Certified Advisory Corp

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 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 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

View all past filings