Camden Capital
Latest statistics and disclosures from Certuity's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, USFR, QQQ, AAPL, XOM, and represent 28.61% of Certuity's stock portfolio.
- Added to shares of these 10 stocks: PNC (+$16M), VZ (+$7.9M), SPY (+$6.7M), AAPL (+$6.2M), DJP (+$6.1M), USFR (+$6.0M), MSFT, LLY, QQQ, XOM.
- Started 107 new stock positions in BMO, MCHP, AXP, ICE, VONE, SAN, BBIO, ARKK, PODD, CME.
- Reduced shares in these 10 stocks: OMF (-$40M), GEHC (-$16M), BABA (-$9.9M), TDW, , BIL, NIO, VAL, GE, INTU.
- Sold out of its positions in BABA, AYRO, BMRN, BMEZ, SAM, DRV, Etf Managers Tr purefunds ise cy, Etf Managers Tr bluestar ta big, FCF, FUBO.
- Certuity was a net buyer of stock by $67M.
- Certuity has $988M in assets under management (AUM), dropping by 16.37%.
- Central Index Key (CIK): 0001800752
Tip: Access up to 7 years of quarterly data
Positions held by Camden Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Certuity
Certuity holds 345 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.9 | $78M | +9% | 164k | 475.31 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 7.5 | $74M | +8% | 1.5M | 50.24 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $46M | +9% | 112k | 409.52 |
|
Apple (AAPL) | 4.6 | $45M | +15% | 235k | 192.53 |
|
Exxon Mobil Corporation (XOM) | 4.0 | $40M | +9% | 398k | 99.98 |
|
General Electric Com New (GE) | 4.0 | $39M | -2% | 308k | 127.63 |
|
New York Community Ban (NYCB) | 3.5 | $35M | 3.4M | 10.23 |
|
|
Citigroup Com New (C) | 3.0 | $30M | 584k | 51.44 |
|
|
Micron Technology (MU) | 2.3 | $22M | 263k | 85.34 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $21M | +2% | 75k | 277.15 |
|
Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $21M | +10% | 43k | 477.63 |
|
Morgan Stanley Com New (MS) | 1.9 | $19M | 203k | 93.25 |
|
|
Chevron Corporation (CVX) | 1.8 | $18M | +12% | 119k | 149.16 |
|
Bank of America Corporation (BAC) | 1.8 | $18M | 520k | 33.67 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.7 | $17M | 33k | 507.39 |
|
|
PNC Financial Services (PNC) | 1.6 | $16M | +3623% | 104k | 154.85 |
|
Microsoft Corporation (MSFT) | 1.6 | $16M | +42% | 43k | 376.04 |
|
Wells Fargo & Company (WFC) | 1.5 | $15M | 307k | 49.22 |
|
|
Ford Motor Company (F) | 1.4 | $14M | 1.2M | 12.19 |
|
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $14M | -5% | 199k | 70.28 |
|
JPMorgan Chase & Co. (JPM) | 1.3 | $13M | +5% | 75k | 170.10 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $12M | 74k | 165.25 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $12M | +4% | 108k | 108.25 |
|
Select Sector Spdr Tr Technology (XLK) | 1.1 | $11M | +7% | 57k | 192.48 |
|
Freeport-mcmoran CL B (FCX) | 1.1 | $11M | 255k | 42.57 |
|
|
Amazon (AMZN) | 1.0 | $10M | +22% | 66k | 155.43 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $10M | +3% | 33k | 303.17 |
|
NVIDIA Corporation (NVDA) | 0.9 | $8.4M | +25% | 17k | 495.21 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $8.4M | +31% | 59k | 142.00 |
|
Verizon Communications (VZ) | 0.8 | $8.3M | +1804% | 221k | 37.70 |
|
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.8 | $7.4M | +461% | 245k | 30.39 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $7.4M | +55% | 17k | 436.81 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $6.5M | 79k | 82.96 |
