Portfolio (Quarterly)
Guide ↗
CERTIOR FINANCIAL GROUP, LLC
· CIK 0002055620| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | WORLD GOLD TR | — | 25,044 | $2.3M | 1.48% | SOLD |
| 2 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 57,472 | $995K | 0.63% | SOLD |
| 3 | NVS | NOVARTIS AG | Healthcare | 3,342 | $510K | 0.33% | SOLD |
| 4 | — | THOMSON REUTERS CORP | — | 4,985 | $449K | 0.29% | SOLD |
| 5 | XHLF | BONDBLOXX ETF TRUST | — | 7,775 | $391K | 0.25% | SOLD |
| 6 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 2,744 | $335K | 0.21% | SOLD |
| 7 | RELX | RELX PLC | Communication Services | 8,305 | $275K | 0.17% | SOLD |
| 8 | ACN | ACCENTURE PLC IRELAND | Technology | 1,376 | $273K | 0.17% | SOLD |
| 9 | COIN | COINBASE GLOBAL INC | Financial Services | 1,200 | $210K | 0.13% | SOLD |
| 10 | STWD | STARWOOD PPTY TR INC | Real Estate | 11,667 | $201K | 0.13% | SOLD |
| 11 | SRXH | SRX HEALTH SOLUTIONS INC. | Healthcare | 21,398 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
29.3%
Industrials
7.0%
Healthcare
6.7%
Utilities
5.6%
Consumer Cyclical
5.1%
Energy
4.2%
Real Estate
3.8%
Consumer Defensive
3.2%
Basic Materials
2.2%