Certus Wealth Management, LLC Portfolio Holdings

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024

Certus Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.7M, Vanguard Growth ETF with a value of $10.3M, Vanguard Bd Index Fd Inc Total with a value of $10M, Ishares California Muni Bond E with a value of $8.02M, and Msci Eafe Value ETF with a value of $7.72M.

Examining the 13F form we can see an increase of $2.27M in the current position value, from $142M to 144M.

Certus Wealth Management, LLC is based out at Redwood City, CA

Below you can find more details about Certus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Million
ETFs: $133 Million
Technology: $8.67 Million
Consumer Cyclical: $1.31 Million
Industrials: $713,000
Communication Services: $451,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.7 Million 15.04% of portfolio
40,233
Q4 2024 Added 0.93%
$0
$10.3 Million 7.12% of portfolio
24,985
Q4 2024 Reduced 0.53%
$0
$10 Million 6.95% of portfolio
139,214
Q4 2024 Reduced 15.68%
$0
$8.02 Million 5.56% of portfolio
140,006
Q4 2024 Added 9.53%
$0
$7.72 Million 5.35% of portfolio
147,051
Q4 2024 Added 0.31%
$0
$7.61 Million 5.28% of portfolio
59,131
Q4 2024 Added 3.68%
$0
$7.58 Million 5.26% of portfolio
78,311
Q4 2024 Added 13.98%
$0
$7.43 Million 5.16% of portfolio
12,627
Q4 2024 Reduced 0.24%
$0
$6.68 Million 4.64% of portfolio
130,395
Q4 2024 Added 4.49%
$0
$6.61 Million 4.59% of portfolio
37,121
Q4 2024 Added 1.35%
$3.93T
$6.46 Million 4.49% of portfolio
25,813
Q4 2024 Added 0.81%
$0
$3.86 Million 2.68% of portfolio
69,523
Q4 2024 Added 8.35%
$0
$2.62 Million 1.82% of portfolio
13,727
Q4 2024 Added 0.96%
$0
$2.54 Million 1.76% of portfolio
15,942
Q4 2024 Reduced 2.77%
$0
$2.37 Million 1.65% of portfolio
25,682
Q4 2024 Reduced 0.23%
$0
$2.18 Million 1.51% of portfolio
48,094
Q4 2024 Added 1.2%
$0
$1.89 Million 1.31% of portfolio
26,949
Q4 2024 Reduced 0.1%
$470B
$1.86 Million 1.29% of portfolio
11,142
Q4 2024 Added 0.03%
$0
$1.41 Million 0.98% of portfolio
16,623
Q4 2024 Added 1.08%
$0
$1.38 Million 0.95% of portfolio
8,375
Q4 2024 New
$0
$1.35 Million 0.94% of portfolio
15,493
Q4 2024 Added 9.62%
$0
$1.26 Million 0.88% of portfolio
4,752
Q4 2024 Added 9.72%
$0
$1.22 Million 0.85% of portfolio
53,121
Q4 2024 Added 5.46%
$0
$1.18 Million 0.82% of portfolio
6,997
Q4 2024 Reduced 1.88%
$0
$1.16 Million 0.81% of portfolio
25,736
Q2 2024 Added 11.47%
$0
$1.14 Million 0.79% of portfolio
10,672
Q4 2024 Added 59.57%
$0
$1.13 Million 0.78% of portfolio
10,723
Q4 2024 Reduced 10.69%
$0
$1.05 Million 0.73% of portfolio
15,812
Q3 2024 New
$0
$935,000 0.65% of portfolio
10,534
Q4 2024 Reduced 1.86%
$1.12T
$897,000 0.62% of portfolio
2,222
Q4 2024 Reduced 2.93%
$0
$868,000 0.6% of portfolio
18,765
Q4 2024 Reduced 3.95%
$0
$762,000 0.53% of portfolio
27,361
Q4 2024 Added 6.87%
$111B
$713,000 0.49% of portfolio
1,468
Q4 2024 Reduced 9.99%
$0
$658,000 0.46% of portfolio
1,124
Q3 2023 Added 54.4%
$0
$653,000 0.45% of portfolio
2,256
Q4 2024 Reduced 6.35%
$0
$625,000 0.43% of portfolio
7,023
Q4 2024 Reduced 3.75%
$0
$616,000 0.43% of portfolio
12,290
Q4 2024 Reduced 35.93%
$46.2B
$585,000 0.41% of portfolio
11,831
Q4 2024 New
$0
$578,000 0.4% of portfolio
4,492
Q3 2024 Reduced 83.58%
$0
$470,000 0.33% of portfolio
4,458
Q1 2024 Reduced 26.45%
$0
$394,000 0.27% of portfolio
10,342
Q4 2024 Added 21.17%
$0
$381,000 0.26% of portfolio
7,103
Q4 2024 Reduced 10.79%
$0
$378,000 0.26% of portfolio
4,124
Q4 2024 Added 8.18%
$3.04T
$346,000 0.24% of portfolio
821
Q4 2024 Reduced 3.86%
$0
$296,000 0.21% of portfolio
739
Q4 2023 New
$0
$289,000 0.2% of portfolio
8,342
Q4 2024 Added 44.13%
$0
$278,000 0.19% of portfolio
12,264
Q4 2024 Added 100.0%
$1.66T
$262,000 0.18% of portfolio
445
Q4 2024 Added 1.14%
$0
$225,000 0.16% of portfolio
5,078
Q4 2024 Reduced 35.66%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $144 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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