|
|
Block Cl A (SQ) | 0.6 | $5.9M | 77k | 77.35 |
|
|
Eli Lilly & Co. (LLY) | 0.6 | $5.8M | +319% | 9.9k | 582.94 |
|
Doordash Cl A (DASH) | 0.5 | $5.2M | 53k | 98.89 |
|
|
At&t (T) | 0.5 | $4.9M | +86% | 294k | 16.78 |
|
Tesla Motors (TSLA) | 0.5 | $4.6M | +13% | 18k | 254.97 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $4.5M | -10% | 78k | 57.96 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $4.5M | 37k | 122.75 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $4.1M | +22% | 11k | 376.85 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.9M | +5% | 17k | 237.21 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.8M | -2% | 19k | 200.71 |
|
Meta Platforms Cl A (META) | 0.4 | $3.7M | +7% | 11k | 346.25 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $3.6M | -31% | 39k | 91.39 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.4M | +24% | 23k | 147.99 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $3.4M | +6% | 7.0k | 483.98 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.3M | 68k | 47.90 |
|
|
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $3.3M | +11% | 33k | 99.19 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $3.2M | +4% | 24k | 136.38 |
|
Visa Com Cl A (V) | 0.3 | $2.9M | +17% | 11k | 260.35 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.9M | 27k | 105.23 |
|
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.8M | -17% | 74k | 36.96 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.7M | +37% | 7.6k | 356.66 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $2.6M | 9.6k | 273.74 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.5M | 50k | 51.04 |
|
|
Builders FirstSource (BLDR) | 0.3 | $2.5M | NEW | 15k | 166.94 |
|
Tortoise Energy Infrastructure closed end funds (TYG) | 0.2 | $2.4M | 85k | 28.77 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.4M | NEW | 37k | 64.48 |
|
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $2.4M | 150k | 15.97 |
|
|
United Parcel Service CL B (UPS) | 0.2 | $2.3M | +7% | 15k | 157.23 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $2.2M | +56% | 3.7k | 596.52 |
|
Cisco Systems (CSCO) | 0.2 | $2.1M | +477% | 42k | 50.52 |
|
Johnson & Johnson (JNJ) | 0.2 | $2.1M | +63% | 13k | 156.74 |
|
Bristol Myers Squibb (BMY) | 0.2 | $2.1M | +55% | 41k | 51.31 |
|
salesforce (CRM) | 0.2 | $2.0M | +10% | 7.8k | 263.14 |
|
Arista Networks (ANET) | 0.2 | $2.0M | +34% | 8.5k | 235.50 |
|
Regions Financial Corporation (RF) | 0.2 | $2.0M | 102k | 19.38 |
|
|
Invesco Db Commdy Indx Trck Unit (DBC) | 0.2 | $1.9M | NEW | 86k | 22.04 |
|
Pfizer (PFE) | 0.2 | $1.8M | +81% | 64k | 28.79 |
|
McDonald's Corporation (MCD) | 0.2 | $1.8M | +168% | 6.0k | 296.50 |
|
Merck & Co (MRK) | 0.2 | $1.8M | +129% | 16k | 109.02 |
|
Procter & Gamble Company (PG) | 0.2 | $1.8M | +40% | 12k | 146.54 |
|
Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.2 | $1.8M | NEW | 28k | 62.04 |
|
Corebridge Finl (CRBG) | 0.2 | $1.7M | 80k | 21.66 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.7M | +2% | 5.5k | 310.87 |
|
Nike CL B (NKE) | 0.2 | $1.7M | +43% | 16k | 108.57 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.2 | $1.6M | +87% | 6.1k | 259.51 |
