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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, IAGG, VTV, SCHD, IVV, and represent 17.25% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: FNDF (+$7.0M), SJNK (+$5.3M), ICOW, SYLD, COWZ, RIGS, SPMB, SPTI, SPAB, SCHD.
Started 54 new stock positions in MDT, MUB, JCI, GLPI, FITB, EMR, HBAN, PEAK, GEHC, USB.
Reduced shares in these 10 stocks: HYG, JPST, SPHQ, , VGSH, AAPL, VTIP, FVAL, IVW, VIG.
Sold out of its positions in ARKG, CCB, QYLD, LQD, HYG, SMMV, MINT, XHE, SCHB, RPAR. BSV, VTWV.
Certified Advisory Corp was a net buyer of stock by $36M.
Certified Advisory Corp has $563M in assets under management (AUM), dropping by 11.19%.
Central Index Key (CIK): 0001731732

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Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 274 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	4.1	$23M	+4%	92k	249.44	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	3.8	$22M		442k	48.95	View chart
Vanguard Value Etf Etf (VTV)	3.4	$19M	+2%	138k	138.11	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.3	$18M	+11%	250k	73.16	View chart
Ishares S&p 500 Index Etf (IVV)	2.7	$15M		36k	411.08	View chart
Apple Stock (AAPL)	2.5	$14M	-6%	86k	164.90	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.4	$14M	+33%	292k	46.95	View chart
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RHS)	2.2	$13M		74k	170.43	View chart
Vanguard High Dividend Yield Etf (VYM)	2.0	$12M	+8%	109k	105.50	View chart
Ishares Convertible Bond Etf Etf (ICVT)	1.9	$11M		151k	72.62	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.7	$9.6M	-2%	99k	96.70	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.6	$9.2M	-10%	157k	58.54	View chart
Powershares Qqq Tr Etf (QQQ)	1.6	$9.2M	+4%	29k	320.93	View chart
Vanguard Information Technology Etf (VGT)	1.6	$9.2M		24k	385.47	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	1.6	$8.9M	+356%	286k	31.27	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	1.4	$8.0M		108k	73.78	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.4	$7.7M		31k	250.16	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	1.3	$7.5M	+19%	138k	53.98	View chart
Mastercard Stock (MA)	1.3	$7.1M		20k	363.41	View chart
Energy Select Sector Spdr Etf (XLE)	1.3	$7.1M	+10%	85k	82.83	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$6.8M	+5%	22k	308.76	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	1.1	$6.0M		294k	20.28	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	1.0	$5.4M	+2%	145k	37.38	View chart
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	1.0	$5.4M	+78%	243k	22.18	View chart
Spdr Barclays Capital Short Term High Yield Bond Etf Etf (SJNK)	0.9	$5.3M	NEW	214k	24.84	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.8	$4.7M	+7%	230k	20.59	View chart
Vanguard Small Cap Etf Etf (VB)	0.8	$4.7M	+9%	25k	189.56	View chart
Vanguard Materials Etf Etf (VAW)	0.8	$4.6M	-2%	26k	177.82	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.8	$4.6M	-14%	97k	47.82	View chart
Schwab International Equity Etf Etf (SCHF)	0.8	$4.4M	+7%	128k	34.80	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.8	$4.3M	NEW	146k	29.61	View chart
Ishares Tr S&p Global 100 Index Etf (IOO)	0.8	$4.3M	+16%	61k	70.06	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.8	$4.3M	+117%	147k	28.94	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$4.3M	-13%	28k	154.01	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.7	$4.1M		66k	61.95	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$4.0M	+30%	89k	45.17	View chart
Spdr S&p World Ex-us Etf (SPDW)	0.7	$4.0M	-3%	124k	32.12	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.7	$3.9M	-12%	47k	83.04	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.7	$3.9M	+1506%	66k	58.70	View chart
Amazon.com Stock (AMZN)	0.7	$3.8M	-4%	37k	103.29	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$3.8M	+7%	50k	76.23	View chart
Ishares Tr Mid Grwth Indx Etf Etf (IMCG)	0.7	$3.7M	+2%	64k	57.56	View chart
Home Depot Stock (HD)	0.6	$3.6M		12k	295.15	View chart
