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
VEU
Vanguard Ftse All World Ex Us

ETFs
118
+ 3.58%
$70.2 - $73.89 $8.28K - $8.72K
3.41K $249K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
665
+ 5.46%
$18.77 - $18.93 $12.5K - $12.6K
12.8K $241K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.43%
$180.89 - $200.13 $1.27K - $1.4K
1.65K $329K
OEF
Ishares S&P 100 ETF

ETFs
41
+ 0.82%
N/A
5.04K $1.34M
NOC
Northrop Grumman Corp

Industrials
108
+ 9.52%
$558.0 - $637.95 $60.3K - $68.9K
1.24K $699K
BOTZ
Global X Fds

ETFs
274
+ 3.84%
$35.15 - $38.25 $9.63K - $10.5K
7.41K $260K
CEG
Constellation Energy Corp

Utilities
1
+ 0.13%
$335.74 - $401.43 $336 - $401
753 $254K
GD
General Dynamics Corp

Industrials
6
+ 0.64%
$330.59 - $353.77 $1.98K - $2.12K
945 $325K
VGIT
Vanguard Intermediate Term Tre

ETFs
72
+ 1.26%
$59.84 - $60.54 $4.31K - $4.36K
5.79K $347K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12
+ 0.28%
$76.84 - $80.86 $922 - $970
4.35K $343K
BAC
Bank Of America Corp

Financial Services
100
+ 0.95%
$48.65 - $54.11 $4.87K - $5.41K
10.6K $545K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.57%
$301.9 - $317.98 $1.21K - $1.27K
708 $219K
UITB
Usaa ETF Tr Core Intermediate

ETFs
61
+ 1.23%
$47.38 - $47.93 $2.89K - $2.92K
5.01K $237K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.09%
$135.26 - $140.13 $271 - $280
2.16K $298K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
30
+ 0.44%
$59.91 - $60.13 $1.8K - $1.8K
6.84K $410K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.07%
$25.2 - $26.46 $176 - $185
10.5K $271K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1.05K
+ 2.34%
$7.37 - $7.64 $7.76K - $8.04K
46.1K $344K
SHOP
Shopify Inc.

Technology
30
+ 2.11%
$146.04 - $179.01 $4.38K - $5.37K
1.46K $212K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
269
+ 2.43%
$8.07 - $8.23 $2.17K - $2.21K
11.3K $91K
BND
Vanguard Bd Index Fd Inc Total

ETFs
33
+ 0.55%
$74.09 - $75.1 $2.44K - $2.48K
6.05K $448K
XLP
Consumer Staples Sector Spdr

ETFs
15
+ 0.33%
N/A
4.58K $348K
QTUM
ETF Ser Solutions Defiance Qua
2.34K
+ 40.25%
N/A
8.17K $0
Fidelity Covington Trust
1.5K
+ 3.89%
N/A
39.9K $0
Fidelity Covington Trust
26.2K
+ 14.04%
N/A
212K $0
J P Morgan Exchange Traded F
1.93K
+ 39.17%
N/A
6.85K $0
PNOV
Innovator U.S. Equity Power Bu
1.27K
+ 21.54%
N/A
7.19K $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
153
+ 0.58%
$139.66 - $144.52 $21.4K - $22.1K
26.6K $3.77M
IEMG
Ishares Inc

ETFs
7
+ 0.17%
N/A
4.21K $225K
JPRE
J P Morgan Exchange Traded Fd

ETFs
87
+ 0.95%
$46.46 - $48.79 $4.04K - $4.24K
9.21K $436K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1
+ 0.01%
$50.56 - $50.76 $50.6 - $50.8
9K $455K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
149
+ 0.66%
$8.92 - $9.21 $1.33K - $1.37K
22.6K $202K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.05%
$653.02 - $687.39 $3.92K - $4.12K
13.3K $8.88M
IVT
Inven Trust Properties Corp.

Real Estate
7
+ 0.08%
$27.24 - $28.92 $191 - $202
8.9K $250K
SYK
Stryker Corp

Healthcare
1
+ 0.17%
$353.81 - $388.35 $354 - $388
592 $213K
OKE
Oneok Inc

Energy
42
+ 1.24%
$64.31 - $72.98 $2.7K - $3.07K
3.44K $242K
VNQ
Vanguard Specialized Funds Van

ETFs
25
+ 0.48%
$88.13 - $92.69 $2.2K - $2.32K
5.29K $473K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6
+ 0.23%
$117.68 - $124.18 $706 - $745
2.66K $313K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.28%
$577.77 - $604.78 $1.73K - $1.81K
1.07K $628K
CWB
Spdr Bloomberg Convertible Sec

ETFs
12
+ 0.25%
$88.49 - $93.64 $1.06K - $1.12K
4.87K $430K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.07%
$125.75 - $131.12 $252 - $262
2.92K $372K
VBR
Vanguard Small Cap Value ETF

ETFs
37
+ 0.68%
$201.42 - $211.15 $7.45K - $7.81K
5.51K $1.13M
PSA
Public Storage

Real Estate
1
+ 0.11%
$272.78 - $311.8 $273 - $312
935 $256K
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 2.61%
$144.33 - $160.86 $11.4K - $12.7K
3.11K $474K
VO
Vanguard Mid Cap ETF

ETFs
151
+ 1.66%
$286.27 - $296.23 $43.2K - $44.7K
9.24K $2.65M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2
+ 0.01%
$39.84 - $41.63 $79.7 - $83.3
30K $1.21M
SO
Southern CO

Utilities
126
+ 1.45%
$90.58 - $99.72 $11.4K - $12.6K
8.83K $800K
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.36%
$242.03 - $260.73 $1.45K - $1.56K
1.66K $405K
NNN
National Retail Properties, Inc.

Real Estate
51
+ 0.22%
$39.65 - $42.98 $2.02K - $2.19K
23.7K $977K
VOT
Vanguard Mid Cap Growth Index

ETFs
54
+ 1.62%
$279.76 - $298.12 $15.1K - $16.1K
3.39K $947K
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
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