$544 Million is the total value of Certified Advisory Corp's 343 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 19.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD GROWTH ETFetf | $26,212,708 | -3.6% | 97,388 | +1.4% | 4.82% | -3.6% |
| VTV | Buy | VANGUARD VALUE ETFetf | $19,788,682 | +3.0% | 143,469 | +6.1% | 3.64% | +3.0% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $17,943,291 | +3.1% | 255,656 | +6.7% | 3.30% | +3.1% |
| COWZ | Buy | PACER US CASH COWS 100 ETFetf | $17,893,705 | +12.6% | 362,001 | +9.0% | 3.29% | +12.6% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $15,033,072 | -4.2% | 212,876 | +504.7% | 2.76% | -4.2% |
| QQQ | Buy | POWERSHARES QQQ TRetf | $14,873,345 | +7.3% | 41,514 | +10.6% | 2.74% | +7.3% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $10,962,101 | +3.1% | 346,135 | +5.1% | 2.02% | +3.1% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $10,843,586 | -3.3% | 112,725 | +6.6% | 1.99% | -3.3% |
| RHS | Buy | RYDEX ETF TR S&P EQUAL WEIGHT CONSUMER STAPLES ETFetf | $10,729,656 | -11.4% | 357,179 | +393.7% | 1.97% | -11.4% |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETFetf | $10,147,369 | +5.6% | 200,336 | +20.4% | 1.87% | +5.7% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGYetf | $8,777,177 | -11.1% | 21,155 | -5.2% | 1.61% | -11.1% |
| ICOW | Buy | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFetf | $7,765,183 | +11.5% | 259,966 | +10.9% | 1.43% | +11.5% |
| MA | Sell | MASTERCARD INCstock | $7,697,942 | +0.5% | 19,444 | -0.2% | 1.42% | +0.4% |
| IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $7,323,140 | -20.8% | 77,633 | -16.3% | 1.35% | -20.8% |
| CALF | Buy | PACER US SMALL CAP CASH COWS 100 ETFetf | $6,934,334 | +38.9% | 166,291 | +35.6% | 1.28% | +38.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $6,832,900 | -3.4% | 19,506 | -6.0% | 1.26% | -3.5% |
| IUSV | Buy | ISHARES CORE S&P US VALUE ETFetf | $6,804,486 | -4.2% | 91,188 | +0.5% | 1.25% | -4.2% |
| JPIB | Buy | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFetf | $6,705,850 | +107.9% | 147,414 | +113.0% | 1.23% | +107.9% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $6,693,894 | -13.7% | 138,018 | +0.4% | 1.23% | -13.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $6,161,578 | +7.7% | 181,436 | +13.0% | 1.13% | +7.7% |
| SJNK | Buy | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $5,927,402 | +3.7% | 266,021 | +15.0% | 1.09% | +3.7% |
| SPMB | Buy | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $5,672,721 | -6.7% | 295,961 | +6.7% | 1.04% | -6.7% |
| BSCP | Sell | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $5,066,304 | -12.9% | 251,930 | -12.8% | 0.93% | -12.8% |
| IAGG | Sell | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $5,064,329 | -73.5% | 115,648 | -70.2% | 0.93% | -73.5% |
| IOO | Buy | ISHARES TR S&P GLOBAL 100 INDEXFDetf | $4,994,808 | +4.3% | 68,198 | +8.4% | 0.92% | +4.3% |
| VTIP | Buy | VANGUARD SHORT TERM INFL-PROTECTEDetf | $4,874,954 | -0.9% | 121,489 | +17.1% | 0.90% | -0.9% |
| XLE | Sell | ENERGY SELECT SECTOR SPDRetf | $4,849,116 | -28.6% | 53,647 | -35.9% | 0.89% | -28.6% |
| UCON | Buy | FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETFetf | $4,832,171 | +44.3% | 202,183 | +45.9% | 0.89% | +44.3% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $4,757,710 | -1.5% | 30,620 | +3.0% | 0.88% | -1.5% |
| VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $4,747,279 | +0.8% | 85,908 | +15.3% | 0.87% | +0.8% |
| SPTI | Buy | SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETFetf | $4,666,006 | -0.3% | 186,336 | +12.6% | 0.86% | -0.3% |
| FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $4,650,038 | +20.7% | 83,081 | +24.1% | 0.86% | +20.6% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $4,459,600 | +100.7% | 61,673 | +108.8% | 0.82% | +100.5% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $4,429,001 | +10.1% | 58,935 | +10.9% | 0.81% | +10.1% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $4,378,377 | +1.5% | 28,462 | +4.6% | 0.80% | +1.5% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $4,314,509 | -0.1% | 98,685 | +5.6% | 0.79% | -0.1% |
| SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $4,300,154 | +0.8% | 202,117 | +20.2% | 0.79% | +0.9% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $4,281,820 | +11.5% | 58,881 | +14.9% | 0.79% | +11.5% |
| AMZN | Sell | AMAZON.COM INCstock | $4,265,188 | -3.2% | 33,552 | -0.7% | 0.78% | -3.2% |
| BSCO | Sell | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $4,213,768 | -6.4% | 203,859 | -6.9% | 0.78% | -6.4% |
| SYLD | Buy | CAMBRIA SHAREHOLDER YIELD ETFetf | $4,154,996 | +3.4% | 67,168 | +2.2% | 0.76% | +3.4% |
| MSFT | Buy | MICROSOFTstock | $4,154,617 | -0.0% | 101,418 | +731.0% | 0.76% | 0.0% |
| AVUV | Buy | AVANTIS U.S. SMALL CAP VALUE ETFetf | $4,071,823 | +71.5% | 56,603 | +85.0% | 0.75% | +71.4% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $4,067,197 | -13.5% | 25,864 | +9.4% | 0.75% | -13.4% |
| VAW | Sell | VANGUARD MATERIALS ETFetf | $3,983,838 | -13.9% | 23,092 | -9.2% | 0.73% | -13.9% |
| SPY | Buy | SPDR S&P 500 ETFetf | $3,986,804 | +2.0% | 9,326 | +5.7% | 0.73% | +1.9% |
| IMCG | Sell | ISHARES TR MID GRWTH INDX ETFetf | $3,739,742 | -9.0% | 65,460 | -2.9% | 0.69% | -8.9% |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $3,636,993 | -6.9% | 52,853 | +13.1% | 0.67% | -6.8% |
| HD | Buy | HOME DEPOTstock | $3,483,625 | -2.7% | 11,529 | +0.1% | 0.64% | -2.6% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,476,328 | +9.8% | 55,025 | +152.8% | 0.64% | +9.8% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $3,279,931 | -0.8% | 96,270 | +9.7% | 0.60% | -0.8% |
| AFL | New | AFLAC INC COMstock | $3,218,936 | – | 41,941 | +100.0% | 0.59% | – |
| COST | Buy | COSTCO WHOLESALE CORPstock | $3,215,493 | +5.8% | 5,692 | +0.9% | 0.59% | +5.7% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $3,168,632 | +11.5% | 29,836 | +16.0% | 0.58% | +11.7% |
| V | Buy | VISA INCstock | $3,143,962 | -3.4% | 28,801 | +110.2% | 0.58% | -3.3% |
| TIPX | Buy | SPDR BLOOMBERG 1-10 YEAR TIPS ETFetf | $3,093,981 | +1.5% | 171,127 | +3.6% | 0.57% | +1.4% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $3,020,346 | -5.8% | 46,936 | -1.1% | 0.56% | -5.8% |
| AVEM | Buy | AVANTIS EMERGING MARKETS EQUITY ETFetf | $2,989,308 | +107.8% | 60,639 | +126.8% | 0.55% | +107.5% |
| VONG | Sell | VANGUARD RUSSELL 1000 GROWTH ETFetf | $2,982,857 | -7.1% | 43,584 | -4.0% | 0.55% | -7.3% |
| RIGS | Buy | RIVERFRONT STRATEGIC INCOME FUNDetf | $2,915,602 | +3.3% | 131,630 | +5.9% | 0.54% | +3.3% |
| Buy | JPMORGAN INCOME ETFetf | $2,912,773 | +518.6% | 65,603 | +529.7% | 0.54% | +516.1% | |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRetf | $2,900,790 | -1.9% | 22,532 | +1.2% | 0.53% | -2.0% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $2,901,353 | -8.8% | 18,628 | -3.1% | 0.53% | -8.9% |
| ISCG | Buy | ISHARES TR SMLL GRWTH IDX ETFetf | $2,882,736 | -3.2% | 74,374 | +3.4% | 0.53% | -3.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $2,706,635 | +10.3% | 16,052 | +2.9% | 0.50% | +10.4% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $2,701,819 | -5.4% | 14,791 | +0.7% | 0.50% | -5.3% |
| TAXF | Sell | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFetf | $2,692,345 | -9.6% | 56,149 | -5.8% | 0.50% | -9.7% |
