Certified Advisory Corp Portfolio Holdings
Certified Advisory Corp
- $910 Million
- Q4 2024
Certified Advisory Corp has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $910 Million distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $40.1M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.2M, Invesco Qqq Trust, Series 1 with a value of $27.7M, Vanguard Value ETF with a value of $22.1M, and Ishares Core S&P 500 ETF with a value of $21.5M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $882M to 910M.
Certified Advisory Corp is based out at Altamonte Springs, FL
Below you can find more details about Certified Advisory Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $910 Million
- Prior Value $882 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks