Certified Advisory Corp
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
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,507,026 | 11,497 | Shares | Sole | 2026-04-17 | |
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