|
Shopify Cl A (SHOP) | 0.2 | $1.6M | +3% | 20k | 77.96 |
|
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $1.5M | NEW | 64k | 24.04 |
|
Advanced Micro Devices (AMD) | 0.1 | $1.4M | +5% | 9.8k | 147.41 |
|
Broadcom (AVGO) | 0.1 | $1.4M | +50% | 1.3k | 1116.01 |
|
UnitedHealth (UNH) | 0.1 | $1.4M | -3% | 2.7k | 526.46 |
|
Abbvie (ABBV) | 0.1 | $1.4M | +81% | 8.9k | 154.97 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.4M | 13k | 104.10 |
|
|
Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $1.4M | -20% | 29k | 47.44 |
|
Home Depot (HD) | 0.1 | $1.4M | +26% | 3.9k | 346.58 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | +42% | 5.8k | 232.64 |
|
ConocoPhillips (COP) | 0.1 | $1.3M | +175% | 12k | 116.07 |
|
Lam Research Corporation (LRCX) | 0.1 | $1.3M | +106% | 1.7k | 783.30 |
|
Netflix (NFLX) | 0.1 | $1.3M | +22% | 2.7k | 486.83 |
|
Intuit (INTU) | 0.1 | $1.3M | -40% | 2.1k | 625.13 |
|
Walt Disney Company (DIS) | 0.1 | $1.3M | +65% | 14k | 90.29 |
|
Caterpillar (CAT) | 0.1 | $1.3M | +105% | 4.3k | 295.65 |
|
Wal-Mart Stores (WMT) | 0.1 | $1.2M | +38% | 7.8k | 157.64 |
|
Affirm Hldgs Com Cl A (AFRM) | 0.1 | $1.2M | -14% | 25k | 49.14 |
|
Synchrony Financial (SYF) | 0.1 | $1.2M | 31k | 38.19 |
|
|
Ishares Tr Micro-cap Etf (IWC) | 0.1 | $1.1M | 9.8k | 116.03 |
|
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.1M | 11k | 100.27 |
|
|
Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | +756% | 69k | 15.72 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | +379% | 13k | 83.84 |
|
General Dynamics Corporation (GD) | 0.1 | $1.1M | NEW | 4.0k | 259.67 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.0M | +20% | 2.6k | 406.90 |
|
Costco Wholesale Corporation (COST) | 0.1 | $1.0M | +11% | 1.6k | 659.97 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.0M | +269% | 15k | 67.38 |
|
Expeditors International of Washington (EXPD) | 0.1 | $1.0M | +23% | 8.0k | 127.20 |
|
Nucor Corporation (NUE) | 0.1 | $1.0M | +93% | 5.8k | 174.04 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $979k | +44% | 24k | 40.21 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $970k | +66% | 1.1k | 878.48 |
|
Globe Life (GL) | 0.1 | $967k | NEW | 7.9k | 121.72 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $966k | 2.3k | 426.56 |
|
|
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $947k | +4% | 11k | 89.29 |
|
Chubb (CB) | 0.1 | $941k | +11% | 4.2k | 226.01 |
|
Texas Instruments Incorporated (TXN) | 0.1 | $935k | +33% | 5.5k | 170.45 |
|
Emerson Electric (EMR) | 0.1 | $931k | +357% | 9.6k | 97.33 |
|
Booking Holdings (BKNG) | 0.1 | $912k | +6% | 257.00 | 3547.21 |
|
Boeing Company (BA) | 0.1 | $908k | +57% | 3.5k | 260.66 |
|
Ameriprise Financial (AMP) | 0.1 | $904k | +62% | 2.4k | 379.85 |
|
Lowe's Companies (LOW) | 0.1 | $902k | +65% | 4.1k | 222.57 |
|
Owl Rock Capital Corporation (OBDC) | 0.1 | $901k | 61k | 14.76 |
|
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $899k | 16k | 56.40 |
|
|
Target Corporation (TGT) | 0.1 | $895k | NEW | 6.3k | 142.41 |
|
Oracle Corporation (ORCL) | 0.1 | $865k | +122% | 8.2k | 105.43 |
|
Coca-Cola Company (KO) | 0.1 | $856k | +26% | 15k | 58.93 |
