$209 Million is the total value of CERTUITY, LLC's 194 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $30,487,000 | – | 143,292 | +100.0% | 14.58% | – |
| AAPL | New | APPLE INC | $17,245,000 | – | 58,728 | +100.0% | 8.25% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $14,202,000 | – | 37,833 | +100.0% | 6.79% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $10,841,000 | – | 52,670 | +100.0% | 5.18% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $8,634,000 | – | 102,965 | +100.0% | 4.13% | – |
| AMZN | New | AMAZON COM INCput | $8,315,000 | – | 4,500 | +100.0% | 3.98% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $6,391,000 | – | 46,828 | +100.0% | 3.06% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $5,459,000 | – | 31,034 | +100.0% | 2.61% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,600,000 | – | 81,710 | +100.0% | 1.72% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $2,846,000 | – | 8,805 | +100.0% | 1.36% | – |
| MSFT | New | MICROSOFT CORP | $2,712,000 | – | 17,194 | +100.0% | 1.30% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $2,487,000 | – | 73,945 | +100.0% | 1.19% | – |
| BIL | New | SPDR SERIES TRUSTspdr bloomberg | $2,398,000 | – | 26,228 | +100.0% | 1.15% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,327,000 | – | 14,224 | +100.0% | 1.11% | – |
| IYW | New | ISHARES TRu.s. tech etf | $2,081,000 | – | 8,949 | +100.0% | 1.00% | – |
| NKX | New | NUVEEN CALIFORNIA AMT QLT MU | $1,653,000 | – | 108,655 | +100.0% | 0.79% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $1,626,000 | – | 100,937 | +100.0% | 0.78% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,616,000 | – | 15,869 | +100.0% | 0.77% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $1,584,000 | – | 56,241 | +100.0% | 0.76% | – |
| ACN | New | ACCENTURE PLC IRELAND | $1,575,000 | – | 7,480 | +100.0% | 0.75% | – |
| NLY | New | ANNALY CAP MGMT INC | $1,545,000 | – | 164,056 | +100.0% | 0.74% | – |
| FB | New | FACEBOOK INCcl a | $1,531,000 | – | 7,461 | +100.0% | 0.73% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $1,526,000 | – | 102,494 | +100.0% | 0.73% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,470,000 | – | 6,488 | +100.0% | 0.70% | – |
| AMZN | New | AMAZON COM INC | $1,467,000 | – | 794 | +100.0% | 0.70% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,408,000 | – | 1,051 | +100.0% | 0.67% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $1,349,000 | – | 21,450 | +100.0% | 0.64% | – |
| V | New | VISA INC | $1,321,000 | – | 7,033 | +100.0% | 0.63% | – |
| GLD | New | SPDR GOLD TRUST | $1,307,000 | – | 9,149 | +100.0% | 0.62% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,278,000 | – | 28,730 | +100.0% | 0.61% | – |
| BFZ | New | BLACKROCK CALIF MUN INCOME Tsh ben int | $1,215,000 | – | 89,591 | +100.0% | 0.58% | – |
| T | New | AT&T INC | $1,131,000 | – | 28,942 | +100.0% | 0.54% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $1,118,000 | – | 13,872 | +100.0% | 0.54% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $1,102,000 | – | 21,897 | +100.0% | 0.53% | – |
| EVM | New | EATON VANCE CALIF MUN BD FD | $1,070,000 | – | 95,135 | +100.0% | 0.51% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,047,000 | – | 7,511 | +100.0% | 0.50% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,042,000 | – | 15,010 | +100.0% | 0.50% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,039,000 | – | 4,244 | +100.0% | 0.50% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,018,000 | – | 1,722 | +100.0% | 0.49% | – |
