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Certified Advisory Corp

Latest statistics and disclosures from Certified Advisory Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, COWZ, VTV, QQQ, IVV, and represent 16.83% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: FBND (+$11M), SPTI (+$8.5M), IJH (+$7.9M), SCHD, JPIE, APRW, BIV, QQQ, PFEB, IWY.
Started 17 new stock positions in OEF, IWN, AVGO, ARKW, PMAR, SCHB, SPMO, QUAL, USTB, PJAN. RPM, DHR, SUB, APRW, BCD, PFEB, FDX.
Reduced shares in these 10 stocks: AAPL (-$15M), ICVT (-$12M), VGSH, BSCO, BSCP, IWD, PJUL, PJUN, PAPR, IWB.
Sold out of its positions in ABT, AAPL, DIS, ONEQ, PSEP, PAUG, PJUN, POCT, PAPR, BSCO. IWD, IWB, ICVT, Western Digital Corp note 1.500% 2/0, DLN.
Certified Advisory Corp was a net buyer of stock by $24M.
Certified Advisory Corp has $717M in assets under management (AUM), dropping by 8.73%.
Central Index Key (CIK): 0001731732

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Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 266 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	4.7	$34M		98k	344.20	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.4	$24M	+8%	416k	58.11	View chart
Vanguard Value Etf Etf (VTV)	3.2	$23M	-3%	139k	162.86	View chart
Powershares Qqq Tr Etf (QQQ)	3.0	$22M	+12%	49k	444.01	View chart
Ishares S&p 500 Index Etf (IVV)	2.6	$19M		35k	525.73	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	2.6	$18M	+21%	227k	80.63	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	1.9	$14M	+163%	487k	28.18	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	1.9	$13M		376k	35.61	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	1.7	$12M	+17%	244k	49.16	View chart
Fidelity Total Bond Etf Etf (FBND)	1.6	$12M	+3572%	256k	45.31	View chart
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)	1.6	$12M		352k	32.93	View chart
Vanguard Information Technology Etf (VGT)	1.5	$11M		21k	524.34	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	1.4	$9.8M	+418%	162k	60.74	View chart
Vanguard High Dividend Yield Etf (VYM)	1.4	$9.7M	-8%	80k	120.99	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	1.4	$9.7M	+3%	304k	31.95	View chart
Mastercard Stock (MA)	1.3	$9.0M		19k	481.58	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.2	$8.9M		81k	110.52	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	1.2	$8.8M	+2%	98k	90.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$8.7M		21k	420.53	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	1.1	$8.2M	+2%	141k	58.59	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	1.1	$7.9M	+33%	40k	195.10	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	1.1	$7.9M	+14%	199k	39.66	View chart
Schwab International Equity Etf Etf (SCHF)	1.1	$7.8M	+9%	199k	39.02	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.1	$7.7M	+53%	102k	75.40	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	1.1	$7.6M	+2%	159k	47.62	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	1.0	$7.3M	+19%	109k	67.39	View chart
Spdr Barclays Capital Short Term High Yield Bond Etf Etf (SJNK)	1.0	$7.2M	+16%	284k	25.22	View chart
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.9	$6.7M	+8%	309k	21.72	View chart
Ishares Tr S&p Global 100 Index Etf (IOO)	0.9	$6.6M	+2%	74k	89.41	View chart
Jpmorgan Income Etf Etf (JPIE)	0.9	$6.3M	+91%	138k	45.56	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.9	$6.2M	+7%	67k	92.72	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.8	$6.0M	+31%	100k	60.42	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$5.9M	+6%	63k	93.71	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.8	$5.8M	-7%	102k	56.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$5.8M	+2%	32k	182.61	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.8	$5.8M	-44%	100k	58.07	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.8	$5.8M	+14%	234k	24.60	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.8	$5.7M	+4%	83k	68.80	View chart
Amazon.com Stock (AMZN)	0.8	$5.5M		31k	180.38	View chart
Microsoft Stock (MSFT)	0.7	$5.4M		13k	420.72	View chart
Spdr S&p 500 Etf Etf (SPY)	0.7	$5.3M	+7%	10k	523.08	View chart
