Certified Advisory Corp Purchases in Q3 2025

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
458
+ 4.03%
$303.93 - $329.86 $139K - $151K
11.8K $3.88M
ISCG
Ishares Morningstar Small Cap

ETFs
1.31K
+ 1.78%
$49.84 - $55.14 $65.2K - $72.1K
74.6K $4.05M
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.29K
+ 96.94%
$63.74 - $69.18 $337K - $366K
10.8K $740K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.6K
+ 3.12%
$21.77 - $22.57 $253K - $262K
384K $8.62M
FLMI
Franklin Dynamic Municipal Bon

ETFs
15.5K
New
$23.96 - $24.81 $372K - $385K
15.5K $384K
ORCL
Oracle Corp

Technology
293
+ 6.47%
$218.96 - $328.33 $64.2K - $96.2K
4.82K $1.36M
MU
Micron Technology Inc

Technology
1.22K
+ 36.04%
$104.88 - $168.89 $128K - $206K
4.6K $769K
MGC
Vanguard Mega Cap ETF

ETFs
762
+ 8.87%
$224.2 - $245.55 $171K - $187K
9.35K $2.28M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
5.26K
New
$40.33 - $66.97 $212K - $353K
5.26K $346K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
488
+ 0.32%
$70.77 - $73.59 $34.5K - $35.9K
152K $11.1M
VEA
Vanguard Ftse Developed Market

ETFs
305
+ 0.29%
$56.02 - $60.3 $17.1K - $18.4K
104K $6.25M
VBR
Vanguard Small Cap Value ETF

ETFs
1.24K
+ 29.35%
$195.41 - $212.37 $243K - $264K
5.47K $1.14M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.08K
+ 6.65%
$79.83 - $84.0 $166K - $174K
33.3K $2.8M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.27K
New
$40.45 - $42.49 $294K - $309K
7.27K $308K
HMOP
Hartford Fds Exchange Traded T

ETFs
7.66K
New
$37.94 - $39.14 $291K - $300K
7.66K $298K
PLTR
Palantir Technologies Inc.

Technology
871
+ 30.79%
$130.68 - $186.97 $114K - $163K
3.7K $674K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.05K
+ 2.15%
$30.02 - $30.29 $242K - $244K
383K $11.6M
VGSH
Vanguard

ETFs
4.49K
+ 3.75%
$58.43 - $58.88 $262K - $264K
124K $7.32M
XLU
Utilities Sector Spdr

ETFs
1.83K
+ 8.94%
$81.14 - $87.32 $148K - $159K
22.2K $1.94M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.38K
+ 3.17%
$53.36 - $59.69 $73.5K - $82.3K
44.9K $2.61M
AFL
Aflac Inc

Financial Services
6
+ 0.01%
$98.09 - $111.7 $589 - $670
42.4K $4.74M
AEP
American Electric Power CO Inc

Utilities
1.5K
+ 14.97%
$103.26 - $115.0 $155K - $173K
11.5K $1.3M
HWM
Howmet Aerospace Inc.

Industrials
1.02K
+ 18.58%
$171.0 - $196.23 $175K - $201K
6.53K $1.28M
XLK
Technology Sector Spdr

ETFs
166
+ 2.33%
$250.97 - $282.66 $41.7K - $46.9K
7.28K $2.05M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
12.4K
New
$19.85 - $20.2 $246K - $250K
12.4K $248K
DUK
Duke Energy Corp

Utilities
1.04K
+ 5.43%
$116.31 - $125.93 $121K - $131K
20.2K $2.51M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$66.38 - $71.68 $219K - $236K
3.3K $235K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.5K
+ 7.25%
$50.47 - $50.74 $227K - $229K
66.6K $3.38M
EPD
Enterprise Products Partners L.P.

Energy
6.29K
+ 7.7%
$30.74 - $32.14 $193K - $202K
87.9K $2.75M
ARKW
Ark Next Generation Internet E

ETFs
1.25K
New
$144.46 - $174.76 $180K - $218K
1.25K $217K
NSC
Norfolk Southern Corp

Industrials
21
+ 0.45%
$259.49 - $300.41 $5.45K - $6.31K
4.69K $1.41M
SHOP
Shopify Inc.

Technology
1.43K
New
$112.11 - $157.12 $160K - $224K
1.43K $211K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.25K
New
$155.79 - $172.55 $195K - $216K
1.25K $209K
FTGC
First Trust Global Tactical CO

ETFs
6.93K
+ 30.56%
$24.67 - $26.32 $171K - $182K
29.6K $766K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.07K
New
$90.62 - $107.71 $188K - $223K
2.07K $204K
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.66K
New
$33.13 - $36.31 $188K - $206K
5.66K $204K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
561
+ 0.78%
$53.93 - $57.58 $30.3K - $32.3K
72.7K $4.1M
AVGO
Broadcom Inc.

Technology
50
+ 1.6%
$264.74 - $369.57 $13.2K - $18.5K
3.17K $1.04M
CVX
Chevron Corp

Energy
18
+ 0.12%
$145.57 - $161.83 $2.62K - $2.91K
15.1K $2.34M
VFF
Village Farms International, Inc.

Consumer Defensive
29.3K
+ 70.06%
$1.12 - $3.33 $32.8K - $97.4K
71K $222K
AMD
Advanced Micro Devices Inc

Technology
817
+ 44.26%
$134.8 - $184.42 $110K - $151K
2.66K $430K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.49K
+ 24.93%
$87.29 - $93.61 $130K - $139K
7.46K $696K
VO
Vanguard Mid Cap ETF

ETFs
102
+ 1.14%
$279.83 - $293.74 $28.5K - $30K
9.09K $2.67M
WMT
Walmart Inc.

Consumer Defensive
266
+ 1.11%
$94.4 - $104.27 $25.1K - $27.7K
24.3K $2.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.21K
+ 16.2%
$92.26 - $97.51 $112K - $118K
8.68K $838K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.53K
+ 5.39%
$50.09 - $50.73 $127K - $129K
49.5K $2.51M
AVDV
American Centy ETF Tr Avantis

ETFs
377
+ 3.47%
$79.24 - $89.03 $29.9K - $33.6K
11.2K $1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
113
+ 0.41%
$49.43 - $54.52 $5.59K - $6.16K
27.8K $1.51M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.18%
$498.9 - $609.32 $998 - $1.22K
1.13K $690K
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
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