%	4.4k	313.45	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$1.4M		26k	53.00	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$1.4M	-7%	28k	49.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.4M	+36%	17k	81.76	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M		6.7k	200.15	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.3M	+2%	4.9k	270.84	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.3M		17k	78.85	View chart
Walt Disney Company (DIS)	0.2	$1.3M	-3%	14k	98.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	+6%	26k	49.81	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.3M	+7%	25k	51.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	-39%	6.9k	188.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M		28k	45.26	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.2M		39k	31.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-6%	10k	118.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	+4%	18k	66.27	View chart
Ishares Tr International Sl (ISCF)	0.1	$1.2M	+3%	35k	33.68	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.2M	+11%	7.5k	153.10	View chart
Fiserv (FI)	0.1	$1.1M	-9%	5.2k	220.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.1M		30k	37.60	View chart
Gilead Sciences (GILD)	0.1	$1.1M	-2%	10k	112.05	View chart
Norfolk Southern (NSC)	0.1	$1.1M		4.6k	236.84	View chart
American Electric Power Company (AEP)	0.1	$1.1M		10k	109.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.1M	-3%	5.6k	190.56	View chart
Netflix (NFLX)	0.1	$1.1M		1.1k	932.25	View chart
National Retail Properties (NNN)	0.1	$1.0M	-7%	24k	42.65	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.0M	+4%	26k	39.97	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$1.0M		33k	31.19	View chart
Truist Financial Corp equities (TFC)	0.1	$968k		24k	41.15	View chart
Procter & Gamble Company (PG)	0.1	$951k		5.6k	170.43	View chart
At&t (T)	0.1	$940k		33k	28.28	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$939k	-2%	12k	80.37	View chart
Verizon Communications (VZ)	0.1	$927k	+12%	20k	45.36	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$911k		6.7k	135.69	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$894k		8.5k	105.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$873k	NEW	24k	35.82	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$834k	-4%	33k	25.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$798k		1.00	798442.00	View chart
Southern Company (SO)	0.1	$798k	-13%	8.7k	91.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$772k	+77%	40k	19.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$763k		3.1k	244.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$750k		11k	69.74	View chart
Occidental Petroleum Corporation (OXY)	0.1	$713k	+49%	14k	49.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$710k	-13%	34k	20.68	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$686k	-7%	13k	52.80	View chart
Boeing Company (BA)	0.1	$685k	-4%	4.0k	170.56	View chart
Abbott Laboratories (ABT)	0.1	$680k	-10%	5.1k	132.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$671k		11k	62.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$657k	+62%	34k	19.59	View chart
Vanguard World Health Car Etf (VHT)	0.1	$640k		2.4k	264.69	View chart
Oracle Corporation (ORCL)	0.1	$636k		4.5k	139.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$631k	-26%	7.4k	85.07	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$613k	-3%	15k	40.41	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$591k	+2%	30k	19.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$588k	-2%	2.9k	199.49	View chart
Northrop Grumman Corporation (NOC)	0.1	$579k		1.1k	512.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$576k	-13%	14k	41.47	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$564k		17k	32.54	View chart
Broadcom (AVGO)	0.1	$554k	-5%	3.3k	167.45	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$548k	-4%	444.00	1234.57	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$548k	-3%	1.0k	533.69	View chart
CSX Corporation (CSX)	0.1	$542k		18k	29.43	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$541k	-6%	15k	35.12	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$538k	-13%	11k	50.70	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$536k		14k	39.37	View chart
Merck & Co (MRK)	0.1	$525k	-7%	5.8k	89.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$513k	-13%	5.7k	90.53	View chart
Meta Platforms Cl A (META)	0.1	$509k	-3%	883.00	576.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$488k	-12%	12k	40.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$487k	-22%	6.0k	81.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$486k	-3%	9.5k	51.05	View chart
McKesson Corporation (MCK)	0.1	$478k		710.00	672.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$473k	-7%	3.6k	132.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$472k	-27%	6.4k	73.45	View chart
RPM International (RPM)	0.1	$468k		4.0k	115.69	View chart
Philip Morris International (PM)	0.1	$467k		2.9k	158.73	View chart
Pepsi (PEP)	0.1	$464k		3.1k	149.92	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$451k	-2%	15k	29.37	View chart
Vanguard World Energy Etf (VDE)	0.1	$450k		3.5k	129.72	View chart
Citigroup Com New (C)	0.1	$449k	-5%	6.3k	70.99	View chart
Amgen (AMGN)	0.1	$448k	-3%	1.4k	311.47	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$442k	+9%	4.6k	95.22	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$438k		5.4k	80.72	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$435k		7.3k	60.03	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.0	$435k		9.0k	48.20	View chart
Bank of America Corporation (BAC)	0.0	$434k		10k	41.73	View chart
Union Pacific Corporation (UNP)	0.0	$420k	-3%	1.8k	236.23	View chart
McDonald's Corporation (MCD)	0.0	$413k	-12%	1.3k	312.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$409k		10k	40.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$405k	-4%	6.8k	59.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$400k	-14%	17k	23.05	View chart
