$373 Million is the total value of CERTUITY, LLC's 315 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 41.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $50,871,000 | +9.5% | 128,355 | +3.3% | 13.65% | -8.6% |
| AAPL | Buy | APPLE INC | $27,524,000 | -7.1% | 225,332 | +0.9% | 7.39% | -22.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $17,285,000 | +4.2% | 54,162 | +2.5% | 4.64% | -13.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $16,910,000 | +11.4% | 35,520 | -1.8% | 4.54% | -7.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $15,272,000 | +53.6% | 58,674 | +35.6% | 4.10% | +28.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $9,606,000 | +68.1% | 88,506 | +42.3% | 2.58% | +40.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $8,362,000 | +84.9% | 55,176 | +66.8% | 2.24% | +54.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $8,181,000 | +3.2% | 33,662 | +2.4% | 2.20% | -13.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,843,000 | +7.5% | 19,714 | +1.5% | 2.10% | -10.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,261,000 | +6.3% | 107,129 | +2.2% | 1.41% | -11.3% |
| MSFT | Buy | MICROSOFT CORP | $4,860,000 | +12.1% | 20,615 | +5.8% | 1.30% | -6.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,795,000 | +16.2% | 21,701 | +3.1% | 1.29% | -3.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,755,000 | -4.0% | 35,805 | -6.0% | 1.28% | -19.9% |
| AMZN | Buy | AMAZON COM INC | $4,493,000 | +3.0% | 1,452 | +8.4% | 1.21% | -14.1% |
| FB | Buy | FACEBOOK INCcl a | $3,976,000 | +11.8% | 13,500 | +3.7% | 1.07% | -6.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $3,869,000 | -10.0% | 76,580 | -10.0% | 1.04% | -25.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,160,000 | +7.2% | 15,287 | +0.9% | 0.85% | -10.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,149,000 | +18.4% | 1,527 | +0.7% | 0.84% | -1.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,994,000 | +39.6% | 29,377 | +39.8% | 0.80% | +16.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,970,000 | +10.7% | 78,959 | +5.9% | 0.80% | -7.8% |
| VOO | Buy | VANGUARD INDEX FDS | $2,897,000 | +27.7% | 9,317 | +17.0% | 0.78% | +6.6% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $2,865,000 | +18.5% | 14,405 | 0.0% | 0.77% | -1.2% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $2,823,000 | +35.5% | 328,295 | +33.1% | 0.76% | +13.0% |
| IYW | Sell | ISHARES TRu.s. tech etf | $2,803,000 | +1.8% | 31,960 | -1.3% | 0.75% | -15.1% |
| TSLA | Buy | TESLA INC | $2,745,000 | +18.7% | 4,110 | +25.5% | 0.74% | -0.9% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $2,636,000 | – | 15,506 | +100.0% | 0.71% | – |
| SHOP | Buy | SHOPIFY INCcl a | $2,611,000 | +409.0% | 2,360 | +421.0% | 0.70% | +324.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,485,000 | +15.4% | 9,729 | +4.7% | 0.67% | -3.8% |
| DIS | Buy | DISNEY WALT CO | $2,376,000 | +38.7% | 12,876 | +36.2% | 0.64% | +15.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,363,000 | +7.9% | 20,243 | +4.8% | 0.63% | -10.1% |
| XBI | Buy | SPDR SER TRs&p biotech | $2,244,000 | +7.6% | 16,544 | +11.7% | 0.60% | -10.3% |
| CVX | Buy | CHEVRON CORP NEW | $2,156,000 | +41.9% | 20,574 | +14.4% | 0.58% | +18.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,077,000 | -5.6% | 5,794 | -6.9% | 0.56% | -21.3% |
| DNMR | New | DANIMER SCIENTIFIC INC | $2,052,000 | – | 54,359 | +100.0% | 0.55% | – |
| GLD | Buy | SPDR GOLD TR | $2,025,000 | -8.0% | 12,662 | +2.6% | 0.54% | -23.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,959,000 | +28.1% | 947 | +8.5% | 0.53% | +6.9% |
| V | Buy | VISA INC | $1,883,000 | +10.6% | 8,893 | +14.2% | 0.50% | -7.8% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $1,854,000 | -2.0% | 124,749 | +0.0% | 0.50% | -18.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,824,000 | -3.8% | 7,096 | -5.2% | 0.49% | -19.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,794,000 | +7.4% | 6,494 | +1.5% | 0.48% | -10.4% |
