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.

Portfolio value $910 Million
ETFs: $724 Million
Financial Services: $44 Million
Technology: $43 Million
Consumer Cyclical: $14.8 Million
Healthcare: $14.8 Million
Consumer Defensive: $13.8 Million
Industrials: $12.4 Million
Communication Services: $11.7 Million
Other: $14.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$253B
$2.18 Million 0.24% of portfolio
24,084
Q4 2024 Added 0.88%
$0
$2.16 Million 0.24% of portfolio
17,044
Q4 2024 Added 18.02%
$0
$2.1 Million 0.23% of portfolio
11,367
Q4 2024 Added 1.46%
$83.8B
$2.08 Million 0.23% of portfolio
19,329
Q4 2024 Added 1.46%
$267B
$2.07 Million 0.23% of portfolio
33,190
Q4 2024 Added 0.99%
$146B
$1.89 Million 0.21% of portfolio
71,158
Q4 2024 Reduced 11.99%
$0
$1.88 Million 0.21% of portfolio
15,201
Q4 2024 Added 7.82%
$486B
$1.86 Million 0.2% of portfolio
3,673
Q4 2024 Reduced 2.21%
$0
$1.84 Million 0.2% of portfolio
8,210
Q4 2024 Added 1.51%
$0
$1.82 Million 0.2% of portfolio
8,568
Q4 2024 Reduced 4.32%
$0
$1.72 Million 0.19% of portfolio
53,703
Q4 2024 Added 33.06%
$0
$1.72 Million 0.19% of portfolio
27,976
Q4 2024 Reduced 0.52%
$70.3B
$1.67 Million 0.18% of portfolio
5,751
Q4 2024 Reduced 0.17%
$0
$1.62 Million 0.18% of portfolio
6,972
Q4 2024 Reduced 0.46%
$0
$1.62 Million 0.18% of portfolio
32,408
Q4 2024 Added 17.43%
$51.6B
$1.63 Million 0.18% of portfolio
4,671
Q4 2024 Reduced 2.87%
$191B
$1.54 Million 0.17% of portfolio
10,037
Q4 2024 Added 0.14%
$198B
$1.56 Million 0.17% of portfolio
13,965
Q4 2024 Reduced 4.32%
$73.5B
$1.52 Million 0.17% of portfolio
48,322
Q4 2024 Added 109.39%
$0
$1.55 Million 0.17% of portfolio
30,150
Q4 2024 New
$200B
$1.5 Million 0.16% of portfolio
6,815
Q4 2024 Added 2.05%
$0
$1.39 Million 0.15% of portfolio
25,626
Q4 2024 Added 5.87%
$299B
$1.33 Million 0.15% of portfolio
7,505
Q4 2024 Added 0.93%
$0
$1.28 Million 0.14% of portfolio
4,822
Q4 2024 Added 28.04%
$0
$1.28 Million 0.14% of portfolio
16,914
Q4 2024 Added 1.93%
$91.1B
$1.27 Million 0.14% of portfolio
24,297
Q4 2024 Reduced 1.41%
$0
$1.25 Million 0.14% of portfolio
28,367
Q4 2024 Reduced 2.7%
$0
$1.21 Million 0.13% of portfolio
23,468
Q4 2024 Added 1.13%
$0
$1.2 Million 0.13% of portfolio
24,809
Q4 2024 Added 1.86%
$456B
$1.18 Million 0.13% of portfolio
10,940
Q4 2024 Added 0.06%
$0
$1.14 Million 0.12% of portfolio
24,590
Q4 2024 Added 6.36%
$0
$1.1 Million 0.12% of portfolio
5,741
Q4 2024 Reduced 4.56%
$0
$1.1 Million 0.12% of portfolio
33,961
Q4 2024 Reduced 5.32%
$58.3B
$1.08 Million 0.12% of portfolio
4,597
Q4 2024 Added 0.35%
$0
$1.05 Million 0.12% of portfolio
11,942
Q4 2024 Added 0.94%
$7.01B
$1.06 Million 0.12% of portfolio
25,994
Q4 2024 Added 0.54%
$0
$1.08 Million 0.12% of portfolio
17,573
Q4 2024 Added 7.59%
$206B
$1.13 Million 0.12% of portfolio
6,778
Q4 2024 Added 1.89%
$62.4B
$1.03 Million 0.11% of portfolio
23,746
Q4 2024 Added 0.02%
$0
$978,000 0.11% of portfolio
6,729
Q4 2024 Added 141.88%
$117B
$966,000 0.11% of portfolio
10,464
Q4 2024 Reduced 0.12%
$0
$975,000 0.11% of portfolio
12,152
Q4 2024 Added 41.52%
$425B
$1.02 Million 0.11% of portfolio
1,144
Q4 2024 Reduced 1.72%
$0
$898,000 0.1% of portfolio
10,159
Q4 2024 Added 1.14%
$0
$885,000 0.1% of portfolio
6,700
Q4 2024 Reduced 0.04%
$0
$889,000 0.1% of portfolio
8,352
Q4 2024 Added 0.17%
$390B
$952,000 0.1% of portfolio
5,683
Q4 2024 Added 0.87%
$50.1B
$929,000 0.1% of portfolio
10,074
Q4 2024 Reduced 1.15%
$0
$818,000 0.09% of portfolio
34,054
Q4 2024 Added 0.71%

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
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