$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
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 | 19 | Q2 2024 | 18.6% |
| APPLE INC | 19 | Q2 2024 | 10.3% |
| INVESCO QQQ TR | 19 | Q2 2024 | 5.9% |
| SPDR S&P MIDCAP 400 ETF TR | 19 | Q2 2024 | 6.8% |
| ISHARES TR | 19 | Q2 2024 | 5.2% |
| ISHARES TR | 19 | Q2 2024 | 3.8% |
| ISHARES TR | 19 | Q2 2024 | 4.1% |
| ISHARES TR | 19 | Q2 2024 | 3.9% |
| ISHARES TR | 19 | Q2 2024 | 3.2% |
| CHEVRON CORP NEW | 19 | Q2 2024 | 3.9% |
View CERTUITY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 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 |
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.