Certified Advisory Corp Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$716K

Holdings

266

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
201
SYKSTRYKER CORP
893$00.00%
202
VHTVANGUARD HEALTH CARE ETF
2,522$00.00%
203
RYROYAL BANK OF CANADA
3,472$00.00%
204
INDSPACER INDUSTRIAL REAL ESTATE ETF
9,584$00.00%
205
AMGNAMGEN INC
1,259$00.00%
206
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
6,535$00.00%
207
IAU*ISHARES GOLD TRUST ETF
5,462$00.00%
208
CATCATERPILLAR INC COM
889$00.00%
209
VBRVANGUARD SMALL CAP VALUE ETF
1,899$00.00%
210
INTCINTEL CORP COM
6,695$00.00%
211
EXPOEXPONENT INC
5,033$00.00%
212
USTBVICTORYSHARES SHORT-TERM BOND ETF
16,321$00.00%
213
CSXCSX CORP
18,306$00.00%
214
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND PIMCO INTERME
13,604$00.00%
215
MUMICRON TECHNOLOGY
6,115$00.00%
216
FVALFIDELITY VALUE FACTOR ETF
9,702$00.00%
217
HLLYHOLLEY INC COM
21,191$00.00%
218
IWMISHARES RUSSELL 2000 ETF
2,991$00.00%
219
BACVERIZON COMMUNICATIONS
18,800$00.00%
220
VOTVANGUARD MID CAP GROWTH ETF
2,904$00.00%
221
TFCTRUIST FINL CORP COM
22,183$00.00%
222
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
8,704$00.00%
223
GDGENERAL DYNAMICS CORP COM
972$00.00%
224
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
4,512$00.00%
225
CSCOCISCO SYS INC
5,537$00.00%
226
VOEVANGUARD MID-CAP VALUE ETF
2,035$00.00%
227
OCTWALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF
13,634$00.00%
228
XLFICONSUMER STAPLES SELECT SECTOR SPDR
5,273$00.00%
229
IEVISHARES EUROPE 350 INDEX
6,397$00.00%
230
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
15,734$00.00%
231
DLAPQDELTA APPAREL INC COM
15,063$00.00%
232
MPCMARATHON PETE CORP
1,510$00.00%
233
UTGREAVES UTIL INCOME FD COM SH BEN INT
19,683$00.00%
234
UNPUNION PAC CORP COM
1,687$00.00%
235
GSGOLDMAN SACHS GROUP INC
852$00.00%
236
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
6,794$00.00%
237
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
11,680$00.00%
238
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
2,702$00.00%
239
SAICSCIENCE APPLICATIONS INTERNA
2,717$00.00%
240
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
4,980$00.00%
241
MRKMERCK & CO INC
5,592$00.00%
242
BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF
14,940$00.00%
243
MUBISHARES AMT-FREE MUNI BOND ETF
8,176$00.00%
244
ETRNUSDEQUITRANS MIDSTREAM CORP COM
10,515$00.00%
245
SIRIEURSIRIUS XM RADIO INC
16,315$00.00%
246
FITBFIFTH THIRD BANCORP COM
7,043$00.00%
247
DHRDANAHER CORP
886$00.00%
248
RPMRPM INTL INC COM
4,043$00.00%
249
ETNEATON CORP PLC SHS
848$00.00%
250
ARKTARK NEXT GENERATION INTERNET ETF
2,591$00.00%
251
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
10,478$00.00%
252
VVVANGUARD LARGE CAP
1,713$00.00%
253
IVTINVENTRUST PPTYS CORP
22,775$00.00%
254
OEFISHARES TR S&P 100 INDEX FUND
2,124$00.00%
255
PEPPEPSICO INC COM
2,035$00.00%
256
PFNPIMCO INCOME STRATEGY FUND II
49,379$00.00%
257
NOCNORTHROP GRUMMAN CORP COM
781$00.00%
258
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
11,077$00.00%
259
NEENEXTERA ENERGY INC COM
3,883$00.00%
260
ETWEATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FD COM
37,184$00.00%
261
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
9,982$00.00%
262
MCDMCDONALDS CORP COM
1,065$00.00%
263
TRVCCITIGROUP INC
6,851$00.00%
264
AQLTISHARES DJ US HEALTH CARE PROVIDERS
16,552$00.00%
265
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$00.00%
266
AEPAMERICAN ELEC PWR CO INC COM
10,069$00.00%
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