Camden Capital
Latest statistics and disclosures from Certuity's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GE, C, AAPL, NVDA, MU, and represent 22.06% of Certuity's stock portfolio.
- Added to shares of these 10 stocks: NFRA (+$16M), NYCB (+$14M), NVDA (+$9.2M), C (+$6.6M), BMY (+$5.3M), ABR, PANW, GEV, INTC, AVGO.
- Started 34 new stock positions in CART, CDNS, VRT, TOL, MRVL, BOTZ, OKE, CARA, EVLV, CINF.
- Reduced shares in these 10 stocks: USFR (-$118M), SPY (-$85M), QQQ (-$37M), XOM (-$35M), DGRW (-$29M), IVV (-$26M), IJH (-$25M), MDY (-$18M), AAPL (-$15M), CVX (-$15M).
- Sold out of its positions in ACCD, AVEM, CME, DELL, FANG, DOW, GBDC, HLI, HUBS, ITOT.
- Certuity was a net seller of stock by $-371M.
- Certuity has $926M in assets under management (AUM), dropping by -26.22%.
- Central Index Key (CIK): 0001800752
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Portfolio Holdings for Certuity
Certuity holds 359 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ge Aerospace Com New (GE) | 6.3 | $58M | 309k | 188.58 |
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| Citigroup Com New (C) | 5.7 | $53M | +14% | 840k | 62.60 |
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| Apple (AAPL) | 4.0 | $37M | -28% | 160k | 232.93 |
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| NVIDIA Corporation (NVDA) | 3.1 | $29M | +47% | 236k | 121.79 |
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| Micron Technology (MU) | 3.0 | $27M | 264k | 103.71 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.7 | $25M | -82% | 497k | 50.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $25M | -50% | 43k | 576.82 |
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| Onemain Holdings (OMF) | 2.5 | $24M | 500k | 47.07 |
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| Morgan Stanley Com New (MS) | 2.3 | $21M | 203k | 104.24 |
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| Microsoft Corporation (MSFT) | 2.3 | $21M | -11% | 49k | 430.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $21M | -63% | 43k | 488.28 |
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| Bank of America Corporation (BAC) | 2.1 | $20M | 498k | 39.68 |
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| PNC Financial Services (PNC) | 2.1 | $19M | 103k | 184.85 |
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| Wells Fargo & Company (WFC) | 1.9 | $17M | 307k | 56.49 |
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| Amazon (AMZN) | 1.8 | $17M | +4% | 90k | 186.43 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 1.7 | $16M | NEW | 271k | 59.42 |
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| New York Cmnty Bancorp Com New (NYCB) | 1.5 | $14M | NEW | 1.2M | 11.23 |
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| Freeport-mcmoran CL B (FCX) | 1.4 | $13M | 253k | 49.92 |
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| Ford Motor Company (F) | 1.3 | $12M | 1.2M | 10.56 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $11M | -75% | 98k | 117.22 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $11M | +6% | 108k | 104.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $11M | +12% | 68k | 165.84 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $11M | +7% | 50k | 210.86 |
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| Verizon Communications (VZ) | 1.1 | $10M | 225k | 44.91 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.1 | $9.8M | -74% | 118k | 83.21 |
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| Arbor Realty Trust (ABR) | 1.0 | $9.3M | +100% | 600k | 15.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $8.8M | -10% | 17k | 527.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $8.2M | -91% | 14k | 573.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $7.8M | -27% | 41k | 189.80 |
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| Bristol Myers Squibb (BMY) | 0.8 | $7.8M | +214% | 150k | 51.74 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.8 | $7.8M | 241k | 32.24 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $7.5M | +5% | 15k | 493.81 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $6.9M | -41% | 18k | 375.38 |
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| Meta Platforms Cl A (META) | 0.7 | $6.8M | 12k | 571.59 |
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| At&t (T) | 0.7 | $6.4M | 290k | 22.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $6.1M | -48% | 52k | 116.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $6.0M | +51% | 36k | 167.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $5.7M | -56% | 26k | 225.76 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $5.6M | 37k | 151.62 |
