CERTUITY, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$918M
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 383 stock holdings with total value $918M as of Q4 2024. Top holdings included C, GE, AAPL, IVV, and NVDA.
Holdings Value

List of Other Managers Reporting for CERTUITY, LLC:

Name Holdings Value Location File Number
BURNEY CO/ $2.83B Reston, VA 028-04852