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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.09 Billion 3.31% of portfolio
195,373
Q1 2025 Reduced 5.61%
$0
$1.47 Billion 1.19% of portfolio
66,167
Q1 2025 Reduced 3.74%
$0
$214 Million 0.17% of portfolio
18,363
Q1 2025 Reduced 25.81%

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