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| Palo Alto Networks (PANW) | 0.6 | $5.1M | +752% | 15k | 342.12 |
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| Ge Vernova (GEV) | 0.5 | $4.9M | +989% | 19k | 255.20 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $4.8M | +2% | 11k | 423.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.6M | +8% | 9.9k | 460.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.5M | +8% | 21k | 220.89 |
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| Tesla Motors (TSLA) | 0.5 | $4.5M | +5% | 17k | 263.92 |
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| Blue Owl Cap Corp Iii Com Shs (OBDE) | 0.5 | $4.4M | +80% | 308k | 14.33 |
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| Intel Corporation (INTC) | 0.4 | $3.9M | +1545% | 168k | 23.46 |
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| Automatic Data Processing (ADP) | 0.4 | $3.9M | +3% | 14k | 276.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.9M | -5% | 6.6k | 586.56 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $3.7M | 34k | 108.18 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $3.5M | -62% | 38k | 91.81 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $3.5M | -10% | 22k | 154.02 |
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| Visa Com Cl A (V) | 0.4 | $3.4M | -2% | 13k | 274.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $3.4M | 10k | 326.73 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $3.3M | 85k | 39.25 |
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| Arista Networks (ANET) | 0.4 | $3.3M | -4% | 8.7k | 383.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.3M | -42% | 12k | 283.16 |
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| Eaton Corp SHS (ETN) | 0.4 | $3.3M | 9.8k | 331.42 |
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| Iqvia Holdings (IQV) | 0.3 | $3.1M | 13k | 236.97 |
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| Chevron Corporation (CVX) | 0.3 | $3.1M | -82% | 21k | 147.27 |
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| TJX Companies (TJX) | 0.3 | $3.1M | 26k | 117.54 |
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| Cooper Cos (COO) | 0.3 | $2.9M | -3% | 27k | 110.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.9M | +4% | 55k | 52.81 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.9M | 51k | 57.22 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $2.8M | -6% | 43k | 64.81 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.6M | +264% | 8.4k | 314.41 |
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| Cisco Systems (CSCO) | 0.3 | $2.6M | +35% | 49k | 53.22 |
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| Constellation Brands Cl A (STZ) | 0.3 | $2.6M | 10k | 257.69 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | -21% | 86k | 30.27 |
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| Amphenol Corp Cl A (APH) | 0.3 | $2.6M | 40k | 65.16 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.6M | 62k | 41.12 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.6M | +24% | 16k | 162.06 |
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| Broadcom (AVGO) | 0.3 | $2.5M | +885% | 14k | 173.04 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.4M | 13k | 195.38 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | +30% | 2.7k | 886.00 |
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| Regions Financial Corporation (RF) | 0.3 | $2.4M | 102k | 23.33 |
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| Procter & Gamble Company (PG) | 0.3 | $2.4M | +4% | 14k | 173.20 |
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| American Tower Reit (AMT) | 0.3 | $2.4M | 10k | 232.56 |
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| Roper Industries (ROP) | 0.3 | $2.3M | +25% | 4.2k | 556.40 |
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| Cdw (CDW) | 0.2 | $2.3M | 10k | 226.61 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.3M | -3% | 35k | 64.74 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $2.2M | 150k | 14.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.1M | +6% | 5.6k | 383.95 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.1M | 30k | 71.10 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | +14% | 10k | 206.57 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.2 | $2.1M | +55% | 40k | 51.53 |
