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CIK: 0001800752
Total reported value
$2.0B
$2.0B
328 檔
16.6%
During the Q1 2024 filing period, Certuity, LLC (CIK: 0001800752) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 328 reported positions.
During Q1 2024, Certuity, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.36% | — | +28.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.52% | -0.13% | +0.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.85% | -0.06% | +11.31% | |
| 4 | GE | General Electric | Stock-Industrials | 4.73% | -0.02% | -0.42% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 4.10% | -1.16% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.77% | -0.38% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | -0.27% | +70.85% | |
| 8 | C | Citigroup Inc | Stock-Financials | 3.24% | -0.46% | +0.03% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.80% | -0.10% | +111.24% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.73% | +9.34% | +0.22% | |
| 11 | OMF | Onemain Holdings Inc | Stock-Financials | 2.24% | -0.47% | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.18% | -0.01% | +443.18% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.68% | -0.19% | -2.75% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.68% | -0.10% | +0.04% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.28% | +6.50% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.66% | -0.13% | +0.76% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.60% | — | -0.99% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.55% | -0.36% | -0.73% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -0.48% | +14.64% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 1.48% | -0.16% | +0.23% | |
| 21 | F | Ford Motor Co | Stock-Consumer Disc | 1.35% | -0.10% | +0.02% | |
| 22 | NYCBEUR | New York Community Bancorp | Stock-Other | 1.11% | — | +14.67% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.07% | +0.01% | +2.86% | |
| 24 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.05% | -0.19% | -0.03% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.15% | -3.63% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.02% | -2.53% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.05% | -23.78% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | -0.05% | +0.11% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | -0.12% | -16.80% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | -0.09% | +45.32% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.90% | +0.01% | +183.88% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | -0.12% | +6.44% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.39% | -0.41% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.58% | +6.08% | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.67% | -0.21% | +0.52% | |
| 36 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.64% | -0.02% | +0.31% | |
| 37 | XYZ | Block Inc | Stock-Financials | 0.57% | — | +0.19% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | -0.12% | +21.45% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.26% | -0.38% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | +0.02% | +0.05% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.18% | -2.33% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.39% | -0.01% | +1.56% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.03% | +2.31% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.09% | +26.87% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.01% | +0.77% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | -0.03% | +15.83% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | -0.06% | +1.92% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.29% | -0.02% | +0.13% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.07% | -11.40% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | — | +0.43% |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 328 disclosed positions in Q1 2024.
During Q1 2024, Certuity, LLC's top holdings by market value included USFR (8.4%)、SPY (7.5%)、QQQ (4.8%). The largest single position, USFR, represented 8.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, SPY, QQQ) accounted for 16.6% of total reported equity market value during Q1 2024.
In Q1 2024, Certuity, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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