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CIK: 0001800752
Total reported value
$2.0B
$2.0B
424 檔
12.4%
According to the latest 13F quarterly dataset, Certuity, LLC managed an equity portfolio of $2.0B at the end of Q2 2025, spanning 424 distinct U.S. exchange-listed positions.
Certuity, LLC executed strategic sector rebalancing during Q2 2025, establishing 52 new positions while fully exiting 31 holdings and trimming 56 positions.
Showing top 200 holdings (of 424 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 6.74% | -0.46% | +0.03% | |
| 2 | OMF | Onemain Holdings Inc | Stock-Financials | 4.99% | -0.47% | +0.01% | |
| 3 | GE | General Electric | Stock-Industrials | 4.48% | -0.02% | -21.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | -0.48% | +0.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | -0.27% | -14.60% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.77% | -1.19% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 3.12% | +9.34% | -14.42% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 2.69% | -0.10% | +0.03% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.35% | -0.36% | -0.05% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.22% | -0.19% | -0.55% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.28% | -5.37% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | -0.06% | +2.81% | |
| 13 | FLG | Flagstar Bank NA | Stock-Financials | 2.12% | -0.27% | +2.41% | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 1.87% | -0.16% | +0.42% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | -0.15% | -0.31% | |
| 16 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.58% | -0.28% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | -0.09% | -9.44% | |
| 18 | F | Ford Motor Co | Stock-Consumer Disc | 1.38% | -0.10% | +17.39% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.18% | +5.79% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | -0.39% | +44.93% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.21% | -0.12% | +0.58% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.12% | -0.60% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.07% | -0.10% | -17.97% | |
| 24 | OBDC | Blue Owl Capital CORP | Stock-Financials | 1.05% | -0.12% | -4.77% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.04% | -0.19% | +0.06% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -1.16% | EXIT | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.58% | +50.71% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.86% | -0.11% | -2.16% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | -0.12% | +114.47% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.80% | -0.26% | -0.37% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.77% | +0.02% | -1.38% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.02% | +0.43% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | -0.05% | -4.82% | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.69% | +1.32% | +3.09% | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.65% | -0.21% | — | |
| 36 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.60% | -0.14% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.10% | -7.72% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.53% | -0.07% | -16.24% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.07% | -3.25% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.51% | -0.14% | -1.87% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.19% | +0.08% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.03% | -9.97% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.09% | -7.34% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.03% | +12.18% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.05% | -3.27% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.11% | -20.41% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | — | -5.26% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | -0.06% | +15.91% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.38% | — | +15.49% | |
| 50 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.35% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +0.81% | Add |
| 2 | C | Citigroup Inc | +0.5% | +0.03% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +114.47% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +50.71% | Add |
| 5 | RIVN | Rivian Automotive Inc-a | +0.3% | NEW | New buy |
| 6 | VZ | Verizon Communications Inc | +0.3% | +44.93% | Add |
| 7 | MU | Micron Technology Inc | +0.3% | -14.42% | Trim |
| 8 | MSFT | Microsoft CORP | +0.2% | -5.37% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +5.79% | Add |
| 10 | OMF | Onemain Holdings Inc | +0.2% | +0.01% | Add |
| 11 | MS | Morgan Stanley | +0.2% | +0.03% | Add |
| 12 | SG | Sweetgreen Inc - Class A | +0.2% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.81% | Add |
| 14 | F | Ford Motor Co | +0.2% | +17.39% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | -9.97% | Trim |
| 16 | RDVY | First Trust Rising Dividend | +0.1% | +561.80% | Add |
| 17 | ANET | Arista Networks Inc | +0.1% | +15.49% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 19 | DOW | Dow Inc | +0.1% | +93.72% | Add |
| 20 | IYW | Ishares Ustechnology ETF | +0.1% | -1.38% | Trim |
| 21 | XLK | Ss Technology Select Sector | +0.1% | +41.55% | Add |
| 22 | DFAC | Dimensional US Core Equity 2 | +0.1% | NEW | New buy |
| 23 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 24 | NTAP | Netapp Inc | +0.1% | NEW | New buy |
| 25 | NVR | Nvr Inc | +0.1% | NEW | New buy |
| 26 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 27 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 28 | BA | Boeing Co/the | +0.1% | -2.16% | Trim |
| 29 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +66.67% | Add |
| 30 | VGT | Vanguard Info Tech ETF | +0.1% | +12.36% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.93% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | -5.35% | Trim |
| 33 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.04% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | -0.31% | Trim |
| 35 | LRCX | Lam Research CORP | +0.1% | +10.02% | Add |
| 36 | ORCL | Oracle CORP | +0.1% | +9.14% | Add |
| 37 | NEM | Newmont CORP | +0.1% | NEW | New buy |
| 38 | DFAX | Dimensional World Ex US Core | +0.1% | NEW | New buy |
| 39 | PANW | Palo Alto Networks Inc | 0% | +0.08% | Add |
| 40 | IWM | Ishares Russell 2000 ETF | 0% | +12.18% | Add |
| 41 | COF | Capital One Financial CORP | 0% | +84.33% | Add |
| 42 | NBIS | Nebius Group N.V. | 0% | NEW | New buy |
| 43 | BAC | Bank Of America CORP | 0% | -0.55% | Trim |
| 44 | FCX | Freeport-mcmoran Inc | 0% | +0.06% | Add |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 0% | -1.20% | Trim |
| 46 | DASH | Doordash Inc - A | 0% | +0.74% | Add |
| 47 | AMD | Advanced Micro Devices | 0% | -2.29% | Trim |
| 48 | ETN | Eaton Corporation plc | 0% | +86.81% | Add |
| 49 | KNSL | Kinsale Capital Group Inc | 0% | NEW | New buy |
| 50 | TEL | TE Connectivity plc | 0% | 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 424 disclosed positions in Q2 2025.
During Q2 2025, Certuity, LLC's top holdings by market value included C (6.7%)、OMF (5.0%)、GE (4.5%). The largest single position, C, represented 6.7% 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, OMF, GE) accounted for 12.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
RIVN
市值: $2.9M
Top Position Liquidated / Trimmed
UPS
前期市值: $1.5M
In Q2 2025, Certuity, LLC made 192 total portfolio adjustments, initiating 52 new buys, adding to 53 positions, trimming 56 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.