Spdr S&p World Ex-us Etf (SPDW)	0.7	$5.2M	+3%	145k	35.84	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.7	$5.1M		107k	47.89	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$5.1M	+40%	11k	480.68	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$5.1M	+10%	66k	77.31	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.7	$5.0M		69k	73.27	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.7	$5.0M	+2%	197k	25.28	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.7	$4.9M	+9%	56k	86.67	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$4.8M		96k	50.17	View chart
Vanguard Small Cap Etf Etf (VB)	0.7	$4.7M		21k	228.59	View chart
Costco Wholesale Corp Stock (COST)	0.6	$4.6M	+4%	6.3k	732.69	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$4.5M		23k	200.30	View chart
Energy Select Sector Spdr Etf (XLE)	0.6	$4.5M	-7%	48k	94.41	View chart
Ishares Tr Mid Grwth Indx Etf Etf (IMCG)	0.6	$4.4M	-5%	62k	70.68	View chart
Home Depot Stock (HD)	0.6	$4.3M	+3%	11k	383.60	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.6	$4.2M	-2%	107k	39.53	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.6	$4.2M	+21%	73k	57.96	View chart
Nvidia Corp Stock (NVDA)	0.6	$4.1M	+17%	4.6k	903.60	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$4.1M	+5%	82k	49.95	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.5	$3.9M	+7%	52k	74.22	View chart
Visa Stock (V)	0.5	$3.7M		13k	279.07	View chart
Vanguard Materials Etf Etf (VAW)	0.5	$3.7M	-6%	18k	204.43	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.5	$3.7M	-3%	43k	86.48	View chart
Aflac Stock (AFL)	0.5	$3.6M		42k	85.86	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.5	$3.4M	+2%	29k	116.84	View chart
Health Care Select Sector Spdr Etf (XLV)	0.5	$3.3M		22k	147.73	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.5	$3.2M	+2%	174k	18.64	View chart
Johnson & Johnson Stock (JNJ)	0.4	$3.1M	+2%	20k	158.19	View chart
Industrial Select Sector Spdr Etf (XLI)	0.4	$3.1M	+2%	25k	125.96	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.4	$3.1M		15k	204.14	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.4	$3.1M	+3%	61k	50.55	View chart
Eli Lilly & Co Stock (LLY)	0.4	$3.1M		3.9k	778.02	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$3.0M		20k	150.93	View chart
Ishares Tr Smll Grwth Idx Etf Etf (ISCG)	0.4	$3.0M	+2%	64k	46.57	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.4	$3.0M		59k	50.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$2.9M	-3%	8.7k	337.06	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.4	$2.9M	+8%	55k	52.37	View chart
Riverfront Strategic Income Fund Etf (RIGS)	0.4	$2.9M		127k	22.88	View chart
S&p Global Stock (SPGI)	0.4	$2.9M		6.8k	425.47	View chart
Allianzim Us Large Cap Buffer20 Apr Etf Etf (APRW)	0.4	$2.8M	NEW	93k	30.26	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.4	$2.6M	+19%	29k	89.50	View chart
Chevron Corp Stock (CVX)	0.4	$2.6M		16k	157.74	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.5M	-3%	17k	152.26	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.4M	+7%	5.3k	454.85	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.3	$2.4M	-3%	34k	70.72	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$2.4M		28k	84.44	View chart
Pimco Short Term Municipal Bond Active Exchange-traded Fund Pimco Short Ter Etf (SMMU)	0.3	$2.3M	+6%	47k	49.90	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$2.3M	+8%	41k	56.17	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$2.3M	-7%	42k	54.43	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.3	$2.3M	NEW	67k	34.16	View chart
Pfizer Stock (PFE)	0.3	$2.3M	+25%	82k	27.75	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.3	$2.3M	+42%	55k	40.93	View chart
Palo Alto Networks Stock (PANW)	0.3	$2.2M		7.9k	284.13	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$2.1M	+6%	8.1k	259.92	View chart
Unitedhealth Group Stock (UNH)	0.3	$2.1M		4.2k	494.71	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.3	$2.1M		20k	102.76	View chart
Coca Cola Stock (KO)	0.3	$2.0M	-2%	33k	61.18	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.3	$1.9M	NEW	50k	39.11	View chart
Vanguard Mid Cap Etf (VO)	0.3	$1.9M	-4%	7.7k	249.85	View chart