| BIL | SPDR SER TRspdr bloomberg | $1,782,000 | -0.1% | 19,479 | 0.0% | 0.48% | -16.7% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,566,000 | +30.8% | 2,933 | +28.0% | 0.42% | +9.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,506,000 | +32.2% | 9,890 | +10.3% | 0.40% | +10.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,502,000 | +3.9% | 28,863 | +0.0% | 0.40% | -13.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,497,000 | +62.9% | 9,110 | +55.9% | 0.40% | +35.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,487,000 | +26.3% | 6,123 | +21.8% | 0.40% | +5.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,468,000 | +44.6% | 66,689 | +28.8% | 0.39% | +20.5% |
| RPAR | Buy | TIDAL ETF TRrpar risk pari | $1,436,000 | +34.5% | 63,191 | +40.8% | 0.38% | +11.9% |
| IWC | Buy | ISHARES TRmicro-cap etf | $1,393,000 | +24.0% | 9,479 | +0.1% | 0.37% | +3.6% |
| NKX | Sell | NUVEEN CALIFORNIA AMT QLT MU | $1,322,000 | -31.2% | 85,574 | -29.8% | 0.36% | -42.6% |
| CRM | Buy | SALESFORCE COM INC | $1,310,000 | +21.7% | 6,184 | +27.9% | 0.35% | +1.7% |
| EVM | EATON VANCE CALIF MUN BD FD | $1,282,000 | -0.9% | 110,135 | 0.0% | 0.34% | -17.3% | |
| ARCC | Buy | ARES CAPITAL CORP | $1,167,000 | +13.4% | 62,367 | +2.4% | 0.31% | -5.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,147,000 | +32.4% | 3,221 | +32.8% | 0.31% | +10.4% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,061,000 | -7.1% | 4,864 | -9.6% | 0.28% | -22.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $995,000 | +0.6% | 2,822 | +7.5% | 0.27% | -16.0% |
| T | Buy | AT&T INC | $996,000 | +258.3% | 32,900 | +240.3% | 0.27% | +200.0% |
| TTD | Buy | THE TRADE DESK INC | $983,000 | +2.2% | 1,509 | +25.6% | 0.26% | -14.8% |
| SQ | Buy | SQUARE INCcl a | $940,000 | +19.3% | 4,139 | +14.6% | 0.25% | -0.8% |
| HD | Sell | HOME DEPOT INC | $940,000 | +10.5% | 3,080 | -3.8% | 0.25% | -8.0% |
| VCV | INVESCO CALIF VALUE MUN INCO | $931,000 | -3.3% | 72,756 | 0.0% | 0.25% | -19.4% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $927,000 | +18.8% | 2,492 | +12.1% | 0.25% | -0.8% |
| DFS | Sell | DISCOVER FINL SVCS | $905,000 | +3.2% | 9,532 | -1.6% | 0.24% | -13.8% |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $899,000 | +5.9% | 24,560 | 0.0% | 0.24% | -11.7% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $899,000 | +27.2% | 1,891 | +33.7% | 0.24% | +5.7% |
| IAU | Buy | ISHARES GOLD TRishares | $896,000 | -9.5% | 55,082 | +0.8% | 0.24% | -24.8% |
| ABBV | Buy | ABBVIE INC | $893,000 | +73.7% | 8,251 | +71.9% | 0.24% | +45.5% |
| AAPL | Buy | APPLE INCput | $892,000 | +40.3% | 7,300 | +52.1% | 0.24% | +16.6% |
| AGNC | Buy | AGNC INVT CORP | $872,000 | +266.4% | 52,011 | +241.6% | 0.23% | +203.9% |
| BFZ | BLACKROCK CALIF MUN INCOME Tsh ben int | $867,000 | +0.9% | 60,391 | 0.0% | 0.23% | -15.6% | |
| STWD | Sell | STARWOOD PPTY TR INC | $865,000 | +27.8% | 34,983 | -0.3% | 0.23% | +6.4% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $859,000 | +56.2% | 2,673 | +63.9% | 0.23% | +30.5% |
| NKE | Buy | NIKE INCcl b | $846,000 | +3.3% | 6,368 | +10.1% | 0.23% | -14.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $825,000 | +8.1% | 2,549 | +1.8% | 0.22% | -10.2% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $819,000 | +4.2% | 3,453 | -1.8% | 0.22% | -13.0% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION | $802,000 | +131.1% | 58,225 | +112.7% | 0.22% | +92.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $796,000 | +8.6% | 10,493 | +4.4% | 0.21% | -9.3% |
| DHR | Buy | DANAHER CORPORATION | $794,000 | +4.3% | 3,528 | +3.0% | 0.21% | -13.1% |
