Certified Advisory Corp
CIK
1731732
City
ALTAMONTE SPRINGS
State / Country
FL
Top Portfolio Positions
120 positions ·
$227,777,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
61,687 | $35,604,502 | 15.63% | |
| AAPL |
Apple Inc.
Technology
|
72,987 | $18,523,370 | 8.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
21,170 | $10,144,664 | 4.45% | |
| MA |
Mastercard Inc
Financial Services
|
18,702 | $9,344,641 | 4.10% | |
| NVDA |
Nvidia Corp
Technology
|
48,959 | $8,538,449 | 3.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,041 | $8,481,083 | 3.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,901 | $6,876,363 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,303 | $6,311,205 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
15,719 | $5,818,702 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,784 | $5,689,087 | 2.50% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ETW
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,573 | 22,161 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $208,805 | 22,647 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,606 | 22,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $281,713 | 32,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $271,144 | 32,866 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $274,567 | 32,609 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $285,077 | 32,843 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $282,164 | 34,119 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $304,908 | 37,184 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $309,214 | 39,796 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $331,606 | 43,404 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $495,394 | 60,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $824,572 | 102,051 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $784,698 | 101,121 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $744,403 | 98,336 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $718,748 | 86,492 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $763,980 | 74,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $832,894 | 74,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $800,069 | 74,012 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $784,025 | 71,995 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $737,157 | 71,430 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $718,685 | 83,085 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $669,012 | 89,680 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||