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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$175M
$140 Million 0.12% of portfolio
26,730
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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