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $853k | NEW | 11k | 78.02 |
|
Automatic Data Processing (ADP) | 0.1 | $834k | +34% | 3.6k | 232.99 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $823k | 11k | 76.13 |
|
|
Phillips 66 (PSX) | 0.1 | $818k | NEW | 6.1k | 133.14 |
|
Starwood Property Trust (STWD) | 0.1 | $810k | 39k | 21.02 |
|
|
Rithm Capital Corp Com New (RITM) | 0.1 | $804k | +2% | 75k | 10.68 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $795k | +12% | 9.0k | 88.36 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $793k | 38k | 20.71 |
|
|
First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.1 | $788k | 17k | 45.53 |
|
|
Pepsi (PEP) | 0.1 | $775k | +34% | 4.6k | 169.82 |
|
Dover Corporation (DOV) | 0.1 | $761k | NEW | 5.0k | 153.82 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $746k | 13k | 55.90 |
|
|
Parker-Hannifin Corporation (PH) | 0.1 | $744k | NEW | 1.6k | 460.70 |
|
Philip Morris International (PM) | 0.1 | $743k | -6% | 7.9k | 94.08 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $742k | +12% | 2.2k | 337.40 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $733k | -19% | 18k | 41.10 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $716k | NEW | 8.0k | 89.06 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $715k | NEW | 9.2k | 77.39 |
|
Blackstone Group Inc Com Cl A Call Option (BX) | 0.1 | $714k | +2% | 5.5k | 130.92 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $705k | -4% | 10k | 70.35 |
|
Air Products & Chemicals (APD) | 0.1 | $691k | +54% | 2.5k | 273.83 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $684k | +126% | 3.6k | 191.17 |
|
Amgen (AMGN) | 0.1 | $683k | +49% | 2.4k | 288.07 |
|
The Trade Desk Com Cl A (TTD) | 0.1 | $676k | +2% | 9.4k | 71.96 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $674k | -8% | 2.6k | 255.28 |
|
Cadence Design Systems (CDNS) | 0.1 | $667k | NEW | 2.4k | 272.34 |
|
FactSet Research Systems (FDS) | 0.1 | $654k | +32% | 1.4k | 477.00 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $641k | -5% | 8.5k | 75.35 |
|
Servicenow (NOW) | 0.1 | $627k | -8% | 887.00 | 706.81 |
|
Shell Spon Ads (SHEL) | 0.1 | $626k | NEW | 9.5k | 65.80 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $618k | 7.9k | 77.73 |
|
|
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $617k | NEW | 3.7k | 167.96 |
|
Nextera Energy (NEE) | 0.1 | $617k | +52% | 10k | 60.74 |
|
Gilead Sciences (GILD) | 0.1 | $615k | +140% | 7.6k | 81.01 |
|
Accolade (ACCD) | 0.1 | $603k | NEW | 50k | 12.01 |
|
Honeywell International (HON) | 0.1 | $603k | -17% | 2.9k | 209.68 |
|
Goldman Sachs (GS) | 0.1 | $600k | +92% | 1.6k | 385.66 |
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $599k | -7% | 5.1k | 117.23 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $598k | 13k | 46.63 |
|
|
Robinhood Mkts Com Cl A (HOOD) | 0.1 | $595k | 47k | 12.74 |
|
|
TJX Companies (TJX) | 0.1 | $589k | +73% | 6.3k | 93.81 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $586k | +50% | 4.7k | 124.97 |
|
S&p Global (SPGI) | 0.1 | $575k | +18% | 1.3k | 440.50 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $553k | +71% | 2.6k | 213.33 |
|
Abbott Laboratories (ABT) | 0.1 | $551k | +3% | 5.0k | 110.06 |
|
