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 7 of 15
33734X135
Shares:26.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$883.3M)
45782C615
Shares:27.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$883.3M)
464287101
Shares:4.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$883.3M)
81369Y886
Shares:16.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$883.3M)
81369Y605
Shares:26.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$883.3M)
72201R866
Shares:25.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$883.3M)
31609A503
Shares:39.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$883.3M)
46434V266
Shares:35.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$883.3M)
464288760
Shares:7.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$883.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.6K | QoQ -2.04% (-96)YoY NEW(+4.6K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | YoY NEW(+$1.4M) | |
| 6.8K | QoQ -2.02% (-141)YoY +4.65% (+304) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | ||
CUMMINS INC(CMIcusip231021106) | 4.4K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | ||
(cusip33734X135)✕ | 26.1K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | ||
(cusip45782C615)✕ | 27.8K | YoY NEW(+27.8K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | YoY NEW(+$1.4M) |
| 16.5K | YoY NEW(+16.5K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$883.3M) | YoY NEW(+$1.4M) | |
| 6.7K | QoQ -0.57% (-39)YoY +3.53% (+230) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$883.3M) | ||
(cusip464287101)✕ | 4.9K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$883.3M) | ||
(cusip81369Y886)✕ | 16.9K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$883.3M) | ||
Walt Disney Co(DIScusip254687106) | 13.5K | QoQ -3.58% (-500)YoY NEW(+13.5K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$883.3M) | YoY NEW(+$1.3M) |
(cusip81369Y605)✕ | 26.3K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$883.3M) | ||
(cusip72201R866)✕ | 25.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$883.3M) | ||
| 6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$883.3M) | YoY NEW(+$1.3M) | |
| 28.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$883.3M) | |||
(cusip31609A503)✕ | 39.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$883.3M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 10.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$883.3M) | ||
| 18.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$883.3M) | |||
(cusip46434V266)✕ | 35.2K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$883.3M) | ||
(cusip464288760)✕ | 7.5K | YoY NEW(+7.5K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$883.3M) | YoY NEW(+$1.2M) |
FISERV INC(FIcusip337738108) | 5.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) |