$169 Million is the total value of Certified Advisory Corp's 826 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 35.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Sell | VANGUARD REIT INDEX ETFreal estate etf | $3,979,000 | -24.5% | 52,729 | -17.0% | 2.36% | -37.7% |
| MO | Sell | ALTRIA GROUP INC COM | $2,376,000 | -14.8% | 38,146 | -2.4% | 1.41% | -29.7% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $2,142,000 | -15.3% | 37,409 | -3.2% | 1.27% | -30.1% |
| DON | Sell | WISDOMTREE MIDCAP DIVIDENDus midcap divid | $1,732,000 | -3.3% | 50,766 | -0.0% | 1.03% | -20.2% |
| IJK | Sell | ISHARES S&P MIDCAP 400 GROWTH INDEXs&p mc 400gr etf | $1,478,000 | +12.3% | 6,773 | -52.1% | 0.88% | -7.4% |
| QQQ | Sell | POWERSHARES QQQ TRunit ser 1 | $1,339,000 | +11.2% | 8,366 | -30.1% | 0.79% | -8.2% |
| SCZ | Sell | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $1,254,000 | +21.7% | 19,249 | -20.5% | 0.74% | +0.4% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFportfolio emg mk | $1,240,000 | +3.0% | 31,573 | -0.0% | 0.74% | -15.0% |
| FXO | Sell | FIRST TRUST FINANCIALS ALPHADEX FUNDfinls alphadex | $1,133,000 | -2.8% | 36,519 | -1.9% | 0.67% | -19.8% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $990,000 | -2.0% | 6,386 | -3.4% | 0.59% | -19.1% |
| IHF | Sell | ISHARES DJ US HEALTH CARE PROVIDERSus hlthcr pr etf | $981,000 | -1.5% | 6,216 | -2.2% | 0.58% | -18.9% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $955,000 | -6.2% | 11,587 | -2.6% | 0.57% | -22.7% |
| SPHD | Sell | POWERSHARES S&P 500 HIGH DIVIDEND LOW VOLATILITY PORTFOLIO | $761,000 | -14.2% | 19,316 | -73.3% | 0.45% | -29.2% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $716,000 | -6.0% | 8,439 | -40.6% | 0.42% | -22.6% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDdiv app etf | $707,000 | -4.2% | 7,002 | -3.2% | 0.42% | -20.9% |
| V | Sell | VISA INC | $485,000 | +4.3% | 4,061 | -0.5% | 0.29% | -14.1% |
| KRE | Sell | KBW REGIONAL BANKINGETFs&p regl bkg | $394,000 | -5.5% | 6,535 | -7.8% | 0.23% | -22.0% |
| FB | Sell | FACEBOOK INC CL Acl a | $347,000 | -24.2% | 2,175 | -16.2% | 0.21% | -37.4% |
| VOO | Sell | VANGUARD S&P 500 ETF | $285,000 | +5.9% | 1,181 | -77.0% | 0.17% | -12.4% |
| OEF | Sell | ISHARES TR S&P 100 INDEX FUNDs&p 100 etf | $284,000 | -13.9% | 2,448 | -12.2% | 0.17% | -29.1% |
| PGX | Sell | POWERSHARES GLOBAL PREFERRED ETFpfd portfolio | $281,000 | -4.4% | 19,290 | -2.7% | 0.17% | -20.9% |
| NVDA | Sell | NVIDIA CORP | $234,000 | -2.9% | 1,011 | -19.0% | 0.14% | -19.7% |
| NEE | Sell | NEXTERA ENERGY INC COM | $212,000 | +1.9% | 1,300 | -2.4% | 0.13% | -15.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $183,000 | -4.2% | 3,802 | -6.4% | 0.11% | -21.2% |
| ROST | Sell | ROSS STORES INC | $176,000 | -4.9% | 2,262 | -2.2% | 0.10% | -21.8% |
| IJJ | Sell | ISHARES S&P MIDCAP 400 VALUE ETFs&p mc 400vl etf | $176,000 | -7.9% | 1,143 | -4.3% | 0.10% | -24.1% |
| PSA | Sell | PUBLIC STORAGE INC | $168,000 | -4.0% | 839 | -0.1% | 0.10% | -20.6% |
