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 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

View all past filings