Certified Advisory Corp.
CIK:0001731732
Investment Adviser
$3B AUM
303 holdings
Altamonte Springs, FL, USA
Certified Advisory Corp is a registered investment advisory firm offering financial planning and asset management services
Top Buys
V
VUGVANGUARD INDEX FDS+$6.7M
A
AVLVAMERICAN CENTY ETF TR+$6.2M
Q
QQQINVESCO QQQ TR+$5.4M
F
FENIFIDELITY COVINGTON TRUST+$5.1M
I
IWYISHARES TR+$3.0M
Top Sells
S
SCHDSCHWAB STRATEGIC TR-$6.5M
S
SYLDCAMBRIA ETF TR-$4.4M
A
AAPLAPPLE INC-$1.6M
U
UNHUNITEDHEALTH GROUP INC-$1.4M
I
IQLTISHARES TR-$1.3M
Top Holdings
V
VUGVANGUARD INDEX FDS+4.4%$42.2M
Q
QQQINVESCO QQQ TR+3.3%$31.5M
C
COWZPACER FDS TR+2.8%$27.3M
V
VTVVANGUARD INDEX FDS+2.5%$23.6M
I
IVVISHARES TR+2.3%$22.2M
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 4.38% | $42.2M | 96,185 | $251.52 | $438.40 | +$6.7M |
Q QQQ | INVESCO QQQ TR | 3.28% | $31.5M | 57,139 | $362.67 | $551.64 | +$5.4M |
C COWZ | PACER FDS TR | 2.84% | $27.3M | 495,264 | $48.90 | $55.10 | +$170.2K |
V VTV | VANGUARD INDEX FDS | 2.46% | $23.6M | 133,692 | $134.25 | $176.74 | +$899.7K |
I IVV | ISHARES TR | 2.30% | $22.2M | 35,684 | $429.61 | $620.90 | +$2.0M |
Industry Allocation
SERVICES-BUSINESS SERVICES, NEC
+1.6%
ELECTRONIC COMPUTERS
+1.6%
FIRE, MARINE & CASUALTY INSURANCE
+1.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
SEMICONDUCTORS & RELATED DEVICES
+1.0%