Msci (MSCI) | 0.1 | $547k | +17% | 967.00 | 565.80 |
|
Altria (MO) | 0.1 | $546k | -21% | 14k | 40.34 |
|
Jack in the Box (JACK) | 0.1 | $535k | 6.6k | 81.63 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $527k | +3% | 3.5k | 149.50 |
|
Intel Corporation (INTC) | 0.1 | $514k | +59% | 10k | 50.25 |
|
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $513k | NEW | 2.4k | 216.94 |
|
Palo Alto Networks (PANW) | 0.1 | $511k | -2% | 1.7k | 294.88 |
|
L3harris Technologies (LHX) | 0.1 | $511k | NEW | 2.4k | 210.62 |
|
Goldman Sachs Bdc SHS (GSBD) | 0.1 | $503k | 34k | 14.65 |
|
|
Linde SHS (LIN) | 0.1 | $496k | +37% | 1.2k | 410.71 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $492k | 4.9k | 99.79 |
|
|
Suncor Energy (SU) | 0.0 | $484k | NEW | 15k | 32.04 |
|
Global X Fds Artificial Etf (AIQ) | 0.0 | $482k | 15k | 31.18 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $476k | +2% | 1.4k | 350.84 |
|
McKesson Corporation (MCK) | 0.0 | $472k | NEW | 1.0k | 463.01 |
|
Eaton Corp SHS (ETN) | 0.0 | $469k | 1.9k | 240.88 |
|
|
Bank of New York Mellon Corporation (BK) | 0.0 | $467k | +2% | 9.0k | 52.05 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $466k | NEW | 3.4k | 135.86 |
|
Paypal Holdings (PYPL) | 0.0 | $464k | +12% | 7.6k | 61.41 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $462k | -3% | 202.00 | 2287.25 |
|
Dex (DXCM) | 0.0 | $453k | NEW | 3.6k | 124.70 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $449k | 15k | 29.23 |
|
|
Clorox Company (CLX) | 0.0 | $442k | NEW | 3.1k | 142.59 |
|
Fastenal Company (FAST) | 0.0 | $440k | +68% | 6.8k | 64.77 |
|
Old Dominion Freight Line (ODFL) | 0.0 | $439k | +40% | 1.1k | 405.28 |
|
Ultragenyx Pharmaceutical (RARE) | 0.0 | $437k | NEW | 9.1k | 47.82 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $429k | +17% | 808.00 | 530.79 |
|
Applied Materials (AMAT) | 0.0 | $428k | -6% | 2.6k | 162.09 |
|
Deere & Company (DE) | 0.0 | $426k | 1.1k | 399.82 |
|
|
Align Technology (ALGN) | 0.0 | $424k | +19% | 1.5k | 273.96 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $423k | NEW | 5.0k | 84.14 |
|
BlackRock (BLK) | 0.0 | $417k | +2% | 514.00 | 811.55 |
|
Neurocrine Biosciences (NBIX) | 0.0 | $415k | NEW | 3.2k | 131.76 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $404k | +30% | 890.00 | 453.42 |
|
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $401k | 8.0k | 50.36 |
|
|
Danaher Corporation (DHR) | 0.0 | $401k | -2% | 1.7k | 231.40 |
|
Uber Technologies (UBER) | 0.0 | $399k | +6% | 6.5k | 61.57 |
|
Stryker Corporation (SYK) | 0.0 | $395k | 1.3k | 299.46 |
|
|
Cintas Corporation (CTAS) | 0.0 | $395k | +39% | 655.00 | 602.81 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $392k | -23% | 7.6k | 51.83 |
|
Tidal Etf Tr Rpar Risk Pari (RPAR) | 0.0 | $389k | 20k | 19.13 |
|
|
Centene Corporation (CNC) | 0.0 | $385k | NEW | 5.2k | 74.21 |
|
Virtus Allianzgi Artificial (AIO) | 0.0 | $385k | -42% | 22k | 17.40 |
|
Bank Of Montreal Cadcom (BMO) | 0.0 | $381k | NEW | 3.9k | 98.94 |
|
Ares Capital Corporation (ARCC) | 0.0 | $370k | +3% | 19k | 20.03 |
|
Universal Display Corporation (OLED) | 0.0 | $369k | NEW | 1.9k | 191.22 |
|
Microchip Technology (MCHP) | 0.0 | $367k | NEW | 4.1k | 90.17 |
|
