Certified Advisory Corp Sells in Q4 2024

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RIGS
Riverfront Strategic Income Fd

ETFs
-102K
- 91.32%
$22.67 - $23.54 $2.32M - $2.41M
9.72K $221K
FNDF
Schwab Fundamental Intl Large

ETFs
-5.36K
- 1.21%
$32.92 - $37.15 $176K - $199K
437K $14.5M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-33K
- 67.28%
$41.16 - $42.25 $1.36M - $1.39M
16K $677K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-27.3K
- 66.73%
$39.04 - $40.41 $1.06M - $1.1M
13.6K $546K
VTV
Vanguard Value ETF

ETFs
-998
- 0.76%
$168.32 - $181.87 $168K - $182K
130K $22.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.49K
- 1.92%
$43.84 - $48.76 $153K - $170K
178K $7.85M
VZ
Verizon Communications Inc

Communication Services
-10.3K
- 36.01%
$39.6 - $45.21 $406K - $464K
18.2K $728K
HD
Home Depot, Inc.

Consumer Cyclical
-878
- 7.95%
$385.02 - $431.37 $338K - $379K
10.2K $3.95M
LLY
Eli Lilly & CO

Healthcare
-59
- 1.44%
$727.2 - $932.06 $42.9K - $55K
4.04K $3.12M
VAW
Vanguard Materials ETF

ETFs
-413
- 2.34%
$186.91 - $215.32 $77.2K - $88.9K
17.2K $3.23M
PFE
Pfizer Inc

Healthcare
-9.69K
- 11.99%
$24.8 - $30.19 $240K - $293K
71.2K $1.89M
JNJ
Johnson & Johnson

Healthcare
-486
- 2.52%
$143.34 - $165.86 $69.7K - $80.6K
18.8K $2.72M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-460
- 1.63%
$114.08 - $125.68 $52.5K - $57.8K
27.8K $3.19M
UNH
Unitedhealth Group Inc

Healthcare
-83
- 2.21%
$485.52 - $625.25 $40.3K - $51.9K
3.67K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-389
- 1.99%
$442.29 - $483.08 $172K - $188K
19.1K $8.67M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-162
- 0.35%
$67.29 - $73.38 $10.9K - $11.9K
46.5K $3.16M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.29K
- 1.65%
$57.38 - $61.11 $131K - $140K
136K $7.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.85K
- 2.8%
$48.33 - $49.08 $138K - $140K
98.8K $4.79M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.93K
- 2.98%
$51.09 - $55.27 $98.3K - $106K
62.8K $3.21M
CVX
Chevron Corp

Energy
-1.16K
- 6.81%
$141.15 - $162.53 $163K - $188K
15.9K $2.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-984
- 46.11%
$176.42 - $186.91 $174K - $184K
1.15K $204K
IHF
Ishares Tr

ETFs
-748
- 5.07%
$47.41 - $56.83 $35.5K - $42.5K
14K $671K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.91K
- 5.32%
$31.83 - $34.97 $60.7K - $66.7K
34K $1.1M
XLE
Energy Sector Spdr

ETFs
-774
- 1.74%
$83.32 - $97.27 $64.5K - $75.3K
43.7K $3.74M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-786
- 2.7%
$44.04 - $49.49 $34.6K - $38.9K
28.4K $1.25M
SPGI
S&P Global Inc.

Financial Services
-26
- 0.41%
$480.36 - $529.17 $12.5K - $13.8K
6.31K $3.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.33K
- 13.06%
$71.75 - $75.11 $95.5K - $100K
8.86K $636K
VNQ
Vanguard Specialized Funds Van

ETFs
-661
- 9.19%
$87.85 - $98.6 $58.1K - $65.2K
6.53K $581K
AEP
American Electric Power CO Inc

Utilities
-117
- 1.15%
$90.91 - $102.21 $10.6K - $12K
10.1K $929K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.12K
- 26.24%
$64.85 - $73.04 $72.4K - $81.5K
3.14K $205K
XLI
Industrial Sector Spdr

ETFs
-76
- 0.3%
$131.76 - $143.99 $10K - $10.9K
24.9K $3.28M
MRK
Merck & Co., Inc.

Healthcare
-55
- 0.86%
$96.31 - $114.76 $5.3K - $6.31K
6.35K $631K
IVE
Ishares S&P 500 Value ETF

ETFs
-274
- 4.56%
$189.5 - $206.17 $51.9K - $56.5K
5.74K $1.1M
AMD
Advanced Micro Devices Inc

Technology
-57
- 2.98%
$118.88 - $172.8 $6.78K - $9.85K
1.86K $224K
SO
Southern CO

Utilities
-9
- 0.09%
$81.5 - $94.15 $734 - $847
9.99K $821K
PDI
Pimco Dynamic Income Fund

Financial Services
-1.17K
- 3.85%
$18.33 - $20.85 $21.5K - $24.4K
29.2K $536K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.38K
- 10.13%
$50.35 - $50.69 $69.6K - $70.1K
12.3K $619K
NOC
Northrop Grumman Corp

Industrials
-10
- 0.87%
$466.52 - $543.88 $4.67K - $5.44K
1.13K $531K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3
- 0.04%
$131.66 - $144.0 $395 - $432
6.7K $885K
FISV
Fiserv Inc

Technology
-521
- 8.35%
N/A
5.72K $715K
AVDV
American Centy ETF Tr Avantis

ETFs
-45
- 0.42%
$63.85 - $70.4 $2.87K - $3.17K
10.8K $700K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.05K
- 7.17%
$20.6 - $20.71 $62.9K - $63.2K
39.5K $815K
TT
Trane Technologies PLC

Industrials
-129
- 17.77%
$369.35 - $419.14 $47.6K - $54.1K
597 $220K
DGRO
Ishares Core Dividend Growth E

ETFs
-147
- 0.52%
$60.73 - $64.94 $8.93K - $9.55K
28K $1.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.17%
$285.5 - $335.62 $2.86K - $3.36K
5.75K $1.67M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-100
- 0.74%
$38.37 - $42.82 $3.84K - $4.28K
13.4K $513K
GD
General Dynamics Corp

Industrials
-11
- 1.11%
$260.28 - $314.03 $2.86K - $3.45K
983 $259K
F
Ford Motor CO

Consumer Cyclical
-2.38K
- 12.57%
$9.69 - $11.4 $23.1K - $27.2K
16.6K $164K
RTX
Raytheon Technologies Corp

Industrials
-99
- 2.51%
$114.45 - $127.21 $11.3K - $12.6K
3.84K $444K
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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