Certuity, LLC Top Holdings and 13F Report (2025) About Certuity, LLCInvestment ActivityCertuity, LLC has $1.06 billion in total holdings as of June 30, 2025.Certuity, LLC owns shares of 424 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 5.48% of the portfolio was sold this quarter.This quarter, Certuity, LLC has purchased 405 new stocks and bought additional shares in 178 stocks.Certuity, LLC sold shares of 147 stocks and completely divested from 36 stocks this quarter.Largest Holdings Citigroup $71,709,086OneMain $53,017,866GE Aerospace $47,578,806NVIDIA $39,969,807iShares Core S&P 500 ETF $39,257,493 Largest New Holdings this Quarter 76954A103 - Rivian Automotive $2,864,472 Holding87043Q108 - Sweetgreen $2,120,400 Holding46138G649 - Invesco NASDAQ 100 ETF $906,631 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $788,265 Holding26875P101 - EOG Resources $727,300 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 15,928 shares (about $4.84M)Verizon Communications 99,415 shares (about $4.30M)Vanguard S&P 500 ETF 5,405 shares (about $3.07M)Rivian Automotive 208,477 shares (about $2.86M)Ford Motor 200,890 shares (about $2.18M) Largest Sales this Quarter GE Aerospace 49,997 shares (about $12.87M)iShares Core S&P 500 ETF 10,829 shares (about $6.71M)Micron Technology 45,411 shares (about $5.60M)WisdomTree U.S. Quality Dividend Growth Fund 29,812 shares (about $2.50M)Schwab U.S. Large-Cap Growth ETF 54,392 shares (about $1.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCertuity, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCitigroup$71,709,086$24,004 ▲0.0%842,4476.7%Financial ServicesOMFOneMain$53,017,866$7,182 ▲0.0%930,1385.0%FinanceGEGE Aerospace$47,578,806$12,868,730 ▼-21.3%184,8514.5%AerospaceNVDANVIDIA$39,969,807$322,281 ▲0.8%252,5083.8%Computer and TechnologyIVViShares Core S&P 500 ETF$39,257,493$6,712,977 ▼-14.6%63,3283.7%ETFAAPLApple$33,839,286$409,008 ▼-1.2%165,2223.2%Computer and TechnologyMUMicron Technology$33,204,363$5,596,897 ▼-14.4%269,4073.1%Computer and TechnologyMSMorgan Stanley$28,631,304$9,156 ▲0.0%203,2612.7%FinanceWFCWells Fargo & Company$25,032,298$11,617 ▼0.0%312,4462.4%FinanceBACBank of America$23,557,962$130,272 ▼-0.5%497,8452.2%FinanceMSFTMicrosoft$22,861,183$1,297,304 ▼-5.4%45,9762.2%Computer and TechnologyQQQInvesco QQQ$22,550,395$616,444 ▲2.8%40,8982.1%FinanceFLAGSTAR FINANCIAL INC$22,524,406$530,000 ▲2.4%2,124,9442.1%COM NEWPNCThe PNC Financial Services Group$19,861,203$83,889 ▲0.4%106,5401.9%FinanceAMZNAmazon.com$18,842,111$59,355 ▼-0.3%85,7111.8%Retail/WholesaleNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$16,795,1730.0%271,4151.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$15,235,840$1,588,789 ▼-9.4%521,5971.4%ETFFFord Motor$14,712,031$2,179,656 ▲17.4%1,355,9481.4%Auto/Tires/TrucksMETAMeta Platforms$14,154,600$774,615 ▲5.8%19,2051.3%Computer and TechnologyVZVerizon Communications$13,876,415$4,301,683 ▲44.9%320,6941.