Southern Company (SO) | 0.0 | $363k | NEW | 5.2k | 70.12 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $361k | -13% | 2.1k | 170.43 |
|
American Express Company (AXP) | 0.0 | $357k | NEW | 1.9k | 187.29 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $351k | -15% | 2.3k | 155.31 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $351k | 9.3k | 37.60 |
|
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $350k | +2% | 6.2k | 56.39 |
|
Global X Fds Cybrscurty Etf (BUG) | 0.0 | $342k | 12k | 29.31 |
|
|
Prologis (PLD) | 0.0 | $342k | NEW | 2.6k | 133.28 |
|
Metropcs Communications (TMUS) | 0.0 | $341k | NEW | 2.1k | 160.33 |
|
FedEx Corporation (FDX) | 0.0 | $340k | NEW | 1.3k | 252.97 |
|
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $339k | 2.0k | 165.46 |
|
|
Discover Financial Services (DFS) | 0.0 | $339k | NEW | 3.0k | 112.40 |
|
Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $336k | 3.1k | 109.37 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $332k | -9% | 1.4k | 245.66 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $329k | -2% | 4.8k | 68.80 |
|
Pennantpark Floating Rate Capi (PFLT) | 0.0 | $323k | 27k | 12.10 |
|
|
Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $320k | 3.4k | 95.00 |
|
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $319k | -2% | 1.3k | 252.30 |
|
Sherwin-Williams Company (SHW) | 0.0 | $319k | +16% | 1.0k | 312.04 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $317k | +20% | 3.3k | 97.05 |
|
Schlumberger Com Stk (SLB) | 0.0 | $316k | +49% | 6.1k | 52.04 |
|
Autodesk (ADSK) | 0.0 | $313k | 1.3k | 243.53 |
|
|
Cigna Corp (CI) | 0.0 | $313k | NEW | 1.0k | 299.45 |
|
International Business Machines (IBM) | 0.0 | $308k | +7% | 1.9k | 163.59 |
|
Medtronic SHS (MDT) | 0.0 | $308k | +28% | 3.7k | 82.38 |
|
Consolidated Edison (ED) | 0.0 | $305k | +22% | 3.4k | 90.97 |
|
Qualcomm (QCOM) | 0.0 | $303k | -6% | 2.1k | 144.60 |
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $302k | +10% | 6.0k | 50.58 |
|
Quanta Services (PWR) | 0.0 | $300k | -18% | 1.4k | 215.86 |
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $296k | 1.6k | 186.55 |
|
|
Snowflake Cl A (SNOW) | 0.0 | $295k | NEW | 1.5k | 198.94 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $295k | NEW | 21k | 13.80 |
|
Illinois Tool Works (ITW) | 0.0 | $292k | +15% | 1.1k | 261.89 |
|
CVS Caremark Corporation (CVS) | 0.0 | $292k | NEW | 3.7k | 78.97 |
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $289k | -98% | 3.7k | 77.32 |
|
O'reilly Automotive (ORLY) | 0.0 | $285k | NEW | 300.00 | 950.10 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $285k | +2% | 608.00 | 468.47 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $282k | 3.6k | 77.37 |
|
|
Ufp Industries (UFPI) | 0.0 | $281k | NEW | 2.2k | 125.56 |
|
Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $280k | 4.2k | 66.38 |
|
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $278k | NEW | 3.4k | 81.28 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $277k | NEW | 2.4k | 117.13 |
|
Burford Cap Ord Shs (BUR) | 0.0 | $275k | 18k | 15.60 |
|
|
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $275k | +44% | 11k | 25.52 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $275k | NEW | 2.8k | 98.88 |
|