| APPN | Buy | APPIAN CORPcl a | $790,000 | +139.4% | 5,943 | +192.3% | 0.21% | +100.0% |
| TXN | Sell | TEXAS INSTRS INC | $771,000 | +12.9% | 4,082 | -2.0% | 0.21% | -5.9% |
| MET | Buy | METLIFE INC | $705,000 | +32.5% | 11,605 | +2.5% | 0.19% | +10.5% |
| QCOM | Buy | QUALCOMM INC | $692,000 | -12.8% | 5,217 | +0.1% | 0.19% | -27.3% |
| ORCL | Buy | ORACLE CORP | $677,000 | -1.3% | 23,003 | +116.8% | 0.18% | -17.6% |
| MELI | Buy | MERCADOLIBRE INC | $676,000 | +48.2% | 459 | +68.8% | 0.18% | +23.1% |
| NFLX | Buy | NETFLIX INC | $669,000 | +37.7% | 1,282 | +42.6% | 0.18% | +15.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $667,000 | +5.5% | 12,323 | +2.1% | 0.18% | -11.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $666,000 | +0.6% | 10,546 | -1.2% | 0.18% | -16.0% |
| CSCO | Buy | CISCO SYS INC | $664,000 | +24.1% | 12,834 | +7.4% | 0.18% | +3.5% |
| ITOT | ISHARES TRcore s&p ttl stk | $650,000 | +6.2% | 7,100 | 0.0% | 0.17% | -11.7% | |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $646,000 | +15.6% | 57,453 | +2.1% | 0.17% | -3.9% |
| DKNG | Buy | DRAFTKINGS INC | $641,000 | +162.7% | 10,456 | +99.8% | 0.17% | +117.7% |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $632,000 | +4.3% | 10,078 | 0.0% | 0.17% | -12.8% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $626,000 | +3.3% | 10,760 | +4.3% | 0.17% | -13.8% |
| INTU | Buy | INTUIT | $616,000 | +41.3% | 1,608 | +40.2% | 0.16% | +17.9% |
| ADSK | Buy | AUTODESK INC | $615,000 | +48.2% | 2,219 | +63.4% | 0.16% | +23.1% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $613,000 | +6.1% | 25,900 | -1.9% | 0.16% | -11.3% |
| VXX | Buy | BARCLAYS BANK PLCipth sr b s&p | $605,000 | -2.7% | 53,063 | +43.3% | 0.16% | -19.0% |
| DUK | New | DUKE ENERGY CORP NEW | $591,000 | – | 6,123 | +100.0% | 0.16% | – |
| SGOV | ISHARES TR0-3 mnth treasry | $590,000 | 0.0% | 5,895 | 0.0% | 0.16% | -16.8% | |
| PG | Buy | PROCTER AND GAMBLE CO | $582,000 | -0.2% | 4,300 | +2.6% | 0.16% | -17.0% |
| SBUX | Sell | STARBUCKS CORP | $552,000 | -1.1% | 5,049 | -3.3% | 0.15% | -17.8% |
| PEP | Buy | PEPSICO INC | $551,000 | -2.1% | 3,898 | +2.7% | 0.15% | -18.2% |
| SO | New | SOUTHERN CO | $537,000 | – | 8,642 | +100.0% | 0.14% | – |
| PZC | PIMCO CALIF MUN INCOME FD II | $528,000 | +2.9% | 50,000 | 0.0% | 0.14% | -13.9% | |
| WPC | New | WP CAREY INC | $521,000 | – | 7,356 | +100.0% | 0.14% | – |
| AVGO | Buy | BROADCOM INC | $517,000 | +16.2% | 1,115 | +9.9% | 0.14% | -2.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $517,000 | +15.4% | 1,565 | +6.9% | 0.14% | -3.5% |
| CASU | CASCADE ACQUISITION CORPunit 99/99/9999 | $513,000 | -1.9% | 50,000 | 0.0% | 0.14% | -17.9% | |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $515,000 | +65.6% | 8,278 | +71.4% | 0.14% | +38.0% |
| IDXX | Buy | IDEXX LABS INC | $510,000 | +41.7% | 1,043 | +44.7% | 0.14% | +18.1% |
| D | New | DOMINION ENERGY INC | $512,000 | – | 6,740 | +100.0% | 0.14% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $503,000 | +5.7% | 9,423 | +2.2% | 0.14% | -11.8% |
| CM | New | CANADIAN IMP BK COMM | $504,000 | – | 5,154 | +100.0% | 0.14% | – |
| BAC | Buy | BK OF AMERICA CORP | $500,000 | +56.2% | 12,930 | +22.3% | 0.13% | +30.1% |
| BKNG | Buy | BOOKING HOLDINGS INC | $478,000 | +9.4% | 205 | +4.6% | 0.13% | -9.2% |
| MSFT | Sell | MICROSOFT CORPput | $472,000 | -11.4% | 2,000 | -16.7% | 0.13% | -26.2% |
| MRK | Buy | MERCK & CO. INC | $471,000 | +2.6% | 6,103 | +8.7% | 0.13% | -14.9% |
| GLP | New | GLOBAL PARTNERS LP | $464,000 | – | 21,725 | +100.0% | 0.12% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $464,000 | – | 2,693 | +100.0% | 0.12% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $467,000 | +25.9% | 3,952 | +16.1% | 0.12% | +5.0% |
| IWP | ISHARES TRrus md cp gr etf | $456,000 | -0.7% | 4,470 | 0.0% | 0.12% | -17.6% | |
