Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO S&P MIDCAP MOMENTUM ETF | ETF | 151 | $871,933 | 9,709 | 0.00 | 0.00 | 321 | 3.42 | 12-31-2023 |
| EXXON MOBIL CORP COM | Stock | 152 | $870,947 | 8,711 | 0.00 | 8,711 | +Inf | 12-31-2023 | |
| GENERAL ELECTRIC CO COM NEW | Stock | 153 | $862,558 | 6,758 | 0.00 | 0.00 | -1,867 | -21.65 | 12-31-2023 |
| FISERV INC | Stock | 154 | $841,917 | 6,338 | 0.00 | 0.00 | -350 | -5.23 | 12-31-2023 |