Anthem (ELV) | 0.0 | $274k | NEW | 581.00 | 472.28 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $270k | NEW | 2.2k | 121.53 |
|
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $270k | NEW | 2.1k | 125.94 |
|
Church & Dwight (CHD) | 0.0 | $269k | NEW | 2.8k | 94.56 |
|
Waste Management (WM) | 0.0 | $267k | NEW | 1.5k | 179.15 |
|
Reliance Steel & Aluminum (RS) | 0.0 | $264k | NEW | 944.00 | 279.66 |
|
West Pharmaceutical Services (WST) | 0.0 | $261k | NEW | 740.00 | 352.05 |
|
Bridgebio Pharma (BBIO) | 0.0 | $258k | NEW | 6.4k | 40.37 |
|
Ishares Msci Israel Etf (EIS) | 0.0 | $257k | 4.4k | 58.20 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $257k | NEW | 2.4k | 108.63 |
|
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $255k | NEW | 933.00 | 273.33 |
|
Roper Industries (ROP) | 0.0 | $252k | NEW | 462.00 | 545.46 |
|
CoStar (CSGP) | 0.0 | $250k | -12% | 2.9k | 87.39 |
|
Kla Corp Com New (KLAC) | 0.0 | $248k | -10% | 426.00 | 581.36 |
|
3M Company (MMM) | 0.0 | $247k | NEW | 2.3k | 109.30 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $246k | NEW | 4.7k | 52.37 |
|
Pulte (PHM) | 0.0 | $246k | NEW | 2.4k | 103.22 |
|
Biogen Idec (BIIB) | 0.0 | $245k | +3% | 947.00 | 258.77 |
|
Permrock Royalty Trust Tr Unit (PRT) | 0.0 | $243k | 55k | 4.42 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $242k | NEW | 3.0k | 79.71 |
|
Starbucks Corporation (SBUX) | 0.0 | $242k | -13% | 2.5k | 96.00 |
|
Ishares Tr Core Msci Intl (IDEV) | 0.0 | $236k | NEW | 3.7k | 63.66 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $235k | NEW | 3.2k | 73.55 |
|
American Tower Reit (AMT) | 0.0 | $235k | NEW | 1.1k | 215.84 |
|
AFLAC Incorporated (AFL) | 0.0 | $235k | NEW | 2.8k | 82.50 |
|
Trane Technologies SHS (TT) | 0.0 | $235k | -37% | 961.00 | 244.01 |
|
Sarcos Techn And Robotics Com New (STRC) | 0.0 | $232k | 321k | 0.72 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $230k | -8% | 951.00 | 241.67 |
|
Take-Two Interactive Software (TTWO) | 0.0 | $229k | NEW | 1.4k | 160.95 |
|
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $229k | -35% | 7.9k | 28.88 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $229k | 2.8k | 82.04 |
|
|
T. Rowe Price (TROW) | 0.0 | $228k | NEW | 2.1k | 107.69 |
|
Kkr & Co (KKR) | 0.0 | $228k | NEW | 2.8k | 82.85 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $228k | 1.4k | 157.77 |
|
|
Cardinal Health (CAH) | 0.0 | $228k | NEW | 2.3k | 100.82 |
|
Houlihan Lokey Cl A (HLI) | 0.0 | $225k | NEW | 1.9k | 119.91 |
|
Callon Petroleum (CPE) | 0.0 | $225k | 6.9k | 32.40 |
|
|
Moody's Corporation (MCO) | 0.0 | $221k | NEW | 566.00 | 390.74 |
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $221k | +3% | 2.3k | 94.08 |
|
General Motors Company (GM) | 0.0 | $217k | NEW | 6.0k | 35.92 |
|
Progressive Corporation (PGR) | 0.0 | $217k | NEW | 1.4k | 159.30 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $217k | NEW | 3.9k | 56.14 |
|
Dow (DOW) | 0.0 | $216k | NEW | 3.9k | 54.84 |
|
Insulet Corporation (PODD) | 0.0 | $214k | NEW | 988.00 | 216.98 |
|
W.W. Grainger (GWW) | 0.0 | $214k | NEW | 258.00 | 830.05 |
|
Bhp Group Sponsored Ads (BHP) | 0.0 | $214k | NEW | 3.1k | 68.31 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $210k | NEW | 801.00 | 262.19 |