Microsoft Stock (MSFT)	0.6	$3.5M	+4%	12k	288.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$3.5M		52k	66.85	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$3.4M	+4%	8.2k	409.40	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.6	$3.3M	+135%	129k	25.79	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.6	$3.3M	-9%	60k	54.92	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.6	$3.2M		23k	138.93	View chart
Johnson & Johnson Stock (JNJ)	0.6	$3.2M		21k	155.00	View chart
Costco Wholesale Corp Stock (COST)	0.6	$3.1M		6.2k	496.86	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.5	$3.1M	+11%	47k	65.17	View chart
Visa Stock (V)	0.5	$3.0M	+2%	13k	225.47	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.5	$3.0M	+4%	123k	24.21	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.5	$2.9M	+63%	58k	50.35	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.5	$2.9M	+19%	153k	19.03	View chart
Health Care Select Sector Spdr Etf (XLV)	0.5	$2.9M		23k	129.46	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.5	$2.8M	+199%	75k	38.06	View chart
Riverfront Strategic Income Fund Etf (RIGS)	0.5	$2.8M	+761%	124k	22.99	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.5	$2.8M	+2%	15k	193.52	View chart
S&p Global Stock (SPGI)	0.5	$2.7M		7.9k	344.78	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.5	$2.7M	-33%	58k	47.32	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$2.7M		43k	62.89	View chart
Chevron Corp Stock (CVX)	0.5	$2.7M	+3%	17k	163.16	View chart
Pfizer Stock (PFE)	0.5	$2.7M		65k	40.80	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$2.6M		20k	130.32	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.5	$2.6M	-17%	48k	54.57	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.5	$2.6M	+6%	24k	109.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$2.6M		25k	103.73	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.4	$2.5M	+14%	57k	44.50	View chart
Ishares Tr Smll Grwth Idx Etf Etf (ISCG)	0.4	$2.5M	+4%	64k	38.98	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.4	$2.5M	+3%	41k	60.59	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.4	$2.4M	+8%	51k	47.36	View chart
Industrial Select Sector Spdr Etf (XLI)	0.4	$2.4M		23k	101.18	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$2.4M		58k	40.72	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.4	$2.2M	+57%	45k	49.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$2.2M		9.0k	244.32	View chart
Vanguard Mid Cap Etf (VO)	0.4	$2.2M	-5%	10k	210.91	View chart
Unitedhealth Group Stock (UNH)	0.4	$2.2M	-2%	4.6k	472.54	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$2.1M	-23%	33k	63.89	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.0M		19k	104.00	View chart
Coca Cola Stock (KO)	0.3	$2.0M		32k	62.02	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$2.0M		39k	49.99	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.9M		4.0k	472.75	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.3	$1.9M		20k	93.59	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.9M	+6%	10k	178.41	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$1.8M	-21%	46k	40.40	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.8M		12k	152.26	View chart
Palo Alto Networks Stock (PANW)	0.3	$1.8M	-3%	9.0k	199.74	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$1.8M	-54%	35k	50.32	View chart
Duke Energy Corp Stock (DUK)	0.3	$1.7M		17k	96.47	View chart
Vanguard Intermediate-term Bond Etf (BIV)	0.3	$1.7M	+12%	22k	76.74	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.3	$1.6M	-22%	11k	143.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$1.6M	-2%	4.2k	376.05	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$1.5M	-5%	7.6k	204.10	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.3	$1.5M	-5%	14k	106.20	View chart
Qualcomm Stock (QCOM)	0.3	$1.5M		12k	127.58	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$1.5M	-14%	20k	73.83	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.3	$1.4M		45k	31.08	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$1.4M	+4%	13k	109.65	View chart
Cummins Stock (CMI)	0.2	$1.4M		5.7k	238.88	View chart
