CERTUITY, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 6, 2024
Value $
$1.25B
Signature - Title
Leonidas Carter Mecham - Chief Financial Officer & Chief Compliance Officer
Location
North Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by CERTUITY, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CERTUITY, LLC reported 356 stock holdings with total value $1.25B as of Q2 2024. Top holdings included USFR, SPY, QQQ, GE, and IVV.
Holdings Value

List of Other Managers Reporting for CERTUITY, LLC:

Name Holdings Value Location File Number
BURNEY CO/ $2.81B Reston, VA 028-04852
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 356 $1.25B +$178M -$56.8M +$122M USFR, SPY, QQQ, GE, IVV 13F-HR 8/6/2024, 04:26 PM
Q1 2024 328 $1.13B +$145M -$51.3M +$94.1M USFR, SPY, GE, QQQ, XOM 13F-HR 5/15/2024, 09:00 AM
Q4 2023 345 $977M +$153M -$89.6M +$63.3M SPY, USFR, AAPL, XOM, GE 13F-HR 2/5/2024, 02:23 PM
Q3 2023 263 $843M +$60.6M -$72.3M -$11.8M USFR, SPY, XOM, OMF, NYCB 13F-HR 11/3/2023, 04:45 PM
Q2 2023 265 $879M +$167M -$11.2M +$156M USFR, SPY, OMF, NYCB, XOM 13F-HR 8/9/2023, 09:38 AM
Q1 2023 223 $676M +$48.2M -$37.1M +$11.1M USFR, SPY, XOM, GE, NYCB 13F-HR 5/11/2023, 10:06 AM
Q4 2022 215 $626M +$240M -$64.8M +$175M USFR, SPY, XOM, GE, NYCB 13F-HR 2/13/2023, 03:58 PM
Q3 2022 199 $429M +$95.3M -$26.6M +$68.7M USFR, SPY, XOM, AAPL, CVX 13F-HR 11/8/2022, 04:50 PM
Q2 2022 218 $383M +$100M -$99.3M +$651K SPY, USFR, XOM, AAPL, CVX 13F-HR 8/3/2022, 12:10 PM
Q1 2022 299 $463M +$45.3M -$20.6M +$24.7M SPY, AAPL, QQQ, IJH, IWF 13F-HR 5/6/2022, 01:55 PM
Q4 2021 293 $466M +$37.3M -$110M -$72.6M SPY, QQQ, AAPL, IJH, MDY Restatement 2/28/2022, 10:15 AM
Q3 2021 394 $494M +$74.5M -$5.46M +$69.1M SPY, AAPL, QQQ, IJH, MDY 13F-HR 11/3/2021, 02:49 PM
Q2 2021 345 $426M +$52.8M -$14.6M +$38.2M SPY, AAPL, QQQ, MDY, IJH 13F-HR 8/16/2021, 12:58 PM
Q1 2021 303 $369M +$58M -$8.07M +$49.9M SPY, AAPL, QQQ, MDY, IJH 13F-HR 5/10/2021, 02:11 PM
Q4 2020 240 $308M +$43.3M -$9.55M +$33.8M SPY, AAPL, QQQ, MDY, IJH 13F-HR 2/3/2021, 09:38 PM
Q3 2020 180 $243M +$50.7M -$12.2M +$38.5M SPY, AAPL, QQQ, MDY, IJH 13F-HR 10/30/2020, 08:55 AM
Q2 2020 163 $206M +$29.1M -$22.5M +$6.61M SPY, AAPL, MDY, IJH, QQQ 13F-HR 8/11/2020, 11:41 AM
Q1 2020 149 $166M +$18.7M -$22.4M -$3.74M SPY, AAPL, MDY, IJH, IJR 13F-HR 4/13/2020, 11:46 AM
Q4 2019 179 $169M $0 $0 AAPL, MDY, IJH, IJR, IWD 13F-HR 2/10/2020, 12:02 PM