Certified Advisory Corp Incresed Positions in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
58
+ 0.79%
$41.76 - $48.44 $2.42K - $2.81K
7.38K $311K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.17%
$118.38 - $133.06 $592 - $665
2.92K $351K
ORCL
Oracle Corp

Technology
83
+ 1.84%
$165.41 - $192.43 $13.7K - $16K
4.6K $766K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
92
+ 0.45%
$19.42 - $19.76 $1.79K - $1.82K
20.7K $402K
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.04%
$40.15 - $42.9 $281 - $300
15.7K $632K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.21%
$197.36 - $217.3 $789 - $869
1.94K $383K
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.4%
$124.06 - $133.48 $1.24K - $1.33K
2.51K $314K
TIP
Ishares Tr Tips Bd ETF

ETFs
5
+ 0.26%
$106.33 - $110.69 $532 - $553
1.89K $201K
UNP
Union Pacific Corp

Industrials
83
+ 4.72%
$223.15 - $249.32 $18.5K - $20.7K
1.84K $419K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.17%
$119.72 - $128.02 $718 - $768
3.49K $421K
MUB
Ishares National Muni Bond ETF

ETFs
14
+ 0.17%
$105.78 - $108.7 $1.48K - $1.52K
8.35K $889K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
263
+ 1.13%
$51.58 - $52.91 $13.6K - $13.9K
23.5K $1.21M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.27%
$288.47 - $316.54 $5.48K - $6.01K
1.51K $438K
AVDE
American Centy ETF Tr Avantis

ETFs
1.24K
+ 7.59%
$60.9 - $66.69 $75.5K - $82.6K
17.6K $1.08M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.88K
+ 3.4%
$49.87 - $52.46 $144K - $151K
87.7K $4.38M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
126
+ 0.37%
$75.44 - $80.53 $9.51K - $10.1K
34.2K $2.59M
CAT
Caterpillar Inc

Industrials
2
+ 0.29%
$360.37 - $416.88 $721 - $834
696 $252K
PSN
Parsons Corp

Industrials
485
+ 8.45%
$92.25 - $113.31 $44.7K - $55K
6.23K $574K
IWD
Ishares Russell 1000 Val ETF

ETFs
164
+ 1.46%
$183.23 - $199.79 $30K - $32.8K
11.4K $2.1M
PG
Procter & Gamble CO

Consumer Defensive
49
+ 0.87%
$161.05 - $179.7 $7.89K - $8.81K
5.68K $952K
AVEM
American Centy ETF Tr Avantis

ETFs
9.03K
+ 9.47%
$58.59 - $66.14 $529K - $597K
104K $6.14M
NEE
Nextera Energy Inc

Utilities
282
+ 7.98%
$69.77 - $85.43 $19.7K - $24.1K
3.82K $273K
DFAX
Dimensional ETF Tr
125
+ 0.93%
$24.76 - $27.04 $3.1K - $3.38K
13.6K $338K
JPRE
J P Morgan Exchange Traded Fd

ETFs
65
+ 0.73%
$46.45 - $51.64 $3.02K - $3.36K
8.98K $424K
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 1.27%
$244.52 - $284.07 $4.89K - $5.68K
1.6K $394K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.1K
+ 2.27%
$56.06 - $61.35 $620K - $678K
499K $28.2M
MPC
Marathon Petroleum Corp

Energy
8
+ 0.48%
$131.65 - $174.84 $1.05K - $1.4K
1.66K $231K
IEV
Ishares Tr Europe ETF

ETFs
14
+ 0.22%
$52.03 - $57.63 $728 - $807
6.45K $335K
CSX
Csx Corp

Industrials
21
+ 0.11%
$31.58 - $36.88 $663 - $774
18.4K $592K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.85K
+ 3.77%
$24.94 - $26.14 $221K - $231K
244K $6.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
183
+ 1.73%
$58.88 - $64.8 $10.8K - $11.9K
10.8K $633K
PEP
Pepsico Inc

Consumer Defensive
32
+ 1.02%
$151.29 - $176.1 $4.84K - $5.64K
3.16K $480K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.26K
+ 2.16%
$45.17 - $47.23 $56.8K - $59.4K
59.4K $2.69M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.6K
+ 3.81%
$21.43 - $22.55 $271K - $285K
345K $7.43M
ITB
Ishares Tr

ETFs
334
+ 8.54%
$103.31 - $129.34 $34.5K - $43.2K
4.24K $438K
NSC
Norfolk Southern Corp

Industrials
16
+ 0.35%
$230.6 - $277.0 $3.69K - $4.43K
4.6K $1.08M
XLU
Utilities Sector Spdr

ETFs
321
+ 1.93%
$74.89 - $82.93 $24K - $26.6K
16.9K $1.28M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
239
+ 0.71%
$23.17 - $26.26 $5.54K - $6.28K
34.1K $818K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.21%
$250.81 - $283.3 $1.25K - $1.42K
2.42K $614K
PSA
Public Storage

Real Estate
1
+ 0.09%
$289.33 - $360.21 $289 - $360
1.08K $324K
DFIV
Dimensional ETF Tr

ETFs
6.48K
+ 5.61%
$34.86 - $37.97 $226K - $246K
122K $4.32M
MU
Micron Technology Inc

Technology
1
+ 0.02%
$84.16 - $113.41 $84.2 - $113
4.04K $340K
AMGN
Amgen Inc

Healthcare
20
+ 1.36%
$258.78 - $328.31 $5.18K - $6.57K
1.49K $388K
MSFT
Microsoft Corp

Technology
82
+ 0.56%
$406.35 - $454.46 $33.3K - $37.3K
14.6K $6.16M
VDC
Vanguard Consumer Staples ETF

ETFs
81
+ 0.52%
$210.96 - $223.62 $17.1K - $18.1K
15.7K $3.31M
XOM
Exxon Mobil Corp

Energy
7
+ 0.06%
$105.51 - $125.37 $739 - $878
10.9K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
223
+ 0.28%
$113.92 - $127.38 $25.4K - $28.4K
80.2K $9.24M
DUK
Duke Energy Corp

Utilities
278
+ 1.46%
$105.76 - $120.76 $29.4K - $33.6K
19.3K $2.08M
GE
General Electric CO

Industrials
126
+ 1.89%
$159.95 - $194.23 $20.2K - $24.5K
6.78K $1.13M
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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