| GSBD | New | GOLDMAN SACHS BDC INC | $455,000 | – | 23,560 | +100.0% | 0.12% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $445,000 | – | 19,096 | +100.0% | 0.12% | – |
| CEV | EATON VANCE CALIF MUN INCOMsh ben int | $445,000 | -3.3% | 33,600 | 0.0% | 0.12% | -19.6% | |
| ET | Buy | ENERGY TRANSFER LP | $441,000 | +24.2% | 57,467 | +0.1% | 0.12% | +3.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $440,000 | -18.7% | 1,942 | -16.5% | 0.12% | -32.2% |
| MPLX | New | MPLX LP | $435,000 | – | 16,984 | +100.0% | 0.12% | – |
| DTD | WISDOMTREE TRus total dividnd | $432,000 | +8.0% | 3,819 | 0.0% | 0.12% | -10.1% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $433,000 | +6.7% | 1,441 | +1.9% | 0.12% | -11.5% |
| AMAT | Sell | APPLIED MATLS INC | $433,000 | -1.8% | 3,241 | -36.5% | 0.12% | -18.3% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $431,000 | – | 2,012 | +100.0% | 0.12% | – |
| PFE | Buy | PFIZER INC | $430,000 | +18.5% | 11,879 | +20.5% | 0.12% | -1.7% |
| SPAB | SPDR SER TRportfolio agrgte | $429,000 | -3.8% | 14,469 | 0.0% | 0.12% | -20.1% | |
| ANET | Sell | ARISTA NETWORKS INC | $424,000 | -22.9% | 1,403 | -25.8% | 0.11% | -35.6% |
| NOW | Sell | SERVICENOW INC | $421,000 | -24.3% | 841 | -16.8% | 0.11% | -36.9% |
| PINS | Buy | PINTEREST INCcl a | $416,000 | +102.9% | 5,622 | +81.1% | 0.11% | +69.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $419,000 | +21.4% | 4,502 | +21.1% | 0.11% | +0.9% |
| MCK | Buy | MCKESSON CORP | $413,000 | +14.1% | 2,116 | +1.6% | 0.11% | -5.1% |
| MDT | Sell | MEDTRONIC PLC | $415,000 | -0.2% | 3,510 | -1.2% | 0.11% | -17.2% |
| HON | Sell | HONEYWELL INTL INC | $413,000 | -9.2% | 1,902 | -11.0% | 0.11% | -24.0% |
| BMO | New | BANK MONTREAL QUE | $406,000 | – | 4,552 | +100.0% | 0.11% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $401,000 | – | 6,171 | +100.0% | 0.11% | – |
| BK | BANK NEW YORK MELLON CORP | $398,000 | +11.5% | 8,420 | 0.0% | 0.11% | -7.0% | |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $399,000 | +69.8% | 7,769 | +69.7% | 0.11% | +40.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $399,000 | -13.8% | 5,077 | +0.6% | 0.11% | -28.2% |
| ABT | Buy | ABBOTT LABS | $393,000 | +42.4% | 3,280 | +30.2% | 0.10% | +18.0% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $390,000 | -2.7% | 1,352 | -2.4% | 0.10% | -18.6% |
| NCA | New | NUVEEN CALIFORNIA MUNI VLU F | $388,000 | – | 37,931 | +100.0% | 0.10% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $386,000 | +39.9% | 2,317 | +23.4% | 0.10% | +16.9% |
| FVRR | Buy | FIVERR INTL LTD | $389,000 | +82.6% | 1,791 | +63.7% | 0.10% | +50.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $386,000 | +10.9% | 1 | 0.0% | 0.10% | -7.1% | |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $380,000 | -41.3% | 13,484 | -44.9% | 0.10% | -51.0% |
| JD | Buy | JD.COM INCspon adr cl a | $381,000 | +79.7% | 4,520 | +87.8% | 0.10% | +50.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $379,000 | +37.8% | 8,737 | +34.7% | 0.10% | +14.6% |
| ARKK | Buy | ARK ETF TRinnovation etf | $376,000 | +97.9% | 3,136 | +105.5% | 0.10% | +65.6% |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $376,000 | – | 10,263 | +100.0% | 0.10% | – |
| YUM | Buy | YUM BRANDS INC | $372,000 | +0.5% | 3,443 | +0.9% | 0.10% | -16.0% |
| TWLO | Buy | TWILIO INCcl a | $367,000 | +55.5% | 1,078 | +54.7% | 0.10% | +30.3% |
| USB | Buy | US BANCORP DEL | $367,000 | +37.5% | 6,631 | +15.8% | 0.10% | +15.1% |
| CWENA | New | CLEARWAY ENERGY INCcl a | $364,000 | – | 13,748 | +100.0% | 0.10% | – |
| CAT | Buy | CATERPILLAR INC | $365,000 | +29.4% | 1,573 | +1.6% | 0.10% | +7.7% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $361,000 | +6.2% | 1,242 | -2.7% | 0.10% | -11.0% |
| HUBS | New | HUBSPOT INC | $357,000 | – | 786 | +100.0% | 0.10% | – |