| JNJ | New | JOHNSON & JOHNSON | $985,000 | – | 6,753 | +100.0% | 0.47% | – |
| OKE | New | ONEOK INC NEW | $971,000 | – | 12,829 | +100.0% | 0.46% | – |
| DIS | New | DISNEY WALT CO | $946,000 | – | 6,538 | +100.0% | 0.45% | – |
| PZC | New | PIMCO CALIF MUN INCOME FD II | $941,000 | – | 82,479 | +100.0% | 0.45% | – |
| IWC | New | ISHARES TRmicro-cap etf | $939,000 | – | 9,438 | +100.0% | 0.45% | – |
| VCV | New | INVESCO CALIF VALUE MUN INC | $933,000 | – | 72,756 | +100.0% | 0.45% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $917,000 | – | 14,934 | +100.0% | 0.44% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $917,000 | – | 686 | +100.0% | 0.44% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $879,000 | – | 13,689 | +100.0% | 0.42% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $874,000 | – | 7,295 | +100.0% | 0.42% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $824,000 | – | 2,395 | +100.0% | 0.39% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $809,000 | – | 8,504 | +100.0% | 0.39% | – |
| AGNC | New | AGNC INVT CORP | $803,000 | – | 45,400 | +100.0% | 0.38% | – |
| DJP | New | BARCLAYS BK PLCdjubs cmdt etn36 | $789,000 | – | 34,563 | +100.0% | 0.38% | – |
| PDN | New | INVESCO EXCHNG TRADED FD TRftse rafi sml | $785,000 | – | 24,560 | +100.0% | 0.38% | – |
| NKE | New | NIKE INCcl b | $774,000 | – | 7,643 | +100.0% | 0.37% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $694,000 | – | 12,467 | +100.0% | 0.33% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $686,000 | – | 47,300 | +100.0% | 0.33% | – |
| CVS | New | CVS HEALTH CORP | $667,000 | – | 8,975 | +100.0% | 0.32% | – |
| MA | New | MASTERCARD INCcl a | $654,000 | – | 2,191 | +100.0% | 0.31% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $646,000 | – | 8,881 | +100.0% | 0.31% | – |
| CVX | New | CHEVRON CORP NEW | $647,000 | – | 5,367 | +100.0% | 0.31% | – |
| INTC | New | INTEL CORP | $629,000 | – | 10,514 | +100.0% | 0.30% | – |
| TXN | New | TEXAS INSTRS INC | $621,000 | – | 4,842 | +100.0% | 0.30% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $587,000 | – | 27,400 | +100.0% | 0.28% | – |
| MDT | New | MEDTRONIC PLC | $583,000 | – | 5,139 | +100.0% | 0.28% | – |
| HD | New | HOME DEPOT INC | $569,000 | – | 2,604 | +100.0% | 0.27% | – |
| AMU | New | UBS AG LONDON BRHetrac aler mlp | $568,000 | – | 41,507 | +100.0% | 0.27% | – |
| STWD | New | STARWOOD PPTY TR INC | $562,000 | – | 22,601 | +100.0% | 0.27% | – |
| MCD | New | MCDONALDS CORP | $560,000 | – | 2,834 | +100.0% | 0.27% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $521,000 | – | 16,934 | +100.0% | 0.25% | – |
| DHR | New | DANAHER CORPORATION | $517,000 | – | 3,369 | +100.0% | 0.25% | – |
| PG | New | PROCTER & GAMBLE CO | $505,000 | – | 4,047 | +100.0% | 0.24% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $503,000 | – | 11,183 | +100.0% | 0.24% | – |
| GILD | New | GILEAD SCIENCES INC | $500,000 | – | 7,700 | +100.0% | 0.24% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $493,000 | – | 2,490 | +100.0% | 0.24% | – |
| CSCO | New | CISCO SYS INC | $491,000 | – | 10,245 | +100.0% | 0.24% | – |
| MRK | New | MERCK & CO INC | $474,000 | – | 5,217 | +100.0% | 0.23% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $463,000 | – | 3,419 | +100.0% | 0.22% | – |
