Certified Advisory Corp Reduced Holdings in Q4 2025

Certified Advisory Corp

  • $1.08 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
-40.8K
- 19.47%
$40.65 - $42.74 $1.66M - $1.74M
169K $6.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-47.4K
- 14.27%
$42.26 - $44.28 $2M - $2.1M
285K $12.5M
MA
Mastercard Inc

Financial Services
-26
- 0.13%
$536.85 - $580.45 $14K - $15.1K
19.4K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-20.8K
- 8.87%
$26.44 - $27.53 $549K - $571K
213K $5.81M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.9K
- 12.54%
$41.61 - $44.26 $494K - $526K
82.8K $3.6M
VGT
Vanguard Information Technolog

ETFs
-957
- 5.0%
$736.33 - $801.52 $705K - $767K
18.2K $13.8M
XLV
Select Sector Spdr Fund Health

ETFs
-4.47K
- 34.17%
$141.95 - $152.82 $635K - $684K
8.62K $1.31M
HD
Home Depot, Inc.

Consumer Cyclical
-472
- 6.54%
$358.03 - $397.02 $169K - $187K
6.75K $2.42M
V
Visa Inc.

Financial Services
-928
- 8.78%
$325.75 - $352.42 $302K - $327K
9.65K $3.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.41K
- 38.78%
$237.56 - $271.47 $335K - $383K
2.22K $576K
ORCL
Oracle Corp

Technology
-182
- 3.77%
$217.57 - $313.0 $39.6K - $57K
4.64K $1.02M
VAW
Vanguard Materials ETF

ETFs
-737
- 3.54%
$192.26 - $206.3 $142K - $152K
20.1K $3.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-98
- 1.28%
$401.99 - $468.37 $39.4K - $45.9K
7.54K $3.08M
VIG
Vanguard Dividend Appreciation

ETFs
-1.69K
- 12.35%
N/A
12K $2.19M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.15K
- 32.49%
$136.06 - $140.64 $292K - $302K
4.46K $616K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.03K
- 1.25%
$63.25 - $66.24 $129K - $135K
161K $10.3M
COST
Costco Wholesale Corp

Consumer Defensive
-206
- 2.8%
$910.94 - $954.99 $188K - $197K
7.15K $6.53M
GILD
Gilead Sciences, Inc.

Healthcare
-3.2K
- 31.32%
$110.56 - $125.2 $353K - $400K
7.01K $869K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.32K
- 1.91%
$30.13 - $30.32 $220K - $222K
376K $11.3M
NVDA
Nvidia Corp

Technology
-1.31K
- 2.56%
$179.83 - $207.04 $236K - $272K
50K $9.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-673
- 1.9%
$656.2 - $690.71 $442K - $465K
34.8K $23.5M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-12.2K
- 35.84%
$19.54 - $19.6 $238K - $238K
21.8K $426K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.04K
- 9.38%
$105.96 - $111.17 $216K - $226K
19.7K $2.15M
MO
Altria Group, Inc.

Consumer Defensive
-378
- 1.57%
$56.38 - $66.65 $21.3K - $25.2K
23.7K $1.38M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-926
- 0.41%
$48.21 - $50.77 $44.6K - $47K
224K $11M
DIS
Walt Disney CO

Communication Services
-840
- 6.21%
$105.69 - $116.65 $88.8K - $98K
12.7K $1.34M
AVGO
Broadcom Inc.

Technology
-709
- 22.39%
$324.63 - $385.98 $230K - $274K
2.46K $841K
PANW
Palo Alto Networks Inc

Technology
-1.12K
- 6.59%
$204.77 - $221.38 $229K - $247K
15.8K $3.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-776
- 1.42%
$114.27 - $121.15 $88.7K - $94K
53.7K $6.28M
META
Meta Platforms, Inc.

Communication Services
-79
- 7.56%
$609.01 - $751.67 $48.1K - $59.4K
966 $588K
LMT
Lockheed Martin Corp

Industrials
-74
- 1.49%
$452.1 - $514.24 $33.5K - $38.1K
4.89K $2.3M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.91K
- 5.02%
$45.22 - $46.04 $177K - $180K
74.1K $3.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-574
- 37.94%
$280.66 - $305.09 $161K - $175K
939 $264K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.95K
- 2.52%
$98.0 - $102.56 $289K - $302K
114K $11.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.91K
- 1.53%
$25.17 - $25.38 $124K - $125K
315K $7.94M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.47K
- 6.06%
$55.79 - $59.43 $82.2K - $87.5K
22.8K $1.33M
VZ
Verizon Communications Inc

Communication Services
-186
- 0.53%
$38.4 - $43.83 $7.14K - $8.15K
35K $1.43M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.45K
- 21.76%
$43.84 - $45.35 $107K - $111K
8.8K $394K
T
At&T Inc.

Communication Services
-210
- 0.62%
$24.44 - $27.55 $5.13K - $5.79K
33.9K $863K
IWN
Ishares Russell2000 Val ETF

ETFs
-532
- 25.61%
$172.34 - $181.51 $91.7K - $96.6K
1.55K $269K
SPGI
S&P Global Inc.

Financial Services
-215
- 3.64%
$472.05 - $502.96 $101K - $108K
5.69K $2.78M
XLF
Financial Sector Spdr

ETFs
-982
- 3.63%
$51.76 - $53.77 $50.8K - $52.8K
26.1K $1.37M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.48K
- 4.68%
$18.04 - $19.91 $26.6K - $29.4K
30.1K $542K
ITB
Ishares Tr

ETFs
-216
- 4.24%
$97.11 - $109.24 $21K - $23.6K
4.88K $474K
SPYG
Spdr Portfolio

ETFs
-727
- 6.44%
$102.4 - $109.39 $74.4K - $79.5K
10.6K $1.11M
WMT
Walmart Inc.

Consumer Defensive
-617
- 2.54%
$101.18 - $109.03 $62.4K - $67.3K
23.6K $2.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
-589
- 2.36%
$118.29 - $126.28 $69.7K - $74.4K
24.3K $2.95M
PLTR
Palantir Technologies Inc.

Technology
-160
- 4.32%
$172.14 - $207.18 $27.5K - $33.1K
3.54K $615K
VDE
Vanguard Energy ETF

ETFs
-539
- 15.52%
$120.37 - $129.34 $64.9K - $69.7K
2.93K $379K
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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