Certified-Advisory
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "MU", "FNDF", null, "ABT", "ABBV", "ADBE", "APD", null, "VONG", "GOOGL", "VDE", null, "AXP", null, "T", null, "CAT", "AVDE", "AVGO", "LOW", null, null, null, "AVEM", null, "UTF", null, "DBEF", "CMI", null, "DUK", "UTG", "PDI", null, null, null, null, null, null, "FFA", null, null, null, "PFN", "FITB", "GD", "GILD", "HD", null, null, null, "MCD", "INTU", null, "RPM", null, null, null, null, "ETW", null, "UNP", null, "QCOM", null, "HWM", null, null, null, null, null, null, null, "MUB", "META", null, null, null, null, null, "IVT", null, "IVW", null, "IJH", null, null, null, null, "MPC", null, null, "MA", "MSFT", "EQT", "EXPO", "GE", "OXY", null, null, "BX", "IJR", null, "IWD", "ORCL", "NOC", "OKE", null, null, null, null, "VHT", null, "NNN", null, null, "IWF", null, "PANW", "PEP", null, "VGSH", "IEMG", "IVV", "UNH", "AAPL", "SPY", null, "NVDA", "GS", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "JPC", "AMGN", null, "FNDX", "ROK", null, "IEFA", "SPGI", "RY", null, null, "RTX", "SPDW", "GLD", null, null, "SPYG", null, "SPLG", null, "IBM", null, "SYK", "TFC", "UPS", "BIV", "VNQ", "VO", "VV", "VWO", "VSS", null, null, "PRF", "VCIT", null, null, null, null, "VIG", null, "IWN", null, "TSM", null, null, null, null, "VYM", "MGC", "TT", "SAIC", "AFL", "SDY", "FI", "F", "IWP", "IWR", "AEP", null, "AMZN", "SCHB", null, null, null, "IVE", null, null, null, "FAF", "VGT", "VUG", "VFH", "VEA", "VGK", "VYMI", "MGK", null, "VXUS", "BNDX", "MGV", "BND", "VBR", "VOT", "VB", "VOO", "VTV", "V", "VFF", "WMT", null, null, null, null, "HLLY", "SCHD", "ET", null, "DVY", "SCHG", "SCHF", null, "NSC", "SO", null, null, null, null, "IXUS", null, null, null, "IUSV", "ZBH", "DGRO", "MCK", "SPYV", null, "PSA", "BAC", "BRK-A", "BRK-B", "BA", "BMY", "CVX", "CSCO", "C", "KO", "COST", "CSX", null, "DFAX", "EFA", "IWB", "NEE", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 295
- Total Value
- 883252382
- Accession Number
- 0001085146-25-002833
- Form Type
- 13F-HR
- Manager Name
- Certified-Advisory
Data Enrichment
61% identified181 identified114 unidentified
Holdings
295 positions
Manager:
Search and click to pin securities to the top
Page 1 of 15
69374H881
Shares:495.2K
Value:$27.1M
316188309
Shares:404.0K
Value:$18.4M
46641Q159
Shares:326.7K
Value:$15.1M
46435G102
Shares:165.6K
Value:$13.8M
78464A672
Shares:435.2K
Value:$12.4M
464289438
Shares:54.1K
Value:$11.4M
78464A474
Shares:374.9K
Value:$11.3M
316092303
Shares:217.1K
Value:$11.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
95.7K | All Managers (Combined) | $35.5M | |||
(cusip69374H881)✕ | 495.2K | All Managers (Combined) | $27.1M | ||
55.7K | All Managers (Combined) | $26.1M | |||
131.6K | All Managers (Combined) | $22.7M | |||
35.8K | QoQ -1.98% (-725)YoY +1.34% (+475) | All Managers (Combined) | $20.1M | ||
(cusip316188309)✕ | 404.0K | All Managers (Combined) | $18.4M | ||
745.8K | All Managers (Combined) | $17.6M | |||
Apple Inc.(AAPLcusip037833100) | 75.9K | YoY NEW(+75.9K) | All Managers (Combined) | $16.9M | YoY NEW(+$16.9M) |
569.4K | All Managers (Combined) | $15.9M | |||
207.9K | All Managers (Combined) | $15.9M | |||
(cusip46641Q159)✕ | 326.7K | All Managers (Combined) | $15.1M | ||
(cusip46435G102)✕ | 165.6K | YoY NEW(+165.6K) | All Managers (Combined) | $13.8M | YoY NEW(+$13.8M) |
364.2K | All Managers (Combined) | $13.2M | |||
342.2K | All Managers (Combined) | $12.5M | |||
(cusip78464A672)✕ | 435.2K | All Managers (Combined) | $12.4M | ||
92.4K | All Managers (Combined) | $11.9M | |||
(cusip464289438)✕ | 54.1K | All Managers (Combined) | $11.4M | ||
(cusip78464A474)✕ | 374.9K | All Managers (Combined) | $11.3M | ||
568.1K | All Managers (Combined) | $11.2M | |||
(cusip316092303)✕ | 217.1K | YoY NEW(+217.1K) | All Managers (Combined) | $11.1M | YoY NEW(+$11.1M) |