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CIK: 0001731732
Total reported value
$1.2B
$1.2B
295 檔
10.6%
In Q1 2025, Certified Advisory Corp's U.S. equity holdings reached a combined market value of $1.2B, distributed across 295 disclosed stock positions.
In Q1 2025, Certified Advisory Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.02% | +0.27% | -2.11% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.07% | -0.29% | -0.73% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.96% | +0.43% | +2.97% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.57% | +0.02% | +0.88% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | -0.10% | -1.99% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.09% | -2.00% | +1.75% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.99% | +0.26% | +4.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.04% | -2.42% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | -0.08% | -20.87% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.80% | -0.67% | -7.15% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.70% | -0.03% | -1.83% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.57% | +0.25% | -1.46% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.49% | -0.03% | -16.70% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.41% | -0.06% | -7.05% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.41% | -0.67% | -9.31% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.35% | — | +8.80% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.29% | +0.08% | +4.02% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.28% | -0.05% | +3.01% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.27% | +0.04% | +3.71% | |
| 20 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.26% | -0.08% | +1.75% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.25% | -0.25% | -1.95% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.21% | +0.27% | -2.50% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.08% | -2.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.10% | -1.92% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | -0.02% | -1.72% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.07% | -0.09% | -7.41% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.07% | +0.04% | +0.50% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.03% | +0.04% | +34.19% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.16% | +7.06% | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.02% | +0.05% | +1.79% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-Other | 1.01% | +0.04% | +8.69% | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.00% | -0.09% | -0.05% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.97% | -0.05% | +3.78% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.92% | +0.04% | -2.02% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.92% | -0.46% | -1.28% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.88% | -0.83% | EXIT | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.08% | +4.05% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.80% | +1.86% | +1.00% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.01% | +1.69% | |
| 40 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.76% | -0.02% | +6.13% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.75% | -0.03% | +0.65% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.10% | -2.13% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.72% | -0.07% | +2.74% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | +0.13% | -0.65% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.13% | +0.90% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | — | -28.97% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.01% | -1.69% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.03% | +2.34% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | — | +1.82% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -4.57% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 295 disclosed positions in Q1 2025.
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 10.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $35.5M
During Q1 2025, Certified Advisory Corp's top holdings by market value included VUG (4.0%)、COWZ (3.1%)、QQQ (3.0%). The largest single position, VUG, represented 4.0% of total portfolio value.
In Q1 2025, Certified Advisory Corp made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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