| TSN | New | TYSON FOODS INCcl a | $460,000 | – | 5,056 | +100.0% | 0.22% | – |
| SQ | New | SQUARE INCcl a | $461,000 | – | 7,373 | +100.0% | 0.22% | – |
| ET | New | ENERGY TRANSFER LP | $459,000 | – | 35,747 | +100.0% | 0.22% | – |
| CEV | New | EATON VANCE CA MUNI INCOME Tsh ben int | $453,000 | – | 33,600 | +100.0% | 0.22% | – |
| NEE | New | NEXTERA ENERGY INC | $449,000 | – | 1,853 | +100.0% | 0.22% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $442,000 | – | 3,437 | +100.0% | 0.21% | – |
| PEP | New | PEPSICO INC | $441,000 | – | 3,223 | +100.0% | 0.21% | – |
| C | New | CITIGROUP INC | $440,000 | – | 5,509 | +100.0% | 0.21% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $437,000 | – | 2,316 | +100.0% | 0.21% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $433,000 | – | 9,659 | +100.0% | 0.21% | – |
| HON | New | HONEYWELL INTL INC | $431,000 | – | 2,433 | +100.0% | 0.21% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $429,000 | – | 1,460 | +100.0% | 0.20% | – |
| DFS | New | DISCOVER FINL SVCS | $428,000 | – | 5,043 | +100.0% | 0.20% | – |
| ORCL | New | ORACLE CORP | $426,000 | – | 8,035 | +100.0% | 0.20% | – |
| SBUX | New | STARBUCKS CORP | $421,000 | – | 4,789 | +100.0% | 0.20% | – |
| BK | New | BANK NEW YORK MELLON CORP | $414,000 | – | 8,229 | +100.0% | 0.20% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $415,000 | – | 22,540 | +100.0% | 0.20% | – |
| ADBE | New | ADOBE INC | $405,000 | – | 1,227 | +100.0% | 0.19% | – |
| USB | New | US BANCORP DEL | $395,000 | – | 6,655 | +100.0% | 0.19% | – |
| NCB | New | NUVEEN CALIF MUNICPAL VALU F | $395,000 | – | 25,000 | +100.0% | 0.19% | – |
| DOV | New | DOVER CORP | $376,000 | – | 3,266 | +100.0% | 0.18% | – |
| LSTR | New | LANDSTAR SYS INC | $374,000 | – | 3,289 | +100.0% | 0.18% | – |
| PFE | New | PFIZER INC | $372,000 | – | 9,503 | +100.0% | 0.18% | – |
| EIDX | New | EIDOS THERAPEUTICS INC | $373,000 | – | 6,500 | +100.0% | 0.18% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $366,000 | – | 2,733 | +100.0% | 0.18% | – |
| IEMG | New | ISHARES INCcore msci emkt | $366,000 | – | 6,812 | +100.0% | 0.18% | – |
| PYPL | New | PAYPAL HLDGS INC | $351,000 | – | 3,243 | +100.0% | 0.17% | – |
| MUB | New | ISHARES TRnational mun etf | $347,000 | – | 3,048 | +100.0% | 0.17% | – |
| YUM | New | YUM BRANDS INC | $343,000 | – | 3,410 | +100.0% | 0.16% | – |
| KSU | New | KANSAS CITY SOUTHERN | $344,000 | – | 2,246 | +100.0% | 0.16% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $340,000 | – | 2,053 | +100.0% | 0.16% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $340,000 | – | 1 | +100.0% | 0.16% | – |
| APD | New | AIR PRODS & CHEMS INC | $338,000 | – | 1,437 | +100.0% | 0.16% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $323,000 | – | 1,477 | +100.0% | 0.15% | – |
| PRU | New | PRUDENTIAL FINL INC | $318,000 | – | 3,390 | +100.0% | 0.15% | – |
| COST | New | COSTCO WHSL CORP NEW | $312,000 | – | 1,061 | +100.0% | 0.15% | – |
| ANET | New | ARISTA NETWORKS INC | $306,000 | – | 1,502 | +100.0% | 0.15% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $298,000 | – | 8,000 | +100.0% | 0.14% | – |
| MCK | New | MCKESSON CORP | $297,000 | – | 2,149 | +100.0% | 0.14% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $297,000 | – | 1,398 | +100.0% | 0.14% | – |
| CNOB | New | CONNECTONE BANCORP INC NEW | $293,000 | – | 11,406 | +100.0% | 0.14% | – |