| PVH | Buy | PVH CORPORATION | $356,000 | +13.7% | 3,367 | +1.0% | 0.10% | -5.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $357,000 | +4.1% | 4,953 | -0.1% | 0.10% | -12.7% |
| MTCH | Buy | MATCH GROUP INC NEW | $357,000 | -0.8% | 2,601 | +9.2% | 0.10% | -17.2% |
| GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $358,000 | -0.3% | 7,093 | 0.0% | 0.10% | -17.2% | |
| AMGN | Buy | AMGEN INC | $357,000 | +27.0% | 1,435 | +17.2% | 0.10% | +6.7% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $355,000 | – | 1,943 | +100.0% | 0.10% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $349,000 | +35.3% | 1,577 | +26.2% | 0.09% | +13.3% |
| TEX | Buy | TEREX CORP NEW | $351,000 | +33.5% | 7,621 | +1.0% | 0.09% | +10.6% |
| IWR | ISHARES TRrus mid cap etf | $352,000 | +7.6% | 4,764 | 0.0% | 0.09% | -10.5% | |
| BA | Buy | BOEING CO | $345,000 | +35.3% | 1,355 | +13.9% | 0.09% | +13.4% |
| LLY | Sell | LILLY ELI & CO | $347,000 | +1.2% | 1,855 | -8.8% | 0.09% | -15.5% |
| MAS | Buy | MASCO CORP | $342,000 | +33.1% | 5,716 | +22.0% | 0.09% | +10.8% |
| ETRN | New | EQUITRANS MIDSTREAM CORP | $338,000 | – | 41,406 | +100.0% | 0.09% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $339,000 | +21.1% | 1,205 | +17.6% | 0.09% | +1.1% |
| WDAY | Buy | WORKDAY INCcl a | $338,000 | +6.6% | 1,359 | +2.6% | 0.09% | -10.8% |
| ILMN | Buy | ILLUMINA INC | $338,000 | +7.0% | 880 | +3.2% | 0.09% | -10.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $338,000 | +36.3% | 1,929 | +15.8% | 0.09% | +13.8% |
| PGR | New | PROGRESSIVE CORP | $338,000 | – | 3,531 | +100.0% | 0.09% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $335,000 | – | 1,165 | +100.0% | 0.09% | – |
| INTC | Buy | INTEL CORP | $335,000 | +55.1% | 5,237 | +20.8% | 0.09% | +28.6% |
| ALLY | Buy | ALLY FINL INC | $337,000 | +33.7% | 7,449 | +5.5% | 0.09% | +11.1% |
| AEP | New | AMERICAN ELEC PWR CO INC | $332,000 | – | 3,918 | +100.0% | 0.09% | – |
| WIX | New | WIX COM LTD | $329,000 | – | 1,180 | +100.0% | 0.09% | – |
| NOC | NORTHROP GRUMMAN CORPput | $324,000 | +6.6% | 1,000 | 0.0% | 0.09% | -11.2% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $320,000 | +10.3% | 8,444 | 0.0% | 0.09% | -7.5% | |
| NEWT | New | NEWTEK BUSINESS SVCS CORP | $322,000 | – | 12,050 | +100.0% | 0.09% | – |
| NEE | New | NEXTERA ENERGY INC | $317,000 | – | 4,191 | +100.0% | 0.08% | – |
| UNP | Buy | UNION PAC CORP | $316,000 | +33.9% | 1,433 | +26.5% | 0.08% | +11.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $315,000 | +6.4% | 1,423 | -2.1% | 0.08% | -10.5% |
| SHE | SPDR SER TRssga gnder etf | $316,000 | +5.7% | 3,332 | 0.0% | 0.08% | -11.5% | |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $312,000 | +55.2% | 17,095 | +51.6% | 0.08% | +29.2% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $314,000 | +13.8% | 1,551 | +6.1% | 0.08% | -5.6% |
| BTEC | PRINCIPAL EXCHANGE-TRADED FDhelthcare indx | $314,000 | -1.3% | 5,419 | 0.0% | 0.08% | -17.6% | |
| CRBN | ISHARES TRmsci lw crb tg | $313,000 | +4.7% | 2,007 | 0.0% | 0.08% | -12.5% | |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $308,000 | -33.9% | 2,274 | -23.0% | 0.08% | -44.7% |
| AMZN | AMAZON COM INCput | $309,000 | -5.2% | 100 | 0.0% | 0.08% | -21.0% | |
| IGR | Sell | CBRE CLARION GLOBAL REAL EST | $305,000 | -59.7% | 39,022 | -64.5% | 0.08% | -66.4% |
| WMB | New | WILLIAMS COS INC | $306,000 | – | 12,902 | +100.0% | 0.08% | – |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $304,000 | +4.1% | 2,066 | 0.0% | 0.08% | -12.8% | |
| PCI | New | PIMCO DYNAMIC CR INCOME FD | $306,000 | – | 13,734 | +100.0% | 0.08% | – |
| PRU | New | PRUDENTIAL FINL INC | $301,000 | – | 3,305 | +100.0% | 0.08% | – |
| FTNT | Buy | FORTINET INC | $300,000 | +27.1% | 1,629 | +2.6% | 0.08% | +6.6% |
| HACK | ETF MANAGERS TRprime cybr scrty | $300,000 | -4.5% | 5,462 | 0.0% | 0.08% | -19.8% | |
