13F Filings History of CERTUITY, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$1,341,841,386
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 554 stock holdings with total value $1,341,841,386 as of Q3 2025. Top holdings included OMF, C, VOO, GE, and MU.

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Holdings Value

List of Other Managers Reporting for CERTUITY, LLC:

Name Holdings Value Location File Number
BURNEY CO/ $3,144,038,282 Reston, VA 028-04852
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 554 $1,341,841,386 +$283,474,493 -$9,495,545 +$273,978,948 OMF, C, VOO, GE, MU 13F-HR 13 Nov 2025, 16:32
Q2 2025 424 $1,063,007,427 +$52,739,795 -$58,292,149 -$5,552,354 C, OMF, GE, NVDA, IVV 13F-HR 14 Aug 2025, 07:47
Q1 2025 405 $952,878,150 +$105,689,657 -$52,984,529 +$52,705,128 C, GE, OMF, IVV, AAPL 13F-HR 13 May 2025, 10:30
Q4 2024 383 $918,164,966 +$113,523,679 -$122,771,197 -$9,247,518 C, GE, AAPL, IVV, NVDA 13F-HR 29 Jan 2025, 15:09
Q3 2024 359 $925,383,456 +$103,500,237 -$472,161,585 -$368,661,348 GE, C, AAPL, NVDA, MU 13F-HR 12 Nov 2024, 16:37
Q2 2024 356 $1,250,616,526 +$178,335,129 -$56,764,853 +$121,570,276 USFR, SPY, QQQ, GE, IVV 13F-HR 06 Aug 2024, 16:26
Q1 2024 328 $1,125,975,108 +$145,463,204 -$51,315,788 +$94,147,416 USFR, SPY, GE, QQQ, XOM 13F-HR 15 May 2024, 09:00
Q4 2023 345 $976,889,180 +$152,888,901 -$89,575,696 +$63,313,205 SPY, USFR, AAPL, XOM, GE 13F-HR 05 Feb 2024, 14:23
Q3 2023 263 $842,949,555 +$60,578,806 -$72,347,099 -$11,768,293 USFR, SPY, XOM, OMF, NYCB 13F-HR 03 Nov 2023, 16:45
Q2 2023 265 $879,302,879 +$167,389,440 -$11,173,357 +$156,216,083 USFR, SPY, OMF, NYCB, XOM 13F-HR 09 Aug 2023, 09:38
Q1 2023 223 $676,465,675 +$48,234,857 -$37,146,549 +$11,088,308 USFR, SPY, XOM, GE, NYCB 13F-HR 11 May 2023, 10:06
Q4 2022 215 $626,102,681 +$239,704,013 -$64,761,456 +$174,942,557 USFR, SPY, XOM, GE, NYCB 13F-HR 13 Feb 2023, 15:58
Q3 2022 199 $429,293,000 +$95,294,880 -$26,611,692 +$68,683,188 USFR, SPY, XOM, AAPL, CVX 13F-HR 08 Nov 2022, 16:50
Q2 2022 218 $383,276,000 +$99,965,333 -$99,314,451 +$650,882 SPY, USFR, XOM, AAPL, CVX 13F-HR 03 Aug 2022, 12:10
Q1 2022 299 $462,912,000 +$45,257,985 -$20,600,562 +$24,657,423 SPY, AAPL, QQQ, IJH, IWF 13F-HR 06 May 2022, 13:55
Q4 2021 293 $466,046,000 +$37,256,531 -$109,859,897 -$72,603,366 SPY, QQQ, AAPL, IJH, MDY Restatement 28 Feb 2022, 10:15
Q3 2021 394 $494,199,000 +$74,547,193 -$5,455,039 +$69,092,154 SPY, AAPL, QQQ, IJH, MDY 13F-HR 03 Nov 2021, 14:49
Q2 2021 345 $425,549,000 +$52,849,809 -$14,612,780 +$38,237,029 SPY, AAPL, QQQ, MDY, IJH 13F-HR 16 Aug 2021, 12:58
Q1 2021 303 $369,167,000 +$58,017,927 -$8,071,241 +$49,946,686 SPY, AAPL, QQQ, MDY, IJH 13F-HR 10 May 2021, 14:11
Q4 2020 240 $307,545,000 +$43,331,511 -$9,548,274 +$33,783,237 SPY, AAPL, QQQ, MDY, IJH 13F-HR 03 Feb 2021, 21:38
Q3 2020 180 $243,216,000 +$50,686,394 -$12,169,432 +$38,516,962 SPY, AAPL, QQQ, MDY, IJH 13F-HR 30 Oct 2020, 08:55
Q2 2020 163 $206,450,000 +$29,116,289 -$22,509,182 +$6,607,107 SPY, AAPL, MDY, IJH, QQQ 13F-HR 11 Aug 2020, 11:41
Q1 2020 149 $166,344,000 +$18,668,387 -$22,405,996 -$3,737,609 SPY, AAPL, MDY, IJH, IJR 13F-HR 13 Apr 2020, 11:46
Q4 2019 179 $168,912,000 $0 $0 $0 AAPL, MDY, IJH, IJR, IWD 13F-HR 10 Feb 2020, 12:02