Certior Financial Group, LLC Portfolio Holdings

Certior Financial Group, LLC

  • $116 Billion
  • Q4 2024

Certior Financial Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $5.79B, Ishares Core S&P 500 ETF with a value of $5.65B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.48B, T Rowe Price ETF Inc with a value of $4.98B, and Schwab Strategic Tr Us Dividen with a value of $4.51B.

Examining the 13F form we can see an increase of $116B in the current position value.

Certior Financial Group, LLC is based out at King Of Prussia, PA

Below you can find more details about Certior Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $67 Billion
Technology: $11.4 Billion
Financial Services: $7.31 Billion
Healthcare: $2.82 Billion
Industrials: $2.64 Billion
Consumer Cyclical: $2.32 Billion
Real Estate: $2.25 Billion
Consumer Defensive: $1.42 Billion
Other: $4.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.79 Billion 5.01% of portfolio
207,602
Q4 2024 New
$0
$5.65 Billion 4.89% of portfolio
9,596
Q4 2024 New
$0
$5.48 Billion 4.74% of portfolio
59,906
Q4 2024 New
T Rowe Price ETF Inc
-
$4.98 Billion 4.31% of portfolio
-
Q4 2024 New
$0
$4.51 Billion 3.91% of portfolio
165,219
Q4 2024 New
$0
$4.5 Billion 3.89% of portfolio
206,995
Q4 2024 New
$3.81T
$3.68 Billion 3.19% of portfolio
14,692
Q4 2024 New
$52.8B
$3.24 Billion 2.81% of portfolio
43,832
Q4 2024 New
$0
$2.87 Billion 2.48% of portfolio
28,492
Q4 2024 New
$0
$2.63 Billion 2.28% of portfolio
13,438
Q4 2024 New
$8.52B
$2.6 Billion 2.25% of portfolio
50,026
Q4 2024 New
$0
$2.18 Billion 1.89% of portfolio
61,814
Q4 2024 New
$0
$2.12 Billion 1.83% of portfolio
22,927
Q4 2024 New
$0
$2.11 Billion 1.82% of portfolio
3,389
Q4 2024 New
$0
$2.1 Billion 1.82% of portfolio
81,231
Q4 2024 New
$0
$1.97 Billion 1.7% of portfolio
18,446
Q4 2024 New
$0
$1.5 Billion 1.3% of portfolio
68,735
Q4 2024 New
$0
$1.47 Billion 1.27% of portfolio
27,863
Q4 2024 New
$0
$1.38 Billion 1.19% of portfolio
23,370
Q4 2024 New
Global X Fds
-
$1.37 Billion 1.19% of portfolio
-
Q4 2024 New
$0
$1.35 Billion 1.17% of portfolio
17,464
Q4 2024 New
$0
$1.31 Billion 1.13% of portfolio
26,037
Q4 2024 New
$0
$1.3 Billion 1.12% of portfolio
25,079
Q4 2024 New
$4.32B
$1.27 Billion 1.1% of portfolio
33,859
Q4 2024 New
$0
$1.28 Billion 1.1% of portfolio
12,714
Q4 2024 New
$0
$1.18 Billion 1.02% of portfolio
6,616
Q4 2024 New
$0
$1.17 Billion 1.01% of portfolio
52,983
Q4 2024 New
$0
$1.03 Billion 0.89% of portfolio
44,802
Q4 2024 New
2023 ETF Series Trust Ii
-
$1.01 Billion 0.88% of portfolio
-
Q4 2024 New
$116B
$962 Million 0.83% of portfolio
1,979
Q4 2024 New
$0
$912 Million 0.79% of portfolio
19,077
Q4 2024 New
$0
$888 Million 0.77% of portfolio
20,169
Q4 2024 New
$0
$876 Million 0.76% of portfolio
16,876
Q4 2024 New
$0
$876 Million 0.76% of portfolio
8,305
Q4 2024 New
$0
$839 Million 0.73% of portfolio
30,333
Q4 2024 New
$3.05T
$833 Million 0.72% of portfolio
1,976
Q4 2024 New
$0
$780 Million 0.68% of portfolio
22,298
Q4 2024 New
$447B
$775 Million 0.67% of portfolio
7,209
Q4 2024 New
$170B
$650 Million 0.56% of portfolio
16,248
Q4 2024 New
$0
$622 Million 0.54% of portfolio
28,078
Q4 2024 New
$0
$610 Million 0.53% of portfolio
27,472
Q4 2024 New
$0
$605 Million 0.52% of portfolio
1,033
Q4 2024 New
$217B
$598 Million 0.52% of portfolio
6,016
Q4 2024 New
$0
$600 Million 0.52% of portfolio
32,434
Q4 2024 New
$340B
$599 Million 0.52% of portfolio
2,431
Q4 2024 New
$1.06T
$593 Million 0.51% of portfolio
1,469
Q4 2024 New
$0
$578 Million 0.5% of portfolio
15,563
Q4 2024 New
$229B
$570 Million 0.49% of portfolio
2,594
Q4 2024 New
$0
$543 Million 0.47% of portfolio
47,168
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 118 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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