| EZU | ISHARES INCmsci eurzone etf | $298,000 | +5.3% | 6,421 | 0.0% | 0.08% | -12.1% | |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $293,000 | -11.2% | 11,710 | +0.1% | 0.08% | -25.5% |
| GILD | Buy | GILEAD SCIENCES INC | $293,000 | +18.6% | 4,526 | +6.6% | 0.08% | 0.0% |
| CNOB | CONNECTONE BANCORP INC | $289,000 | +27.9% | 11,406 | 0.0% | 0.08% | +6.8% | |
| EBON | New | EBANG INTL HLDGS INC | $286,000 | – | 36,000 | +100.0% | 0.08% | – |
| TROW | New | PRICE T ROWE GROUP INC | $285,000 | – | 1,661 | +100.0% | 0.08% | – |
| LMND | New | LEMONADE INC | $283,000 | – | 3,040 | +100.0% | 0.08% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $284,000 | – | 10,298 | +100.0% | 0.08% | – |
| MSCI | Buy | MSCI INC | $282,000 | +8.9% | 673 | +16.0% | 0.08% | -8.4% |
| VRSN | Buy | VERISIGN INC | $285,000 | -6.2% | 1,435 | +2.2% | 0.08% | -22.4% |
| DE | Sell | DEERE & CO | $284,000 | +15.4% | 758 | -17.2% | 0.08% | -3.8% |
| EIS | ISHARES INCmsci israel etf | $281,000 | +0.7% | 4,357 | 0.0% | 0.08% | -16.7% | |
| ETSY | New | ETSY INC | $281,000 | – | 1,394 | +100.0% | 0.08% | – |
| MS | Buy | MORGAN STANLEY | $273,000 | +22.4% | 3,509 | +7.7% | 0.07% | +1.4% |
| VER | New | VEREIT INC | $272,000 | – | 7,045 | +100.0% | 0.07% | – |
| TSN | Buy | TYSON FOODS INCcl a | $267,000 | +20.8% | 3,595 | +4.8% | 0.07% | +1.4% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $269,000 | +7.2% | 1,523 | 0.0% | 0.07% | -11.1% | |
| KKR | New | KKR & CO INC | $270,000 | – | 5,517 | +100.0% | 0.07% | – |
| WAT | Buy | WATERS CORP | $267,000 | +15.6% | 941 | +1.0% | 0.07% | -2.7% |
| TRGP | New | TARGA RES CORP | $266,000 | – | 8,387 | +100.0% | 0.07% | – |
| O | New | REALTY INCOME CORP | $263,000 | – | 4,134 | +100.0% | 0.07% | – |
| ALSN | Buy | ALLISON TRANSMISSION HLDGS I | $262,000 | -4.4% | 6,414 | +1.1% | 0.07% | -20.5% |
| TWTR | Buy | TWITTER INC | $261,000 | +22.0% | 4,095 | +3.6% | 0.07% | +1.4% |
| PAYC | New | PAYCOM SOFTWARE INC | $259,000 | – | 700 | +100.0% | 0.07% | – |
| MDLA | New | MEDALLIA INC | $262,000 | – | 9,393 | +100.0% | 0.07% | – |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $261,000 | – | 9,342 | +100.0% | 0.07% | – |
| UTG | New | REAVES UTIL INCOME FD | $256,000 | – | 7,644 | +100.0% | 0.07% | – |
| PNW | New | PINNACLE WEST CAP CORP | $256,000 | – | 3,142 | +100.0% | 0.07% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $257,000 | – | 2,258 | +100.0% | 0.07% | – |
| ATAX | Buy | AMERICA FIRST MULTIFAMILY INben unit ctf | $254,000 | +33.0% | 45,979 | +2.2% | 0.07% | +11.5% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $253,000 | +8.1% | 1,178 | +19.0% | 0.07% | -9.3% |
| EDUT | GLOBAL X FDSeducation etf | $252,000 | -8.7% | 15,200 | 0.0% | 0.07% | -23.6% | |
| ENB | New | ENBRIDGE INC | $253,000 | – | 6,949 | +100.0% | 0.07% | – |
| WMT | Sell | WALMART INC | $255,000 | -41.0% | 1,875 | -37.5% | 0.07% | -51.1% |
| MCD | New | MCDONALDS CORP | $249,000 | – | 1,111 | +100.0% | 0.07% | – |
| SE | SEA LTDsponsord ads | $248,000 | +12.2% | 1,110 | 0.0% | 0.07% | -5.6% | |
| KO | New | COCA COLA CO | $250,000 | – | 4,741 | +100.0% | 0.07% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $251,000 | +8.2% | 3,894 | +4.2% | 0.07% | -10.7% |
| ZNGA | Buy | ZYNGA INCcl a | $248,000 | +27.2% | 24,268 | +22.9% | 0.07% | +6.3% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $247,000 | +8.8% | 2,959 | +18.8% | 0.07% | -9.6% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $246,000 | +22.4% | 1,541 | +0.9% | 0.07% | +1.5% |
| DOC | New | PHYSICIANS RLTY TR | $245,000 | – | 13,865 | +100.0% | 0.07% | – |
| DLN | Buy | WISDOMTREE TRus largecap divd | $242,000 | +9.5% | 2,108 | +2.4% | 0.06% | -8.5% |
| CSIQ | Buy | CANADIAN SOLAR INC | $242,000 | -0.4% | 4,886 | +2.8% | 0.06% | -16.7% |