| TIP | Sell | ISHARES TIPS BOND ETFtips bd etf | $159,000 | -15.4% | 1,413 | -14.5% | 0.09% | -30.4% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $129,000 | -2.3% | 1,860 | -1.3% | 0.08% | -20.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $126,000 | -18.7% | 688 | -23.9% | 0.08% | -32.4% |
| RPAI | Sell | RETAIL PROPERTIES OF AMERICAcl a | $121,000 | -14.8% | 10,440 | -1.3% | 0.07% | -29.4% |
| IAU | Sell | ISHARES GOLD TRUST ETFishares | $106,000 | -11.7% | 8,377 | -13.3% | 0.06% | -26.7% |
| TXN | Sell | TEXAS INSTRS INC COM | $93,000 | -1.1% | 902 | -0.8% | 0.06% | -19.1% |
| XBI | Sell | SPDR S&P BIOTECH ETFs&p biotech | $88,000 | +2.3% | 1,004 | -1.6% | 0.05% | -16.1% |
| DWDP | Sell | DOWDUPONT INC COM | $83,000 | -17.8% | 1,308 | -8.0% | 0.05% | -32.9% |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFs&p 600 smcp grw | $71,000 | +343.8% | 306 | -98.1% | 0.04% | +281.8% |
| DE | Sell | DEERE & CO COM | $70,000 | -12.5% | 452 | -12.4% | 0.04% | -28.1% |
| KRG | Sell | KITE REALTY GROUP TRUST | $68,000 | -50.4% | 4,467 | -36.5% | 0.04% | -59.2% |
| DWM | Sell | WISDOMTREE INTERNATIONAL EQUITY FUNDintl equity fd | $66,000 | -17.5% | 1,207 | -97.5% | 0.04% | -31.6% |
| DLN | Sell | WISDOMTREE LARGE CAP DIVIDENDus largecap divd | $58,000 | -15.9% | 660 | -12.5% | 0.03% | -32.0% |
| NCZ | Sell | ALLIANZGI CONV & INCOME FD II COM | $56,000 | -11.1% | 9,479 | -6.9% | 0.03% | -26.7% |
| WELL | Sell | HEALTH CARE REIT INC | $55,000 | -31.2% | 1,020 | -19.6% | 0.03% | -42.1% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFut ser 1 | $54,000 | -21.7% | 226 | -19.3% | 0.03% | -36.0% |
| GWW | Sell | GRAINGER W W INC COM | $49,000 | +6.5% | 176 | -9.7% | 0.03% | -12.1% |
| Sell | COLONY FINL INC CONVnote 3.875% 1/1 | $43,000 | -18.9% | 46,000 | -16.4% | 0.02% | -34.2% | |
| PRF | Sell | POWERSHARES FTSE RAFI US 1000 PORTFOLIOftse rafi 1000 | $43,000 | -15.7% | 398 | -12.5% | 0.02% | -32.4% |
| Sell | PENN STAR OIL CORP SR EXCHnote 5.375% 5/0 | $41,000 | -16.3% | 42,000 | -17.6% | 0.02% | -31.4% | |
| IEI | Sell | ISHARES 3-7 YEAR TREASURY BOND ETF3 7 yr treas bd | $40,000 | -81.7% | 336 | -81.3% | 0.02% | -84.7% |
| Sell | BLACKSTONE MTG TR INCnote 4.375% 5/0 | $41,000 | -12.8% | 42,000 | -10.6% | 0.02% | -29.4% | |
| DFE | Sell | WISDOMTREE TR EUROPESMALLCAP DIVID FDeurope smcp dv | $38,000 | -5.0% | 551 | -3.7% | 0.02% | -20.7% |
| Sell | PORTFOLIO RECOVERY ASSOCS INCnote 3.000% 8/0 | $37,000 | -19.6% | 39,000 | -20.4% | 0.02% | -33.3% | |
| Sell | ANI PHARMACEUTICALS INCnote 3.000%12/0 | $37,000 | -22.9% | 34,000 | -19.0% | 0.02% | -35.3% | |
| SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETF1 3 yr treas bd | $36,000 | -48.6% | 432 | -48.7% | 0.02% | -58.0% |
| CMCSA | Sell | COMCAST CORP NEW CL Acl a | $36,000 | -59.6% | 1,082 | -51.6% | 0.02% | -67.2% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFus mid-cap etf | $34,000 | -42.4% | 658 | -98.9% | 0.02% | -52.4% |
