Certior Financial Group, LLC Portfolio Holdings

Certior Financial Group, LLC

  • $124 Billion
  • Q1 2025

Certior Financial Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 117 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 $7.55B, Schwab Strategic Tr Us Dividen with a value of $7.34B, T Rowe Price ETF Inc with a value of $6.38B, Ishares Core S&P 500 ETF with a value of $5.31B, and Ishares Tr Tips Bd ETF with a value of $4.29B.

Examining the 13F form we can see an increase of $8.14B in the current position value, from $116B to 124B.

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 $124 Billion
ETFs: $70 Billion
Technology: $10 Billion
Financial Services: $7.07 Billion
Healthcare: $3.11 Billion
Industrials: $2.94 Billion
Real Estate: $2.15 Billion
Consumer Cyclical: $1.87 Billion
Utilities: $1.73 Billion
Other: $5.08 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.55 Billion 6.1% of portfolio
301,457
Q1 2025 Added 45.21%
$0
$7.34 Billion 5.94% of portfolio
262,681
Q1 2025 Added 58.99%
$0
$5.31 Billion 4.29% of portfolio
9,442
Q1 2025 Reduced 1.6%
$0
$4.29 Billion 3.47% of portfolio
38,575
Q1 2025 Added 109.12%
$0
$4.14 Billion 3.35% of portfolio
45,130
Q1 2025 Reduced 24.67%
$0
$3.09 Billion 2.5% of portfolio
131,948
Q1 2025 Added 62.44%
$9.63B
$2.94 Billion 2.38% of portfolio
47,460
Q1 2025 Reduced 5.13%
$0
$2.87 Billion 2.32% of portfolio
27,700
Q1 2025 Reduced 2.78%
$0
$2.52 Billion 2.04% of portfolio
4,654
Q1 2025 Added 37.33%
$0
$2.34 Billion 1.89% of portfolio
65,716
Q1 2025 Added 6.31%
$0
$2.32 Billion 1.88% of portfolio
37,430
Q1 2025 Added 60.16%
$0
$2.21 Billion 1.79% of portfolio
23,207
Q1 2025 Added 1.22%
$0
$1.95 Billion 1.58% of portfolio
24,949
Q1 2025 Added 42.86%
$0
$1.91 Billion 1.55% of portfolio
37,106
Q1 2025 Added 47.96%
$0
$1.92 Billion 1.55% of portfolio
38,674
Q1 2025 Added 48.53%
$0
$1.45 Billion 1.17% of portfolio
28,513
Q1 2025 Added 49.46%
$0
$1.38 Billion 1.12% of portfolio
30,591
Q1 2025 Added 51.67%
$0
$1.28 Billion 1.04% of portfolio
12,138
Q1 2025 Added 46.15%
$0
$1.27 Billion 1.03% of portfolio
24,902
Q1 2025 Added 47.56%
$0
$1.03 Billion 0.83% of portfolio
44,803
Q1 2025 Added 0.0%
$0
$821 Million 0.66% of portfolio
20,854
Q1 2025 New
$0
$774 Million 0.63% of portfolio
23,173
Q1 2025 Added 3.92%
$0
$657 Million 0.53% of portfolio
27,306
Q1 2025 Reduced 2.75%
$0
$626 Million 0.51% of portfolio
18,285
Q1 2025 Added 17.49%
$0
$626 Million 0.51% of portfolio
27,888
Q1 2025 Added 1.51%
$0
$507 Million 0.41% of portfolio
906
Q1 2025 Reduced 12.29%
$0
$507 Million 0.41% of portfolio
17,892
Q1 2025 Reduced 2.0%
$0
$495 Million 0.4% of portfolio
43,418
Q1 2025 Reduced 7.95%
$0
$470 Million 0.38% of portfolio
23,779
Q1 2025 Reduced 26.68%
$0
$383 Million 0.31% of portfolio
14,413
Q1 2025 Reduced 24.38%
$0
$343 Million 0.28% of portfolio
15,518
Q1 2025 Reduced 20.08%
$0
$319 Million 0.26% of portfolio
1,645
Q1 2025 Reduced 87.76%
$0
$312 Million 0.25% of portfolio
13,207
Q1 2025 Reduced 5.53%
$0
$282 Million 0.23% of portfolio
7,841
Q1 2025 Added 1.9%
$0
$254 Million 0.21% of portfolio
3,293
Q1 2025 Reduced 25.45%
$0
$232 Million 0.19% of portfolio
8,404
Q1 2025 Reduced 32.62%
$0
$220 Million 0.18% of portfolio
2,652
Q1 2025 Reduced 24.34%
$0
$221 Million 0.18% of portfolio
431
Q1 2025 Reduced 33.07%
$0
$203 Million 0.16% of portfolio
5,334
Q1 2025 Added 2.95%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $124 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Certior Financial Group, LLC Portfolio

Follow Certior Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certior Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certior Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email