Certior Financial Group, LLC Reduced Holdings in Q3 2025

Certior Financial Group, LLC

  • $151 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-40.4K
- 72.33%
$91.44 - $91.77 $3.69M - $3.71M
15.4K $1.42B
FSK
Fs Kkr Capital Corp

Financial Services
-19.5K
- 10.38%
$14.93 - $22.48 $291K - $438K
168K $2.51B
YYY
Amplify ETF Tr High Income ETF

ETFs
-15.7K
- 40.16%
$11.61 - $11.92 $182K - $187K
23.3K $276M
ARCC
Ares Capital Corp

Financial Services
-3.41K
- 5.34%
$20.41 - $23.25 $69.5K - $79.2K
60.3K $1.23B
MSTR
Microstrategy Inc

Technology
-1
- 0.06%
$300.7 - $455.9 $301 - $456
1.61K $517M
PECO
Phillips Edison & Company, Inc.

Real Estate
-3.24K
- 11.0%
$33.04 - $36.15 $107K - $117K
26.2K $901M
PFE
Pfizer Inc

Healthcare
-5.65K
- 39.84%
$23.29 - $25.88 $132K - $146K
8.53K $217M
STWD
Starwood Property Trust, Inc.

Real Estate
-4.82K
- 27.43%
$19.37 - $20.97 $93.4K - $101K
12.7K $247M
ACN
Accenture PLC

Technology
-115
- 9.16%
$232.56 - $304.78 $26.7K - $35K
1.14K $281M
IBM
International Business Machines Corp

Technology
-128
- 4.72%
$234.77 - $292.47 $30.1K - $37.4K
2.59K $730M
ARES
Ares Management Corp

Financial Services
-162
- 5.54%
$159.89 - $192.76 $25.9K - $31.2K
2.76K $442M
IVV
Ishares Core S&P 500 ETF

ETFs
-475
- 8.64%
$620.67 - $670.08 $295K - $318K
5.03K $3.36B
TXN
Texas Instruments Inc

Technology
-8
- 0.38%
N/A
2.08K $382M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-2.86K
- 21.4%
$10.17 - $11.97 $29.1K - $34.3K
10.5K $107M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.68K
- 3.73%
$22.64 - $23.22 $37.9K - $38.9K
43.3K $1B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.35K
- 17.93%
$46.69 - $59.27 $62.9K - $79.9K
6.17K $328M
IEF
Ishares Barclays

ETFs
-430
- 1.89%
$93.91 - $97.26 $40.4K - $41.8K
22.4K $2.16B
UL
Unilever PLC

Consumer Defensive
-168
- 2.82%
$58.43 - $65.01 $9.82K - $10.9K
5.78K $343M
PRU
Prudential Financial Inc

Financial Services
-110
- 4.55%
$100.68 - $109.89 $11.1K - $12.1K
2.31K $239M
MCD
Mcdonalds Corp

Consumer Cyclical
-96
- 6.63%
$291.67 - $316.99 $28K - $30.4K
1.35K $411M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-228
- 0.83%
$102.4 - $103.88 $23.3K - $23.7K
27.4K $2.83B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.48K
- 6.54%
$21.69 - $23.34 $32K - $34.4K
21.1K $490M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-197
- 8.37%
$87.69 - $96.0 $17.3K - $18.9K
2.16K $203M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-211
- 6.8%
$78.88 - $85.2 $16.6K - $18K
2.89K $241M
Rbb Fd Inc
-93
- 0.78%
N/A
11.8K $589M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-817
- 5.66%
$27.61 - $29.15 $22.6K - $23.8K
13.6K $397M
NVS
Novartis Ag

Healthcare
-201
- 6.11%
$113.5 - $129.73 $22.8K - $26.1K
3.09K $396M
GILD
Gilead Sciences, Inc.

Healthcare
-2
- 0.05%
$108.22 - $120.47 $216 - $241
3.64K $404M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-667
- 8.79%
$30.13 - $33.37 $20.1K - $22.3K
6.93K $231M
QCOM
Qualcomm Inc

Technology
-102
- 3.71%
$145.84 - $173.55 $14.9K - $17.7K
2.64K $440M
EPM
Evolution Petroleum Corp

Energy
-12
- 0.04%
$4.65 - $5.47 $55.8 - $65.6
27.3K $132M
VZ
Verizon Communications Inc

Communication Services
-33
- 0.2%
$40.84 - $45.06 $1.35K - $1.49K
16.4K $721M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-668
- 4.48%
$24.46 - $26.5 $16.3K - $17.7K
14.2K $375M
Horizon Fds
-2.31K
- 8.07%
N/A
26.3K $744M
MDT
Medtronic PLC

Healthcare
-15
- 0.43%
$87.67 - $95.74 $1.32K - $1.44K
3.44K $328M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 1.3%
$617.65 - $666.84 $6.18K - $6.67K
761 $507M
XOM
Exxon Mobil Corp

Energy
-73
- 0.93%
$105.83 - $117.22 $7.73K - $8.56K
7.78K $878M
CGGR
Capital Group Growth ETF Shs C

ETFs
-676
- 3.63%
$40.2 - $44.58 $27.2K - $30.1K
17.9K $788M
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 2.89%
$357.4 - $423.42 $12.9K - $15.2K
1.21K $491M
WEC
Wec Energy Group, Inc.

Utilities
-10
- 0.27%
$103.66 - $114.59 $1.04K - $1.15K
3.73K $428M
JNJ
Johnson & Johnson

Healthcare
-48
- 3.21%
$155.17 - $185.42 $7.45K - $8.9K
1.45K $268M
SHOP
Shopify Inc.

Technology
-101
- 4.97%
$112.11 - $157.12 $11.3K - $15.9K
1.93K $287M
ABBV
Abb Vie Inc.

Healthcare
-197
- 7.16%
$184.85 - $231.54 $36.4K - $45.6K
2.56K $592M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 0.17%
$224.68 - $282.71 $674 - $848
1.77K $494M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-44
- 0.1%
$82.96 - $95.7 $3.65K - $4.21K
43.7K $3.92B
PLTR
Palantir Technologies Inc.

Technology
-21
- 0.34%
$130.68 - $186.97 $2.74K - $3.93K
6.25K $1.14B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.21K
- 1.43%
$42.67 - $46.91 $51.4K - $56.5K
83.1K $3.89B
AAPL
Apple Inc.

Technology
-543
- 4.25%
$202.38 - $256.87 $110K - $139K
12.2K $3.11B
Activity Summary
Buys All Purchases 77 New Holdings 23 Increased Positions 54 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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