Fund HoldingsCERTUITY, LLC

Total Portfolio Value
$842.95M
Total Bought
$71.95M
Total Sold
$85.53M
Net Transaction
-$13.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO QQQ TR(Put)016,100+16,10005,768+5,768
ALIBABA GROUP HLDG LTD(BABA)51,161113,704+62,5434,2649,8631.17%+5,598
TIDEWATER INC NEW(TDW)059,721+59,72104,2440.50%+4,244
EXXON MOBIL CORP358,546362,275+3,72938,45442,5965.05%+4,142
MARATHON PETE CORP(MPC)027,361+27,36104,1410.49%+4,141
INVESCO QQQ TR74,59786,419+11,82227,55730,9613.67%+3,404
BLOCK INC(XYZ)076,009+76,00903,3640.40%+3,364
GE HEALTHCARE TECHNOLOGIES I(GEHC)133,633204,813+71,18010,85613,9351.65%+3,079
VANGUARD STAR FDS72,69787,733+15,0363,3064,6950.56%+1,389
CHEVRON CORP NEW(CVX)104,886106,087+1,20116,50417,8882.12%+1,385
SCHWAB STRATEGIC TR58,75579,129+20,3744,4035,7540.68%+1,351
VALARIS LTD(VAL)017,400+17,40001,3050.15%+1,305
MICRON TECHNOLOGY INC(MU)263,087263,063-2416,60317,8962.12%+1,293
INTUIT(INTU)03,488+3,48801,7820.21%+1,782
ALPHABET INC(GOOG)39,50244,971+5,4694,8666,0220.71%+1,156
ISHARES TR34,99938,965+3,96615,59716,7331.99%+1,135
VANGUARD INDEX FDS8,30110,895+2,5943,3814,2790.51%+898
AMAZON COM INC(AMZN)45,81553,882+8,0676,2057,0830.84%+877
SPDR DOW JONES INDL AVERAGE(DIA)6,6278,908+2,2812,2792,9840.35%+705
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
017,294+17,29407010.08%+701
SELECT SECTOR SPDR TR
ST STR TECHN ETF
45,73652,751+7,0157,9528,6471.03%+696
TESLA INC(TSLA)12,70515,935+3,2303,4414,1050.49%+664
AFFIRM HLDGS INC(AFRM)028,756+28,75606120.07%+612
ARISTA NETWORKS INC06,333+6,33301,1650.14%+1,165
MICROSOFT CORP(MSFT)26,25829,928+3,6708,9429,4501.12%+508
GLOBAL X FDS
ARTIFICIAL ETF
015,448+15,44804160.05%+416
ISHARES TR8,48613,056+4,5708291,2380.15%+410
ALPHABET INC(GOOG)17,05818,532+1,4742,2282,6070.31%+379
NEW YORK CMNTY BANCORP INC3,421,3203,421,320038,45638,7984.60%+342
SCHWAB STRATEGIC TR76,74690,460+13,7142,7363,0720.36%+336
BERKSHIRE HATHAWAY INC DEL4,6915,502+8111,6001,9270.23%+328
SALESFORCE INC(CRM)5,3467,027+1,6811,1291,4250.17%+296
LOCKHEED MARTIN CORP(LMT)0684+68402800.03%+280
SARCOS TECHN AND ROBOTICS CO0321,310+321,31002750.03%+275
TOTALENERGIES SE(TTE)04,100+4,10002700.03%+270
SCHWAB CHARLES CORP(SCHW)04,897+4,89702690.03%+269
VANGUARD WORLD FDS
INF TECH ETF
5,5956,609+1,0142,4742,7420.33%+268
CONSTELLATION BRANDS INC(STZ)01,042+1,04202620.03%+262
GOLDMAN SACHS GROUP INC(GS)0807+80702610.03%+261
JPMORGAN CHASE & CO(JPM)68,96070,815+1,85510,03010,2701.22%+240
SCHLUMBERGER LTD(SLB)04,067+4,06702370.03%+237
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,615+2,61502360.03%+236
PROCTER AND GAMBLE CO(PG)6,7148,591+1,8771,0191,2530.15%+234
CONSOLIDATED EDISON INC(ED)02,732+2,73202340.03%+234
ISHARES TR
RUSEL 2500 ETF
04,225+4,22502300.03%+230
