Certified Advisory Corp Purchases in Q3 2025

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.11K
+ 37.44%
$567.77 - $614.76 $4.04M - $4.37M
26.1K $16M
JPIB
Jpmorgan International Bond Op

ETFs
102K
+ 50.89%
$48.32 - $49.13 $4.91M - $4.99M
301K $14.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
60.1K
+ 56.14%
$67.01 - $72.84 $4.02M - $4.38M
167K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
+ 4.51%
$546.99 - $602.2 $1.41M - $1.55M
59.7K $35.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
70.2K
+ 242.32%
$50.9 - $52.37 $3.57M - $3.68M
99.2K $5.18M
JPIE
J P Morgan Exchange Traded Fd
74.9K
+ 21.93%
$46.01 - $46.55 $3.45M - $3.49M
417K $19.3M
AVLV
American Centy ETF Tr Avantis
35.6K
+ 27.44%
$68.33 - $72.69 $2.43M - $2.59M
165K $12M
IEFA
Ishares Tr

ETFs
30.7K
+ 34.73%
$81.7 - $87.53 $2.51M - $2.69M
119K $10.4M
PJUL
Innovator U.S. Equity Power Bu

ETFs
65.3K
+ 514.29%
$43.83 - $45.64 $2.86M - $2.98M
78K $3.56M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.96K
+ 2.34%
$89.29 - $100.17 $353K - $396K
173K $17.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.94K
+ 7.35%
$132.9 - $142.03 $1.05M - $1.13M
116K $16.3M
FNDX
Schwab Fundamental U S Large C

ETFs
15K
+ 1.89%
$24.38 - $26.34 $365K - $394K
808K $21.3M
NVDA
Nvidia Corp

Technology
1.8K
+ 3.63%
$153.3 - $186.58 $275K - $335K
51.3K $9.58M
VGT
Vanguard Information Technolog

ETFs
79
+ 0.41%
$656.44 - $753.15 $51.9K - $59.5K
19.2K $14.3M
AVEM
American Centy ETF Tr Avantis

ETFs
11.4K
+ 10.85%
$68.33 - $75.41 $781K - $861K
117K $8.77M
IOO
Ishares Tr Global 100 ETF

ETFs
3.06K
+ 3.18%
$107.55 - $120.01 $329K - $368K
99.4K $11.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.6K
+ 5.06%
$21.69 - $23.34 $686K - $738K
657K $15.3M
RDVY
First Trust Rising Dividend Ac

ETFs
15.5K
+ 21.48%
$62.38 - $67.29 $970K - $1.05M
87.9K $5.91M
GOOGL
Alphabet Inc.

Communication Services
153
+ 0.77%
$174.36 - $254.72 $26.7K - $39K
20.1K $4.87M
AVUV
American Centy ETF Tr Avantis

ETFs
3.94K
+ 3.46%
$90.37 - $102.12 $356K - $403K
118K $11.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.5K
+ 4.88%
$45.26 - $46.63 $928K - $956K
440K $20.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.86K
+ 237.4%
$195.29 - $223.85 $949K - $1.09M
6.91K $1.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12K
+ 5.49%
$76.16 - $78.59 $915K - $944K
231K $18M
GOOG
Alphabet Inc.

Communication Services
56
+ 0.34%
$175.16 - $255.24 $9.81K - $14.3K
16.4K $3.99M
MSFT
Microsoft Corp

Technology
1.53K
+ 10.71%
$491.09 - $535.64 $751K - $819K
15.8K $8.19M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.83K
New
$105.16 - $140.03 $824K - $1.1M
7.83K $1.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.29K
+ 1.65%
$28.92 - $32.19 $153K - $170K
327K $10.4M
XLY
Select Sector Spdr Consumer Di

ETFs
3.18K
+ 38.29%
$216.09 - $242.18 $686K - $769K
11.5K $2.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
450
+ 3.49%
$617.65 - $666.84 $278K - $300K
13.3K $8.88M
GLD
Spdr Gold Trust

ETFs
824
+ 6.81%
$300.96 - $355.47 $248K - $293K
12.9K $4.6M
USTB
Victory Portfolios Ii Victorys

ETFs
16.4K
+ 8.78%
$50.54 - $51.1 $827K - $836K
203K $10.3M
DFIV
Dimensional ETF Tr

ETFs
8.08K
+ 5.89%
$42.66 - $46.53 $345K - $376K
145K $6.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
516
+ 0.16%
$39.8 - $42.86 $20.5K - $22.1K
332K $14.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.39K
+ 2.14%
$35.42 - $38.65 $156K - $170K
210K $7.98M
AVDE
American Centy ETF Tr Avantis

ETFs
7.47K
+ 27.09%
$73.24 - $79.04 $547K - $591K
35.1K $2.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.58K
+ 32.47%
$81.75 - $84.54 $619K - $641K
30.9K $2.6M
IGHG
Proshares Investment Grade Int

ETFs
8.22K
+ 296.54%
$78.05 - $79.18 $642K - $651K
11K $868K
ITA
Ishares Tr

ETFs
1.87K
+ 16.0%
$184.73 - $209.26 $346K - $392K
13.6K $2.84M
VZ
Verizon Communications Inc

Communication Services
13.8K
+ 64.36%
$40.84 - $45.06 $562K - $620K
35.1K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
509
+ 2.4%
$459.11 - $506.91 $234K - $258K
21.7K $10.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
18.4K
+ 4.34%
$28.38 - $29.05 $523K - $536K
443K $12.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.39K
+ 4.7%
$40.94 - $42.85 $385K - $402K
209K $8.82M
NJUL
Innovator Growth 100 Power Buf

Technology
6.95K
+ 117.35%
$67.81 - $71.18 $471K - $495K
12.9K $915K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.15K
New
$205.52 - $234.96 $441K - $504K
2.15K $503K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
6.23K
+ 21.23%
$47.75 - $54.24 $297K - $338K
35.6K $1.91M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.55K
+ 6.09%
$78.96 - $80.04 $438K - $444K
96.7K $7.73M
VB
Vanguard Small Cap ETF

ETFs
322
+ 1.41%
$237.58 - $259.17 $76.5K - $83.5K
23.2K $5.89M
PRF
Invesco Exchange Traded Fd Tr

ETFs
8.02K
+ 24.96%
$42.04 - $45.23 $337K - $363K
40.1K $1.82M
ITW
Illinois Tool Works Inc

Industrials
1.66K
New
$252.31 - $269.41 $418K - $446K
1.66K $431K
Activity Summary
Buys All Purchases 191 New Holdings 22 Increased Positions 169 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Certified Advisory Corp Portfolio

Follow Certified Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email