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CIK: 0001731732
Total reported value
$1.2B
$1.2B
297 檔
11.3%
The Q4 2024 SEC filing reveals that Certified Advisory Corp held a total portfolio value of $1.2B, covering 297 public equity positions.
In Q4 2024, Certified Advisory Corp displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, COWZ, QQQ) accounted for 11.3% of total reported equity market value during Q4 2024.
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 | 4.35% | +0.27% | -0.90% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.06% | -0.29% | +2.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.00% | +0.43% | +1.65% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.40% | +0.02% | -0.76% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | -0.10% | +0.27% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.13% | -0.08% | +200.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.04% | -0.35% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.93% | -2.00% | +2.03% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.84% | +0.26% | +240.76% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.82% | -0.67% | +15.51% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.65% | -0.03% | +10.24% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.58% | -0.03% | -1.21% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.55% | +0.25% | +0.94% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.45% | -0.67% | +10.44% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.36% | -0.06% | +0.83% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.36% | +0.27% | -0.55% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.33% | +0.08% | +2.66% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.22% | -0.25% | +0.80% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.18% | -0.05% | +6.37% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | — | +1.33% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.16% | -0.02% | +2.53% | |
| 22 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.14% | -0.08% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.12% | -0.08% | +0.08% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.10% | +0.04% | +125.60% | |
| 25 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.10% | -0.09% | +13.13% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.03% | +0.04% | +3.31% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | — | +0.28% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.16% | +11.47% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.96% | -0.09% | +5.29% | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.95% | +0.05% | +6.66% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.10% | -1.99% | |
| 32 | IOO | Ishares Global 100 ETF | ETF-Other | 0.93% | +0.04% | +1.70% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.90% | -0.05% | +2.32% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.89% | +0.08% | +312.73% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.88% | +0.04% | +5.65% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.86% | -0.46% | -1.65% | |
| 37 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.85% | — | -1.92% | |
| 38 | IQLT | Ishares Msci International Q | ETF-Other | 0.84% | — | +4.62% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.82% | +0.04% | +7.37% | |
| 40 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.81% | -0.83% | EXIT | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.01% | +7.10% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.75% | +1.86% | +13.19% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.01% | -0.20% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.74% | -0.02% | +10.06% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.01% | -1.67% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.71% | -0.03% | +5.34% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.71% | -0.03% | +3.50% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.10% | +1.49% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.01% | +2.03% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.13% | -1.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FSTA | Fidelity Msci Cons Stap Indx | +1.1% | NEW | New buy |
| 2 | POCT | Innovator U.s. Equity Power | +0.5% | NEW | New buy |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +240.76% | Add |
| 4 | NOCT | Innovator Growth-100 Power B | +0.2% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +0.2% | -0.90% | Trim |
| 6 | BIV | Vanguard Intermediate-term B | +0.1% | +15.51% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.65% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +0.64% | Add |
| 9 | JPIE | Jpmorgan Income ETF | +0.1% | +10.24% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.47% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.35% | Trim |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.1% | +2.66% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.20% | Trim |
| 14 | EPD | Enterprise Products Partners | +0.1% | +109.39% | Add |
| 15 | PDEC | Innovator U.s. Equity Power | +0.1% | +235.70% | Add |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +13.13% | Add |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +36.00% | Add |
| 18 | RDVY | First Trust Rising Dividend | +0.1% | +24.35% | Add |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +21.25% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +312.73% | Add |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +13.19% | Add |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | +3.50% | Add |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | +0.1% | +0.29% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +141.88% | Add |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +10.44% | Add |
| 27 | MA | Mastercard Inc - A | +0.1% | +0.08% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.10% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -1.51% | Trim |
| 30 | AVUV | Avantis US Small Cap Value | +0.1% | +7.37% | Add |
| 31 | NVDA | Nvidia CORP | +0.1% | -1.67% | Trim |
| 32 | SDVY | First Trust Smid Cap Rising | +0.1% | +10.06% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.63% | Add |
| 34 | VGT | Vanguard Info Tech ETF | 0% | -0.55% | Trim |
| 35 | SPSB | Ss Spdr P St C CORP ETF | 0% | +6.37% | Add |
| 36 | VZ | Verizon Communications Inc | -0.1% | -36.01% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.1% | -1.44% | Trim |
| 38 | IQLT | Ishares Msci International Q | -0.1% | +4.62% | Add |
| 39 | HD | Home Depot Inc | -0.1% | -7.95% | Trim |
| 40 | IP | International Paper Co | -0.1% | EXIT | Sold out |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -1.92% | Trim |
| 42 | PMAR | Innovator U.s. Equity Power | -0.1% | -66.73% | Trim |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +200.02% | Add |
| 44 | VTV | Vanguard Value ETF | -0.1% | -0.76% | Trim |
| 45 | PJAN | Innovator U.s. Equity Power | -0.2% | -67.28% | Trim |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | +0.83% | Add |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | -1.21% | Trim |
| 48 | RIGS | Alps Strategic Incme Fd-usdi | -0.3% | -91.32% | Trim |
| 49 | PFEB | Innovator U.s. Equity Power | -0.3% | EXIT | Sold out |
| 50 | RSPS | Invesco S&p 500 Equal Weight | -1.2% | -95.55% | Trim |
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 Q4 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.
Top New Position Initiated
FSTA
市值: $10.5M
Top Position Liquidated / Trimmed
PFEB
前期市值: $2.4M
During Q4 2024, Certified Advisory Corp's top holdings by market value included VUG (4.3%)、COWZ (3.1%)、QQQ (3.0%). The largest single position, VUG, represented 4.3% of total portfolio value.
In Q4 2024, Certified Advisory Corp made 50 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 16 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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