Long-term investor
Certified Advisory Corp. @certifiedadvisorycorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731732).
Record
- Tracked since 2025-06-30 (477 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months -0.2% · 1 year +0.1% · all +0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 4.0% · long · since 2025-06-30
- 46090E103 · 3.6% · long · since 2025-06-30
- 92206C409 · 2.6% · long · since 2025-06-30
- 808524771 · 2.5% · long · since 2025-06-30
- 69374H881 · 2.2% · long · since 2025-06-30
- 922908744 · 2.1% · long · since 2025-06-30
- 46641Q159 · 1.9% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- 46435G102 · 1.9% · long · since 2025-06-30
- 025072877 · 1.8% · long · since 2025-06-30
- 808524805 · 1.7% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30