| CB | Sell | CHUBB LIMITED | $243,000 | +0.8% | 1,538 | -1.6% | 0.06% | -16.7% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $237,000 | – | 1,777 | +100.0% | 0.06% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $238,000 | – | 9,741 | +100.0% | 0.06% | – |
| WFC | New | WELLS FARGO CO NEW | $237,000 | – | 6,058 | +100.0% | 0.06% | – |
| WM | New | WASTE MGMT INC DEL | $236,000 | – | 1,825 | +100.0% | 0.06% | – |
| XFLT | New | XAI OCTAGON FLOATING RATE & | $236,000 | – | 26,000 | +100.0% | 0.06% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $236,000 | +14.6% | 640 | +10.2% | 0.06% | -4.5% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $231,000 | -18.4% | 426 | -19.5% | 0.06% | -31.9% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $232,000 | 0.0% | 4,576 | +0.0% | 0.06% | -17.3% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $227,000 | – | 2,764 | +100.0% | 0.06% | – |
| SWK | Buy | STANLEY BLACK & DECKER INC | $227,000 | +13.5% | 1,138 | +1.8% | 0.06% | -4.7% |
| XOM | New | EXXON MOBIL CORP | $222,000 | – | 3,985 | +100.0% | 0.06% | – |
| TMHC | New | TAYLOR MORRISON HOME CORP | $223,000 | – | 7,249 | +100.0% | 0.06% | – |
| TGT | New | TARGET CORP | $223,000 | – | 1,125 | +100.0% | 0.06% | – |
| SNBR | New | SLEEP NUMBER CORP | $223,000 | – | 1,552 | +100.0% | 0.06% | – |
| PM | New | PHILIP MORRIS INTL INC | $223,000 | – | 2,517 | +100.0% | 0.06% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $225,000 | – | 2,310 | +100.0% | 0.06% | – |
| GD | New | GENERAL DYNAMICS CORP | $218,000 | – | 1,200 | +100.0% | 0.06% | – |
| ZG | Buy | ZILLOW GROUP INCcl a | $221,000 | 0.0% | 1,679 | +3.4% | 0.06% | -16.9% |
| MGM | New | MGM RESORTS INTERNATIONAL | $221,000 | – | 5,826 | +100.0% | 0.06% | – |
| WCLD | Buy | WISDOMTREE TR | $221,000 | -7.5% | 4,598 | +3.0% | 0.06% | -23.4% |
| KTB | New | KONTOOR BRANDS INC | $220,000 | – | 4,541 | +100.0% | 0.06% | – |
| RQI | Buy | COHEN & STEERS QUALITY INCOM | $220,000 | +19.6% | 15,799 | +6.8% | 0.06% | 0.0% |
| OKTA | New | OKTA INCcl a | $217,000 | – | 983 | +100.0% | 0.06% | – |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $216,000 | +5.9% | 2,238 | 0.0% | 0.06% | -12.1% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $217,000 | +3.8% | 4,957 | 0.0% | 0.06% | -13.4% | |
| EXAS | Sell | EXACT SCIENCES CORP | $215,000 | -0.5% | 1,632 | -0.1% | 0.06% | -17.1% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $213,000 | – | 2,517 | +100.0% | 0.06% | – |
| MIDD | New | MIDDLEBY CORP | $213,000 | – | 1,288 | +100.0% | 0.06% | – |
| IUSG | ISHARES TRcore s&p us gwt | $207,000 | +2.5% | 2,277 | 0.0% | 0.06% | -13.8% | |
| NDAQ | Sell | NASDAQ INC | $209,000 | +7.2% | 1,418 | -3.3% | 0.06% | -11.1% |
| YUMC | Buy | YUM CHINA HLDGS INC | $208,000 | +4.0% | 3,513 | +0.3% | 0.06% | -12.5% |
| TT | New | TRANE TECHNOLOGIES PLC | $208,000 | – | 1,257 | +100.0% | 0.06% | – |
| COUP | New | COUPA SOFTWARE INC | $205,000 | – | 807 | +100.0% | 0.06% | – |
| PANW | Sell | PALO ALTO NETWORKS INC | $206,000 | -13.4% | 640 | -4.5% | 0.06% | -28.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $204,000 | -12.4% | 296 | -6.6% | 0.06% | -26.7% |
| DRV | Buy | DIREXION SHS ETF TRdaily msci real | $201,000 | -11.8% | 26,185 | +18.0% | 0.05% | -26.0% |
| THW | New | TEKLA WORLD HEALTHCARE FD | $196,000 | – | 13,000 | +100.0% | 0.05% | – |
| SSSS | New | SURO CAPITAL CORP | $192,000 | – | 14,200 | +100.0% | 0.05% | – |
| TXN | TEXAS INSTRS INCput | $189,000 | +15.2% | 1,000 | 0.0% | 0.05% | -3.8% | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLDunit | $178,000 | -10.6% | 10,500 | 0.0% | 0.05% | -25.0% | |
| BUR | BURFORD CAP LTD | $159,000 | -7.0% | 17,643 | 0.0% | 0.04% | -21.8% | |
| AWP | New | ABERDEEN GLOBAL PREMIER PPTY | $161,000 | – | 27,000 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INCcall | $134,000 | – | 200 | +100.0% | 0.04% | – |