| HTA | Sell | HEALTHCARE TRUST OF AMERICA, INC. CLASS Acl a new | $29,000 | -48.2% | 1,104 | -41.0% | 0.02% | -57.5% |
| JCI | Sell | JOHNSON CTLS INC | $29,000 | -19.4% | 826 | -12.6% | 0.02% | -34.6% |
| Sell | ATLAS AIR WORLDWIDE HLDGS INCnote 2.250% 6/0 | $27,000 | -27.0% | 24,000 | -27.3% | 0.02% | -40.7% | |
| Sell | ENCORE CAP GROUP INCnote 2.875% 3/1 | $27,000 | -35.7% | 28,000 | -36.4% | 0.02% | -46.7% | |
| SRC | Sell | SPIRIT REALTY CAPITAL COM USD0.001 | $26,000 | -31.6% | 3,384 | -24.5% | 0.02% | -44.4% |
| SPH | Sell | SUBURBAN PROPANE PARTNERS LPunit ltd partn | $24,000 | -11.1% | 1,101 | -1.3% | 0.01% | -26.3% |
| IBUY | Sell | AMPLIFY ONLINE RETAIL ETFonlin retl etf | $24,000 | -29.4% | 540 | -36.8% | 0.01% | -41.7% |
| Sell | TTM TECHNOLOGIES INCnote 1.750%12/1 | $23,000 | -48.9% | 14,000 | -48.1% | 0.01% | -56.2% | |
| Sell | CALAMP CORPnote 1.625% 5/1 | $23,000 | -28.1% | 22,000 | -29.0% | 0.01% | -39.1% | |
| GM | Sell | GENERAL MOTORS CORP | $24,000 | -14.3% | 661 | -5.2% | 0.01% | -30.0% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $22,000 | -47.6% | 277 | -46.9% | 0.01% | -56.7% |
| NFG | Sell | NATIONAL FUEL GAS CO N J COM | $21,000 | -38.2% | 426 | -31.6% | 0.01% | -50.0% |
| ACFC | Sell | ATLANTIC COAST FINL CORP COM | $20,000 | -45.9% | 2,000 | -50.0% | 0.01% | -55.6% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADRsponsored adr | $18,000 | -18.2% | 1,061 | -9.8% | 0.01% | -31.2% |
| BTI | Sell | BRITISH AMERICAN TOBACCOsponsored adr | $18,000 | -43.8% | 312 | -35.0% | 0.01% | -52.2% |
| SCHH | Sell | SCH US REIT ETFus reit etf | $17,000 | -10.5% | 464 | -97.6% | 0.01% | -28.6% |
| Sell | ARBOR RLTY TR INCnote 5.375%11/1 | $16,000 | -33.3% | 16,000 | -33.3% | 0.01% | -47.1% | |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH INDEXrus 2000 grw etf | $16,000 | -15.8% | 86 | -16.5% | 0.01% | -35.7% |
| TOTL | Sell | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFspdr tr tactic | $14,000 | -99.0% | 300 | -98.9% | 0.01% | -99.2% |
| EPR | Sell | EPR PPTYS COM SH BEN INT | $12,000 | -29.4% | 234 | -11.0% | 0.01% | -41.7% |
| S | Sell | SPRINT CORP | $11,000 | -45.0% | 2,312 | -31.9% | 0.01% | -50.0% |
| TIER | Sell | TIER REIT INC | $11,000 | -21.4% | 612 | -15.2% | 0.01% | -30.0% |
| Sell | INPHI CORPnote 0.750% 9/0 | $10,000 | -63.0% | 11,000 | -62.1% | 0.01% | -68.4% | |
| EWC | Sell | ISHARES MSCI CANADA INDEXmsci cda etf | $9,000 | -69.0% | 360 | -63.2% | 0.01% | -76.2% |
| AMLP | Sell | ALPS TRUST ETF ALERIAN MLPalerian mlp | $6,000 | -99.2% | 659 | -99.1% | 0.00% | -99.3% |
| Sell | KB HOMEnote 1.375% 2/0 | $7,000 | -53.3% | 7,000 | -46.2% | 0.00% | -63.6% | |
| XLB | Sell | MATERIALS SELECT SECTOR SPDRsbi materials | $6,000 | +100.0% | 116 | -93.1% | 0.00% | +100.0% |
| Sell | UBS AG SR EXCH ZERO 21note 2/1 | $6,000 | -89.5% | 5,000 | -88.4% | 0.00% | -90.2% | |
| Sell | ON SEMICONDUCTOR CORPnote 1.000%12/0 | $5,000 | -68.8% | 4,000 | -69.2% | 0.00% | -72.7% | |
| CLNS | Sell | COLONY NORTHSTAR INC CL A COM | $3,000 | -57.1% | 604 | -2.6% | 0.00% | -60.0% |