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$12,844,834$73,613 ▲0.6%66,1321.2%ETFGOOGLAlphabet$12,144,293$73,274 ▼-0.6%68,7811.1%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$11,392,769$2,496,463 ▼-18.0%136,0491.1%ManufacturingOBDCBlue Owl Capital$11,113,161$556,278 ▼-4.8%774,9761.0%FinanceFCXFreeport-McMoRan$11,060,441$6,719 ▲0.1%255,1431.0%Basic MaterialsXOMExxon Mobil$10,802,950$237,313 ▼-2.1%100,1941.0%EnergyVOOVanguard S&P 500 ETF$9,124,260$3,070,200 ▲50.7%16,0630.9%ETFBABoeing$9,123,910$201,626 ▼-2.2%43,5320.9%AerospaceVTIVanguard Total Stock Market ETF$9,070,060$4,840,931 ▲114.5%29,8430.9%ETFTAT&T$8,549,301$31,747 ▼-0.4%295,4150.8%Computer and TechnologyIYWiShares U.S. Technology ETF$8,146,647$113,839 ▼-1.4%47,0170.8%ManufacturingIJRiShares Core S&P Small-Cap ETF$7,947,350$34,098 ▲0.4%72,7180.7%ETFIWFiShares Russell 1000 Growth ETF$7,561,100$382,556 ▼-4.8%17,8080.7%ETFINTCIntel$7,361,864$220,931 ▲3.1%328,6550.7%Computer and TechnologyDJPiPath Bloomberg Commodity Index Total Return ETN$6,945,1720.0%204,3900.7%FinanceABRArbor Realty Trust$6,420,0000.0%600,0000.6%FinanceTSLATesla$6,133,543$513,251 ▼-7.7%19,2640.6%Auto/Tires/TrucksUBERUber Technologies$5,681,808$1,101,486 ▼-16.2%60,8990.5%Computer and TechnologyGOOGAlphabet$5,513,085$185,195 ▼-3.3%31,0790.5%Computer and TechnologyBMYBristol Myers Squibb$5,418,431$103,088 ▼-1.9%117,0540.5%MedicalPANWPalo Alto Networks$5,410,692$4,093 ▲0.1%26,4400.5%Computer and TechnologyAVGOBroadcom$5,374,940$595,502 ▼-10.0%19,5140.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,866,345$385,694 ▼-7.3%10,0180.5%FinanceIWMiShares Russell 2000 ETF$4,631,586$502,800 ▲12.2%21,4630.4%FinanceJPMJPMorgan Chase & Co.$4,323,926$146,402 ▼-3.3%14,9150.4%FinanceNFLXNetflix$4,302,736$1,103,437 ▼-20.4%3,2170.4%Consumer DiscretionaryLLYEli Lilly and Company$4,041,475$224,440 ▼-5.3%5,1860.4%MedicalXLVHealth Care Select Sector SPDR Fund$4,025,832$552,647 ▲15.9%29,8670.4%ETFARISTA NETWORKS INC$4,023,866$539,559 ▲15.5%39,4810.4%COM SHSTYGTortoise Energy Infrastructure$3,730,6500.0%85,0000.4%FinanceVVisa$3,679,894$231,480 ▼-5.9%10,3650.3%Business ServicesIWViShares Russell 3000 ETF$3,648,645$7,020 ▲0.2%10,3950.3%ETFPFEPfizer$3,628,680$8,169 ▼-0.2%149,6980.3%MedicalSPYSPDR S&P 500 ETF Trust$3,575,665$139,641 ▼-3.8%5,7870.3%FinanceVIOOVanguard S&P Small-Cap 600 ETF$3,475,3450.0%34,3310.3%ETFVGTVanguard Information Technology ETF$3,273,480$360,182 ▲12.4%4,9350.3%ETFCSCOCisco Systems$3,252,132$15,472 ▼-0.5%46,8740.3%Computer and TechnologyDOWDOW$3,245,680$1,570,211 ▲93.7%122,5710.3%Basic MaterialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,215,628$179,884 ▼-5.3%35,0550.