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| salesforce (CRM) | 0.2 | $1.9M | +2% | 7.1k | 273.75 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.9M | 23k | 80.92 |
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| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.2 | $1.9M | 26k | 71.41 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | +7% | 3.6k | 517.77 |
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| Ecolab (ECL) | 0.2 | $1.8M | -2% | 7.2k | 255.33 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.8M | -3% | 13k | 136.34 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.8M | -16% | 3.8k | 465.13 |
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| Merck & Co (MRK) | 0.2 | $1.7M | +28% | 15k | 113.56 |
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| Pfizer (PFE) | 0.2 | $1.6M | +16% | 56k | 28.94 |
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| Shopify Cl A (SHOP) | 0.2 | $1.6M | +3% | 20k | 80.20 |
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| Gartner (IT) | 0.2 | $1.6M | 3.2k | 506.72 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.6M | -11% | 1.5k | 1050.97 |
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| Fair Isaac Corporation (FICO) | 0.2 | $1.6M | 809.00 | 1944.46 |
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| Synchrony Financial (SYF) | 0.2 | $1.5M | 31k | 49.88 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $1.5M | 59k | 26.09 |
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| ConocoPhillips (COP) | 0.2 | $1.5M | 14k | 105.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.5M | +66% | 17k | 88.14 |
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| Booking Holdings (BKNG) | 0.2 | $1.5M | +25% | 351.00 | 4207.26 |
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| Caterpillar (CAT) | 0.2 | $1.4M | -2% | 3.6k | 391.08 |
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| Netflix (NFLX) | 0.2 | $1.4M | -14% | 2.0k | 709.23 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.4M | -18% | 8.5k | 164.09 |
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| Maplebear (CART) | 0.1 | $1.4M | NEW | 34k | 40.74 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.3M | NEW | 4.9k | 272.52 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | -4% | 2.3k | 584.72 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.3M | 14k | 96.52 |
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| Amgen (AMGN) | 0.1 | $1.3M | +81% | 4.1k | 322.24 |
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| Abbvie (ABBV) | 0.1 | $1.3M | -3% | 6.5k | 197.46 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +39% | 18k | 71.86 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $1.3M | NEW | 1.4k | 884.84 |
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| Chubb (CB) | 0.1 | $1.3M | -5% | 4.4k | 288.84 |
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| Air Products & Chemicals (APD) | 0.1 | $1.2M | +7% | 4.2k | 297.76 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $1.2M | 9.9k | 123.32 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.2M | -40% | 3.8k | 321.94 |
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| Home Depot (HD) | 0.1 | $1.1M | -4% | 2.8k | 404.61 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -20% | 1.3k | 886.28 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.1M | 47k | 23.42 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | +21% | 11k | 96.18 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $1.1M | 9.8k | 109.93 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $1.1M | +7% | 5.2k | 200.66 |
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| Illumina (ILMN) | 0.1 | $1.0M | -5% | 8.0k | 130.42 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | -44% | 6.1k | 170.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.0M | +218% | 21k | 49.70 |
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| McDonald's Corporation (MCD) | 0.1 | $991k | -15% | 3.3k | 304.49 |
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| Lowe's Companies (LOW) | 0.1 | $980k | +34% | 3.6k | 270.85 |
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| Copart (CPRT) | 0.1 | $979k | +17% | 19k | 52.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $964k | -96% | 15k | 62.77 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $932k | 64k | 14.57 |
