Certified Advisory Corp

CIK
1731732
City
ALTAMONTE SPRINGS
State / Country
FL

Top Portfolio Positions

119 positions · $217,632,904 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
61,687 $35,604,502 16.36%
AAPL
Apple Inc.
Technology
72,987 $18,523,370 8.51%
MA
Mastercard Inc
Financial Services
18,702 $9,344,641 4.29%
NVDA
Nvidia Corp
Technology
48,959 $8,538,449 3.92%
SPY
Spdr S&P 500 Etf Trust
13,041 $8,481,083 3.90%
COST
Costco Wholesale Corp /New
Consumer Defensive
6,901 $6,876,363 3.16%
AMZN
Amazon Com Inc
Consumer Cyclical
30,303 $6,311,205 2.90%
MSFT
Microsoft Corp
Technology
15,719 $5,818,702 2.67%
GOOGL
Alphabet Inc.
Communication Services
19,784 $5,689,087 2.61%
GLD
Spdr Gold Trust
13,194 $5,677,246 2.61%

Holdings in AEP

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $1,507,026 11,497