Certified Advisory Corp Purchases in Q3 2025

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
521
+ 1.68%
$211.65 - $238.24 $110K - $124K
31.5K $6.91M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
82
+ 0.15%
$35.04 - $37.72 $2.87K - $3.09K
54.7K $2.06M
ITB
Ishares Tr

ETFs
413
+ 8.81%
$94.18 - $117.14 $38.9K - $48.4K
5.1K $546K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.39K
+ 27.3%
$61.56 - $66.95 $85.3K - $92.8K
6.46K $432K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.07%
$128.6 - $136.01 $1.41K - $1.5K
15.9K $2.15M
C
Citigroup Inc

Financial Services
8
+ 0.13%
$85.57 - $103.49 $685 - $828
6.34K $643K
ETN
Eaton Corp PLC

Industrials
205
+ 19.27%
$342.99 - $392.76 $70.3K - $80.5K
1.27K $474K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 4.42%
$224.68 - $282.71 $14.4K - $18.1K
1.51K $422K
UTG
Reaves Utility Income Fund

Financial Services
1.03K
+ 6.77%
$35.81 - $39.62 $37K - $40.9K
16.3K $644K
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.6%
$144.19 - $167.33 $8.22K - $9.54K
3.63K $607K
QCOM
Qualcomm Inc

Technology
62
+ 0.62%
$145.84 - $173.55 $9.04K - $10.8K
10.1K $1.68M
NEE
Nextera Energy Inc

Utilities
755
+ 21.73%
$69.77 - $77.54 $52.7K - $58.5K
4.23K $319K
IAU
Ishares Gold Trust

ETFs
231
+ 4.06%
$61.62 - $72.77 $14.2K - $16.8K
5.93K $431K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
24.5K
New
$2.88 - $3.9 $70.6K - $95.6K
24.5K $71K
CSX
Csx Corp

Industrials
438
+ 2.36%
$32.05 - $36.52 $14K - $16K
19K $674K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
311
+ 2.89%
$68.24 - $73.73 $21.2K - $22.9K
11.1K $812K
TFC
Truist Financial Corp

Financial Services
46
+ 0.2%
$42.83 - $47.07 $1.97K - $2.17K
23.3K $1.07M
CGDV
Capital Group Divid Value ETF

ETFs
79
+ 0.33%
$39.59 - $42.21 $3.13K - $3.33K
24.3K $1.02M
XLF
Financial Sector Spdr

ETFs
433
+ 1.62%
$51.37 - $54.25 $22.2K - $23.5K
27.1K $1.46M
IEV
Ishares Tr Europe ETF

ETFs
720
+ 9.36%
$61.37 - $65.49 $44.2K - $47.2K
8.41K $550K
VDC
Vanguard Consumer Staples ETF

ETFs
646
+ 4.46%
$212.64 - $225.25 $137K - $146K
15.1K $3.24M
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$390.92 - $477.15 $391 - $477
689 $328K
META
Meta Platforms, Inc.

Communication Services
86
+ 8.97%
$695.21 - $791.73 $59.8K - $68.1K
1.05K $767K
MGK
Vanguard Mega Cap Growth ETF

ETFs
45
+ 4.23%
$362.31 - $405.74 $16.3K - $18.3K
1.11K $446K
RY
Royal Bank Of Canada

Financial Services
7
+ 0.2%
$128.46 - $148.6 $899 - $1.04K
3.52K $517K
XOM
Exxon Mobil Corp

Energy
31
+ 0.3%
$105.83 - $117.22 $3.28K - $3.63K
10.4K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
65
+ 5.23%
$215.01 - $273.02 $14K - $17.7K
1.31K $328K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6
+ 0.11%
$79.52 - $89.63 $477 - $538
5.38K $479K
GD
General Dynamics Corp

Industrials
1
+ 0.11%
$293.92 - $341.0 $294 - $341
939 $320K
BAC
Bank Of America Corp

Financial Services
48
+ 0.46%
$44.92 - $52.42 $2.16K - $2.52K
10.5K $541K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.43%
$158.59 - $198.69 $1.11K - $1.39K
1.64K $316K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
274
+ 6.74%
$72.65 - $78.68 $19.9K - $21.6K
4.34K $339K
PDI
Pimco Dynamic Income Fund

Financial Services
747
+ 2.43%
$18.85 - $20.07 $14.1K - $15K
31.5K $624K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8
+ 0.17%
$82.29 - $90.77 $658 - $726
4.86K $439K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.51K
+ 5.85%
$17.81 - $18.39 $26.9K - $27.8K
27.3K $497K
VHT
Vanguard Health Care ETF

ETFs
42
+ 1.73%
$239.12 - $259.95 $10K - $10.9K
2.46K $639K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
132
+ 5.23%
$110.74 - $122.12 $14.6K - $16.1K
2.65K $321K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
285
+ 0.79%
$45.72 - $47.27 $13K - $13.5K
36.2K $1.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.66%
$567.09 - $607.37 $3.97K - $4.25K
1.07K $637K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.11%
$236.93 - $271.12 $237 - $271
938 $254K
SO
Southern CO

Utilities
21
+ 0.24%
$90.83 - $96.0 $1.91K - $2.02K
8.71K $825K
FITB
Fifth Third Bancorp

Financial Services
61
+ 0.81%
$40.91 - $46.28 $2.5K - $2.82K
7.58K $337K
HCA
Hca Healthcare, Inc.

Healthcare
11
+ 2.06%
$334.32 - $426.2 $3.68K - $4.69K
544 $231K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
466
+ 9.28%
$49.05 - $49.99 $22.9K - $23.3K
5.49K $273K
CEG
Constellation Energy Corp

Utilities
67
+ 9.78%
$298.82 - $354.89 $20K - $23.8K
752 $247K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 2.11%
$291.67 - $316.99 $7.58K - $8.24K
1.26K $381K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.08%
$23.82 - $25.84 $191 - $207
10.5K $269K
VGIT
Vanguard Intermediate Term Tre

ETFs
292
+ 5.38%
$58.97 - $60.36 $17.2K - $17.6K
5.72K $343K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.28%
$285.05 - $309.14 $570 - $618
704 $216K
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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