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

SEC FilingSEC DataHachi Filing

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
CIK: certified-advisory
Manager Name: Certified-Advisory

Data Enrichment

61% identified

181 identified114 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $883.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 15

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46138J643

Shares:14.7K

Value:$300.0K

% of Portfolio:0.0% ($300.0K/$883.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.8K

Value:$294.1K

% of Portfolio:0.0% ($294.1K/$883.3M)

45782C466

Shares:6.3K

Value:$293.2K

% of Portfolio:0.0% ($293.2K/$883.3M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:7.4K

Value:$291.6K

% of Portfolio:0.0% ($291.6K/$883.3M)

Eaton Corp plc

ETN|G29183103

Shares:1.1K

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$883.3M)

921910840

MGV|921910840

Shares:2.2K

Value:$283.4K

% of Portfolio:0.0% ($283.4K/$883.3M)

Science Applications International Corp

SAIC|808625107

Shares:2.5K

Value:$281.5K

% of Portfolio:0.0% ($281.5K/$883.3M)

Public Storage

PSA|74460D109

Shares:933

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$883.3M)

INTUIT INC.

INTU|461202103

Shares:448

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$883.3M)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:32.9K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$883.3M)

37954Y715

Shares:9.5K

Value:$271.0K

% of Portfolio:0.0% ($271.0K/$883.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:993

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$883.3M)

78464A854

SPLG|78464A854

Shares:4.1K

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$883.3M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.0K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$883.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.2K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$883.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:945

Value:$257.6K

% of Portfolio:0.0% ($257.6K/$883.3M)

316092600

Shares:3.8K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$883.3M)

33740U612

Shares:8.2K

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$883.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5K

Value:$254.8K

% of Portfolio:0.0% ($254.8K/$883.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.5K

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$883.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J643)✕	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$300.0K	0.0% ($300.0K/$883.3M)	QoQ NEW(+$300.0K) YoY NEW(+$300.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.8K	QoQ -16.28% (-927) YoY -13.94% (-772)	All Managers (Combined)	$294.1K	0.0% ($294.1K/$883.3M)	QoQ -12.73% (-$42.9K) YoY +6.39% (-$17.7K)
(cusip45782C466)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$293.2K	0.0% ($293.2K/$883.3M)	QoQ NEW(+$293.2K) YoY NEW(+$293.2K)
FIFTH THIRD BANCORP(FITBcusip316773100)	7.4K	QoQ +0.82% (-61) YoY +5.62% (+396)	All Managers (Combined)	$291.6K	0.0% ($291.6K/$883.3M)	QoQ -6.51% (-$20.3K) YoY +11.26% (+$29.5K)
Eaton Corp plc(ETNcusipG29183103)	1.1K	QoQ -2.29% (-25) YoY +25.47% (+216)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$883.3M)	QoQ -19.97% (-$72.2K) YoY +9.02% (+$23.9K)
(MGVcusip921910840)	2.2K	QoQ -12.49% (-314) YoY -3.29% (-75)	All Managers (Combined)	$283.4K	0.0% ($283.4K/$883.3M)	QoQ -9.74% (-$30.6K) YoY +4.24% (-$11.6K)
Science Applications International Corp(SAICcusip808625107)	2.5K	QoQ -7.72% (-210) YoY -7.72% (-210)	All Managers (Combined)	$281.5K	0.0% ($281.5K/$883.3M)	QoQ -7.32% (-$22.2K) YoY -20.55% (-$72.8K)
Public Storage(PSAcusip74460D109)	933	QoQ -13.85% (-150) YoY -13.69% (-148)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$883.3M)	QoQ -13.91% (-$45.1K) YoY -10.97% (-$34.4K)
INTUIT INC.(INTUcusip461202103)	448	QoQ -4.47% (-21) YoY NEW(+448)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$883.3M)	QoQ -6.81% (-$20.1K) YoY NEW(+$274.8K)
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	32.9K	QoQ +0.78% (-257) YoY -11.61% (-4.3K)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$883.3M)	QoQ -1.24% (-$3.4K) YoY -11.07% (-$33.8K)
(cusip37954Y715)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$271.0K	0.0% ($271.0K/$883.3M)	QoQ NEW(+$271.0K) YoY NEW(+$271.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	993	QoQ -12.58% (-143) YoY -20.75% (-260)	All Managers (Combined)	$267.3K	0.0% ($267.3K/$883.3M)	QoQ -20.75% (-$70.0K) YoY -6.34% (-$18.1K)
(SPLGcusip78464A854)	4.1K	QoQ -6.16% (-267) YoY NEW(+4.1K)	All Managers (Combined)	$267.1K	0.0% ($267.1K/$883.3M)	QoQ -10.49% (-$31.3K) YoY NEW(+$267.1K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$883.3M)	QoQ -9.59% (-$27.6K) YoY -11.31% (-$33.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.2K	QoQ +7.52% (+297) YoY NEW(+4.2K)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$883.3M)	QoQ +15.97% (+$35.6K) YoY NEW(+$258.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	945	QoQ -3.86% (-38) YoY -2.77% (-27)	All Managers (Combined)	$257.6K	0.0% ($257.6K/$883.3M)	QoQ -0.59% (-$1.5K) YoY -6.22% (-$17.1K)
(cusip316092600)✕	3.8K	QoQ +19.70% (+618) YoY NEW(+3.8K)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$883.3M)	QoQ +25.13% (+$51.5K) YoY NEW(+$256.5K)
(cusip33740U612)✕	8.2K	QoQ 0.00% (+0) YoY NEW(+8.2K)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$883.3M)	QoQ +1.55% (+$3.9K) YoY NEW(+$256.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5K	QoQ +7.26% (-104) YoY NEW(+1.5K)	All Managers (Combined)	$254.8K	0.0% ($254.8K/$883.3M)	QoQ -9.83% (-$27.8K) YoY NEW(+$254.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.5K	QoQ -8.04% (-307) YoY -9.63% (-374)	All Managers (Combined)	$248.8K	0.0% ($248.8K/$883.3M)	QoQ -9.07% (-$24.8K) YoY +0.25% (-$622)