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| Doordash Cl A (DASH) | 0.1 | $926k | -87% | 6.5k | 142.74 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $906k | 4.8k | 190.71 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $894k | -7% | 10k | 87.80 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $877k | 14k | 64.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $870k | +15% | 5.7k | 153.14 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $857k | -18% | 8.7k | 98.80 |
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| Ameriprise Financial (AMP) | 0.1 | $855k | -32% | 1.8k | 469.92 |
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| Philip Morris International (PM) | 0.1 | $853k | -11% | 7.0k | 121.40 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $853k | 19k | 45.86 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $849k | -52% | 38k | 22.27 |
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| Honeywell International (HON) | 0.1 | $825k | +110% | 4.0k | 206.70 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $819k | 9.8k | 83.63 |
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| Phillips 66 (PSX) | 0.1 | $796k | -5% | 6.1k | 131.45 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $790k | 3.0k | 260.06 |
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| BlackRock (BLK) | 0.1 | $771k | +26% | 812.00 | 949.75 |
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| Nike CL B (NKE) | 0.1 | $770k | -34% | 8.7k | 88.42 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $754k | 11k | 67.73 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $720k | -2% | 7.7k | 93.58 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $707k | +4% | 9.8k | 71.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $700k | 7.2k | 97.42 |
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| Nextera Energy (NEE) | 0.1 | $693k | -20% | 8.2k | 84.53 |
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| Applied Materials (AMAT) | 0.1 | $692k | 3.4k | 202.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $690k | -54% | 2.6k | 263.83 |
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| Shell Spon Ads (SHEL) | 0.1 | $680k | +3% | 10k | 65.95 |
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| Altria (MO) | 0.1 | $675k | -3% | 13k | 51.04 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $654k | -19% | 1.3k | 491.41 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $652k | -3% | 4.8k | 135.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $642k | -12% | 3.7k | 174.56 |
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| S&p Global (SPGI) | 0.1 | $639k | -17% | 1.2k | 516.43 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $619k | +17% | 5.2k | 119.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $608k | -18% | 2.1k | 293.85 |
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| Emerson Electric (EMR) | 0.1 | $604k | -44% | 5.5k | 109.36 |
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| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.1 | $604k | -6% | 14k | 43.79 |
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| Marvell Technology (MRVL) | 0.1 | $594k | NEW | 8.2k | 72.12 |
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| Fastenal Company (FAST) | 0.1 | $592k | -25% | 8.3k | 71.42 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $575k | 16k | 37.17 |
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| Clorox Company (CLX) | 0.1 | $570k | +11% | 3.5k | 162.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $567k | +32% | 3.2k | 179.16 |
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| Cintas Corporation (CTAS) | 0.1 | $566k | +258% | 2.7k | 205.89 |
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| Linde SHS (LIN) | 0.1 | $562k | +7% | 1.2k | 476.84 |
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| Suncor Energy (SU) | 0.1 | $561k | 15k | 37.16 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $551k | +9% | 9.6k | 57.62 |
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| Paypal Holdings (PYPL) | 0.1 | $547k | 7.0k | 78.02 |
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| Sherwin-Williams Company (SHW) | 0.1 | $543k | -2% | 1.4k | 381.78 |
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| Goldman Sachs (GS) | 0.1 | $543k | -5% | 1.1k | 495.00 |
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| Servicenow (NOW) | 0.1 | $537k | -21% | 591.00 | 907.71 |
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| Pepsi (PEP) | 0.1 | $536k | +8% | 3.2k | 170.06 |