| SPGI | Sell | S&P GLOBAL INC COMstock | $2,667,656 | -9.1% | 7,300 | -0.3% | 0.49% | -8.9% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $2,586,278 | +5.2% | 19,764 | -3.7% | 0.48% | +5.3% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,443,850 | -2.7% | 26,185 | +187.0% | 0.45% | -2.8% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDRetf | $2,427,775 | -1.6% | 23,947 | +4.2% | 0.45% | -1.8% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $2,379,608 | -12.0% | 79,846 | +27.5% | 0.44% | -11.9% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $2,366,311 | +11.3% | 65,968 | +275.3% | 0.44% | +11.3% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $2,331,225 | +24.1% | 5,936 | +28.7% | 0.43% | +24.3% |
| SPHQ | Buy | INVESCO S&P 500 QUALITY ETFetf | $2,230,023 | +0.9% | 44,565 | +1.7% | 0.41% | +1.0% |
| UNH | New | UNITEDHEALTH GROUPstock | $2,150,793 | – | 43,600 | +100.0% | 0.40% | – |
| DTD | Sell | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $2,131,519 | -14.4% | 35,425 | -11.7% | 0.39% | -14.4% |
| DFAT | Sell | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $2,131,705 | -27.7% | 46,656 | -26.6% | 0.39% | -27.7% |
| SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $2,126,926 | -6.9% | 43,451 | -5.8% | 0.39% | -6.9% |
| LLY | Buy | ELI LILLY & CO COMstock | $2,126,316 | +20.6% | 37,194 | +889.5% | 0.39% | +20.7% |
| PFE | Buy | PFIZER INC COMstock | $2,122,400 | -7.9% | 63,986 | +1.8% | 0.39% | -8.0% |
| FMAT | Buy | FIDELITY MSCI MATERIALS INDEX ETFetf | $2,091,031 | +21.7% | 47,319 | +28.5% | 0.38% | +21.5% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $1,992,094 | -5.3% | 29,116 | -2.5% | 0.37% | -5.4% |
| LMT | Buy | LOCKHEED MARTIN CORPstock | $1,947,574 | +5.8% | 4,762 | +19.0% | 0.36% | +5.6% |
| PANW | Sell | PALO ALTO NETWORKS INC COMstock | $1,868,018 | -17.5% | 7,968 | -10.1% | 0.34% | -17.7% |
| KO | Buy | COCA COLA CO COMstock | $1,852,586 | -6.3% | 33,094 | +0.8% | 0.34% | -6.3% |
| NVDA | Sell | NVIDIA CORPstock | $1,799,117 | -1.6% | 4,136 | -4.3% | 0.33% | -1.5% |
| PJUL | Buy | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYetf | $1,791,290 | +61.0% | 53,154 | +63.5% | 0.33% | +60.5% |
| IJS | Buy | ISHARES S&P SMALLCAP 600 VALUE ETFetf | $1,789,069 | -6.1% | 20,052 | +0.1% | 0.33% | -6.0% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,733,577 | -3.2% | 8,161 | +0.3% | 0.32% | -3.0% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $1,713,333 | +10.0% | 34,144 | +9.9% | 0.32% | +10.1% |
| VO | Sell | VANGUARD MID CAPetf | $1,704,636 | -23.2% | 8,186 | -18.8% | 0.31% | -23.3% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $1,595,678 | -20.9% | 32,216 | -17.7% | 0.29% | -21.0% |
| TSLA | Buy | TESLA MOTORS INCstock | $1,567,128 | +1.3% | 6,263 | +6.0% | 0.29% | +1.4% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $1,551,380 | -1.1% | 17,577 | +0.5% | 0.28% | -1.4% |
| PJUN | Sell | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEetf | $1,528,648 | -7.8% | 48,823 | -6.8% | 0.28% | -7.9% |
| MGC | Sell | VANGUARD MEGA CAP 300 ETFetf | $1,469,483 | -6.6% | 9,676 | -3.8% | 0.27% | -6.6% |
| GLD | Buy | SPDR GOLD ETFetf | $1,387,341 | +4.4% | 8,092 | +8.5% | 0.26% | +4.5% |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRILetf | $1,351,952 | -0.9% | 44,167 | 0.0% | 0.25% | -0.8% | |
| ISCF | Sell | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETFetf | $1,311,305 | -5.8% | 44,331 | -1.7% | 0.24% | -5.9% |
| QCOM | Buy | QUALCOMM INCstock | $1,195,990 | -6.4% | 10,769 | +0.3% | 0.22% | -6.4% |
| XLY | Sell | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $1,180,611 | -7.2% | 7,334 | -2.1% | 0.22% | -7.3% |
| Sell | DIMENSIONAL INTERNATIONAL VALUE ETFetf | $1,154,781 | -5.9% | 35,401 | -5.2% | 0.21% | -6.2% | |
| CMI | Sell | CUMMINS INC COMstock | $1,146,134 | -12.0% | 5,017 | -5.5% | 0.21% | -11.7% |
| WMT | Buy | WALMART INC COMstock | $1,110,232 | +5.7% | 6,942 | +3.8% | 0.20% | +5.7% |
| AVUS | Buy | AVANTIS U.S. EQUITY ETFetf | $1,098,227 | +76.8% | 14,991 | +81.5% | 0.20% | +77.2% |
