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CIK: 0001800752
Total reported value
$2.0B
$2.0B
383 檔
11.3%
During the Q4 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 383 reported positions.
In Q4 2024, Certuity, LLC displayed an active expansion posture, initiating 51 new positions and adding to 61 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 6.43% | -0.46% | +0.24% | |
| 2 | GE | General Electric | Stock-Industrials | 5.52% | -0.02% | -1.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.77% | +5.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.38% | -0.27% | +59.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | -0.48% | +12.10% | |
| 6 | OMF | Onemain Holdings Inc | Stock-Financials | 2.83% | -0.47% | +0.01% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 2.77% | -0.10% | +0.32% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 2.41% | +9.34% | -0.07% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.39% | -0.19% | +0.47% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.39% | -0.36% | +1.86% | |
| 11 | PNC | Pnc Financial Services Group | Stock-Financials | 2.22% | -0.16% | +2.69% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.28% | -4.13% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.08% | -0.06% | -12.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.15% | -11.14% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.68% | -0.09% | +411.29% | |
| 16 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.60% | -0.28% | — | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.46% | -0.10% | +40.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | -0.12% | +1.37% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.32% | -0.12% | +59.69% | |
| 20 | F | Ford Motor Co | Stock-Consumer Disc | 1.24% | -0.10% | -0.55% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.05% | -6.41% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -1.16% | EXIT | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.05% | -0.19% | +0.84% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.39% | -0.81% | |
| 25 | OBDC | Blue Owl Capital Corporation | Stock-Financials | 0.96% | — | +99.75% | |
| 26 | FLG | Flagstar Bank NA | Stock-Financials | 0.93% | -0.27% | -25.87% | |
| 27 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.90% | -0.14% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.10% | +18.04% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.18% | +11.11% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.83% | -0.14% | -10.46% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.83% | +0.02% | +28.93% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.02% | +22.57% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | -0.05% | -3.95% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.73% | -0.26% | +2.22% | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.72% | -0.21% | -14.73% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.65% | — | -3.93% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.11% | +2118.87% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.07% | -14.69% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.58% | -41.20% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.09% | +8.13% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.19% | +75.19% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | — | +107.08% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | -0.03% | +31.72% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | -0.03% | -5.14% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.43% | -0.09% | +170.55% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.13% | -54.75% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.12% | +9.00% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.40% | -0.02% | +1.47% | |
| 49 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.39% | -0.02% | +75.90% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.39% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.7% | +59.30% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +12.10% | Add |
| 3 | C | Citigroup Inc | +0.8% | +0.24% | Add |
| 4 | BA | Boeing Co/the | +0.6% | +2118.87% | Add |
| 5 | AAPL | Apple Inc | +0.6% | +5.72% | Add |
| 6 | WFC | Wells Fargo & Co | +0.5% | +1.86% | Add |
| 7 | MS | Morgan Stanley | +0.5% | +0.32% | Add |
| 8 | OBDC | Blue Owl Capital Corporation | +0.5% | +99.75% | Add |
| 9 | IWD | Ishares Russell 1000 Value E | +0.5% | +59.69% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.5% | +411.29% | Add |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | +0.4% | +40.97% | Add |
| 12 | TSLA | Tesla Inc | +0.4% | +18.04% | Add |
| 13 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 14 | OMF | Onemain Holdings Inc | +0.3% | +0.01% | Add |
| 15 | PFE | Pfizer Inc | +0.3% | +170.55% | Add |
| 16 | BAC | Bank Of America CORP | +0.3% | +0.47% | Add |
| 17 | IYW | Ishares Ustechnology ETF | +0.2% | +28.93% | Add |
| 18 | LLY | Eli Lilly & Co | +0.2% | +107.08% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +31.72% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.37% | Add |
| 21 | DGRS | Wisdomtree U.s. Smallcap Qua | +0.2% | +75.90% | Add |
| 22 | NFLX | Netflix Inc | +0.2% | +65.45% | Add |
| 23 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 24 | PNC | Pnc Financial Services Group | +0.2% | +2.69% | Add |
| 25 | DOW | Dow Inc | +0.1% | NEW | New buy |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +22.57% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | -3.93% | Trim |
| 28 | SHOP | Shopify Inc - Class A | +0.1% | +21.04% | Add |
| 29 | CART | Maplebear Inc | +0.1% | +67.78% | Add |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +11.11% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | -11.14% | Trim |
| 32 | ABBV | Abbvie Inc | +0.1% | +82.77% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | +64.22% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | +66.46% | Add |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | +27.13% | Add |
| 36 | AMP | Ameriprise Financial Inc | +0.1% | +58.05% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | -6.41% | Trim |
| 38 | ARCC | Ares Capital CORP | +0.1% | +181.93% | Add |
| 39 | MCD | Mcdonald's CORP | +0.1% | +73.66% | Add |
| 40 | HACK | Amplify Cybersecurity ETF | +0.1% | +145.67% | Add |
| 41 | PDYN | Palladyne Ai CORP | +0.1% | — | Unchanged |
| 42 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 43 | SYF | Synchrony Financial | +0.1% | +3.02% | Add |
| 44 | BOTZ | Global X Robotics & Artifici | +0.1% | +169.50% | Add |
| 45 | ROBO | Robo Global Robotics And Aut | +0.1% | NEW | New buy |
| 46 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +56.29% | Add |
| 47 | DIS | Walt Disney Co/the | +0.1% | +25.47% | Add |
| 48 | ET | Energy Transfer LP | +0.1% | NEW | New buy |
| 49 | WMT | Walmart Inc | +0.1% | +12.60% | Add |
| 50 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 383 disclosed positions in Q4 2024.
During Q4 2024, Certuity, LLC's top holdings by market value included C (6.4%)、GE (5.5%)、AAPL (4.6%). The largest single position, C, represented 6.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including C, GE, AAPL) accounted for 11.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $3.6M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $3.3M
In Q4 2024, Certuity, LLC made 195 total portfolio adjustments, initiating 51 new buys, adding to 61 positions, trimming 52 holdings, and fully liquidating 31 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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