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| Abbott Laboratories (ABT) | 0.1 | $532k | +2% | 4.7k | 114.02 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $507k | -29% | 22k | 23.17 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $495k | 4.9k | 100.69 |
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| Gilead Sciences (GILD) | 0.1 | $488k | 5.8k | 83.84 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $487k | -62% | 7.2k | 67.85 |
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| Virtus Allianzgi Artificial (AIO) | 0.1 | $486k | 22k | 21.97 |
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| Intuit (INTU) | 0.1 | $481k | -16% | 775.00 | 620.57 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $474k | +3% | 13k | 37.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $474k | -14% | 3.9k | 121.16 |
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| Simon Property (SPG) | 0.0 | $460k | NEW | 2.7k | 169.04 |
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| Uber Technologies (UBER) | 0.0 | $455k | -11% | 5.9k | 76.89 |
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| International Business Machines (IBM) | 0.0 | $440k | +10% | 2.0k | 221.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $439k | 1.8k | 243.06 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $432k | -8% | 31k | 13.76 |
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| FactSet Research Systems (FDS) | 0.0 | $431k | -17% | 936.00 | 460.06 |
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| Wingstop (WING) | 0.0 | $426k | -12% | 1.0k | 416.06 |
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| Target Corporation (TGT) | 0.0 | $424k | +29% | 2.7k | 155.83 |
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| Microchip Technology (MCHP) | 0.0 | $423k | -8% | 5.3k | 80.29 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $422k | 20k | 21.01 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $418k | -9% | 715.00 | 584.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $409k | +2% | 8.6k | 47.85 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $409k | -22% | 12k | 34.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $408k | -42% | 5.2k | 78.05 |
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| Metropcs Communications (TMUS) | 0.0 | $406k | -5% | 2.0k | 206.39 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $405k | 2.1k | 196.09 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $399k | 5.8k | 69.19 |
|
|
| Southern Company (SO) | 0.0 | $397k | -4% | 4.4k | 90.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $396k | +9% | 2.0k | 198.06 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $395k | -5% | 6.3k | 62.20 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $394k | -12% | 637.00 | 618.43 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $393k | -97% | 690.00 | 569.66 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $390k | -16% | 1.1k | 353.45 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $386k | 3.4k | 113.59 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $385k | -2% | 609.00 | 631.82 |
|
| Realty Income (O) | 0.0 | $384k | +2% | 6.1k | 63.42 |
|
| T. Rowe Price (TROW) | 0.0 | $382k | +34% | 3.5k | 108.93 |
|
| Public Service Enterprise (PEG) | 0.0 | $379k | +48% | 4.2k | 89.22 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $375k | +24% | 2.2k | 173.64 |
|
| Nucor Corporation (NUE) | 0.0 | $374k | -63% | 2.5k | 150.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $374k | -2% | 4.7k | 79.42 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $372k | NEW | 5.4k | 68.28 |
|
| FedEx Corporation (FDX) | 0.0 | $370k | 1.4k | 273.68 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $367k | +36% | 1.6k | 229.14 |
|
| Medtronic SHS (MDT) | 0.0 | $367k | +18% | 4.1k | 90.03 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $363k | +22% | 436.00 | 833.02 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $362k | 12k | 30.95 |
|
|
| W.W. Grainger (GWW) | 0.0 | $358k | -8% | 345.00 | 1038.87 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $354k | 3.9k | 90.20 |
|
|
| Cigna Corp (CI) | 0.0 | $353k | +13% | 1.0k | 346.53 |
|
| Synopsys (SNPS) | 0.0 | $353k | +33% | 696.00 | 506.52 |
|
| Anthem (ELV) | 0.0 | $350k | -4% | 672.00 | 520.13 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $346k | 5.3k | 65.00 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $345k | NEW | 4.6k | 74.98 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $343k | -4% | 1.2k | 284.09 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $338k | -3% | 16k | 20.94 |
|
