CL
| |
CERTUITY, LLC13F | |
| CERTUITY, LLC | |
| Last update 2025-05-13 | 406 Stocks (50 new) |
| Value $953.00 Mil | Turnover 11 % |
CERTUITY, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
C | Citigroup Inc | 842,165 | 59,785.3 | +0.07% | 6.270 | 0% | 0.050 | +48.93% | +34.75% | 172,032.1 | Banks | |
GE | GE Aerospace | 234,848 | 47,004.9 | -22.95% | 4.930 | -1.27% | 0.020 | +45.03% | +58.37% | 279,181.9 | Aerospace & Defense | |
OMF | OneMain Holdings Inc | 930,012 | 45,459.0 | +86.00% | 4.770 | +2.21% | 0.780 | +32.91% | +15.35% | 6,876.4 | Credit Services | |
IVV | iShares Core S&P 500 ETF | 74,157 | 41,581.2 | +8.35% | 4.360 | +0.34% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 167,219 | 37,074.0 | -1.26% | 3.890 | -0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MU | Micron Technology Inc | 314,818 | 27,354.6 | +19.23% | 2.870 | +0.46% | 0.030 | +66.42% | +36.22% | 128,016.7 | Semiconductors | |
NVDA | NVIDIA Corp | 250,472 | 27,254.3 | -5.28% | 2.860 | -0.20% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
FLG | Flagstar Financial Inc | 2,074,944 | 24,110.8 | +125.12% | 2.530 | +1.41% | 0.500 | +12.74% | +26.26% | 4,881.3 | Banks | |
MS | Morgan Stanley | 203,196 | 23,706.9 | +0.04% | 2.490 | 0% | 0.010 | +30.02% | +13.67% | 225,046.3 | Capital Markets | |
WFC | Wells Fargo & Co | 312,591 | 22,439.4 | -0.01% | 2.350 | 0% | 0.010 | +25.30% | +16.01% | 259,690.5 | Banks |
CERTUITY, LLC's Historical Top Holdings Breakdowns
CERTUITY, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
OMF | OneMain Holdings Inc | 2025-03-31 | Add Add | +2.21% | 45.35 ($53.03) 58.06 | $57.80 | 8.99% | Add 86% | 930,012 | 430,011 | |
FLG | Flagstar Financial Inc | 2025-03-31 | Add Add | +1.41% | 8.88 ($11.25) 13.22 | $11.76 | 4.53% | Add 125.12% | 2,074,944 | 1,153,233 | |
GE | GE Aerospace | 2025-03-31 | Reduce Reduce | -1.27% | 168.59 ($196.75) 212.13 | $263.27 | 33.81% | Reduce -22.95% | 234,848 | -69,932 | |
OBDC | Blue Owl Capital Corp | 2025-03-31 | Add Add | +1.16% | 14.08 ($15.02) 15.64 | $15.09 | 0.47% | Add 1255.22% | 813,768 | 753,721 | |
| OBDE Unlock Delisted | Blue Owl Capital Corp III | 2025-03-31 | Sold Out Sold Out | -0.96% | 14.14 ($14.43) 14.71 | $14.14 | -2.01% | Sold Out | 0 | -615,085 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.81% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -66.81% | 15,420 | -31,036 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -0.62% | 270.13 ($348.71) 437.71 | $574.60 | 64.78% | Reduce -95.51% | 822 | -17,500 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.51% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | Add 968.88% | 72,705 | 65,903 | |
MU | Micron Technology Inc | 2025-03-31 | Add Add | +0.46% | 86.89 ($96.05) 109.38 | $114.39 | 19.09% | Add 19.23% | 314,818 | 50,779 | |
INTC | Intel Corp | 2025-03-31 | Add Add | +0.37% | 19.1 ($21.88) 27.39 | $23.10 | 5.58% | Add 94.05% | 318,792 | 154,507 |
CERTUITY, LLC Total Holding History ($B)
CERTUITY, LLC's Asset Allocation
CERTUITY, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CERTUITY, LLC's Hypothetical Growth since 2025-03-31
CERTUITY, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CERTUITY, LLC's Holdings Heat Map
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CERTUITY, LLC's Holdings Bubble Chart
CERTUITY, LLC News
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