|
Rbc Cad (RY) | 0.0 | $209k | NEW | 2.1k | 101.13 |
|
Connectone Banc (CNOB) | 0.0 | $209k | NEW | 9.1k | 22.91 |
|
Cloudflare Cl A Com (NET) | 0.0 | $208k | NEW | 2.5k | 83.26 |
|
Truist Financial Corp equities (TFC) | 0.0 | $208k | NEW | 5.6k | 36.92 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $208k | NEW | 2.9k | 72.21 |
|
Williams Companies (WMB) | 0.0 | $207k | NEW | 6.0k | 34.83 |
|
Boston Scientific Corporation (BSX) | 0.0 | $207k | NEW | 3.6k | 57.81 |
|
Intercontinental Exchange (ICE) | 0.0 | $206k | NEW | 1.6k | 128.43 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $206k | NEW | 2.0k | 102.88 |
|
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $205k | NEW | 2.8k | 72.03 |
|
Analog Devices (ADI) | 0.0 | $204k | NEW | 1.0k | 198.57 |
|
Snap Cl A (SNAP) | 0.0 | $203k | NEW | 12k | 16.93 |
|
Cme (CME) | 0.0 | $203k | NEW | 961.00 | 210.68 |
|
Hubspot (HUBS) | 0.0 | $201k | NEW | 347.00 | 580.46 |
|
Enbridge (ENB) | 0.0 | $201k | NEW | 5.6k | 36.02 |
|
Realty Income (O) | 0.0 | $201k | NEW | 3.5k | 57.42 |
|
Synopsys (SNPS) | 0.0 | $200k | NEW | 389.00 | 514.91 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $199k | -6% | 12k | 17.17 |
|
Ouster Com New (OUST) | 0.0 | $147k | 19k | 7.67 |
|
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $123k | NEW | 13k | 9.11 |
|
Nerdy Cl A Com (NRDY) | 0.0 | $120k | NEW | 35k | 3.43 |
|
Hims & Hers Health Com Cl A (HIMS) | 0.0 | $109k | NEW | 12k | 8.90 |
|
Amcor Ord (AMCR) | 0.0 | $102k | NEW | 11k | 9.64 |
|
Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $88k | 14k | 6.38 |
|
|
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $86k | NEW | 10k | 8.61 |
|
Banco Santander Adr (SAN) | 0.0 | $81k | NEW | 20k | 4.14 |
|
Harvard Bioscience (HBIO) | 0.0 | $77k | 14k | 5.35 |
|
|
Danimer Scientific Com Cl A (DNMR) | 0.0 | $64k | 62k | 1.02 |
|
|
Aegon Amer Reg 1 Cert (AEG) | 0.0 | $62k | NEW | 11k | 5.76 |
|
Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.0 | $55k | 10k | 5.27 |
|
|
Fiscalnote Holdings Com Cl A (NOTE) | 0.0 | $46k | +6% | 40k | 1.14 |
|
Werewolf Therapeutics (HOWL) | 0.0 | $39k | NEW | 10k | 3.86 |
|
Sonder Holdings Cl A New (SOND) | 0.0 | $36k | NEW | 11k | 3.39 |
|
Matterport Com Cl A (MTTR) | 0.0 | $33k | 12k | 2.69 |
|
|
Gevo Com Par (GEVO) | 0.0 | $26k | 22k | 1.17 |
|
|
Manhattan Bridge Capital (LOAN) | 0.0 | $11k | NEW | 11k | 1.00 |
|
Workhorse Group Com New (WKHS) | 0.0 | $4.5k | 13k | 0.36 |
|
Past Filings by Certuity
SEC 13F filings are viewable for Certuity going back to 2019
- Certuity 2023 Q4 filed Feb. 5, 2024
- Certuity 2023 Q3 filed Nov. 3, 2023
- Certuity 2023 Q2 filed Aug. 9, 2023
- Certuity 2023 Q1 filed May 11, 2023
- Camden Capital 2022 Q4 filed Feb. 13, 2023
- Camden Capital 2022 Q3 filed Nov. 8, 2022
- Camden Capital 2022 Q2 filed Aug. 3, 2022
- Camden Capital 2022 Q1 filed May 6, 2022
- Camden Capital 2021 Q4 restated filed Feb. 28, 2022
- Camden Capital 2021 Q4 filed Feb. 14, 2022
- Camden Capital 2021 Q3 filed Nov. 3, 2021
- Camden Capital 2021 Q2 filed Aug. 16, 2021
- Camden Capital 2021 Q1 filed May 10, 2021
- Camden Capital 2020 Q4 filed Feb. 4, 2021
- Camden Capital 2020 Q3 filed Oct. 30, 2020
- Camden Capital 2020 Q2 filed Aug. 11, 2020