Certified Advisory Corp Incresed Positions in Q4 2025

Certified Advisory Corp

  • $1.08 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.29K
+ 12.06%
$52.27 - $56.39 $224K - $242K
39.8K $2.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.41K
+ 1.21%
$137.47 - $143.13 $194K - $202K
117K $16.5M
FTGC
First Trust Global Tactical CO

ETFs
6.39K
+ 21.6%
$25.56 - $27.34 $163K - $175K
36K $969K
VTV
Vanguard Value ETF

ETFs
596
+ 0.45%
$182.87 - $189.72 $109K - $113K
133K $24.9M
VTI
Vanguard Total Stock Market Et

ETFs
456
+ 3.85%
$321.8 - $337.95 $147K - $154K
12.3K $4.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
518
+ 1.22%
$82.92 - $88.2 $43K - $45.7K
42.8K $3.75M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.26K
+ 2.33%
$46.45 - $49.01 $58.4K - $61.6K
55.3K $2.67M
MGC
Vanguard Mega Cap ETF

ETFs
471
+ 5.04%
$239.57 - $253.74 $113K - $120K
9.82K $2.43M
EPD
Enterprise Products Partners L.P.

Energy
1.43K
+ 1.63%
$30.19 - $32.26 $43.1K - $46.1K
89.3K $2.88M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.08K
+ 5.39%
$80.06 - $83.68 $326K - $341K
79.7K $6.38M
PG
Procter & Gamble CO

Consumer Defensive
1.14K
+ 20.22%
$145.5 - $153.18 $166K - $175K
6.8K $991K
XOM
Exxon Mobil Corp

Energy
521
+ 5.0%
$110.64 - $119.78 $57.6K - $62.4K
10.9K $1.29M
VONG
Vanguard Russell 1000 Growth E

ETFs
652
+ 1.53%
$118.2 - $126.51 $77.1K - $82.5K
43.3K $5.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
982
+ 8.87%
$72.17 - $75.74 $70.9K - $74.4K
12K $902K
VFF
Village Farms International, Inc.

Consumer Defensive
15K
+ 21.13%
$2.83 - $3.73 $42.5K - $56K
86K $309K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.57K
+ 4.33%
$46.85 - $47.44 $73.4K - $74.3K
37.7K $1.77M
AVDV
American Centy ETF Tr Avantis

ETFs
607
+ 5.4%
$87.37 - $90.92 $53K - $55.2K
11.8K $1.07M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.26K
+ 8.98%
$19.7 - $19.78 $64.2K - $64.4K
39.5K $780K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
737
+ 2.21%
$82.16 - $84.87 $60.6K - $62.5K
34K $2.86M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.16%
$264.7 - $283.93 $1.06K - $1.14K
2.47K $697K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.99K
+ 10.96%
$18.14 - $18.51 $54.3K - $55.4K
30.3K $554K
DUK
Duke Energy Corp

Utilities
197
+ 0.97%
$121.57 - $129.03 $23.9K - $25.4K
20.4K $2.56M
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$480.82 - $585.49 $481 - $585
690 $380K
CSCO
Cisco Systems, Inc.

Technology
96
+ 2.05%
$67.46 - $78.0 $6.48K - $7.49K
4.78K $371K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.09K
+ 2.2%
$50.37 - $50.58 $54.8K - $55K
50.6K $2.55M
ITA
Ishares Tr

ETFs
445
+ 3.28%
$205.04 - $218.9 $91.2K - $97.4K
14K $2.89M
IEV
Ishares Tr Europe ETF

ETFs
517
+ 6.15%
$65.02 - $67.89 $33.6K - $35.1K
8.93K $595K
ISCG
Ishares Morningstar Small Cap

ETFs
2.14K
+ 2.86%
$53.29 - $56.31 $114K - $120K
76.8K $4.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
6.46K
+ 1.93%
$25.2 - $25.57 $163K - $165K
341K $8.62M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
766
+ 13.96%
$49.78 - $50.16 $38.1K - $38.4K
6.25K $312K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
35
+ 0.08%
$54.27 - $56.85 $1.9K - $1.99K
42.9K $2.41M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.82K
+ 8.22%
$20.53 - $20.66 $37.3K - $37.6K
23.9K $492K
FNDE
Schwab Fundamental Emerging Mk

ETFs
705
+ 12.45%
$34.78 - $37.69 $24.5K - $26.6K
6.37K $238K
LOW
Lowes Companies Inc

Consumer Cyclical
303
+ 23.17%
$225.0 - $247.99 $68.2K - $75.1K
1.61K $362K
MCD
Mcdonalds Corp

Consumer Cyclical
103
+ 8.2%
$293.81 - $310.11 $30.3K - $31.9K
1.36K $414K
VB
Vanguard Small Cap ETF

ETFs
547
+ 2.36%
$248.1 - $260.08 $136K - $142K
23.7K $5.93M
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.36%
$157.0 - $179.44 $2.04K - $2.33K
3.64K $639K
EFA
Ishares Tr Msci Eafe ETF

ETFs
166
+ 2.22%
$92.24 - $96.56 $15.3K - $16K
7.63K $726K
CGDV
Capital Group Divid Value ETF

ETFs
185
+ 0.76%
$41.33 - $43.47 $7.65K - $8.04K
24.5K $1.05M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.18%
$410.68 - $476.61 $411 - $477
545 $257K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.25K
+ 9.52%
$23.54 - $23.93 $29.5K - $30K
14.4K $340K
UNH
Unitedhealth Group Inc

Healthcare
215
+ 11.87%
$320.52 - $369.92 $68.9K - $79.5K
2.03K $649K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.42K
+ 0.64%
$25.75 - $26.12 $36.6K - $37.1K
223K $5.76M
EQT
Eqt Corp

Energy
10
+ 0.26%
$51.8 - $60.84 $518 - $608
3.8K $227K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.14%
$211.96 - $244.38 $2.33K - $2.69K
7.66K $1.79M
FVAL
Fidelity Covington Tr Value Fa

ETFs
52
+ 0.48%
$67.41 - $71.36 $3.51K - $3.71K
10.8K $759K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.49K
+ 1.66%
$36.47 - $38.19 $127K - $133K
213K $8M
HMOP
Hartford Fds Exchange Traded T

ETFs
447
+ 5.83%
$38.92 - $39.33 $17.4K - $17.6K
8.11K $317K
SCHR
Schwab Intermediate Term Us Tr

ETFs
711
+ 7.1%
$25.03 - $25.34 $17.8K - $18K
10.7K $269K
Activity Summary
Buys All Purchases 174 New Holdings 14 Increased Positions 160 Sells All Sells 113 Reductions 113 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