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
UNP
Union Pacific Corp

Industrials
-131
- 7.39%
$216.37 - $237.41 $28.3K - $31.1K
1.64K $362K
GE
General Electric CO

Industrials
-162
- 2.59%
$291.49 - $314.28 $47.2K - $50.9K
6.08K $1.83M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-955
- 11.85%
$50.83 - $51.07 $48.5K - $48.8K
7.11K $362K
ADBE
Adobe Inc.

Technology
-68
- 7.02%
$325.07 - $359.91 $22.1K - $24.5K
901 $292K
FAD
First Tr Multi Cap Growth Alph

ETFs
-149
- 2.37%
$156.52 - $166.16 $23.3K - $24.8K
6.13K $960K
UTG
Reaves Utility Income Fund

Financial Services
-132
- 0.81%
$36.92 - $41.42 $4.87K - $5.47K
16.1K $596K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-156
- 3.43%
$358.39 - $376.54 $55.9K - $58.7K
4.39K $1.61M
CVX
Chevron Corp

Energy
-244
- 1.62%
$148.9 - $157.72 $36.3K - $38.5K
14.8K $2.29M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-148
- 0.93%
$132.67 - $138.39 $19.6K - $20.5K
15.7K $2.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-846
- 0.56%
$72.21 - $75.0 $61.1K - $63.5K
151K $11.1M
ETN
Eaton Corp PLC

Industrials
-25
- 1.97%
$352.39 - $387.75 $8.81K - $9.69K
1.24K $438K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-569
- 1.76%
$23.57 - $24.85 $13.4K - $14.1K
31.8K $767K
RY
Royal Bank Of Canada

Financial Services
-232
- 6.6%
$143.64 - $149.05 $33.3K - $34.6K
3.28K $483K
FITB
Fifth Third Bancorp

Financial Services
-304
- 4.01%
$40.36 - $44.41 $12.3K - $13.5K
7.27K $309K
TFC
Truist Financial Corp

Financial Services
-75
- 0.32%
$41.09 - $45.64 $3.08K - $3.42K
23.3K $1.04M
C
Citigroup Inc

Financial Services
-33
- 0.52%
$93.93 - $102.87 $3.1K - $3.39K
6.31K $619K
FISV
Fiserv Inc

Technology
-184
- 3.73%
N/A
4.75K $594K
CSX
Csx Corp

Industrials
-328
- 1.73%
$34.88 - $36.67 $11.4K - $12K
18.7K $651K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-70
- 6.31%
$394.96 - $425.89 $27.6K - $29.8K
1.04K $424K
IWR
Ishares Russell Mid Cap ETF

ETFs
-45
- 0.52%
$94.02 - $97.61 $4.23K - $4.39K
8.64K $817K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-673
- 2.88%
$39.3 - $40.12 $26.4K - $27K
22.7K $905K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 1.1%
$744.6 - $838.97 $5.96K - $6.71K
720 $558K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-197
- 8.05%
$99.87 - $101.27 $19.7K - $20K
2.25K $225K
NJUL
Innovator Growth 100 Power Buf

Technology
-293
- 2.28%
$70.4 - $72.25 $20.6K - $21.2K
12.6K $896K
PFE
Pfizer Inc

Healthcare
-427
- 2.75%
$24.23 - $27.37 $10.3K - $11.7K
15.1K $378K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.37%
$236.79 - $250.33 $2.6K - $2.75K
2.95K $699K
QCOM
Qualcomm Inc

Technology
-120
- 1.19%
$153.59 - $187.68 $18.4K - $22.5K
9.97K $1.66M
FYC
First Trust Small Cap Growth A

ETFs
-279
- 1.43%
$89.7 - $96.32 $25K - $26.9K
19.2K $1.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
-101
- 1.6%
$199.44 - $208.01 $20.1K - $21K
6.21K $1.27M
AXP
American Express CO

Financial Services
-55
- 5.49%
$316.26 - $372.77 $17.4K - $20.5K
947 $323K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-215
- 2.07%
$21.19 - $21.91 $4.56K - $4.71K
10.2K $217K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-272
- 1.25%
$475.68 - $513.11 $129K - $140K
21.4K $10.9M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-70
- 0.96%
$42.06 - $42.92 $2.94K - $3K
7.2K $306K
J P Morgan Exchange Traded F
-41.4K
- 78.57%
N/A
11.3K $0
Innovator Etfs Trust
-128
- 0.71%
N/A
17.9K $0
Innovator Etfs Trust
-57
- 0.84%
N/A
6.75K $0
Fidelity Covington Trust
-1.41K
- 4.3%
N/A
31.4K $0
Innovator Etfs Trust
-694
- 11.27%
N/A
5.46K $0
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-44
- 0.82%
$87.33 - $94.14 $3.84K - $4.14K
5.34K $480K
DGRO
Ishares Core Dividend Growth E

ETFs
-113
- 0.43%
$66.93 - $69.17 $7.56K - $7.82K
26.2K $1.79M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.08%
$242.67 - $261.79 $243 - $262
1.23K $309K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-257
- 0.92%
$52.54 - $55.77 $13.5K - $14.3K
27.6K $1.51M
PEP
Pepsico Inc

Consumer Defensive
-96
- 3.1%
$138.84 - $153.71 $13.3K - $14.8K
3K $444K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 0.24%
$459.47 - $491.71 $8.73K - $9.34K
7.9K $3.72M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-123
- 0.47%
$45.45 - $48.31 $5.59K - $5.94K
26.2K $1.24M
IVE
Ishares S&P 500 Value ETF

ETFs
-20
- 0.37%
$202.52 - $212.07 $4.05K - $4.24K
5.44K $1.14M
SOXX
Ishares Semiconductor ETF

ETFs
-11
- 1.17%
$271.99 - $309.6 $2.99K - $3.41K
927 $267K
NEE
Nextera Energy Inc

Utilities
-252
- 5.96%
$78.18 - $86.03 $19.7K - $21.7K
3.98K $341K
MRK
Merck & Co., Inc.

Healthcare
-112
- 1.77%
$82.49 - $92.93 $9.24K - $10.4K
6.22K $577K
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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