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  Name: Certified Advisory Corp
  City: Altamonte Springs
  State: FL
  Zip: 32714
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $716,770,000
  Total Value Change : $57,539,000
  Securities Held Change : 2
   
All Securities Held : 266
  New Positions : 15
  Closed Positions : 14
  Increased Positions : 158
  Unchanged Positions : 17
  Decreased Positions : 76

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ABT)1 Year Chart         ABT Abbott Laboratories 279 Closed $104.01 $0 0 0% -668,000 -6,071 0    Drug Manufacturers - ...
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... 272 Closed $0.00 $0 0 0% -1,630,000 -48,823 0    N/A
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 278 Closed $0.00 $0 0 0% -12,007,000 -152,784 0    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 271 Closed $0.00 $0 0 0% -1,444,000 -44,167 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 277 Closed $177.42 $0 0 0% -1,935,000 -11,709 0    Closed - End Fund - E...
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 270 Closed $0.00 $0 0 0% -330,000 -9,148 0    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 276 Closed $287.60 $0 0 0% -1,268,000 -4,837 0    Closed - End Fund - E...
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 269 Closed $21.05 $0 0 0% -4,121,000 -197,305 0    N/A
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 275 Closed $65.00 $0 0 0% -314,000 -5,296 0    Closed - End Fund - Debt
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 268 Closed $0.00 $0 0 0% -645,000 -18,541 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 274 Closed $105.35 $0 0 0% -1,143,000 -12,664 0    Entertainment - Diver...
   (AAPL)1 Year Chart         AAPL Apple Inc 280 Closed $187.43 $0 0 0% -15,180,000 -78,847 0    Personal Computers
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 267 Closed $0.00 $0 0 0% -735,000 -22,036 0    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 273 Closed $70.09 $0 0 0% -352,000 -5,299 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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