Spdr Gold Etf Etf (GLD)	0.3	$1.9M		9.4k	205.72	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.3	$1.8M	+615%	62k	29.77	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.2	$1.8M	+13%	36k	50.45	View chart
Duke Energy Corp Stock (DUK)	0.2	$1.8M	+4%	18k	96.71	View chart
Vanguard Mega Cap 300 Etf Etf (MGC)	0.2	$1.7M	-6%	9.1k	186.87	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$1.7M		29k	58.06	View chart
Qualcomm Stock (QCOM)	0.2	$1.7M	-5%	9.9k	169.30	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.2	$1.5M	NEW	41k	36.81	View chart
Cummins Stock (CMI)	0.2	$1.5M		4.9k	294.66	View chart
Walmart Stock (WMT)	0.2	$1.4M	+222%	24k	60.17	View chart
Abbvie Stock (ABBV)	0.2	$1.4M	+7%	7.9k	182.09	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.2	$1.4M	+6%	7.7k	183.90	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$1.4M	+6%	6.5k	208.26	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$1.3M		37k	36.75	View chart
Tesla Motors Stock (TSLA)	0.2	$1.3M	+31%	7.5k	175.79	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.2	$1.3M	-8%	40k	32.98	View chart
Air Prods & Chems Stock (APD)	0.2	$1.2M	+23%	5.1k	242.26	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$1.2M	+8%	11k	114.86	View chart
Ishares Currency Hedged Msci Eafe Small-cap Etf Etf (HSCZ)	0.2	$1.2M	-15%	38k	31.50	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.2	$1.2M	-75%	57k	20.43	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.2	$1.1M		24k	47.52	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.1M	+12%	6.1k	186.81	View chart
Ge Aerospace Stock (GE)	0.2	$1.1M	-3%	6.5k	175.52	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.1M		27k	41.77	View chart
Norfolk Southern Crp Stock (NSC)	0.2	$1.1M		4.3k	254.89	View chart
Financial Select Sector Spdr Etf (XLF)	0.2	$1.1M	+3%	26k	42.12	View chart
International Paper Stock (IP)	0.1	$1.0M		27k	39.02	View chart
Altria Group Stock (MO)	0.1	$1.0M	-3%	24k	43.62	View chart
National Retail Pptys Reit (NNN)	0.1	$1.0M		24k	42.74	View chart
Fiserv Stock (FI)	0.1	$1.0M		6.3k	159.82	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$1.0M	+155%	22k	45.61	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.0M		8.6k	116.24	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.1	$977k		33k	29.50	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.1	$903k	+377%	17k	54.54	View chart
Intl Business Machines Stock (IBM)	0.1	$890k	+4%	4.7k	190.95	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$882k	+29%	7.7k	114.14	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$880k	+8%	8.2k	107.60	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.1	$876k		29k	30.54	View chart
American Elec Pwr Stock (AEP)	0.1	$867k		10k	86.10	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$865k		12k	73.15	View chart
Truist Finl Corp Stock (TFC)	0.1	$865k		22k	38.98	View chart
Boeing Stock (BA)	0.1	$863k		4.5k	193.00	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$825k	-4%	6.3k	131.23	View chart
Gilead Sciences Stock (GILD)	0.1	$824k		11k	73.25	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.1	$813k	NEW	16k	49.83	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$796k	+17%	16k	50.56	View chart
Verizon Communications Stock (VZ)	0.1	$789k		19k	41.96	View chart
Utilities Select Sector Spdr Etf (XLU)	0.1	$783k	-26%	12k	65.65	View chart
Merck & Co Stock (MRK)	0.1	$738k	-13%	5.6k	131.94	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$730k	+2%	11k	65.86	View chart
Micron Technology Stock (MU)	0.1	$721k	-25%	6.1k	117.89	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.1	$720k		603.00	1193.74	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Pimco Interme Etf (MUNI)	0.1	$714k	+55%	14k	52.47	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$710k	+23%	37k	19.21	View chart
Procter And Gamble Stock (PG)	0.1	$700k	-9%	4.3k	162.25	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.1	$685k	+78%	2.9k	235.80	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$682k		2.5k	270.54	View chart
Csx Corp Stock (CSX)	0.1	$679k		18k	37.07	View chart
