Certified Advisory Corp Incresed Positions in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
506K
+ 240.76%
$23.49 - $71.77 $11.9M - $36.3M
716K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
878
+ 1.65%
$481.22 - $538.17 $423K - $473K
54.1K $27.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30.1K
+ 15.51%
$74.5 - $78.37 $2.24M - $2.36M
224K $16.7M
JPIE
J P Morgan Exchange Traded Fd
30.9K
+ 10.24%
$45.59 - $46.25 $1.41M - $1.43M
333K $15.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.35K
+ 2.66%
$216.72 - $244.71 $292K - $330K
52K $12.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 11.47%
$521.84 - $558.82 $883K - $946K
16.5K $8.86M
TSLA
Tesla, Inc.

Consumer Cyclical
47
+ 0.64%
$213.65 - $479.86 $10K - $22.6K
7.38K $2.98M
JPIB
Jpmorgan International Bond Op

ETFs
24.8K
+ 13.13%
$47.26 - $48.47 $1.17M - $1.2M
214K $10.1M
EPD
Enterprise Products Partners L.P.

Energy
25.2K
+ 109.39%
$28.66 - $34.43 $724K - $869K
48.3K $1.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
224K
+ 312.73%
$25.93 - $105.3 $5.81M - $23.6M
296K $8.24M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
45.4K
+ 10.44%
$27.8 - $29.05 $1.26M - $1.32M
480K $13.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.3K
+ 13.19%
$77.86 - $79.27 $802K - $816K
88.4K $6.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
17.8K
+ 21.25%
$40.97 - $42.66 $729K - $759K
102K $4.2M
RDVY
First Trust Rising Dividend Ac

ETFs
11.6K
+ 24.35%
$58.65 - $64.37 $682K - $749K
59.4K $3.51M
MA
Mastercard Inc

Financial Services
16
+ 0.08%
$491.3 - $536.15 $7.86K - $8.58K
19.6K $10.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.14K
+ 3.5%
$95.27 - $107.82 $203K - $230K
63.2K $6.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
807
+ 7.1%
$567.81 - $607.81 $458K - $491K
12.2K $7.14M
V
Visa Inc.

Financial Services
40
+ 0.29%
$273.87 - $320.91 $11K - $12.8K
13.9K $4.4M
ITA
Ishares Tr

ETFs
3.95K
+ 141.88%
$144.31 - $157.31 $570K - $621K
6.73K $978K
AVUV
American Centy ETF Tr Avantis

ETFs
5.34K
+ 7.37%
$94.37 - $106.41 $504K - $568K
77.8K $7.51M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.3K
+ 10.06%
$35.45 - $40.33 $615K - $699K
190K $6.8M
GOOGL
Alphabet Inc.

Communication Services
321
+ 1.63%
$161.86 - $196.66 $52K - $63.1K
20K $3.79M
SPSB
Spdr Portfolio Short Term Corp

ETFs
21.8K
+ 6.37%
$29.77 - $30.19 $649K - $658K
364K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 0.27%
$570.51 - $610.59 $56.5K - $60.4K
36.5K $21.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.6K
+ 18.02%
$116.4 - $138.52 $303K - $360K
17K $2.16M
USTB
Victory Portfolios Ii Victorys

ETFs
10.9K
+ 6.66%
$50.06 - $50.85 $545K - $553K
174K $8.74M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.57K
+ 5.57%
$72.18 - $81.41 $257K - $290K
67.6K $5.11M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
13.3K
+ 33.06%
$31.59 - $32.95 $422K - $440K
53.7K $1.72M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
16.2K
+ 23.62%
$47.92 - $55.17 $775K - $892K
84.6K $4.08M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.57K
+ 0.94%
$83.09 - $89.28 $130K - $140K
168K $14.3M
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 1.49%
$873.59 - $994.69 $90.9K - $103K
7.1K $6.5M
ISCG
Ishares Morningstar Small Cap

ETFs
5.15K
+ 7.43%
$48.22 - $54.03 $248K - $278K
74.5K $3.68M
OEF
Ishares S&P 100 ETF

ETFs
1.06K
+ 28.04%
N/A
4.82K $1.28M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18K
+ 5.29%
$24.55 - $25.16 $442K - $453K
358K $8.83M
IOO
Ishares Tr Global 100 ETF

ETFs
1.43K
+ 1.7%
$97.46 - $103.45 $139K - $148K
85.4K $8.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.53K
+ 3.31%
$65.67 - $69.79 $298K - $316K
142K $9.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.21K
+ 2.53%
$61.68 - $67.87 $260K - $286K
171K $10.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.57K
+ 41.52%
$80.13 - $83.77 $286K - $299K
12.2K $975K
WMT
Walmart Inc.

Consumer Defensive
209
+ 0.88%
$79.1 - $95.7 $16.5K - $20K
24.1K $2.18M
VGSH
Vanguard

ETFs
5.71K
+ 5.34%
$58.02 - $58.88 $331K - $336K
113K $6.56M
GLD
Spdr Gold Trust

ETFs
985
+ 10.32%
$236.59 - $257.5 $233K - $254K
10.5K $2.55M
AVGO
Broadcom Inc.

Technology
104
+ 3.05%
$159.67 - $250.0 $16.6K - $26K
3.51K $814K
IEFA
Ishares Tr

ETFs
10.3K
+ 15.98%
$70.06 - $77.43 $719K - $795K
74.5K $5.24M
XLY
Select Sector Spdr Consumer Di

ETFs
122
+ 1.51%
$194.8 - $239.43 $23.8K - $29.2K
8.21K $1.84M
FDVV
Fidelity High Dividend ETF

ETFs
4.81K
+ 17.43%
$49.66 - $52.63 $239K - $253K
32.4K $1.62M
PANW
Palo Alto Networks Inc

Technology
8.12K
+ 102.86%
$181.96 - $405.9 $1.48M - $3.3M
16K $2.91M
VB
Vanguard Small Cap ETF

ETFs
571
+ 2.69%
$233.76 - $261.58 $133K - $149K
21.8K $5.23M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.4K
+ 10.47%
$49.74 - $50.43 $219K - $222K
46.4K $2.31M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 7.82%
$119.61 - $136.3 $132K - $150K
15.2K $1.88M
Activity Summary
Buys All Purchases 176 New Holdings 11 Increased Positions 165 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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