| Qualcomm (QCOM) | 0.0 | $338k | -2% | 2.0k | 170.02 |
|
| Cardinal Health (CAH) | 0.0 | $336k | +37% | 3.0k | 110.53 |
|
| Universal Display Corporation (OLED) | 0.0 | $334k | -24% | 1.6k | 209.85 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $333k | +23% | 4.3k | 77.91 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $333k | +30% | 3.2k | 103.80 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $332k | 8.5k | 38.95 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $331k | 4.2k | 78.56 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $330k | -11% | 625.00 | 528.44 |
|
| PPG Industries (PPG) | 0.0 | $329k | +5% | 2.5k | 132.44 |
|
| Illinois Tool Works (ITW) | 0.0 | $327k | +14% | 1.2k | 262.05 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $326k | -46% | 2.5k | 131.38 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $325k | -19% | 2.1k | 153.70 |
|
| Gra (GGG) | 0.0 | $324k | 3.7k | 87.86 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $322k | NEW | 6.6k | 49.20 |
|
| Progressive Corporation (PGR) | 0.0 | $322k | -10% | 1.3k | 253.83 |
|
| Pulte (PHM) | 0.0 | $320k | 2.2k | 143.55 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $318k | -48% | 1.3k | 237.21 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $315k | NEW | 9.8k | 32.15 |
|
| O'reilly Automotive (ORLY) | 0.0 | $315k | -14% | 273.00 | 1153.44 |
|
| SYSCO Corporation (SYY) | 0.0 | $315k | +8% | 4.0k | 78.06 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $311k | 1.9k | 166.80 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $310k | -6% | 3.3k | 94.46 |
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $308k | 27k | 11.57 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $308k | +15% | 655.00 | 470.46 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $308k | 1.5k | 211.83 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $307k | +30% | 3.6k | 85.54 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $307k | 2.2k | 139.59 |
|
|
| Jack in the Box (JACK) | 0.0 | $305k | 6.6k | 46.54 |
|
|
| Danaher Corporation (DHR) | 0.0 | $304k | -43% | 1.1k | 278.13 |
|
| Waste Management (WM) | 0.0 | $302k | -4% | 1.5k | 207.66 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $301k | -20% | 2.6k | 115.31 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $301k | 4.5k | 67.52 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $290k | 2.5k | 115.67 |
|
|
| Consolidated Edison (ED) | 0.0 | $288k | -7% | 2.8k | 104.14 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $285k | -4% | 1.2k | 230.50 |
|
| Deere & Company (DE) | 0.0 | $284k | -8% | 680.00 | 417.43 |
|
| Kla Corp Com New (KLAC) | 0.0 | $284k | +9% | 366.00 | 775.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $283k | -19% | 2.9k | 98.10 |
|
| Union Pacific Corporation (UNP) | 0.0 | $281k | +2% | 1.1k | 246.38 |
|
| Envestnet (ENV) | 0.0 | $281k | NEW | 4.5k | 62.62 |
|
| Rbc Cad (RY) | 0.0 | $280k | 2.2k | 129.32 |
|
|
| Analog Devices (ADI) | 0.0 | $278k | -21% | 1.2k | 230.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $276k | -67% | 3.3k | 84.53 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $275k | +8% | 3.1k | 89.84 |
|
| Autodesk (ADSK) | 0.0 | $275k | NEW | 999.00 | 275.50 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $275k | 1.0k | 263.29 |
|
|
| American Express Company (AXP) | 0.0 | $274k | -9% | 1.0k | 271.13 |
|
| Block Cl A (SQ) | 0.0 | $272k | -13% | 4.1k | 67.12 |
|
| MercadoLibre (MELI) | 0.0 | $270k | -13% | 132.00 | 2047.86 |
|
| Dover Corporation (DOV) | 0.0 | $267k | -4% | 1.4k | 191.75 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $267k | 5.1k | 52.80 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $265k | -4% | 2.2k | 119.61 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $263k | NEW | 1.9k | 136.13 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $262k | 4.5k | 58.53 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $262k | +11% | 999.00 | 262.53 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $259k | NEW | 2.6k | 99.50 |
|
| Hartford Financial Services (HIG) | 0.0 | $258k | 2.2k | 117.61 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $258k | +2% | 3.1k | 83.79 |
|
| Ventas (VTR) | 0.0 | $256k | -11% | 4.0k | 64.13 |
|
| Msci (MSCI) | 0.0 | $254k | -23% | 435.00 | 583.29 |
|
| West Pharmaceutical Services (WST) | 0.0 | $253k | +18% | 844.00 | 300.17 |
|
| Toll Brothers (TOL) | 0.0 | $253k | NEW | 1.6k | 154.49 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $252k | +8% | 4.2k | 59.74 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $246k | -48% | 5.4k | 45.32 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $244k | -26% | 4.2k | 57.82 |