| ABBV | Sell | ABBVIE INC COMstock | $1,093,065 | +10.5% | 7,333 | -0.1% | 0.20% | +10.4% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,041,458 | +7.2% | 26,561 | +11.2% | 0.19% | +7.3% |
| MO | Sell | ALTRIA GROUP INC COMstock | $1,040,631 | -9.0% | 24,747 | -1.9% | 0.19% | -9.0% |
| XOM | New | EXXON MOBIL CORP COMstock | $1,025,284 | – | 8,720 | +100.0% | 0.19% | – |
| IP | Sell | INTERNATIONAL PAPER CO COMstock | $1,025,831 | +0.1% | 28,921 | -10.2% | 0.19% | +0.5% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $1,024,099 | +0.1% | 6,247 | +6.1% | 0.19% | 0.0% |
| IHF | Sell | ISHARES DJ US HEALTH CARE PROVIDERSetf | $1,018,108 | -10.3% | 4,137 | -6.7% | 0.19% | -10.5% |
| FXO | Buy | FIRST TRUST FINANCIALS ALPHADEX FUNDetf | $909,800 | +0.7% | 24,050 | +0.4% | 0.17% | +0.6% |
| GILD | Sell | GILEAD SCIENCES INCstock | $870,239 | -7.5% | 11,612 | -4.9% | 0.16% | -7.5% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $862,319 | -9.0% | 7,800 | -9.6% | 0.16% | -8.6% | |
| NNN | Buy | NATIONAL RETAIL PPTYSreit | $839,413 | -16.9% | 23,753 | +0.6% | 0.15% | -17.2% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDRetf | $835,434 | -2.2% | 25,186 | -0.6% | 0.15% | -1.9% |
| PFN | Buy | PIMCO INCOME STRATEGY FUND IIcef | $836,856 | -5.7% | 126,989 | +3.2% | 0.15% | -5.5% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $833,506 | +89.9% | 4,716 | +101.2% | 0.15% | +88.9% |
| NSC | Buy | NORFOLK SOUTHERN CRPstock | $832,451 | -12.6% | 4,227 | +0.6% | 0.15% | -12.6% |
| BA | Sell | BOEING CO COMstock | $826,176 | -11.0% | 4,310 | -1.9% | 0.15% | -11.1% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $822,626 | -4.0% | 5,347 | +0.6% | 0.15% | -4.4% |
| IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $814,820 | +6.7% | 184,507 | +1664.9% | 0.15% | +7.1% |
| MUB | Sell | ISHARES AMT-FREE MUNI BOND ETFetf | $798,016 | -13.7% | 7,782 | -10.1% | 0.15% | -13.5% |
| SDY | Sell | SPDR SER TR S&P DIVID ETFetf | $779,157 | -6.7% | 6,775 | -0.5% | 0.14% | -7.1% |
| DBEF | Buy | XTRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $774,713 | +66.7% | 22,198 | +68.9% | 0.14% | +67.1% |
| Sell | INVENTRUST PPTYS CORPreit | $769,014 | +1.1% | 32,298 | -1.7% | 0.14% | +0.7% | |
| XMMO | Buy | INVESCO S&P MIDCAP MOMENTUM ETFetf | $765,643 | +2.6% | 9,510 | +1.3% | 0.14% | +2.9% |
| RDVY | Buy | FIRST TRUST RISING DIVIDEND ACHIEVERS ETFetf | $765,032 | -1.2% | 16,649 | +1.2% | 0.14% | -0.7% |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $760,609 | -10.7% | 10,112 | 0.0% | 0.14% | -10.8% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $731,597 | +2.0% | 5,016 | +6.2% | 0.14% | +2.3% |
| IWP | Buy | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $736,719 | +19.8% | 199,209 | +3030.7% | 0.14% | +19.5% |
| FISV | Sell | FISERV INCstock | $715,921 | -15.1% | 6,338 | -5.2% | 0.13% | -14.8% |
| BACPRL | Sell | BK OF AMERICA CORP 7.25CNV PFD Lconvertible preferred | $707,366 | -7.3% | 636 | -2.3% | 0.13% | -7.1% |
| ICSH | Buy | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $703,657 | +30.1% | 13,967 | +29.9% | 0.13% | +30.3% |
| VZ | Buy | VERIZON COMMUNICATIONSstock | $688,503 | -12.5% | 21,244 | +0.4% | 0.13% | -12.4% |
| APD | New | AIR PRODS & CHEMS INC COMstock | $685,976 | – | 2,421 | +100.0% | 0.13% | – |
| MRK | Buy | MERCK & CO INCstock | $681,065 | -4.0% | 21,928 | +256.6% | 0.12% | -3.8% |
| SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $675,673 | -8.5% | 11,398 | -5.8% | 0.12% | -8.8% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $664,825 | -33.8% | 9,527 | -31.1% | 0.12% | -34.1% |
| IBM | Sell | INTL BUSINESS MACHINESstock | $649,974 | +4.3% | 4,633 | -0.6% | 0.12% | +4.3% |
| PAUG | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTetf | $650,529 | – | 20,951 | +100.0% | 0.12% | – |