| HYEM | New | VANECK VECTORS ETF TRUSTemerging mkts hi | $292,000 | – | 12,293 | +100.0% | 0.14% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $284,000 | – | 1,582 | +100.0% | 0.14% | – |
| LLY | New | LILLY ELI & CO | $279,000 | – | 2,121 | +100.0% | 0.13% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $272,000 | – | 1,702 | +100.0% | 0.13% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $271,000 | – | 3,200 | +100.0% | 0.13% | – |
| AGN | New | ALLERGAN PLC | $268,000 | – | 1,403 | +100.0% | 0.13% | – |
| RJF | New | RAYMOND JAMES FINANCIAL INC | $268,000 | – | 2,993 | +100.0% | 0.13% | – |
| CRBN | New | ISHARES TRmsci lw crb tg | $260,000 | – | 2,007 | +100.0% | 0.12% | – |
| ADSK | New | AUTODESK INC | $259,000 | – | 1,414 | +100.0% | 0.12% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $260,000 | – | 2,064 | +100.0% | 0.12% | – |
| XOM | New | EXXON MOBIL CORP | $257,000 | – | 3,684 | +100.0% | 0.12% | – |
| SHE | New | SPDR SERIES TRUSTssga gnder etf | $257,000 | – | 3,332 | +100.0% | 0.12% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $256,000 | – | 898 | +100.0% | 0.12% | – |
| BAC | New | BANK AMER CORP | $254,000 | – | 7,213 | +100.0% | 0.12% | – |
| XLC | New | SELECT SECTOR SPDR TR | $254,000 | – | 4,737 | +100.0% | 0.12% | – |
| MRNA | New | MODERNA INC | $254,000 | – | 13,000 | +100.0% | 0.12% | – |
| CHRS | New | COHERUS BIOSCIENCES INC | $252,000 | – | 14,000 | +100.0% | 0.12% | – |
| VLO | New | VALERO ENERGY CORP NEW | $251,000 | – | 2,677 | +100.0% | 0.12% | – |
| EIS | New | ISHARES INCmsci israel etf | $250,000 | – | 4,357 | +100.0% | 0.12% | – |
| IEFA | New | ISHARES TRcore msci eafe | $248,000 | – | 3,801 | +100.0% | 0.12% | – |
| SHOP | New | SHOPIFY INCcl a | $247,000 | – | 622 | +100.0% | 0.12% | – |
| CB | New | CHUBB LIMITED | $244,000 | – | 1,567 | +100.0% | 0.12% | – |
| AVGO | New | BROADCOM INC | $244,000 | – | 771 | +100.0% | 0.12% | – |
| AMGN | New | AMGEN INC | $242,000 | – | 1,002 | +100.0% | 0.12% | – |
| CRM | New | SALESFORCE COM INC | $238,000 | – | 1,466 | +100.0% | 0.11% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $235,000 | – | 1,097 | +100.0% | 0.11% | – |
| OTEX | New | OPEN TEXT CORP | $233,000 | – | 5,295 | +100.0% | 0.11% | – |
| WMT | New | WALMART INC | $231,000 | – | 1,943 | +100.0% | 0.11% | – |
| KMB | New | KIMBERLY CLARK CORP | $228,000 | – | 1,654 | +100.0% | 0.11% | – |
| PPG | New | PPG INDS INC | $228,000 | – | 1,705 | +100.0% | 0.11% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $227,000 | – | 1,244 | +100.0% | 0.11% | – |
| VRSN | New | VERISIGN INC | $226,000 | – | 1,174 | +100.0% | 0.11% | – |
| DOX | New | AMDOCS LTD | $222,000 | – | 3,069 | +100.0% | 0.11% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INCput | $219,000 | – | 1,000 | +100.0% | 0.10% | – |
| BA | New | BOEING CO | $217,000 | – | 667 | +100.0% | 0.10% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $216,000 | – | 1,302 | +100.0% | 0.10% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $216,000 | – | 8,159 | +100.0% | 0.10% | – |
| New | BIOMARIN PHARMACEUTICAL INCnote 1.500%10/1 | $213,000 | – | 200,000 | +100.0% | 0.10% | – | |
| LYFT | New | LYFT INC | $214,000 | – | 4,982 | +100.0% | 0.10% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $209,000 | – | 2,582 | +100.0% | 0.10% | – |