Utilities Select Sector Spdr Etf (XLU)	0.2	$1.4M		20k	67.69	View chart
Spdr Gold Etf Etf (GLD)	0.2	$1.4M	+3%	7.4k	183.21	View chart
Lilly Eli & Co Stock (LLY)	0.2	$1.3M	+7%	3.8k	343.42	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.2	$1.3M	-2%	5.8k	225.21	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.2	$1.2M	-8%	4.8k	247.19	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.2	$1.2M	+6%	7.9k	149.53	View chart
First Trust Value Line Dividend Fund Etf (FVD)	0.2	$1.2M	-3%	29k	40.16	View chart
International Paper Stock (IP)	0.2	$1.2M		32k	36.00	View chart
Altria Group Stock (MO)	0.2	$1.1M	+4%	26k	44.62	View chart
Disney Walt Stock (DIS)	0.2	$1.1M	+3%	11k	100.13	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$1.1M		35k	32.23	View chart
Financial Select Sector Spdr Etf (XLF)	0.2	$1.1M	-7%	34k	32.15	View chart
Abbvie Stock (ABBV)	0.2	$1.1M	+6%	6.8k	159.36	View chart
Nvidia Corp Stock (NVDA)	0.2	$1.1M	+16%	3.8k	277.79	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.2	$1.0M	-39%	23k	45.76	View chart
National Retail Pptys Reit (NNN)	0.2	$1.0M		23k	44.15	View chart
Gilead Sciences Stock (GILD)	0.2	$1.0M		12k	82.96	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$1.0M		6.7k	151.00	View chart
Walmart Stock (WMT)	0.2	$997k	+5%	6.8k	147.46	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.2	$963k	+9%	14k	69.92	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.2	$942k	-12%	16k	59.51	View chart
Boeing Stock (BA)	0.2	$934k	-2%	4.4k	212.44	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$931k		2.00	465600.00	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.2	$929k		25k	37.33	View chart
American Elec Pwr Stock (AEP)	0.2	$921k	-3%	10k	91.00	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.2	$919k	-20%	14k	67.07	View chart
Norfolk Southern Crp Stock (NSC)	0.2	$886k		4.2k	211.99	View chart
General Electric Stock (GE)	0.2	$868k	+8%	9.1k	95.60	View chart
Tesla Motors Stock (TSLA)	0.2	$866k	NEW	4.2k	207.46	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.2	$865k	+22%	19k	45.59	View chart
Ishares Russell 2000 Value Etf (IWN)	0.2	$857k	-4%	6.3k	137.01	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$839k		5.5k	151.75	View chart
Intl Business Machines Stock (IBM)	0.1	$835k		6.4k	131.08	View chart
Eaton Vance Tax Managed Buy Write Opportunities Cef (ETW)	0.1	$825k		102k	8.08	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$811k	-6%	35k	23.40	View chart
Verizon Communications Stock (VZ)	0.1	$800k	+3%	21k	38.89	View chart
Procter And Gamble Stock (PG)	0.1	$782k	+5%	5.3k	148.69	View chart
Truist Finl Corp Stock (TFC)	0.1	$775k	-2%	23k	34.10	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$771k	+8%	660.00	1167.76	View chart
Fiserv Stock (FISV)	0.1	$753k		6.7k	113.03	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$752k	NEW	7.0k	107.74	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$749k	+49%	39k	19.16	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$744k	-4%	9.9k	75.50	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$739k		6.0k	123.70	View chart
Vanguard Large Cap Etf (VV)	0.1	$729k	-35%	3.9k	186.80	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$725k	-3%	8.0k	91.05	View chart
Pimco Income Strategy Fund Ii Cef (PFN)	0.1	$693k	+25%	97k	7.17	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$686k	+104%	15k	44.87	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$682k	+16%	12k	55.36	View chart
Micron Technology Stock (MU)	0.1	$681k		11k	60.34	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$673k	-11%	5.0k	134.07	View chart
Merck & Co Stock (MRK)	0.1	$662k	+16%	6.2k	106.39	View chart
Abbott Labs Stock (ABT)	0.1	$603k		6.0k	101.29	View chart
First Trust Materials Alphadex Etf (FXZ)	0.1	$594k	-6%	9.1k	65.32	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.1	$581k	+6%	21k	28.38	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$575k		2.4k	238.42	View chart
Csx Corp Stock (CSX)	0.1	$569k		19k	29.94	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$565k	-44%	10k	55.21	View chart
