Certus Wealth Management, LLC Portfolio Holdings by Sector
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VUG BND CMF EFV ITOT EFG IVV 46 stocks |
$132,309
91.82% of portfolio
|
  24  
|
  16  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,464
4.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$2,202
1.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,090
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$713
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$653
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$262
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$220
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$189
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|