Fund HoldingsCERTUITY, LLC

Total Portfolio Value
$977.98M
Total Bought
$205.34M
Total Sold
$108.78M
Net Transaction
+$96.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PNC FINL SVCS GROUP INC(PNC)0103,911+103,911016,0911.65%+16,091
SPDR S&P 500 ETF TR(SPY)0158,264+158,264075,2247.69%+75,224
APPLE INC(AAPL)0235,340+235,340045,3094.63%+45,309
VERIZON COMMUNICATIONS INC(VZ)0221,339+221,33908,3440.85%+8,344
INVESCO QQQ TR86,41993,170+6,75130,96138,1553.90%+7,194
MICROSOFT CORP(MSFT)29,92842,519+12,5919,45015,9891.63%+6,539
BARCLAYS BANK PLC(DJP)0245,131+245,13107,4500.76%+7,450
CITIGROUP INC(C)0583,789+583,789030,0303.07%+30,030
WISDOMTREE TR(WT)1,355,4541,474,407+118,95368,20674,0747.57%+5,868
MICRON TECHNOLOGY INC(MU)263,063263,040-2317,89622,4482.30%+4,552
ELI LILLY & CO(LLY)2,3699,933+7,5641,2735,7900.59%+4,518
GENERAL ELECTRIC CO(GE)0308,181+308,181039,3334.02%+39,333
ISHARES TR38,96543,129+4,16416,73320,6002.11%+3,867
AMAZON COM INC(AMZN)53,88266,034+12,1527,08310,2641.05%+3,181
BANK AMERICA CORP0520,167+520,167017,5141.79%+17,514
VANGUARD INDEX FDS10,89516,896+6,0014,2797,3800.75%+3,102
ISHARES TR075,318+75,318020,8742.13%+20,874
WELLS FARGO CO NEW(WFC)0306,562+306,562015,0891.54%+15,089
BLOCK INC(XYZ)76,00976,591+5823,3645,9240.61%+2,560
AT&T INC(T)0293,519+293,51904,9250.50%+4,925
NVIDIA CORPORATION(NVDA)016,983+16,98308,4100.86%+8,410
BUILDERS FIRSTSOURCE INC(BLDR)014,952+14,95202,4960.26%+2,496
JPMORGAN CHASE & CO(JPM)70,81574,606+3,79110,27012,6901.30%+2,421
MORGAN STANLEY(MS)0203,178+203,178018,9461.94%+18,946
VANGUARD INTL EQUITY INDEX F037,408+37,40802,4120.25%+2,412
ALPHABET INC(GOOG)44,97159,032+14,0616,0228,3830.86%+2,361
SELECT SECTOR SPDR TR
ST STR TECHN ETF
52,75156,843+4,0928,64710,9411.12%+2,294
SPDR S&P 500 ETF TR(SPY)(Put)05,500+5,50002,614+2,614
ISHARES TR0107,572+107,572011,6451.19%+11,645
INVESCO DB COMMDY INDX TRCK(DBC)086,388+86,38801,9040.19%+1,904
INVESCO QQQ TR(Put)16,10018,600+2,5005,7687,617+1,849
DBX ETF TR028,403+28,40301,7620.18%+1,762
CISCO SYS INC(CSCO)7,30242,159+34,8573932,1300.22%+1,737
INVESCO EXCH TRADED FD TR II064,193+64,19301,5430.16%+1,543
ISHARES TR032,902+32,90209,9751.02%+9,975
SPDR S&P MIDCAP 400 ETF TR(MDY)033,124+33,124016,8071.72%+16,807
FREEPORT-MCMORAN INC(FCX)0255,372+255,372010,8711.11%+10,871
MCDONALDS CORP(MCD)06,046+6,04601,7930.18%+1,793
SPDR DOW JONES INDL AVERAGE(DIA)8,90810,915+2,0072,9844,1130.42%+1,130
GENERAL DYNAMICS CORP(GD)04,045+4,04501,0500.11%+1,050
MERCK & CO INC(MRK)016,278+16,27801,7750.18%+1,775
DOORDASH INC(DASH)52,51252,519+74,1735,1940.53%+1,020
ADOBE INC(ADBE)2,3523,673+1,3211,1992,1910.22%+992
GLOBE LIFE INC07,942+7,94209670.10%+967
TARGET CORP(TGT)06,281+6,28108940.09%+894
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
010,931+10,93108530.09%+853