Netflix Stock (NFLX)	0.1	$654k		1.1k	607.33	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$651k	-9%	7.7k	84.09	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$640k		14k	45.31	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$629k	+2%	3.0k	210.30	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$624k	+5%	8.6k	72.63	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$602k		10k	60.30	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$593k	+8%	9.3k	63.74	View chart
Inventrust Pptys Corp Reit (IVT)	0.1	$586k	-21%	23k	25.71	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$581k	+3%	15k	38.47	View chart
Pimco Dynamic Income Cef (PDI)	0.1	$565k	-10%	29k	19.29	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$561k	+15%	1.0k	556.24	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.1	$554k		9.7k	57.05	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.1	$531k	-2%	20k	26.96	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.1	$525k	NEW	2.1k	247.36	View chart
Adobe Sys Stock (ADBE)	0.1	$515k		1.0k	504.60	View chart
At&t Stock (T)	0.1	$507k	-5%	29k	17.60	View chart
Rpm Intl Stock (RPM)	0.1	$481k	NEW	4.0k	118.96	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$477k	-20%	6.5k	73.04	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$464k	+6%	9.1k	51.06	View chart
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)	0.1	$462k		14k	33.86	View chart
Ishares Dow Jones Us Home Const Etf (ITB)	0.1	$459k	+2%	4.0k	115.78	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$454k		13k	36.19	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$450k	+9%	2.9k	155.85	View chart
Lowes Cos Stock (LOW)	0.1	$449k		1.8k	254.66	View chart
Citigroup Stock (C)	0.1	$433k	-24%	6.9k	63.24	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$418k		7.0k	59.62	View chart
Exponent Stock (EXPO)	0.1	$416k		5.0k	82.69	View chart
Union Pac Corp Stock (UNP)	0.1	$415k		1.7k	245.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$411k	+4%	846.00	485.79	View chart
Vanguard Large Cap Etf (VV)	0.1	$411k	+9%	1.7k	239.75	View chart
Oracle Corporation Stock (ORCL)	0.1	$406k	-2%	3.2k	125.63	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.1	$403k		5.3k	76.36	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$399k	+48%	7.9k	50.60	View chart
Rtx Corporation Stock (RTX)	0.1	$395k	+16%	4.1k	97.54	View chart
Mckesson Corp Stock (MCK)	0.1	$393k		733.00	536.49	View chart
Vanguard Energy Etf (VDE)	0.1	$393k		3.0k	131.72	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$387k	+40%	3.1k	123.18	View chart
Jpmorgan Realty Income Etf Jpmorgan Realty Income Etf Etf (JPRE)	0.1	$386k		8.8k	43.85	View chart
Pacer Industrial Real Estate Etf Etf (INDS)	0.1	$381k		9.6k	39.75	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$374k	+14%	781.00	478.43	View chart
Parsons Corp Del Stock (PSN)	0.1	$370k	-5%	4.5k	82.95	View chart
Pimco Income Strategy Fund Ii Cef (PFN)	0.1	$368k	-14%	49k	7.46	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$367k	+7%	13k	29.18	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.1	$366k		6.8k	53.91	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$365k	-14%	1.9k	191.92	View chart
Amgen Stock (AMGN)	0.0	$358k		1.3k	284.36	View chart
Pepsico Stock (PEP)	0.0	$356k	+15%	2.0k	175.04	View chart
Ishares Europe 350 Index Etf (IEV)	0.0	$356k		6.4k	55.67	View chart
Goldman Sachs Group Stock (GS)	0.0	$356k	+7%	852.00	417.69	View chart
Science Applications Interna Stock (SAIC)	0.0	$354k		2.7k	130.39	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$353k	+3%	5.3k	67.13	View chart
Royal Bank Of Canada Stock (RY)	0.0	$350k	-4%	3.5k	100.88	View chart
Bank America Corp Stock (BAC)	0.0	$349k		9.2k	37.92	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	0.0	$343k	+12%	15k	22.95	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.0	$339k		9.2k	36.60	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$331k	-83%	8.7k	37.98	View chart
Caterpillar Stock (CAT)	0.0	$326k	-5%	889.00	366.47	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$320k		5.0k	64.27	View chart
Stryker Corp Stock (SYK)	0.0	$320k		893.00	357.82	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$317k	-16%	2.0k	155.93	View chart
Public Storage Reit (PSA)	0.0	$314k		1.1k	290.08	View chart
Advanced Micro Devices Stock (AMD)	0.0	$309k	+15%	1.7k	180.46	View chart
