CERTUITY, LLC
CIK: 0001800752SEC EDGAR →
Portfolio Value
$1.6T
Holdings
584
As of
Q4 2025
New Positions
145
Closed Positions
16
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ONEMAIN HLDGS INC | 1,930,764 | $130.4B | 8.21% |
| 2 | CITIGROUP INC | 844,600 | $98.6B | 6.20% |
| 3 | MICRON TECHNOLOGY INC | 269,749 | $77.0B | 4.85% |
| 4 | VANGUARD INDEX FDS | 113,015 | $70.9B | 4.46% |
| 5 | GE AEROSPACE | 185,039 | $57.0B | 3.59% |
| 6 | APPLE INC | 1,161,622 | $56.8B | 3.57% |
| 7 | NVIDIA CORPORATION | 951,652 | $50.4B | 3.18% |
| 8 | ISHARES TR | 66,260 | $45.4B | 2.86% |
| 9 | MORGAN STANLEY | 204,438 | $36.3B | 2.28% |
| 10 | WELLS FARGO CO NEW | 312,131 | $29.1B | 1.83% |
Quarterly Changes
New Positions (82)
$50.4B · 952K shares
$26.9B · 56K shares
$3.9B · 48K shares
$2.0B · 20K shares
$1.6B · 80K shares
$785.0M · 12K shares
$553.0M · 1K shares
$495.0M · 4K shares
$475.0M · 3K shares
$469.0M · 6K shares
$439.0M · 4K shares
$411.0M · 2K shares
$403.0M · 4K shares
$402.0M · 9K shares
$370.0M · 2K shares
$352.0M · 2K shares
$343.0M · 3K shares
$341.0M · 3K shares
$337.0M · 4K shares
$333.0M · 14K shares
$332.0M · 4K shares
$327.0M · 4K shares
$316.0M · 977 shares
$315.0M · 5K shares
$314.0M · 3K shares
$311.0M · 3K shares
$309.0M · 11K shares
$300.0M · 834 shares
$297.0M · 27K shares
$289.0M · 2K shares
$281.0M · 11K shares
$273.0M · 4K shares
$268.0M · 2K shares
$265.0M · 4K shares
$265.0M · 3K shares
$261.0M · 6K shares
$252.0M · 4K shares
$251.0M · 2K shares
$249.0M · 5K shares
$247.0M · 1K shares
$246.0M · 1K shares
$240.0M · 600 shares
$240.0M · 10K shares
$235.0M · 2K shares
$231.0M · 2K shares
$231.0M · 10K shares
$227.0M · 5K shares
$226.0M · 5K shares
$225.0M · 9K shares
$224.0M · 1K shares
$224.0M · 2K shares
$224.0M · 2K shares
$223.0M · 3K shares
$223.0M · 1K shares
$221.0M · 4K shares
$220.0M · 6K shares
$220.0M · 1K shares
$219.0M · 3K shares
$219.0M · 1K shares
$218.0M · 5K shares
$214.0M · 708 shares
$213.0M · 2K shares
$210.0M · 1K shares
$206.0M · 9K shares
$205.0M · 2K shares
$205.0M · 3K shares
$204.0M · 5K shares
$203.0M · 3K shares
$202.0M · 3K shares
$202.0M · 3K shares
$201.0M · 2K shares
$201.0M · 2K shares
$200.0M · 6K shares
$200.0M · 994 shares
$200.0M · 4K shares
$200.0M · 2K shares
$188.0M · 11K shares
$142.0M · 11K shares
$139.0M · 11K shares
$39.0M · 16K shares
$33.0M · 25K shares
$23.0M · 11K shares
Closed Positions (52)
$48.8B · 943K shares
$28.4B · 55K shares
$858.5M · 14K shares
$509.7M · 10K shares
$499.4M · 9K shares
$409.8M · 3K shares
$372.3M · 6K shares
$365.5M · 2K shares
$347.2M · 5K shares
$338.8M · 19K shares
$319.6M · 2K shares
$316.0M · 2K shares
$314.5M · 6K shares
$311.9M · 10K shares
$307.6M · 3K shares
$278.8M · 8K shares
$275.9M · 1K shares
$274.0M · 1K shares
$270.5M · 5K shares
$268.0M · 552 shares
$267.0M · 3K shares
$256.1M · 984 shares
$254.1M · 3K shares
$245.0M · 824 shares
$243.7M · 3K shares
$242.4M · 5K shares
$242.3M · 10K shares
$238.5M · 2K shares
$238.3M · 3K shares
$231.3M · 7K shares
$230.5M · 3K shares
$228.3M · 3K shares
$225.8M · 1K shares
$224.5M · 396 shares
$224.1M · 2K shares
$220.4M · 5K shares
$218.8M · 913 shares
$217.9M · 2K shares
$214.7M · 824 shares
$213.3M · 468 shares
$212.8M · 6K shares
$211.1M · 7K shares
$207.5M · 48 shares
$201.2M · 923 shares
$190.0M · 11K shares
$186.9M · 11K shares
$179.6M · 21K shares
$143.5M · 18K shares
$101.5M · 11K shares
$75.2M · 14K shares
$17.3M · 10K shares
$13.4M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 188 | $652.3B | 41.1% |
| Technology | 90 | $316.7B | 19.9% |
| Unknown | 32 | $223.0B | 14.0% |
| Industrials | 76 | $116.4B | 7.3% |
| Consumer Cyclical | 44 | $80.7B | 5.1% |
| Communication Services | 20 | $71.2B | 4.5% |
| Healthcare | 52 | $46.4B | 2.9% |
| Energy | 15 | $25.8B | 1.6% |
| Basic Materials | 15 | $23.0B | 1.4% |
| Consumer Defensive | 20 | $17.5B | 1.1% |
| Real Estate | 20 | $11.0B | 0.7% |
| Utilities | 12 | $4.6B | 0.3% |