At&t Stock (T)	0.1	$541k	+6%	28k	19.25	View chart
Pimco Dynamic Income Cef (PDI)	0.1	$538k	+3%	30k	18.02	View chart
Citigroup Stock (C)	0.1	$522k	-5%	11k	46.89	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$515k	NEW	10k	50.25	View chart
Pimco Corporate Opportunity Fund Cef (PTY)	0.1	$502k	-11%	40k	12.47	View chart
Exponent Stock (EXPO)	0.1	$502k		5.0k	99.69	View chart
United Parcel Service Stock (UPS)	0.1	$493k	+26%	2.5k	194.02	View chart
Mcdonalds Corp Stock (MCD)	0.1	$488k	+6%	1.7k	279.58	View chart
Wisdomtree Large Cap Dividend Etf (DLN)	0.1	$484k	-2%	7.8k	61.86	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$481k	+10%	3.0k	158.78	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$478k	+6%	1.0k	458.55	View chart
Realty Income Corp Reit (O)	0.1	$462k	+3%	7.3k	63.32	View chart
Union Pac Corp Stock (UNP)	0.1	$449k	+2%	2.2k	201.25	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$426k	-3%	3.9k	110.26	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$389k	+27%	6.7k	58.48	View chart
Netflix Stock (NFLX)	0.1	$382k		1.1k	345.48	View chart
Philip Morris Intl Stock (PM)	0.1	$381k	-5%	3.9k	97.26	View chart
Adobe Sys Stock (ADBE)	0.1	$373k		968.00	385.37	View chart
Stryker Corp Stock (SYK)	0.1	$368k	+23%	1.3k	285.36	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$367k		5.0k	72.94	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$357k	-14%	6.0k	59.51	View chart
Illinois Tool Wks Stock (ITW)	0.1	$354k		1.5k	243.38	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.1	$346k	-19%	1.8k	194.92	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.1	$346k		4.6k	74.71	View chart
Royal Bank Of Canada Stock (RY)	0.1	$345k		3.6k	95.58	View chart
Ford Motor Company Stock (F)	0.1	$343k		27k	12.60	View chart
Nextera Energy Stock (NEE)	0.1	$341k	+2%	4.4k	77.08	View chart
Vanguard Energy Etf (VDE)	0.1	$341k		3.0k	114.24	View chart
Ishares Europe 350 Index Etf (IEV)	0.1	$317k		6.3k	50.02	View chart
Amgen Stock (AMGN)	0.1	$316k	-41%	1.3k	241.81	View chart
Invesco Bulletshares 2023 Corporate Bond Etf Etf (BSCN)	0.1	$316k	-4%	15k	21.08	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$314k	+19%	6.2k	50.39	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$314k	+47%	9.2k	34.13	View chart
Cisco Sys Stock (CSCO)	0.1	$305k	+18%	5.8k	52.27	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.1	$302k	NEW	20k	15.52	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$301k	+7%	9.6k	31.22	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$298k	+11%	3.0k	97.94	View chart
Rockwell Automation Stock (ROK)	0.1	$296k		1.0k	293.45	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.1	$293k	NEW	6.8k	43.15	View chart
Lowes Cos Stock (LOW)	0.1	$291k	+24%	1.5k	199.98	View chart
Caterpillar Stock (CAT)	0.1	$291k	+21%	1.3k	228.86	View chart
Advanced Micro Devices Stock (AMD)	0.0	$280k	-40%	2.9k	98.00	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$278k	-2%	11k	24.40	View chart
Bank America Corp Stock (BAC)	0.0	$274k	+3%	9.6k	28.60	View chart
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO)	0.0	$274k	NEW	11k	25.19	View chart
Fidelity Comwlth Tr Etf (ONEQ)	0.0	$273k		5.7k	47.95	View chart
Ishares Dow Jones Us Home Const Etf (ITB)	0.0	$273k	+2%	3.9k	70.30	View chart
Marathon Pete Corp Stock (MPC)	0.0	$270k	+6%	2.0k	134.80	View chart
Magellan Midstream Partners Stock (MMP)	0.0	$260k		4.8k	54.26	View chart
Public Storage Reit (PSA)	0.0	$257k		849.00	302.25	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.0	$255k		9.1k	28.02	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$255k	NEW	2.2k	113.98	View chart
Pepsico Stock (PEP)	0.0	$253k		1.4k	182.32	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$251k	+28%	3.6k	69.30	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$249k	NEW	5.1k	48.79	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$242k	NEW	3.0k	82.03	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$242k		9.3k	25.90	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$242k		1.9k	129.20	View chart
Goldman Sachs Group Stock (GS)	0.0	$240k	+14%	735.00	327.11	View chart