| SNR | Buy | NEW SR INVT GROUP INC | $132,000 | +21.1% | 21,208 | +1.0% | 0.04% | 0.0% |
| CHMI | New | CHERRY HILL MTG INVT CORP | $129,000 | – | 13,800 | +100.0% | 0.04% | – |
| AMRN | AMARIN CORP PLCspons adr new | $109,000 | +26.7% | 17,575 | 0.0% | 0.03% | +3.6% | |
| CRHC | COHN ROBBINS HOLDINGS CORP | $99,000 | -5.7% | 10,099 | 0.0% | 0.03% | -20.6% | |
| ACND | ASCENDANT DIGITAL ACQUISITIO | $99,000 | -3.9% | 10,000 | 0.0% | 0.03% | -18.2% | |
| GSQDU | New | G SQUARED ASCEND I INCunit 99/99/9999 | $100,000 | – | 10,000 | +100.0% | 0.03% | – |
| MOTVU | MOTIVE CAPITAL CORPunit 99/99/9999 | $101,000 | -3.8% | 10,000 | 0.0% | 0.03% | -20.6% | |
| PMVC | PMV CONSUMER ACQUISITION COR | $97,000 | -4.9% | 10,000 | 0.0% | 0.03% | -21.2% | |
| KINZ | New | KINS TECHNOLOGY GROUP INC | $98,000 | – | 10,000 | +100.0% | 0.03% | – |
| TWO | Buy | TWO HBRS INVT CORP | $79,000 | +23.4% | 10,799 | +8.0% | 0.02% | 0.0% |
| QCOM | New | QUALCOMM INCcall | $66,000 | – | 500 | +100.0% | 0.02% | – |
| QQQ | Buy | INVESCO QQQ TRcall | $64,000 | +106.5% | 200 | +100.0% | 0.02% | +70.0% |
| LC | New | LENDINGCLUB CORP | $58,000 | – | 56,528 | +100.0% | 0.02% | – |
| NMIH | New | NMI HLDGS INCcl a | $50,000 | – | 48,789 | +100.0% | 0.01% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $47,000 | – | 46,551 | +100.0% | 0.01% | – |
| DS | DRIVE SHACK INC | $47,000 | +34.3% | 14,712 | 0.0% | 0.01% | +18.2% | |
| SPY | SPDR S&P 500 ETF TRcall | $40,000 | – | 100 | 0.0% | 0.01% | – | |
| EIX | New | EDISON INTL | $37,000 | – | 29,193 | +100.0% | 0.01% | – |
| DKNG | New | DRAFTKINGS INCcall | $25,000 | – | 400 | +100.0% | 0.01% | – |
| ARKK | ARK ETF TRcall | $12,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| VXX | New | BARCLAYS BANK PLCcall | $5,000 | – | 100 | +100.0% | 0.00% | – |
| NCZ | Exit | ALLIANZGI CONV & INCOME FD I | $0 | – | -10,394 | -100.0% | -0.02% | – |
| SPXU | Exit | PROSHARES TRultrapro short s | $0 | – | -10,882 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDput | $0 | – | -400 | -100.0% | -0.03% | – |
| FST | Exit | FAST ACQUISITION CORP | $0 | – | -10,000 | -100.0% | -0.03% | – |
| SCOAU | Exit | SCION TECH GROWTH Iunit 12/17/2025 | $0 | – | -10,000 | -100.0% | -0.03% | – |
| KINZU | Exit | KINS TECHNOLOGY GROUP INCunit 10/14/2025 | $0 | – | -10,000 | -100.0% | -0.03% | – |
| GFXU | Exit | GOLDEN FALCON ACQUISITION COunit 99/99/9999 | $0 | – | -10,000 | -100.0% | -0.03% | – |
| FB | Exit | FACEBOOK INCput | $0 | – | -400 | -100.0% | -0.04% | – |
| NVDA | Exit | NVIDIA CORPORATIONput | $0 | – | -300 | -100.0% | -0.05% | – |
| WMT | Exit | WALMART INCput | $0 | – | -1,400 | -100.0% | -0.06% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -1,786 | -100.0% | -0.07% | – |
| CORT | Exit | CORCEPT THERAPEUTICS INC | $0 | – | -7,915 | -100.0% | -0.07% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -5,873 | -100.0% | -0.07% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,004 | -100.0% | -0.08% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,806 | -100.0% | -0.08% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -1,486 | -100.0% | -0.09% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -3,243 | -100.0% | -0.12% | – |
| NCB | Exit | NUVEEN CALIF MUNICPAL VALUE | $0 | – | -25,000 | -100.0% | -0.12% | – |
| MMD | Exit | MAINSTAY MACKAY DEFINDTRM MU | $0 | – | -19,282 | -100.0% | -0.14% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEput | $0 | – | -2,000 | -100.0% | -0.20% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -4,256 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
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 | 2024-02-05 |
| 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 |
| 13F-HR | 2022-02-14 |
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.