| TFC | Buy | TRUIST FINL CORP COMstock | $645,829 | -4.6% | 22,574 | +1.2% | 0.12% | -4.8% |
| MU | Sell | MICRON TECHNOLOGYstock | $634,317 | -8.5% | 9,324 | -15.1% | 0.12% | -7.9% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $591,279 | -3.9% | 2,515 | +0.1% | 0.11% | -3.5% |
| CSX | Buy | CSX CORPstock | $587,787 | -9.5% | 19,115 | +0.4% | 0.11% | -9.2% |
| CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $585,176 | -26.8% | 8,631 | -24.4% | 0.11% | -26.5% |
| PSEP | New | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBERetf | $575,975 | – | 17,777 | +100.0% | 0.11% | – |
| BSCQ | Sell | INVESCO BULLETSHARES 2026 CORPORATE BOND ETFetf | $558,869 | -20.2% | 29,750 | -19.5% | 0.10% | -20.2% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD SHScef | $552,222 | -6.6% | 31,957 | +1.3% | 0.10% | -6.4% |
| UTG | Buy | REAVES UTIL INCOME FD COM SH BEN INTcef | $546,162 | -5.1% | 22,157 | +5.6% | 0.10% | -5.7% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $531,477 | +2.6% | 1 | 0.0% | 0.10% | +3.2% | |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $528,927 | -4.6% | 9,883 | -0.1% | 0.10% | -4.9% |
| ADBE | Buy | ADOBE SYS INCstock | $520,098 | +8.5% | 1,020 | +4.1% | 0.10% | +9.1% |
| MDY | Buy | S & P MID CAP 400 DEP RCPTS MID CAPetf | $512,533 | -0.1% | 1,122 | +4.8% | 0.09% | 0.0% |
| T | Buy | AT&T INC COMstock | $485,247 | +8.2% | 32,307 | +14.9% | 0.09% | +8.5% |
| FVAL | Sell | FIDELITY VALUE FACTOR ETFetf | $464,257 | -8.1% | 9,702 | -5.7% | 0.08% | -8.6% |
| VOE | Sell | VANGUARD MID-CAP VALUE ETFetf | $448,659 | -29.0% | 3,426 | -24.9% | 0.08% | -29.3% |
| FLOT | Buy | ISHARES FLOATING RATE BOND ETFetf | $437,681 | +15.0% | 8,601 | +14.8% | 0.08% | +14.3% |
| EXPO | EXPONENT INCstock | $430,825 | -8.3% | 5,033 | 0.0% | 0.08% | -8.1% | |
| FBCG | New | FIDELITY BLUE CHIP GROWTH ETFetf | $423,976 | – | 14,641 | +100.0% | 0.08% | – |
| NFLX | Buy | NETFLIX COM INCstock | $422,912 | -13.8% | 1,120 | +0.5% | 0.08% | -13.3% |
| DLN | Buy | WISDOMTREE LARGE CAP DIVIDENDetf | $411,670 | -1.2% | 6,695 | +2.2% | 0.08% | -1.3% |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $415,940 | +0.0% | 7,000 | 0.0% | 0.08% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCstock | $401,150 | -7.7% | 23,055 | +851.5% | 0.07% | -7.5% |
| VDE | VANGUARD ENERGYetf | $378,113 | +12.3% | 2,983 | 0.0% | 0.07% | +12.9% | |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $379,297 | +1.1% | 11,299 | +3.5% | 0.07% | +1.4% |
| LOW | New | LOWES COS INC COMstock | $367,587 | – | 1,769 | +100.0% | 0.07% | – |
| UNP | Buy | UNION PAC CORP COMstock | $362,290 | +8.6% | 17,865 | +996.0% | 0.07% | +9.8% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $355,053 | -22.9% | 2,226 | -20.0% | 0.06% | -23.5% |
| PM | Sell | PHILIP MORRIS INTL INCstock | $345,672 | -9.6% | 3,734 | -4.6% | 0.06% | -8.6% |
| C | New | CITIGROUP INCstock | $341,967 | – | 16,625 | +100.0% | 0.06% | – |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDRetf | $342,035 | -3.8% | 4,971 | +3.7% | 0.06% | -3.1% |
| AMGN | Buy | AMGEN INCstock | $340,779 | +20.3% | 7,904 | +519.4% | 0.06% | +21.2% |
| AVDV | Sell | AVANTIS INTERNATIONAL SMALL CAP VALUE ETFetf | $336,513 | -12.2% | 5,817 | -12.6% | 0.06% | -11.4% |
| ETW | Sell | EATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FD COMcef | $331,608 | -33.1% | 43,404 | -28.0% | 0.06% | -33.0% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $327,999 | +19.8% | 2,668 | +27.3% | 0.06% | +20.0% |
| MUNI | Buy | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $326,372 | +21.8% | 6,518 | +26.1% | 0.06% | +22.4% |
| F | Sell | FORD MOTOR COMPANYstock | $319,807 | -25.6% | 25,749 | -9.4% | 0.06% | -25.3% |
| VV | Sell | VANGUARD LARGE CAPetf | $319,027 | -49.9% | 1,630 | -48.1% | 0.06% | -49.6% |
