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CIK: 0001731732
Total reported value
$1.2B
$1.2B
297 檔
11.0%
During the Q3 2024 filing period, Certified Advisory Corp (CIK: 0001731732) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 297 reported positions.
In Q3 2024, Certified Advisory Corp displayed an active expansion posture, initiating 3 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.20% | +0.27% | +0.34% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.13% | -0.29% | +6.41% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.88% | +0.43% | +3.25% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.54% | +0.02% | +0.17% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | -0.10% | +0.88% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.25% | -0.08% | +0.04% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.04% | -1.00% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.02% | -2.00% | +44.98% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.83% | -0.03% | +8.28% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.68% | -0.67% | +43.34% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.67% | +0.26% | +18.93% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.55% | -0.03% | +29.00% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.54% | +0.25% | +2.15% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | -0.06% | +149.83% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.40% | -0.67% | -1.39% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.32% | +0.27% | +0.42% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.28% | -0.25% | +8.42% | |
| 18 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.26% | — | +0.14% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.24% | +0.08% | +6.97% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | — | +3.20% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.02% | +0.96% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.15% | -0.05% | +213.09% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.11% | +0.04% | +17.97% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.08% | +0.93% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | — | -0.37% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.02% | +0.04% | +14.42% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.02% | -0.09% | +9.20% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.10% | -2.69% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.95% | -0.09% | +24.09% | |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.94% | — | -34.16% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.93% | +0.04% | +25.74% | |
| 32 | IOO | Ishares Global 100 ETF | ETF-Other | 0.92% | +0.04% | +2.84% | |
| 33 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.92% | +0.05% | +631.64% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.91% | -0.05% | +14.44% | |
| 35 | IQLT | Ishares Msci International Q | ETF-Other | 0.91% | — | -0.79% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.91% | -0.46% | -1.60% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.16% | +13.43% | |
| 38 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.83% | -0.83% | EXIT | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | +0.08% | +3.84% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | +0.04% | +10.50% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.01% | +3.46% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.01% | -0.18% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.70% | -0.03% | +8.04% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.70% | +0.13% | -1.62% | |
| 45 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.69% | -0.02% | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.05% | +4.61% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | +1.86% | +4.87% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.10% | +2.39% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | +0.13% | +11.35% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | +0.13% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 297 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, COWZ, QQQ) accounted for 11.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
SDVY
市值: $6.3M
Top Position Liquidated / Trimmed
TIPX
前期市值: $3.1M
During Q3 2024, Certified Advisory Corp's top holdings by market value included VUG (4.2%)、COWZ (3.1%)、QQQ (2.9%). The largest single position, VUG, represented 4.2% of total portfolio value.
In Q3 2024, Certified Advisory Corp made 50 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 7 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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