CA

Certified Advisory Corp

13F
Certified Advisory Corp
Last update 2024-11-12 295 Stocks (19 new)
Value $900.00 Mil Turnover 13 %
Countries:
Top Holdings: VUG(4.21%)COWZ(3.14%)QQQ(2.89%)VTV(2.55%)IVV(2.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
Certified Advisory Corp Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
98,644
37872.360
+0.34%
4.210
+0.01%
0.030
+5.29%
-0.76%
138856.999
 
COWZ 		Pacer US Cash Cows 100 ETF
487,799
28209.430
+6.41%
3.140
+0.19%
0.110
-2.13%
-0.05%
24979.125
 
QQQ 		INVESCO QQQ Trust
53,225
25977.620
+3.25%
2.890
+0.09%
0.010
+3.13%
-0.79%
317475.581
 
VTV 		Vanguard Value ETF
131,434
22944.370
+0.17%
2.550
0%
0.020
-3.31%
-0.93%
125337.449
 
IVV 		iShares Core S&P 500 ETF
36,409
21001.570
+0.88%
2.330
+0.02%
0.000
+1.13%
-0.91%
580036.558
 
SCHD 		Schwab US Dividend Equity ETF
719,502
20273.130
+200.12%
2.250
+1.50%
0.010
-3.36%
-1.13%
65031.977
 
AAPL 		Apple Inc
78,084
18193.580
-1.00%
2.020
-0.02%
0.000
+3.52%
-5.42%
3580182.678
Hardware
FBND 		Fidelity Total Bond ETF
389,193
18190.870
+44.98%
2.020
+0.63%
0.120
-2.66%
-0.89%
16520.610
 
FNDF 		Schwab Fundamental International Equity ETF
442,554
16538.240
+8.28%
1.840
+0.14%
0.120
-7.57%
-0.90%
13144.254
 
BIV 		Vanguard Intermediate-Term Bond ETF
193,813
15189.090
+43.34%
1.690
+0.51%
0.080
-3.21%
-1.08%
19815.159
 

Certified Advisory Corp's Historical Top Holdings Breakdowns

Certified Advisory Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2023-06-30Sold Out
-2.53%
●
160.1 ($174.1) 193.97
$236.85
36.04%
Sold Out
0
-86,230
IAGG 		iShares International Aggregate Bond Fund2023-09-30Reduce
-2.47%
●
48.59 ($49.08) 49.48
$49.54
0.94%
Reduce -70.21%
115,648
-272,500
AAPL 		Apple Inc2023-12-31New Buy
+2.31%
●
166.89 ($184.64) 198.11
$236.85
28.28%
New holding
78,847
78,847
AAPL 		Apple Inc2024-03-31Sold Out
-2.31%
●
169 ($181.83) 195.18
$236.85
30.26%
Sold Out
0
-78,847
IVV 		iShares Core S&P 500 ETF2023-12-31Reduce
-2.31%
●
412.55 ($447.6) 479
$583.33
30.32%
Reduce -83.53%
35,069
-177,807
IVV 		iShares Core S&P 500 ETF2023-09-30Add
+2.30%
●
427.76 ($447.3) 460.18
$583.33
30.41%
Add 504.71%
212,876
177,673
AAPL 		Apple Inc2024-06-30New Buy
+2.09%
●
165 ($186.49) 216.67
$236.85
27.00%
New holding
78,872
78,872
ICVT 		iShares Convertible Bond ETF2023-06-30Sold Out
-1.95%
●
70.61 ($72.9) 76.36
$84.90
16.46%
Sold Out
0
-150,860
ICVT 		iShares Convertible Bond ETF2024-03-31Sold Out
-1.83%
●
76.72 ($78.06) 80.06
$84.90
8.76%
Sold Out
0
-152,784
ICVT 		iShares Convertible Bond ETF2023-12-31New Buy
+1.83%
●
70.69 ($74.05) 78.86
$84.90
14.65%
New holding
152,784
152,784

Certified Advisory Corp Total Holding History ($B)

To

Certified Advisory Corp's Asset Allocation

To

Certified Advisory Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Certified Advisory Corp's Hypothetical Growth since 2024-09-30

Certified Advisory Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Certified Advisory Corp's Holdings Heat Map

Size field:

Certified Advisory Corp's Holdings Bubble Chart

Certified Advisory Corp News

  • 1

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