| RY | Buy | ROYAL BANK OF CANADAstock | $317,588 | -8.2% | 3,632 | +0.3% | 0.06% | -9.4% |
| VOT | Sell | VANGUARD MID CAP GROWTH ETFetf | $316,900 | -6.7% | 1,627 | -1.5% | 0.06% | -6.5% |
| MCK | Buy | MCKESSON CORPstock | $317,971 | +53.2% | 731 | +50.4% | 0.06% | +52.6% |
| O | Sell | REALTY INCOME CORPreit | $311,320 | -20.2% | 6,234 | -4.4% | 0.06% | -20.8% |
| ITB | ISHARES DOW JONES US HOME CONST (ETF)etf | $304,652 | -8.1% | 3,881 | 0.0% | 0.06% | -8.2% | |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFetf | $303,262 | -1.4% | 6,794 | 0.0% | 0.06% | -1.8% | |
| IEV | ISHARES EUROPE 350 INDEXetf | $304,722 | -5.6% | 6,384 | 0.0% | 0.06% | -5.1% | |
| CSCO | Buy | CISCO SYS INCstock | $298,565 | +17.1% | 24,189 | +390.8% | 0.06% | +17.0% |
| BSJP | New | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFetf | $299,510 | – | 13,323 | +100.0% | 0.06% | – |
| ORCL | Buy | ORACLE CORPORATIONstock | $294,439 | +11.4% | 2,780 | +25.2% | 0.05% | +10.2% |
| PEP | Buy | PEPSICO INC COMstock | $296,196 | -8.0% | 1,748 | +0.6% | 0.05% | -8.5% |
| ROK | ROCKWELL AUTOMATION INC COMstock | $288,157 | -13.2% | 1,008 | 0.0% | 0.05% | -13.1% | |
| SAIC | SCIENCE APPLICATIONS INTERNAstock | $286,752 | -6.2% | 2,717 | 0.0% | 0.05% | -5.4% | |
| PSA | Buy | PUBLIC STORAGE INCreit | $282,159 | -9.7% | 1,071 | +0.1% | 0.05% | -8.8% |
| PTY | Sell | PIMCO CORPORATE OPPORTUNITY FUNDcef | $283,514 | -27.0% | 21,692 | -21.9% | 0.05% | -26.8% |
| NOC | New | NORTHROP GRUMMAN CORP COMstock | $269,310 | – | 612 | +100.0% | 0.05% | – |
| FB | Buy | META PLATFORMS INC CL Astock | $271,690 | +18.0% | 905 | +12.8% | 0.05% | +19.0% |
| PSN | Sell | PARSONS CORP DEL COMstock | $264,685 | +6.1% | 4,870 | -6.0% | 0.05% | +6.5% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $265,051 | -20.7% | 4,626 | +2.6% | 0.05% | -19.7% |
| FXN | FIRST TRUST ENERGY ALPHADEX FUNDetf | $263,582 | +11.4% | 15,131 | 0.0% | 0.05% | +9.1% | |
| AVANTIS U.S. LARGE CAP VALUE ETFetf | $262,370 | -1.3% | 4,980 | 0.0% | 0.05% | -2.0% | ||
| EPD | Sell | ENTERPRISE PRODS PARTNERS L Pstock | $254,350 | +2.2% | 9,293 | -1.6% | 0.05% | +2.2% |
| GS | Buy | GOLDMAN SACHS GROUP INCstock | $256,591 | +7.4% | 793 | +7.0% | 0.05% | +6.8% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $248,610 | -3.1% | 5,224 | +0.3% | 0.05% | -2.1% |
| MCD | Buy | MCDONALDS CORP COMstock | $251,534 | -10.7% | 955 | +1.2% | 0.05% | -11.5% |
| BAC | Sell | BANK AMERICA CORP COMstock | $251,905 | -8.3% | 9,200 | -3.9% | 0.05% | -8.0% |
| PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $250,590 | -7.6% | 8,311 | -5.2% | 0.05% | -8.0% |
| INTC | Buy | INTEL CORP COMstock | $245,525 | +15.2% | 6,906 | +8.4% | 0.04% | +15.4% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $237,557 | -18.3% | 2,290 | -15.3% | 0.04% | -17.0% |
| ANGL | Buy | VANECK FALLEN ANGEL HIGH YIELD BOND ETFetf | $236,814 | -1.5% | 8,751 | +1.1% | 0.04% | 0.0% |
| DVY | New | ISHARES DJ SELECT DIVIDENDetf | $241,114 | – | 2,240 | +100.0% | 0.04% | – |
| SYK | Buy | STRYKER CORPstock | $236,319 | -2.6% | 865 | +8.8% | 0.04% | -4.4% |
| RTX | Buy | RTX CORPORATION COMstock | $236,553 | -20.4% | 3,287 | +8.3% | 0.04% | -21.8% |
| MPC | New | MARATHON PETE CORPstock | $227,808 | – | 1,505 | +100.0% | 0.04% | – |
| CAT | Sell | CATERPILLAR INC COMstock | $229,640 | +4.8% | 841 | -5.6% | 0.04% | +5.0% |
| OKE | New | ONEOK INC NEW COMstock | $228,067 | – | 3,596 | +100.0% | 0.04% | – |
| BX | New | BLACKSTONE INC COMstock | $228,666 | – | 13,923 | +100.0% | 0.04% | – |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $220,340 | +1.6% | 4,969 | -4.8% | 0.04% | +2.5% |
| ZBH | ZIMMER HLDGS INCstock | $212,657 | -22.9% | 1,895 | 0.0% | 0.04% | -23.5% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $212,089 | -10.0% | 3,654 | -0.9% | 0.04% | -9.3% |
