Certior Financial Group, LLC Top Holdings and 13F Report (2025) About Certior Financial Group, LLCInvestment ActivityCertior Financial Group, LLC has $115.52 million in total holdings as of December 31, 2024.Certior Financial Group, LLC owns shares of 118 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $5,785,877iShares Core S&P 500 ETF $5,648,985SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $5,477,191T. Rowe Price Capital Appreciation Equity ETF $4,978,284Schwab US Dividend Equity ETF $4,513,786 Sector AllocationMap of 500 Largest Holdings ofCertior Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$5,785,877207,6025.0%ETFIVViShares Core S&P 500 ETF$5,648,9859,5964.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,477,19159,9064.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,978,284149,6334.3%ETFSCHDSchwab US Dividend Equity ETF$4,513,786165,2193.9%ETFFSKFS KKR Capital$4,495,939206,9953.9%FinanceAAPLApple$3,679,26614,6923.2%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$3,244,44543,8322.8%SHS REP COM UTMSTRMicroStrategy$2,912,84011,6052.5%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$2,866,29528,4922.5%ETFVIGVanguard Dividend Appreciation ETF$2,631,55913,4382.3%ETFGLDMSPDR Gold MiniShares Trust$2,600,85250,0262.3%FinanceCGDVCapital Group Dividend Value ETF$2,179,57661,8141.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,119,60122,9271.8%ETFVGTVanguard Information Technology ETF$2,107,3663,3891.8%ETFSCHASchwab US Small-Cap ETF$2,100,63581,2311.8%ETFTIPiShares TIPS Bond ETF$1,965,42118,4461.7%ETFFSCOFS Credit Opportunities$1,859,043272,5871.6%Financial ServicesARCCAres Capital$1,504,60668,7351.3%FinanceINDAiShares MSCI India ETF$1,466,70827,8631.3%ETFVXUSVanguard Total International Stock ETF$1,377,19423,3701.2%ETFGLOBAL X FDS$1,370,88936,6451.2%DEFENSE TECH ETFBSVVanguard Short-Term Bond ETF$1,349,43717,4641.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,305,25426,0371.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,297,33725,0791.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,275,47212,7141.1%ETFPECOPhillips Edison & Company, Inc.$1,268,35833,8591.1%FinanceQUALiShares MSCI USA Quality Factor ETF$1,178,1776,6161.0%ETFSCHISchwab 5-10 Year Corporate Bond ETF$1,169,33952,9831.0%ETFTSLATesla$1,042,6553,4690.9%Auto/Tires/TrucksGOVTiShares U.S. Treasury Bond ETF$1,029,55044,8020.9%ETF2023 ETF SERIES TRUST II$1,014,26631,7260.9%GMO US QUALITY ELMTLockheed Martin$961,8741,9790.8%AerospaceVEAVanguard FTSE Developed Markets ETF$912,24919,0770.8%ETFVWOVanguard FTSE Emerging Markets ETF$888,25320,1690.8%ETFSUBiShares Short-Term National Muni Bond ETF$876,0238,3050.8%ETFHYDVanEck High Yield Muni ETF$876,01216,8760.8%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$839,01130,3330.7%FinanceMSFTMicrosoft$832,8301,9760.7%Computer and TechnologyCGUSCapital Group Core Equity ETF$779,75922,2980.7%ETFXOMExxon Mobil$775,4347,2090.7%Oils/EnergyVZVerizon Communications$649,77116,2480.6%Computer and TechnologyHARBOR ETF TRUST$621,51828,0780.5%HARBOR COMMODITYCGCPCapital Group Core Plus Income ETF$609,87827,4720.5%ETFSPYSPDR S&P 500 ETF Trust$605,4211,0330.5%FinanceSCHFSchwab International Equity ETF$600,03332,4340.5%ETFSAPSAP$598,5372,4310.5%Computer and TechnologyMRKMerck & Co., Inc.$598,4486,0160.5%MedicalCGGRCapital Group Growth ETF$578,47315,5630.5%ETFIBMInternational Business Machines$570,2632,5940.5%Computer and TechnologyYYYAmplify High Income ETF$543,37547,1680.5%ETFPALANTIR TECHNOLOGIES INC$534,4777,0670.5%CL ACGGOCapital Group Global Growth Equity ETF$533,46518,2570.5%ETFARESAres Management$513,3242,9000.4%FinanceBRK.BBerkshire Hathaway$498,1551,0990.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$496,85519,0590.4%ETFOKEONEOK$492,9644,9100.4%Oils/EnergyARK 21SHARES BITCOIN ETF$486,8695,2200.4%SHS BEN INTECLEcolab$459,0331,9590.4%Basic MaterialsSCHXSchwab US Large-Cap ETF$450,06419,4160.4%ETFABBVAbbVie$448,9732,5270.4%MedicalHDHome Depot$445,6901,1460.4%Retail/WholesaleAMZNAmazon.com$445,3622,0300.4%Retail/WholesaleWSOWatsco$442,3329330.4%ConstructionRSGRepublic Services$441,0762,1920.4%Business ServicesEDConsolidated Edison$436,3124,8900.4%UtilitiesQCOMQUALCOMM$434,4372,8280.4%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$430,0438,5700.4%ETFPFEPfizer$420,83415,8630.4%MedicalSNASnap-on$411,6301,2130.4%Consumer DiscretionarySTWDStarwood Property Trust$408,52321,5580.4%FinanceRELXRelx$390,2948,5930.3%Computer and TechnologyMCDMcDonald's$386,0501,3320.3%Retail/WholesaleBITWISE BITCOIN ETF TR$383,9187,5500.3%SHS BEN INTADPAutomatic Data Processing$383,5931,3100.3%Business ServicesAPDAir Products and Chemicals$371,3601,2800.3%Basic MaterialsGRAYSCALE BITCOIN MINI TR ET$367,4518,7760.3%SHS NEWCAPITAL GROUP CORE BALANCED$362,33811,5870.3%SHSHUSVFirst Trust Horizon Managed Volatility Domestic ETF$355,6079,5160.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$354,2734,4170.3%ETF2023 ETF SERIES TRUST II$353,57114,4610.3%GMO US VALUEMAAMid-America Apartment Communities$348,8642,2570.3%FinanceTSMTaiwan Semiconductor Manufacturing$347,9771,7620.3%Computer and TechnologyVOOVanguard S&P 500 ETF$346,7786440.3%ETFWECWEC Energy Group$346,2753,6820.3%UtilitiesSCHESchwab Emerging Markets Equity ETF$332,11912,4720.3%ETFULUnilever$331,2165,8420.3%Consumer StaplesFNDXSchwab Fundamental U.S. Large Company Index ETF$331,05413,9800.3%ETFGILDGilead Sciences$329,9823,5720.3%MedicalNVSNovartis$319,6633,2850.3%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$316,7063,5050.3%ETFHSYHershey$312,5541,8460.3%Consumer StaplesSONYSony Group$305,88914,4560.3%Consumer StaplesCOINCoinbase Global$302,9261,2200.3%FinanceSLYVSPDR S&P 600 Small CapValue ETF$301,5533,4560.3%ETFGSBDGoldman Sachs BDC$299,49924,7520.3%FinanceBNDVanguard Total Bond Market ETF$276,6423,8470.2%ETFHSMVFirst Trust Horizon Managed Volatility Small/Mid ETF$275,5337,6950.2%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$275,5243,1710.2%ETFKMBKimberly-Clark$272,1932,0770.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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