| MZOR | Sell | MAZOR ROBOTICS LTD SPONSORED ADSsponsored ads | $3,000 | -66.7% | 50 | -72.2% | 0.00% | -66.7% |
| PSEC | Sell | PROSPECT CAPITAL CORPORATION | $3,000 | -57.1% | 600 | -42.6% | 0.00% | -60.0% |
| WSR | Sell | WHITESTONE REIT CL BSHS BEN INT | $3,000 | -81.2% | 300 | -73.1% | 0.00% | -81.8% |
| XHR | Sell | XENIA HOTELS & RESORTS INC COM | $2,000 | -71.4% | 122 | -64.4% | 0.00% | -80.0% |
| MTOR | Sell | MERITOR INC COM | $2,000 | -50.0% | 100 | -50.0% | 0.00% | -66.7% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE CO COM | $1,000 | -66.7% | 63 | -70.0% | 0.00% | -50.0% |
| DDR | Sell | DEVELOPERS DIVERSFIED RLTY CORP | $0 | -100.0% | 120 | -47.6% | 0.00% | -100.0% |
| CHK | Sell | CHESAPEAKE ENERGY CORPORATION | $0 | -100.0% | 268 | -50.4% | 0.00% | -100.0% |
| CTT | Sell | CATCHMARK TIMBER TR INC CL Acl a | $0 | -100.0% | 75 | -64.1% | 0.00% | -100.0% |
| BTXWS | Exit | BIOTIME INC WT EXP 100118*w exp 10/01/201 | $0 | – | -1 | -100.0% | 0.00% | – |
| NRE | Exit | NORTHSTAR REALTY EUROPE CORP COM | $0 | – | -9 | -100.0% | 0.00% | – |
| GERN | Exit | GERON CORP | $0 | – | -27 | -100.0% | 0.00% | – |
| SQNS | Exit | SEQUANS COMMUNICATIONS SPON ADR EA REPR 1 ORD SHSsponsored ads | $0 | – | -400 | -100.0% | 0.00% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITpartnership unit | $0 | – | -7 | -100.0% | 0.00% | – |
| AST | Exit | ASTERIAS BIOTHERAPEUTICS INC COM SER A | $0 | – | -1 | -100.0% | 0.00% | – |
| USCR | Exit | U S CONCRETE INC COM NEW | $0 | – | -16 | -100.0% | -0.00% | – |
| PPG | Exit | PPG INDS INC COM | $0 | – | -10 | -100.0% | -0.00% | – |
| WMB | Exit | WILLIAMS COS INC DEL COM | $0 | – | -37 | -100.0% | -0.00% | – |
| BIVV | Exit | BIOVERATIV INC COM | $0 | – | -25 | -100.0% | -0.00% | – |
| Exit | CORPORATE CAP TR INC COM | $0 | – | -222 | -100.0% | -0.00% | – | |
| ISCV | Exit | ISHARES MORNINGSTAR SMALL VALUE INDEXmrning sm cp etf | $0 | – | -21 | -100.0% | -0.00% | – |
| KORS | Exit | MICHAEL KORS HOLDINGS LTD | $0 | – | -52 | -100.0% | -0.00% | – |
| QLTA | Exit | ISHARES TRUST AAA A RATED CORP BOND FUNDa rate cp bd etf | $0 | – | -77 | -100.0% | -0.00% | – |
| LAMR | Exit | LAMAR ADVERTISING CO A CLASS Acl a | $0 | – | -57 | -100.0% | -0.00% | – |
| EWU | Exit | ISHARES INC MSCI UNITED KINGDOM INDEXmsci uk etf new | $0 | – | -123 | -100.0% | -0.00% | – |
| MLPI | Exit | ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETNalerian infrst | $0 | – | -186 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP COM | $0 | – | -100 | -100.0% | -0.00% | – |
| PCLN | Exit | PRICELINE.COM INC | $0 | – | -4 | -100.0% | -0.00% | – |
| TDTF | Exit | FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUNDiboxx 5yr trgt | $0 | – | -205 | -100.0% | -0.00% | – |
| PFPT | Exit | PROOFPOINT INC COM | $0 | – | -69 | -100.0% | -0.00% | – |
| Exit | SYNCHRONOSS TECHNOLOGIES BOND 00.75000 08/15/2019CONV INTOSYNCHRONOSS TECHnote 0.750% 8/1 | $0 | – | -7,000 | -100.0% | -0.00% | – | |
