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 8 of 15
45782C540
Shares:30.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$883.3M)
Shares:10.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$883.3M)
316092352
Shares:25.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$883.3M)
316092113
Shares:32.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$883.3M)
Shares:20.4K
Value:$927.4K
% of Portfolio:0.1% ($927.4K/$883.3M)
45782C417
Shares:24.4K
Value:$873.4K
% of Portfolio:0.1% ($873.4K/$883.3M)
Shares:32.6K
Value:$833.7K
% of Portfolio:0.1% ($833.7K/$883.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip45782C540)✕ | 30.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | ||
| 10.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | |||
| 4.6K | QoQ +1.02% (+47)YoY +8.93% (+381) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | ||
| 10.0K | QoQ -0.46% (-47)YoY -0.41% (-42) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | ||
| 5.6K | QoQ -3.10% (-178)YoY -9.05% (-554) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | ||
NETFLIX INC(NFLXcusip64110L106) | 1.1K | QoQ -0.78% (-9)YoY +5.48% (+59) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$883.3M) | |
NNN REIT, INC.(NNNcusip637417106) | 24.1K | YoY +0.37% (+89) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$883.3M) | |
(cusip316092352)✕ | 25.7K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$883.3M) | ||
(cusip316092113)✕ | 32.6K | QoQ +0.23% (-75)YoY -1.58% (-526) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$883.3M) | |
| 23.5K | All Managers (Combined) | $967.8K | 0.1% ($967.8K/$883.3M) | |||
| 5.6K | All Managers (Combined) | $951.1K | 0.1% ($951.1K/$883.3M) | |||
| 33.2K | All Managers (Combined) | $939.9K | 0.1% ($939.9K/$883.3M) | |||
| 11.7K | QoQ -2.17% (-260)YoY -1.25% (-149) | All Managers (Combined) | $938.9K | 0.1% ($938.9K/$883.3M) | ||
| 20.4K | All Managers (Combined) | $927.4K | 0.1% ($927.4K/$883.3M) | |||
| 6.7K | QoQ +0.23% (+16)YoY +6.80% (+428) | All Managers (Combined) | $911.3K | 0.1% ($911.3K/$883.3M) | ||
| 8.5K | QoQ +1.55% (+130)YoY +3.74% (+306) | All Managers (Combined) | $894.3K | 0.1% ($894.3K/$883.3M) | ||
(cusip45782C417)✕ | 24.4K | QoQ NEW(+24.4K) | All Managers (Combined) | $873.4K | 0.1% ($873.4K/$883.3M) | QoQ NEW(+$873.4K) |
| 32.6K | All Managers (Combined) | $833.7K | 0.1% ($833.7K/$883.3M) | |||
| 1 | All Managers (Combined) | $798.4K | 0.1% ($798.4K/$883.3M) | |||
SOUTHERN CO(SOcusip842587107) | 8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $798.3K | 0.1% ($798.3K/$883.3M) | YoY NEW(+$798.3K) |