Eaton Vance Tax Managed Buy Write Opportunities Cef (ETW)	0.0	$305k	-6%	37k	8.20	View chart
Marathon Pete Corp Stock (MPC)	0.0	$304k		1.5k	201.48	View chart
Mcdonalds Corp Stock (MCD)	0.0	$300k	+11%	1.1k	281.96	View chart
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD)	0.0	$298k	NEW	9.4k	31.55	View chart
Intel Corp Stock (INTC)	0.0	$296k	-3%	6.7k	44.17	View chart
Rockwell Automation Stock (ROK)	0.0	$294k		1.0k	291.33	View chart
United Parcel Service Stock (UPS)	0.0	$291k		2.0k	148.60	View chart
Oneok Stock (OKE)	0.0	$290k		3.6k	80.16	View chart
American Express Stock (AXP)	0.0	$285k		1.3k	227.77	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$280k	+3%	5.4k	51.60	View chart
Cisco Sys Stock (CSCO)	0.0	$276k	+6%	5.5k	49.91	View chart
General Dynamics Corp Stock (GD)	0.0	$275k		972.00	282.56	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$272k	+7%	2.3k	119.49	View chart
Blackstone Stock (BX)	0.0	$270k		2.1k	131.39	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$268k	+7%	7.0k	38.47	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$266k	NEW	1.7k	158.81	View chart
Eaton Corp Stock (ETN)	0.0	$265k		848.00	312.81	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$262k		7.0k	37.21	View chart
Philip Morris Intl Stock (PM)	0.0	$253k	+2%	2.8k	91.61	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$250k		1.9k	131.98	View chart
Nextera Energy Stock (NEE)	0.0	$248k	-10%	3.9k	63.90	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$246k		2.7k	90.90	View chart
Ford Motor Company Stock (F)	0.0	$244k	-25%	18k	13.28	View chart
Fedex Corp Stock (FDX)	0.0	$244k	NEW	842.00	289.72	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.0	$232k	-18%	12k	18.73	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$230k	NEW	1.4k	164.29	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$230k	+4%	5.5k	42.01	View chart
Cohen & Steers Infrastructure Fund Cef (UTF)	0.0	$229k		9.7k	23.57	View chart
Avago Technologies Stock (AVGO)	0.0	$222k	NEW	168.00	1322.72	View chart
Danaher Corp Stock (DHR)	0.0	$221k	NEW	886.00	249.67	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$216k	NEW	2.6k	83.31	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$215k		5.0k	43.35	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$214k		4.5k	47.44	View chart
Schwab Etfs- Us Broad Market Etf Etf (SCHB)	0.0	$213k	NEW	3.5k	61.05	View chart
First Amern Finl Corp Stock (FAF)	0.0	$206k		3.4k	61.05	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$202k		12k	17.32	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.0	$201k	NEW	1.9k	104.71	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$201k	NEW	2.5k	80.22	View chart
First Tr/fiduciary Asset Mgmt Covered Call Cef (FFA)	0.0	$198k		11k	18.90	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.0	$160k		10k	15.73	View chart
Equitrans Midstream Corp Stock (ETRN)	0.0	$131k		11k	12.49	View chart
Holley Stock (HLLY)	0.0	$95k		21k	4.46	View chart
Prudential Finl Stock (PRU)	0.0	$92k		785.00	117.42	View chart
Sirius Xm Radio Stock (SIRI)	0.0	$63k		16k	3.88	View chart
Delta Apparel Stock (DLA)	0.0	$45k	+24%	15k	2.99	View chart
Village Farms Intl Stock (VFF)	0.0	$33k	+3%	27k	1.24	View chart

Past Filings by Certified Advisory Corp

SEC 13F filings are viewable for Certified Advisory Corp going back to 2017

Certified Advisory Corp 2024 Q1 filed May 10, 2024
Certified Advisory Corp 2023 Q4 filed Feb. 9, 2024
Certified Advisory Corp 2023 Q3 filed Nov. 13, 2023
Certified Advisory Corp 2023 Q2 filed Aug. 14, 2023
Certified Advisory Corp 2023 Q1 restated filed May 17, 2023
Certified Advisory Corp 2023 Q1 filed May 15, 2023
Certified Advisory Corp 2022 Q4 filed Feb. 15, 2023
Certified Advisory Corp 2022 Q3 filed Nov. 14, 2022
Certified Advisory Corp 2022 Q2 filed Aug. 15, 2022
Certified Advisory Corp 2022 Q1 filed May 13, 2022
Certified Advisory Corp 2021 Q4 filed Feb. 14, 2022
Certified Advisory Corp 2021 Q3 filed Nov. 15, 2021
Certified Advisory Corp 2021 Q2 filed Aug. 16, 2021
Certified Advisory Corp 2021 Q1 filed May 10, 2021
Certified Advisory Corp 2020 Q2 filed July 27, 2020
Certified Advisory Corp 2020 Q1 filed April 27, 2020

View all past filings

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