Goldman Sachs (GS)	0.0	$398k	-11%	728.00	546.63	View chart
Rbc Cad (RY)	0.0	$395k		3.5k	112.71	View chart
Exponent (EXPO)	0.0	$383k		4.7k	81.06	View chart
Howmet Aerospace (HWM)	0.0	$376k		2.9k	129.71	View chart
Ishares Tr Europe Etf (IEV)	0.0	$376k		6.5k	58.20	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$371k	-5%	4.8k	76.63	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.0	$369k		6.8k	54.24	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$364k		4.5k	81.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$358k		14k	26.20	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$356k		5.2k	68.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$353k	-10%	921.00	383.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$348k	NEW	1.1k	308.81	View chart
Vanguard World Financials Etf (VFH)	0.0	$348k	-3%	2.9k	119.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$348k	-3%	1.9k	186.30	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$347k		11k	31.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$344k	-9%	2.1k	161.26	View chart
Oneok (OKE)	0.0	$339k		3.4k	99.23	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$339k	-8%	45k	7.54	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$331k	+33%	13k	25.52	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$324k	+55%	5.4k	59.59	View chart
Micron Technology (MU)	0.0	$322k	-8%	3.7k	86.90	View chart
Innovator Etfs Trust Innovator Gw 100	0.0	$314k	NEW	13k	23.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$314k		2.1k	150.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$307k		5.2k	58.96	View chart
Lowe's Companies (LOW)	0.0	$307k	-17%	1.3k	233.28	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$306k	+5%	13k	23.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$301k		2.2k	134.29	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.0	$300k	-46%	8.8k	34.13	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$300k	NEW	15k	20.35	View chart
Cisco Systems (CSCO)	0.0	$294k	-16%	4.8k	61.71	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$293k	NEW	6.3k	46.37	View chart
Fifth Third Ban (FITB)	0.0	$292k		7.4k	39.20	View chart
Eaton Corp SHS (ETN)	0.0	$289k	-2%	1.1k	271.80	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$283k	-12%	2.2k	128.81	View chart
Science App Int'l (SAIC)	0.0	$282k	-7%	2.5k	112.27	View chart
Public Storage (PSA)	0.0	$279k	-13%	933.00	299.21	View chart
Intuit (INTU)	0.0	$275k	-4%	448.00	613.38	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$271k		33k	8.25	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$271k	NEW	9.5k	28.46	View chart
American Express Company (AXP)	0.0	$267k	-12%	993.00	269.17	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$267k	-6%	4.1k	65.76	View chart
Rockwell Automation (ROK)	0.0	$260k		1.0k	258.38	View chart
Bristol Myers Squibb (BMY)	0.0	$259k	+7%	4.2k	61.00	View chart
General Dynamics Corporation (GD)	0.0	$258k	-3%	945.00	272.55	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$257k	+19%	3.8k	68.31	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$256k		8.2k	31.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$255k	+7%	1.5k	166.00	View chart
Nextera Energy (NEE)	0.0	$249k	-8%	3.5k	70.89	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$249k		10k	24.86	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$244k		10k	24.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$244k		6.2k	39.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$243k		6.5k	37.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$241k	-17%	1.2k	192.95	View chart
Marathon Petroleum Corp (MPC)	0.0	$239k		1.6k	145.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$238k	NEW	4.8k	50.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$235k	-6%	4.4k	53.97	View chart
Zimmer Holdings (ZBH)	0.0	$234k		2.1k	113.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$233k		2.5k	92.51	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$233k	-21%	1.7k	139.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$231k	-11%	897.00	257.13	View chart
Palantir Technologies Cl A (PLTR)	0.0	$231k		2.7k	84.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$230k	-9%	2.3k	98.90	View chart
Caterpillar (CAT)	0.0	$226k		686.00	330.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$226k		11k	21.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$223k	NEW	3.2k	70.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$222k		4.6k	48.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$222k		3.2k	69.81	View chart
First American Financial (FAF)	0.0	$222k		3.4k	65.63	View chart
United Parcel Service CL B (UPS)	0.0	$219k		2.0k	110.01	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$217k	NEW	8.5k	25.55	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$217k	+15%	2.7k	79.47	View chart
Stryker Corporation (SYK)	0.0	$213k	-10%	573.00	372.36	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$210k		1.9k	111.08	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$210k		12k	17.59	View chart
First Trust Enhanced Equity Income Fund (FFA)	0.0	$207k		11k	19.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$203k	-57%	6.6k	30.82	View chart
EQT Corporation (EQT)	0.0	$201k	NEW	3.8k	53.42	View chart
Trane Technologies SHS (TT)	0.0	$201k		596.00	336.75	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$189k		10k	18.59	View chart
Ford Motor Company (F)	0.0	$166k		17k	10.03	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$85k		11k	7.96	View chart
Holley (HLLY)	0.0	$55k		21k	2.57	View chart
Village Farms International (VFF)	0.0	$25k		42k	0.60	View chart

Past Filings by Certified Advisory Corp

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

Certified Advisory Corp 2025 Q1 filed May 8, 2025
Certified Advisory Corp 2024 Q4 filed Jan. 15, 2025
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

View all past filings

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