| LMT | New | LOCKHEED MARTIN CORP | $207,000 | – | 531 | +100.0% | 0.10% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $207,000 | – | 3,289 | +100.0% | 0.10% | – |
| NVDA | New | NVIDIA CORP | $205,000 | – | 872 | +100.0% | 0.10% | – |
| UNP | New | UNION PACIFIC CORP | $202,000 | – | 1,120 | +100.0% | 0.10% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $200,000 | – | 1,605 | +100.0% | 0.10% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $201,000 | – | 1,417 | +100.0% | 0.10% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $200,000 | – | 3,715 | +100.0% | 0.10% | – |
| ATAX | New | AMERICA FIRST MULTIFAMILY INben unit ctf | $193,000 | – | 25,000 | +100.0% | 0.09% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $191,000 | – | 4,000 | +100.0% | 0.09% | – |
| EW | New | EDWARDS LIFESCIENCES CORPput | $186,000 | – | 800 | +100.0% | 0.09% | – |
| VNQ | New | VANGUARD INDEX FDSput | $186,000 | – | 2,000 | +100.0% | 0.09% | – |
| EMR | New | EMERSON ELEC CO | $178,000 | – | 2,336 | +100.0% | 0.08% | – |
| NFLX | New | NETFLIX INC | $172,000 | – | 533 | +100.0% | 0.08% | – |
| NFLX | New | NETFLIX INCput | $162,000 | – | 500 | +100.0% | 0.08% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $158,000 | – | 1,700 | +100.0% | 0.08% | – |
| SNR | New | NEW SR INVT GROUP INC | $145,000 | – | 18,951 | +100.0% | 0.07% | – |
| DE | New | DEERE & CO | $143,000 | – | 824 | +100.0% | 0.07% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $129,000 | – | 1,182 | +100.0% | 0.06% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $128,000 | – | 661 | +100.0% | 0.06% | – |
| YUM | New | YUM BRANDS INCput | $121,000 | – | 1,200 | +100.0% | 0.06% | – |
| IVW | New | ISHARES TRput | $116,000 | – | 600 | +100.0% | 0.06% | – |
| JNK | New | SPDR SERIES TRUSTput | $110,000 | – | 1,000 | +100.0% | 0.05% | – |
| EMR | New | EMERSON ELEC COput | $92,000 | – | 1,200 | +100.0% | 0.04% | – |
| DE | New | DEERE & COput | $87,000 | – | 500 | +100.0% | 0.04% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $66,000 | – | 285 | +100.0% | 0.03% | – |
| SXC | New | SUNCOKE ENERGY INC | $63,000 | – | 10,050 | +100.0% | 0.03% | – |
| BCRX | New | BIOCRYST PHARMACEUTICALS | $52,000 | – | 15,000 | +100.0% | 0.02% | – |
| DS | New | DRIVE SHACK INC | $53,000 | – | 14,482 | +100.0% | 0.02% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INCput | $43,000 | – | 900 | +100.0% | 0.02% | – |
| AMU | New | UBS AG LONDON BRHput | $41,000 | – | 3,000 | +100.0% | 0.02% | – |
| New | REDWOOD TR INCnote 4.750% 8/1 | $25,000 | – | 25,000 | +100.0% | 0.01% | – | |
| New | MERRIMACK PHARMACEUTICALS INnote 4.500% 7/1 | $23,000 | – | 25,000 | +100.0% | 0.01% | – | |
| HYEM | New | VANECK VECTORS ETF TRUSTput | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| CEV | New | EATON VANCE CA MUNI INCOME Tput | $19,000 | – | 1,400 | +100.0% | 0.01% | – |
| New | BIOMARIN PHARMACEUTICAL INCput | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 18.6% |
| APPLE INC | 16 | Q3 2023 | 10.3% |
| SPDR S&P MIDCAP 400 ETF TR | 16 | Q3 2023 | 6.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 5.9% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 3.8% |
| ISHARES TR | 16 | Q3 2023 | 4.1% |
| ISHARES TR | 16 | Q3 2023 | 3.9% |
| ISHARES TR | 16 | Q3 2023 | 3.2% |
| CHEVRON CORP NEW | 16 | Q3 2023 | 3.9% |
View CERTUITY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
| 13F-HR/A | 2022-02-28 |
View CERTUITY, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.