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 • $883.3M total value
Manager:
Search and click to pin securities to the top
Page 4 of 15
132061201
Shares:69.0K
Value:$4.4M
% of Portfolio:0.5% ($4.4M/$883.3M)
46435G672
Shares:86.0K
Value:$4.3M
% of Portfolio:0.5% ($4.3M/$883.3M)
33738R506
Shares:72.6K
Value:$4.2M
% of Portfolio:0.5% ($4.2M/$883.3M)
81369Y506
Shares:41.4K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$883.3M)
69374H857
Shares:99.5K
Value:$3.7M
% of Portfolio:0.4% ($3.7M/$883.3M)
35473P884
Shares:67.5K
Value:$3.6M
% of Portfolio:0.4% ($3.6M/$883.3M)
92204A207
Shares:15.6K
Value:$3.4M
% of Portfolio:0.4% ($3.4M/$883.3M)
00888H208
Shares:106.1K
Value:$3.4M
% of Portfolio:0.4% ($3.4M/$883.3M)
464288604
Shares:73.0K
Value:$3.3M
% of Portfolio:0.4% ($3.3M/$883.3M)
81369Y209
Shares:22.1K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$883.3M)
81369Y704
Shares:24.6K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$883.3M)
92204A801
Shares:17.0K
Value:$3.2M
% of Portfolio:0.4% ($3.2M/$883.3M)
46641Q837
Shares:61.5K
Value:$3.1M
% of Portfolio:0.4% ($3.1M/$883.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 12.6K | All Managers (Combined) | $4.4M | 0.5% ($4.4M/$883.3M) | |||
(cusip132061201)✕ | 69.0K | All Managers (Combined) | $4.4M | 0.5% ($4.4M/$883.3M) | ||
(cusip46435G672)✕ | 86.0K | All Managers (Combined) | $4.3M | 0.5% ($4.3M/$883.3M) | ||
(cusip33738R506)✕ | 72.6K | All Managers (Combined) | $4.2M | 0.5% ($4.2M/$883.3M) | ||
| 44.8K | All Managers (Combined) | $4.2M | 0.5% ($4.2M/$883.3M) | |||
(cusip81369Y506)✕ | 41.4K | All Managers (Combined) | $3.9M | 0.4% ($3.9M/$883.3M) | ||
(cusip69374H857)✕ | 99.5K | All Managers (Combined) | $3.7M | 0.4% ($3.7M/$883.3M) | ||
(cusip35473P884)✕ | 67.5K | QoQ -0.90% (-619)YoY NEW(+67.5K) | All Managers (Combined) | $3.6M | 0.4% ($3.6M/$883.3M) | YoY NEW(+$3.6M) |
(cusip92204A207)✕ | 15.6K | QoQ -0.35% (-55)YoY +3.68% (+555) | All Managers (Combined) | $3.4M | 0.4% ($3.4M/$883.3M) | |
(cusip00888H208)✕ | 106.1K | All Managers (Combined) | $3.4M | 0.4% ($3.4M/$883.3M) | ||
| 45.6K | All Managers (Combined) | $3.4M | 0.4% ($3.4M/$883.3M) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 11.5K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$883.3M) | ||
(cusip464288604)✕ | 73.0K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$883.3M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 8.9K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$883.3M) | ||
(cusip81369Y209)✕ | 22.1K | QoQ -1.67% (-378)YoY -1.29% (-291) | All Managers (Combined) | $3.2M | 0.4% ($3.2M/$883.3M) | |
(cusip81369Y704)✕ | 24.6K | QoQ -1.15% (-287)YoY +0.36% (+89) | All Managers (Combined) | $3.2M | 0.4% ($3.2M/$883.3M) | |
(cusip92204A801)✕ | 17.0K | All Managers (Combined) | $3.2M | 0.4% ($3.2M/$883.3M) | ||
S&P Global Inc.(SPGIcusip78409V104) | 6.2K | QoQ -1.17% (-74)YoY -8.39% (-572) | All Managers (Combined) | $3.2M | 0.4% ($3.2M/$883.3M) | |
| 19.1K | QoQ +1.41% (+265)YoY -3.50% (-693) | All Managers (Combined) | $3.2M | 0.4% ($3.2M/$883.3M) | ||
(cusip46641Q837)✕ | 61.5K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$883.3M) |