| L100PS | Exit | ARCONIC INC COM | $0 | – | -201 | -100.0% | -0.00% | – |
| GPT | Exit | CHAMBERS ST PROPERTIES REIT | $0 | – | -276 | -100.0% | -0.01% | – |
| BIDU | Exit | BAIDU COM ADRspon adr rep a | $0 | – | -30 | -100.0% | -0.01% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -74 | -100.0% | -0.01% | – |
| IHE | Exit | ISHARES DJ US PHARMA INDEX Fu.s. pharma etf | $0 | – | -60 | -100.0% | -0.01% | – |
| FXI | Exit | ISHARES FTSE CHINA ETFchina lg-cap etf | $0 | – | -215 | -100.0% | -0.01% | – |
| MMLP | Exit | MARTIN MIDSTREAM PARTNERS LPunit l p int | $0 | – | -600 | -100.0% | -0.01% | – |
| YRD | Exit | YIRENDAI LTD SPONSORED ADRsponsored adr | $0 | – | -200 | -100.0% | -0.01% | – |
| Exit | ARBOR RLTY TR INC 6.5 10/01/2019note 6.500%10/0 | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| OUSA | Exit | O'SHARES FTSE U.S. QUALITY DIVIDEND ETFoshars ftse us | $0 | – | -325 | -100.0% | -0.01% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -600 | -100.0% | -0.01% | – |
| RYT | Exit | RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETFgug s&p500eqwtte | $0 | – | -85 | -100.0% | -0.01% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETFmortg-back sec | $0 | – | -263 | -100.0% | -0.01% | – |
| IEF | Exit | ISHARES 7-10 YR TREASURY BOND ETFbarclays 7 10 yr | $0 | – | -130 | -100.0% | -0.01% | – |
| Exit | IMPAX LABORATORIES INC 2 06/15/2022note 2.000% 6/1 | $0 | – | -17,000 | -100.0% | -0.01% | – | |
| Exit | M/I HOMES INC CV SR SB NT 3.00000 03/01/2018note 3.000% 3/0 | $0 | – | -16,000 | -100.0% | -0.01% | – | |
| AVGO | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -106 | -100.0% | -0.02% | – |
| IBB | Exit | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDnasdaq biotech | $0 | – | -321 | -100.0% | -0.02% | – |
| CSRA | Exit | CSRA INC COM | $0 | – | -1,225 | -100.0% | -0.03% | – |
| FV | Exit | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETFdorsey wrt 5 etf | $0 | – | -48,317 | -100.0% | -0.03% | – |
| Exit | ECHO GLOBAL LOGISTICS INC 2.5 05/01/2020note 2.500% 5/0 | $0 | – | -50,000 | -100.0% | -0.04% | – | |
| BSCK | Exit | GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETFgug bull2020 e | $0 | – | -2,429 | -100.0% | -0.04% | – |
| Exit | GOLDMAN SACHS GROUP INC SR UNS EC CONVERTIBLE SER AAPLmtnf 1/2 | $0 | – | -31,000 | -100.0% | -0.04% | – | |
| RPG | Exit | GUGGENHEIM S&P 500 PURE GROWTH ETFgug s&p500 pu gr | $0 | – | -618 | -100.0% | -0.05% | – |
| DOL | Exit | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDintl lrgcap dv | $0 | – | -3,215 | -100.0% | -0.12% | – |
| RSP | Exit | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTgug s&p500 eq wt | $0 | – | -40,016 | -100.0% | -2.90% | – |
| RHS | Exit | RYDEX ETF TR S&P EQUAL WEIGHT CONSUMER STAPLES ETFgug s&p500 ewcon | $0 | – | -74,483 | -100.0% | -7.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-05-10 |
| 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 |
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.