CINTAS CORP(CTAS)0469+46902250.03%+225
BOOKING HOLDINGS INC(BKNG)0242+24207460.09%+746
SHERWIN WILLIAMS CO(SHW)0877+87702240.03%+224
BOSTON BEER INC(SAM)0569+56902220.03%+222
FASTENAL CO(FAST)04,043+4,04302210.03%+221
ELI LILLY & CO(LLY)2,2492,369+1201,0551,2730.15%+218
HOME DEPOT INC(HD)03,092+3,09209340.11%+934
UNITEDHEALTH GROUP INC(UNH)2,4712,782+3111,1881,4030.17%+215
DIREXION SHS ETF TR
DAI REA BEA ETF
03,568+3,56802150.03%+215
AUTOMATIC DATA PROCESSING IN02,656+2,65606390.08%+639
EATON CORP PLC(ETN)01,967+1,96704200.05%+420
BIOMARIN PHARMACEUTICAL INC(BMRN)02,296+2,29602030.02%+203
CHUBB LIMITED
COM
03,741+3,74107790.09%+779
COTERRA ENERGY INC07,474+7,47402020.02%+202
EMERSON ELEC CO(EMR)02,091+2,09102020.02%+202
WISDOMTREE TR(WT)1,351,5081,355,454+3,94668,00868,2068.09%+199
VANGUARD INDEX FDS14,31315,773+1,4603,1533,3500.40%+197
PEPSICO INC(PEP)03,391+3,39105740.07%+574
PETROLEO BRASILEIRO SA PETRO(PBR)150,000150,00002,0752,2490.27%+174
COREBRIDGE FINL INC(CRBD)80,00080,00001,4131,5800.19%+167
DOORDASH INC(DASH)52,48852,512+244,0114,1730.50%+162
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,90322,729+1,8262,7752,9260.35%+152
CONOCOPHILLIPS(COP)04,173+4,17305000.06%+500
COSTCO WHSL CORP NEW(COST)01,412+1,41207980.09%+798
JOHNSON & JOHNSON(JNJ)6,8298,140+1,3111,1301,2680.15%+137
REGENERON PHARMACEUTICALS(REGN)0665+66505480.06%+548
HONEYWELL INTL INC(HON)03,489+3,48906450.08%+645
WALMART INC(WMT)4,9985,629+6317869000.11%+115
VERTEX PHARMACEUTICALS INC(VRTX)02,147+2,14707470.09%+747
S&P GLOBAL INC(SPGI)01,102+1,10204030.05%+403
ADOBE INC(ADBE)2,2492,352+1031,1001,1990.14%+99
COCA COLA CO(KO)011,470+11,47006420.08%+642
FUBOTV INC075,300+75,30002010.02%+201
VANGUARD TAX-MANAGED FDS62,81668,546+5,7302,9012,9970.36%+96
AMERIPRISE FINL INC(AMP)01,468+1,46804840.06%+484
CISCO SYS INC(CSCO)07,302+7,30203930.05%+393
CATERPILLAR INC(CAT)02,089+2,08905700.07%+570
ABBVIE INC(ABBV)04,929+4,92907350.09%+735
DEERE & CO(DE)01,050+1,05003960.05%+396
LOWES COS INC(LOW)02,446+2,44605080.06%+508
OLD DOMINION FREIGHT LINE IN(ODFL)0768+76803140.04%+314
EXPEDITORS INTL WASH INC(EXPD)06,437+6,43707380.09%+738
FISCALNOTE HOLDINGS INC037,500+37,5000780.01%+78
AIR PRODS & CHEMS INC01,630+1,63004620.05%+462
STRYKER CORPORATION(SYK)01,311+1,31103580.04%+358
THERMO FISHER SCIENTIFIC INC(TMO)0690+69003490.04%+349
CROWDSTRIKE HLDGS INC(CRWD)02,889+2,88904840.06%+484
SERVICENOW INC(NOW)0966+96605400.06%+540
VISA INC(V)8,8709,467+5972,1062,1770.26%+71
LINDE PLC(LIN)0879+87903270.04%+327
AMGEN INC(AMGN)01,586+1,58604260.05%+426
BLACKSTONE INC(BX)04,502+4,50204820.06%+482
FACTSET RESH SYS INC(FDS)01,035+1,03504530.05%+453
UNION PAC CORP(UNP)01,494+1,49403040.04%+304
VANGUARD SPECIALIZED FUNDS02,453+2,45303810.05%+381
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