| ISTB | New | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $214,063 | – | 4,615 | +100.0% | 0.04% | – |
| HUM | New | HUMANA INC COMstock | $211,709 | – | 435 | +100.0% | 0.04% | – |
| MGV | New | VANGUARD MEGA CAP VALUE ETFetf | $213,193 | – | 2,102 | +100.0% | 0.04% | – |
| PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $205,239 | -2.8% | 6,450 | +400.0% | 0.04% | -2.6% |
| FPE | Buy | FIRST TRUST PREFERRED SECURITIES & INCOME ETFetf | $204,937 | +1.5% | 12,833 | +1.6% | 0.04% | +2.7% |
| ETN | New | EATON CORP PLC SHSstock | $198,698 | – | 20,947 | +100.0% | 0.04% | – |
| DHR | Sell | DANAHER CORPstock | $188,732 | -7.9% | 761 | -10.9% | 0.04% | -7.9% |
| COP | Sell | CONOCOPHILLIPS COMstock | $173,193 | -52.1% | 1,446 | -58.5% | 0.03% | -51.5% |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $176,070 | -2.3% | 6,951 | +1.1% | 0.03% | -3.0% |
| CVS | Buy | CVS HEALTH CORP COMstock | $165,506 | +23.4% | 13,273 | +584.2% | 0.03% | +20.0% |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMreit | $160,648 | -20.0% | 11,418 | +3.7% | 0.03% | -18.9% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $148,468 | +9.4% | 22,124 | +1088.8% | 0.03% | +8.0% |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $135,652 | – | 21,848 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC COMstock | $135,392 | – | 978 | +100.0% | 0.02% | – |
| AVGO | Buy | AVAGO TECHNOLOGIES LTDstock | $132,895 | +87.8% | 47,811 | +58206.1% | 0.02% | +84.6% |
| NKE | New | NIKE INC CLASS Bstock | $123,934 | – | 18,989 | +100.0% | 0.02% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $106,186 | – | 99,092 | +100.0% | 0.02% | – |
| Buy | HOLLEY INC COMstock | $105,743 | +28.0% | 21,191 | +5.0% | 0.02% | +26.7% | |
| WM | New | WASTE MANAGEMENT INCstock | $99,042 | – | 17,706 | +100.0% | 0.02% | – |
| ETRN | Buy | EQUITRANS MIDSTREAM CORP COMstock | $95,533 | -0.4% | 10,196 | +1.6% | 0.02% | 0.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $93,419 | – | 16,848 | +100.0% | 0.02% | – |
| PLD | Sell | PROLOGIS INC. COMreit | $90,759 | -20.4% | 809 | -13.0% | 0.02% | -19.0% |
| AJG | GALLAGHER ARTHUR J & CO COMstock | $85,246 | +3.8% | 374 | 0.0% | 0.02% | +6.7% | |
| SO | Buy | SOUTHERN CO COMstock | $84,283 | -7.6% | 1,302 | +0.2% | 0.02% | -11.8% |
| PRU | Buy | PRUDENTIAL FINL INCstock | $76,427 | +8.4% | 805 | +0.8% | 0.01% | +7.7% |
| SIRI | Buy | SIRIUS XM RADIO INCstock | $73,571 | -0.1% | 16,277 | +0.1% | 0.01% | 0.0% |
| DEO | New | DIAGEO PLCadr | $68,624 | – | 14,762 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP COMstock | $67,611 | – | 21,930 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP COMstock | $61,579 | – | 13,628 | +100.0% | 0.01% | – |
| KMI | KINDER MORGAN INCstock | $52,380 | -3.7% | 3,159 | 0.0% | 0.01% | 0.0% | |
| WPC | WP CAREY INC COMreit | $46,996 | -20.0% | 869 | 0.0% | 0.01% | -18.2% | |
| EFG | New | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $48,775 | – | 37,061 | +100.0% | 0.01% | – |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $42,609 | -15.3% | 193 | -17.5% | 0.01% | -11.1% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $35,717 | +51.2% | 9,849 | +3575.0% | 0.01% | +75.0% |
| EMR | EMERSON ELEC CO COMstock | $34,405 | +6.8% | 356 | 0.0% | 0.01% | 0.0% | |
| TEL | New | TE CONNECTIVITY LTD SHSstock | $31,715 | – | 15,271 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECH SOLUTIONS CORPstock | $34,019 | – | 14,330 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTS INC COMstock | $24,659 | – | 16,540 | +100.0% | 0.01% | – |
| CE | Buy | CELANESE CORP DEL COMstock | $27,923 | +183.7% | 17,339 | +20298.8% | 0.01% | +150.0% |
| SYY | New | SYSCO CORP COMstock | $25,882 | – | 18,661 | +100.0% | 0.01% | – |
| PEAK | Buy | HEALTH CARE PPTY INVS INCreit | $24,512 | -7.7% | 1,335 | +1.1% | 0.01% | 0.0% |
