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 6 of 15
Shares:66.5K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$883.3M)
46434V456
Shares:45.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$883.3M)
46137V464
Shares:15.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$883.3M)
92206C771
Shares:38.4K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$883.3M)
316092840
Shares:34.1K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$883.3M)
Shares:6.8K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$883.3M)
81369Y407
Shares:8.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$883.3M)
46435G839
Shares:50.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$883.3M)
Shares:5.5K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$883.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 66.5K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$883.3M) | |||
| 5.1K | QoQ -8.40% (-465)YoY -4.12% (-218) | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$883.3M) | ||
| 8.7K | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$883.3M) | |||
Walmart Inc.(WMTcusip931142103) | 23.3K | QoQ -3.09% (-745)YoY -2.80% (-673) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$883.3M) | |
Tesla, Inc.(TSLAcusip88160R101) | 7.5K | QoQ +1.02% (-76)YoY -0.90% (-68) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$883.3M) | |
| 3.7K | QoQ -0.29% (-11) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$883.3M) | ||
(cusip46434V456)✕ | 45.9K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$883.3M) | ||
(cusip46137V464)✕ | 15.7K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$883.3M) | ||
(cusip92206C771)✕ | 38.4K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$883.3M) | ||
PFIZER INC(PFEcusip717081103) | 68.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | ||
| 8.6K | QoQ +0.26% (-23)YoY -5.41% (-492) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | ||
(cusip316092840)✕ | 34.1K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | ||
| 6.8K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | |||
| 27.1K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | |||
(cusip81369Y407)✕ | 8.4K | QoQ +1.80% (-148)YoY +8.05% (+623) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$883.3M) | |
(cusip46435G839)✕ | 50.4K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$883.3M) | ||
| 5.5K | QoQ -4.50% (-259)YoY +7.77% (+396) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$883.3M) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 7.5K | QoQ +0.05% (+4)YoY -4.97% (-393) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$883.3M) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 10.0K | QoQ -0.33% (-34)YoY +1.17% (-116) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$883.3M) | |
| 23.9K | QoQ -1.48% (-360)YoY +0.29% (+71) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) |