VANGUARD WORLD FD06,101+6,10101,5830.16%+1,583
ARISTA NETWORKS INC6,3338,534+2,2011,1652,0100.21%+845
CONOCOPHILLIPS(COP)4,17311,491+7,3185001,3340.14%+834
JOHNSON & JOHNSON(JNJ)8,14013,338+5,1981,2682,0910.21%+823
PHILLIPS 66(PSX)06,146+6,14608180.08%+818
ISHARES TR073,799+73,799012,1951.25%+12,195
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,61512,538+9,9232361,0510.11%+815
LAM RESEARCH CORP(LRCX)01,693+1,69301,3260.14%+1,326
ALPHABET INC(GOOG)18,53223,073+4,5412,6073,4150.35%+808
META PLATFORMS INC(META)010,648+10,64803,6870.38%+3,687
BERKSHIRE HATHAWAY INC DEL5,5027,551+2,0491,9272,6930.28%+766
SCHWAB STRATEGIC TR79,12978,550-5795,7546,5160.67%+762
DOVER CORP(DOV)04,950+4,95007610.08%+761
TOTALENERGIES SE(TTE)4,10015,142+11,0422701,0200.10%+751
PARKER-HANNIFIN CORP(PH)01,614+1,61407440.08%+744
EMERSON ELEC CO(EMR)2,0919,565+7,4742029310.10%+729
BROADCOM INC(AVGO)01,295+1,29501,4450.15%+1,445
COMCAST CORP NEW(CCZ)068,694+68,69401,0800.11%+1,080
ISHARES TR08,035+8,03507160.07%+716
ISHARES TR09,238+9,23807150.07%+715
VISA INC(V)9,46711,080+1,6132,1772,8850.29%+707
CATERPILLAR INC(CAT)2,0894,300+2,2115701,2710.13%+701
VANGUARD ADMIRAL FDS INC032,970+32,97003,2700.33%+3,270
PFIZER INC(PFE)064,161+64,16101,8470.19%+1,847
WISDOMTREE TR(WT)0198,598+198,598013,9571.43%+13,957
CADENCE DESIGN SYSTEM INC(CDNS)02,449+2,44906670.07%+667
ISHARES TR036,961+36,96104,5370.46%+4,537
NIKE INC(NKE)015,742+15,74201,7090.17%+1,709
VANGUARD WORLD FDS
INF TECH ETF
6,6097,021+4122,7423,3980.35%+656
ABBVIE INC(ABBV)4,9298,928+3,9997351,3840.14%+649
SHELL PLC(SHEL)09,513+9,51306260.06%+626
VANGUARD ADMIRAL FDS INC03,676+3,67606170.06%+617
SALESFORCE INC(CRM)7,0277,753+7261,4252,0400.21%+615
ACCOLADE INC050,214+50,21406030.06%+603
VANGUARD INDEX FDS15,77316,626+8533,3503,9440.40%+594
AFFIRM HLDGS INC(AFRM)28,75624,458-4,2986121,2020.12%+590
DISNEY WALT CO(DIS)014,137+14,13701,2760.13%+1,276
BRISTOL-MYERS SQUIBB CO(BMY)040,729+40,72902,0900.21%+2,090
NUCOR CORP(NUE)05,773+5,77301,0050.10%+1,005
TESLA INC(TSLA)15,93518,151+2,2164,1054,6280.47%+523
PROCTER AND GAMBLE CO(PG)8,59112,102+3,5111,2531,7730.18%+520
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
02,366+2,36605130.05%+513
L3HARRIS TECHNOLOGIES INC(LHX)02,425+2,42505110.05%+511
SHOPIFY INC(SHOP)020,062+20,06201,5640.16%+1,564
VANGUARD INDEX FDS05,751+5,75101,3380.14%+1,338
ADVANCED MICRO DEVICES INC(AMD)09,813+9,81301,4470.15%+1,447
SUNCOR ENERGY INC NEW(SU)015,092+15,09204840.05%+484
BOEING CO(BA)03,484+3,48409080.09%+908
NETFLIX INC(NFLX)02,685+2,68501,3070.13%+1,307
ORACLE CORP(ORCL)08,203+8,20308650.09%+865
MCKESSON CORP(MCK)01,019+1,01904720.05%+472
ISHARES TR03,427+3,42704660.05%+466
DEXCOM INC(DXCM)03,635+3,63504530.05%+453
CLOROX CO DEL(CLX)03,101+3,10104420.05%+442
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