Parsons Corp Del Stock (PSN)	0.0	$240k		5.4k	44.74	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$237k	-2%	12k	19.31	View chart
Intel Corp Stock (INTC)	0.0	$236k	NEW	7.2k	32.67	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$224k	+3%	10k	22.44	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$219k	NEW	5.9k	37.37	View chart
Humana Stock (HUM)	0.0	$214k		441.00	484.96	View chart
Danaher Corp Stock (DHR)	0.0	$213k	NEW	847.00	251.92	View chart
Pimco Intermediate Municipal Bond Active Etf Etf (MUNI)	0.0	$209k	NEW	4.0k	52.26	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$209k	-53%	3.4k	61.46	View chart
Oracle Corporation Stock (ORCL)	0.0	$206k	NEW	2.2k	92.93	View chart
Southstate Corporation Stock (SSB)	0.0	$204k		2.9k	71.26	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$202k	NEW	1.3k	156.78	View chart
Independence Rlty Tr Reit (IRT)	0.0	$200k		12k	16.03	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$193k	NEW	12k	15.96	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$176k	NEW	4.6k	37.91	View chart
Conocophillips Stock (COP)	0.0	$169k	NEW	1.7k	99.21	View chart
Cvs Health Corp Stock (CVS)	0.0	$157k	NEW	2.1k	74.32	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$149k	NEW	2.1k	69.72	View chart
Crown Castle Reit (CCI)	0.0	$129k	NEW	963.00	133.83	View chart
Wp Carey Reit (WPC)	0.0	$129k	NEW	1.7k	77.45	View chart
Prologis Reit (PLD)	0.0	$122k	NEW	977.00	124.76	View chart
Avago Technologies Stock (AVGO)	0.0	$98k	NEW	153.00	641.67	View chart
Blackrock Stock (BLK)	0.0	$94k	NEW	141.00	669.20	View chart
Southern Stock (SO)	0.0	$90k	NEW	1.3k	69.57	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$72k	NEW	374.00	191.29	View chart
Sirius Xm Radio Stock (SIRI)	0.0	$65k	-12%	16k	3.97	View chart
Kinder Morgan Stock (KMI)	0.0	$55k	NEW	3.2k	17.51	View chart
Holley Stock (HLLY)	0.0	$55k	+77%	20k	2.74	View chart
General Dynamics Corp Stock (GD)	0.0	$53k	NEW	234.00	228.18	View chart
Prudential Finl Stock (PRU)	0.0	$49k	NEW	592.00	82.75	View chart
Emerson Elec Stock (EMR)	0.0	$44k	NEW	503.00	87.13	View chart
Izea Worldwide Stock (IZEA)	0.0	$43k		66k	0.65	View chart
Medtronic Stock (MDT)	0.0	$31k	NEW	384.00	80.64	View chart
Dow Stock (DOW)	0.0	$31k	NEW	558.00	54.81	View chart
Firstenergy Corp Stock (FE)	0.0	$29k	NEW	732.00	40.05	View chart
Celanese Corp Del Stock (CE)	0.0	$27k	NEW	245.00	108.91	View chart
Johnson Ctls Stock (JCI)	0.0	$26k	NEW	425.00	60.23	View chart
Health Care Ppty Invs Reit (PEAK)	0.0	$22k	NEW	995.00	21.98	View chart
Metlife Stock (MET)	0.0	$19k	NEW	334.00	57.93	View chart
Western Digital Corp. 1.5 02/01/2024 Convertible	0.0	$19k		20k	0.96	View chart
Bionano Genomics Stock (BNGO)	0.0	$17k	NEW	16k	1.11	View chart
Village Farms Intl Stock (VFF)	0.0	$16k		20k	0.83	View chart
Opko Health Stock (OPK)	0.0	$16k		11k	1.46	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$15k	NEW	337.00	45.44	View chart
Us Bancorp Del Stock (USB)	0.0	$15k	NEW	420.00	36.05	View chart
Eastman Chemical Stock (EMN)	0.0	$13k	NEW	150.00	84.31	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$12k	NEW	438.00	26.64	View chart
Huntington Bancshares Stock (HBAN)	0.0	$11k	NEW	941.00	11.21	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$4.4k	NEW	35.00	127.11	View chart
Citizens Finl Group Stock (CFG)	0.0	$4.4k	NEW	144.00	30.36	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$1.9k	NEW	30.00	62.47	View chart
Lamar Advertising Co A Class A Reit (LAMR)	0.0	$1.8k	NEW	18.00	99.89	View chart
Evergy Stock (EVRG)	0.0	$1.6k	NEW	26.00	61.12	View chart
Gaming & Leisure Pptys Reit (GLPI)	0.0	$1.0k	NEW	20.00	52.05	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.0	$699.000000	NEW	20.00	34.95	View chart
Sylvamo Corp Stock (SLVM)	0.0	$46.000000	NEW	1.00	46.00	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 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
Certified Advisory Corp 2019 Q3 filed Nov. 12, 2019
Certified Advisory Corp 2019 Q2 filed Aug. 7, 2019
Certified Advisory Corp 2019 Q1 filed May 7, 2019

View all past filings

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