| JCI | Buy | JOHNSON CTLS INCstock | $26,131 | -21.6% | 491 | +0.4% | 0.01% | -16.7% |
| SU | New | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock | $23,415 | – | 11,499 | +100.0% | 0.00% | – |
| VFF | VILLAGE FARMS INTL INC COMstock | $20,536 | +33.2% | 25,750 | 0.0% | 0.00% | +33.3% | |
| LVS | New | LAS VEGAS SANDS CORPstock | $19,987 | – | 13,485 | +100.0% | 0.00% | – |
| WESTERN DIGITAL CORP. 1.5 02/01/2024convertible | $19,660 | +1.4% | 20,000 | 0.0% | 0.00% | 0.0% | ||
| MET | Buy | METLIFE INC COMstock | $19,888 | +11.9% | 316 | +0.6% | 0.00% | +33.3% |
| PH | New | PARKER-HANNIFIN CORP COMstock | $24,150 | – | 62 | +100.0% | 0.00% | – |
| FLEX | New | FLEX LTD ORDstock | $23,128 | – | 14,165 | +100.0% | 0.00% | – |
| USB | Buy | US BANCORP DEL COM NEWstock | $14,046 | +0.6% | 425 | +0.5% | 0.00% | 0.0% |
| BK | BANK NEW YORK MELLON CORP COMstock | $14,373 | -4.2% | 337 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC COMstock | $9,684 | -13.2% | 191 | 0.0% | 0.00% | 0.0% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $9,878 | -3.1% | 950 | +0.5% | 0.00% | 0.0% |
| DOW | Buy | DOW INC COMstock | $11,239 | -2.9% | 218 | +0.5% | 0.00% | 0.0% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $3,069 | -2.5% | 25 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEMICAL COstock | $3,848 | -7.8% | 50 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC COMstock | $5,708 | +2.8% | 213 | 0.0% | 0.00% | 0.0% | |
| MTN | New | VAIL RESORTS INC COMstock | $1,109 | – | 5 | +100.0% | 0.00% | – |
| FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $826 | +14.7% | 20 | 0.0% | 0.00% | – | |
| LAMR | LAMAR ADVERTISING CO A CLASS Areit | $1,502 | -15.9% | 18 | 0.0% | 0.00% | – | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $1,707 | -9.1% | 30 | 0.0% | 0.00% | – | |
| SYLVAMO CORP COMMON STOCKstock | $44 | +10.0% | 1 | 0.0% | 0.00% | – | ||
| GLPI | GAMING & LEISURE PPTYS INC COMreit | $911 | -6.0% | 20 | 0.0% | 0.00% | – | |
| FE | Exit | FIRSTENERGY CORPstock | $0 | – | -679 | -100.0% | -0.01% | – |
| IZEA | Exit | IZEA WORLDWIDE INC COM NEWstock | $0 | – | -16,604 | -100.0% | -0.01% | – |
| BSCR | Exit | INVESCO BULLETSHARES 2027 CORPORATE BOND ETFetf | $0 | – | -11,028 | -100.0% | -0.04% | – |
| UTF | Exit | COHEN & STEERS INFRASTRUCTURE FUNDcef | $0 | – | -9,652 | -100.0% | -0.04% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $0 | – | -2,802 | -100.0% | -0.04% | – | |
| IWN | Exit | ISHARES RUSSELL 2000 VALUEetf | $0 | – | -1,871 | -100.0% | -0.05% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PARTNERS LPstock | $0 | – | -4,349 | -100.0% | -0.05% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -2,521 | -100.0% | -0.05% | – |
| BSCN | Exit | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $0 | – | -15,112 | -100.0% | -0.06% | – |
| FXZ | Exit | FIRST TRUST MATERIALS ALPHADEX (ETF)etf | $0 | – | -5,593 | -100.0% | -0.07% | – |
| IWV | Exit | ISHARES RUSSELL 3000 ETFetf | $0 | – | -2,238 | -100.0% | -0.10% | – |
| EEMV | Exit | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $0 | – | -27,813 | -100.0% | -0.28% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q3 2023 | 4.3% |
| VANGUARD VALUE ETF | 22 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 22 | Q3 2023 | 5.0% |
| ISHARES TR | 22 | Q3 2023 | 4.9% |
| VANGUARD WORLD FDS | 22 | Q3 2023 | 3.3% |
| MASTERCARD INCORPORATED | 22 | Q3 2023 | 1.8% |
| VANGUARD REIT INDEX ETF | 22 | Q3 2023 | 3.8% |
| VANGUARD WORLD FDS | 22 | Q3 2023 | 3.0% |
| ISHARES TR | 22 | Q3 2023 | 2.0% |
| VANGUARD WHITEHALL FDS | 22 | Q3 2023 | 2.1% |
View Certified Advisory Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-17 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Certified Advisory Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.