CERTIOR FINANCIAL GROUP, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$115.5B

Holdings

118

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (118 positions)

StockValue
SCHGSCHWAB STRATEGIC TR
$5.8M
IVVISHARES TR
$5.6M
BILSPDR SER TR
$5.5M
TCAFT ROWE PRICE ETF INC
$5.0M
SCHDSCHWAB STRATEGIC TR
$4.5M
FSKFS KKR CAP CORP
$4.5M
AAPLAPPLE INC
$3.7M
GBTCGRAYSCALE BITCOIN TRUST ETF
$3.2M
MIGAMICROSTRATEGY INC
$2.9M
STIPISHARES TR
$2.9M
VIGVANGUARD SPECIALIZED FUNDS
$2.6M
GLDMWORLD GOLD TR
$2.6M
CGDGCAPITAL GROUP DIVIDEND VALUE
$2.2M
IEFISHARES TR
$2.1M
VGTVANGUARD WORLD FD
$2.1M
SCHASCHWAB STRATEGIC TR
$2.1M
TIPISHARES TR
$2.0M
FSCOFS CREDIT OPPORTUNITIES CORP
$1.9M
ARCCARES CAPITAL CORP
$1.5M
INDAISHARES TR
$1.5M
VXUSVANGUARD STAR FDS
$1.4M
SHLDGLOBAL X FDS
$1.4M
BSVVANGUARD BD INDEX FDS
$1.3M
VTEBVANGUARD MUN BD FDS
$1.3M
MUNIPIMCO ETF TR
$1.3M
SGOVISHARES TR
$1.3M
PECOPHILLIPS EDISON & CO INC
$1.3M
QUALISHARES TR
$1.2M
SCHISCHWAB STRATEGIC TR
$1.2M
TSLATESLA INC
$1.0M
AQLTISHARES TR
$1.0M
QLTY2023 ETF SERIES TRUST II
$1.0M
LMTLOCKHEED MARTIN CORP
$962K
VEAVANGUARD TAX-MANAGED FDS
$912K
VWOVANGUARD INTL EQUITY INDEX F
$888K
SUBISHARES TR
$876K
HYDVANECK ETF TRUST
$876K
USDUWISDOMTREE TR
$839K
MSFTMICROSOFT CORP
$833K
CGUSCAPITAL GROUP CORE EQUITY ET
$780K
XOMEXXON MOBIL CORP
$775K
BACVERIZON COMMUNICATIONS INC
$650K
HGERHARBOR ETF TRUST
$622K
CGCPCAPITAL GRP FIXED INCM ETF T
$610K
SPYSPDR S&P 500 ETF TR
$605K
SCHFSCHWAB STRATEGIC TR
$600K
SAPSAP SE
$599K
MRKMERCK & CO INC
$598K
CGGRCAPITAL GROUP GROWTH ETF
$578K
IBMINTERNATIONAL BUSINESS MACHS
$570K
YYY*AMPLIFY ETF TR
$543K
PLTRPALANTIR TECHNOLOGIES INC
$534K
CGGOCAPITAL GROUP GBL GROWTH EQT
$533K
ARESARES MANAGEMENT CORPORATION
$513K
BRK/BBERKSHIRE HATHAWAY INC DEL
$498K
SCHVSCHWAB STRATEGIC TR
$497K
OKEONEOK INC NEW
$493K
ARKBARK 21SHARES BITCOIN ETF
$487K
ECLECOLAB INC
$459K
SCHXSCHWAB STRATEGIC TR
$450K
ABBVABBVIE INC
$449K
HDHOME DEPOT INC
$446K
AMZNAMAZON COM INC
$445K
WSOWATSCO INC
$442K
RSGREPUBLIC SVCS INC
$441K
EDCONSOLIDATED EDISON INC
$436K
QCOMQUALCOMM INC
$434K
XHLFBONDBLOXX ETF TRUST
$430K
PFEPFIZER INC
$421K
SNASNAP ON INC
$412K
STWDSTARWOOD PPTY TR INC
$409K
RELXRELX PLC
$390K
MCDMCDONALDS CORP
$386K
BITBBITWISE BITCOIN ETF TR
$384K
ADPAUTOMATIC DATA PROCESSING IN
$384K
APDAIR PRODS & CHEMS INC
$371K
BTCGRAYSCALE BITCOIN MINI TR ET
$367K
CGBLCAPITAL GROUP CORE BALANCED
$362K
HUSVFIRST TR EXCH TRADED FD III
$356K
MDYVSPDR SER TR
$354K
GMOV2023 ETF SERIES TRUST II
$354K
MAAMID-AMER APT CMNTYS INC
$349K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$348K
VOOVANGUARD INDEX FDS
$347K
WECWEC ENERGY GROUP INC
$346K
SCHESCHWAB STRATEGIC TR
$332K
ULUNILEVER PLC
$331K
FNDXSCHWAB STRATEGIC TR
$331K
GILDGILEAD SCIENCES INC
$330K
NVSNNOVARTIS AG
$320K
SLYGSPDR SER TR
$317K
HSYHERSHEY CO
$313K
SONYSONY GROUP CORP
$306K
COINCOINBASE GLOBAL INC
$303K
SLYVSPDR SER TR
$302K
GSBDGOLDMAN SACHS BDC INC
$299K
BNDVANGUARD BD INDEX FDS
$277K
HSMVFIRST TR EXCH TRADED FD III
$276K
MDYGSPDR SER TR
$276K
KMBKIMBERLY-CLARK CORP
$272K
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