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,179,240$44,669 ▲1.4%52,1700.3%ManufacturingPBRPetroleo Brasileiro S.A.- Petrobras$3,127,500$1,251,000 ▲66.7%250,0000.3%EnergyVEAVanguard FTSE Developed Markets ETF$3,054,310$609,494 ▲24.9%53,5750.3%ETFRIVNRivian Automotive$2,864,472$2,864,472 ▲New Holding208,4770.3%Auto/Tires/TrucksSCHFSchwab International Equity ETF$2,811,048$18,210 ▲0.7%127,1970.3%ETFWMTWalmart$2,802,417$356,629 ▼-11.3%28,6270.3%Retail/WholesaleMAMastercard$2,789,395$2,806 ▲0.1%4,9710.3%Business ServicesIWBiShares Russell 1000 ETF$2,701,397$8,149 ▼-0.3%7,9560.3%ETFSHOPShopify$2,685,008$14,607 ▼-0.5%23,3450.3%Computer and TechnologyMAPLEBEAR INC$2,553,1190.0%56,4350.2%COMLAM RESEARCH CORP$2,478,202$225,760 ▲10.0%25,4450.2%COM NEWRFRegions Financial$2,418,690$8,397 ▲0.3%102,8350.2%FinancePALANTIR TECHNOLOGIES INC$2,351,145$133,004 ▼-5.4%17,3590.2%CL AVUGVanguard Growth ETF$2,336,095$10,959 ▼-0.5%5,3290.2%ETFABBVAbbVie$2,308,018$453,288 ▼-16.4%12,4340.2%MedicalCVXChevron$2,273,155$508,184 ▼-18.3%15,8750.2%EnergyCMCSAComcast$2,239,700$1,075,292 ▼-32.4%63,3090.2%Consumer DiscretionaryVGKVanguard FTSE Europe ETF$2,204,8750.0%28,4500.2%ETFADBEAdobe$2,181,393$242,850 ▲12.5%5,6410.2%Computer and TechnologySYFSynchrony Financial$2,176,058$37,374 ▲1.7%32,6050.2%FinanceXLKTechnology Select Sector SPDR Fund$2,134,959$626,737 ▲41.6%8,4310.2%ETFDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$2,125,391$996,501 ▼-31.9%45,6580.2%ManufacturingSGSweetgreen$2,120,400$2,120,400 ▲New Holding142,5000.2%Retail/WholesaleCATCaterpillar$2,093,355$590,891 ▼-22.0%5,3920.2%IndustrialsCOSTCostco Wholesale$1,909,776$21,758 ▲1.2%1,9310.2%Retail/WholesaleJNJJohnson & Johnson$1,889,110$204,996 ▼-9.8%12,3670.2%MedicalPGProcter & Gamble$1,864,053$259,534 ▲16.2%11,7000.2%Consumer StaplesCRMSalesforce$1,838,838$59,766 ▼-3.1%6,7380.2%Computer and TechnologyDBJPXtrackers MSCI Japan Hedged Equity ETF$1,795,8980.0%23,4850.2%ETFDOORDASH INC$1,738,385$12,818 ▲0.7%7,0520.2%CL AAMDAdvanced Micro Devices$1,714,108$40,101 ▼-2.3%12,0540.2%Computer and TechnologyCRWDCrowdStrike$1,711,050$20,755 ▼-1.2%3,3800.2%Computer and TechnologyBKNGBooking$1,690,882$301,116 ▼-15.1%2920.2%Retail/WholesaleTXNTexas Instruments$1,665,294$22,630 ▲1.4%8,0210.2%Computer and TechnologyORCLOracle$1,611,420$134,886 ▲9.1%7,3710.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,589,953$37,354 ▲2.4%3,6180.1%FinanceMCDMcDonald's$1,582,661$496,974 ▼-23.9%5,4170.1%Retail/WholesaleGLDSPDR Gold Shares$1,576,852$309,467 ▼-16.4%5,1820.1%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$1,574,882$1,336,912 ▲561.8%25,1020.1%ManufacturingDISWalt Disney$1,479,518$405,128 ▼-21.5%11,9310.1%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$1,473,911$188,814 ▲14.7%16,0260.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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