|
| General Dynamics Corporation (GD) | 0.0 | $242k | -38% | 801.00 | 302.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $240k | 2.5k | 95.75 |
|
|
| Allstate Corporation (ALL) | 0.0 | $239k | 1.3k | 189.71 |
|
|
| General Motors Company (GM) | 0.0 | $239k | -2% | 5.3k | 44.84 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $239k | -13% | 2.5k | 93.55 |
|
| Starbucks Corporation (SBUX) | 0.0 | $235k | NEW | 2.4k | 97.47 |
|
| AFLAC Incorporated (AFL) | 0.0 | $235k | -28% | 2.1k | 111.82 |
|
| McKesson Corporation (MCK) | 0.0 | $234k | NEW | 473.00 | 494.43 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $232k | -17% | 1.6k | 142.25 |
|
| Boeing Company (BA) | 0.0 | $230k | -9% | 1.5k | 152.08 |
|
| Williams Companies (WMB) | 0.0 | $229k | -9% | 5.0k | 45.65 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $228k | NEW | 2.4k | 96.57 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $228k | -38% | 2.9k | 78.39 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $227k | -8% | 808.00 | 281.40 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $223k | NEW | 3.8k | 58.40 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $220k | NEW | 472.00 | 465.80 |
|
| Trane Technologies SHS (TT) | 0.0 | $219k | -57% | 563.00 | 389.03 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $218k | -7% | 3.3k | 66.28 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $218k | -45% | 3.5k | 63.00 |
|
| Permrock Royalty Trust Tr Unit (PRT) | 0.0 | $217k | 55k | 3.95 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $214k | NEW | 3.7k | 57.41 |
|
| Unilever Spon Adr New (UL) | 0.0 | $209k | NEW | 3.2k | 64.96 |
|
| Kkr & Co (KKR) | 0.0 | $209k | -45% | 1.6k | 132.40 |
|
| Select Medical Holdings Corporation (SEM) | 0.0 | $206k | 5.9k | 34.87 |
|
|
| Cummins (CMI) | 0.0 | $205k | NEW | 634.00 | 323.54 |
|
| Oneok (OKE) | 0.0 | $202k | NEW | 2.2k | 91.13 |
|
| Snap Cl A (SNAP) | 0.0 | $174k | NEW | 16k | 10.70 |
|
| Green Dot Corp Cl A (GDOT) | 0.0 | $171k | NEW | 15k | 11.71 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $138k | +22% | 13k | 10.84 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $129k | NEW | 10k | 12.63 |
|
| Barclays Adr (BCS) | 0.0 | $125k | +2% | 10k | 12.15 |
|
| Amcor Ord (AMCR) | 0.0 | $122k | -6% | 11k | 11.33 |
|
| Ouster Com New (OUST) | 0.0 | $120k | -2% | 19k | 6.30 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $115k | NEW | 10k | 11.54 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $108k | +2% | 15k | 7.10 |
|
| Banco Santander Adr (SAN) | 0.0 | $105k | -5% | 20k | 5.21 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $103k | 10k | 10.18 |
|
|
| Palladyne Ai Corp Com New (PDYN) | 0.0 | $96k | -83% | 54k | 1.79 |
|
| Matterport Com Cl A (MTTR) | 0.0 | $96k | +76% | 21k | 4.50 |
|
| Bausch Health Companies (BHC) | 0.0 | $89k | 11k | 8.16 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $68k | -10% | 11k | 6.39 |
|
| Syros Pharmaceuticals Com New (SYRS) | 0.0 | $64k | +40% | 30k | 2.15 |
|
| Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.0 | $60k | 10k | 5.80 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $58k | NEW | 14k | 4.05 |
|
| Fiscalnote Holdings Com Cl A (NOTE) | 0.0 | $58k | 45k | 1.28 |
|
|
| Revance Therapeutics (RVNC) | 0.0 | $53k | 10k | 5.19 |
|
|
| Sonder Holdings Cl A New (SOND) | 0.0 | $49k | 11k | 4.68 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $41k | NEW | 41k | 1.00 |
|
| Harvard Bioscience (HBIO) | 0.0 | $40k | 15k | 2.69 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $36k | NEW | 12k | 3.12 |
|
| Vacasa Cl A New (VCSA) | 0.0 | $35k | NEW | 12k | 2.81 |
|
| Werewolf Therapeutics (HOWL) | 0.0 | $32k | +50% | 15k | 2.12 |
|
| Omega Therapeutics Common Stock (OMGA) | 0.0 | $18k | +50% | 15k | 1.22 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $16k | 12k | 1.37 |
|
|
| Sql Technologies Corporation (SKYX) | 0.0 | $15k | 18k | 0.86 |
|
|
| Ayro (AYRO) | 0.0 | $9.8k | 20k | 0.49 |
|
|
| Allakos (ALLK) | 0.0 | $7.4k | 11k | 0.65 |
|
|
| Danimer Scientific Com Cl A (DNMR) | 0.0 | $5.5k | 12k | 0.45 |
|
|
| Cara Therapeutics (CARA) | 0.0 | $3.9k | NEW | 13k | 0.31 |
|
Past Filings by Certuity
SEC 13F filings are viewable for Certuity going back to 2019
- Certuity 2024 Q3 filed Nov. 12, 2024
- Certuity 2024 Q2 filed Aug. 6, 2024
- Certuity 2024 Q1 filed May 15, 2024
- 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