Certus Wealth Management, LLC Incresed Positions in Q4 2024

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
370
+ 0.93%
$521.84 - $558.82 $193K - $207K
40.2K $21.7M
CMF
Ishares California Muni Bond E

ETFs
12.2K
+ 9.53%
$56.66 - $58.1 $690K - $707K
140K $8.02M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.6K
+ 4.49%
$49.03 - $53.35 $275K - $299K
130K $6.68M
AAPL
Apple Inc.

Technology
207
+ 0.81%
$221.69 - $259.02 $45.9K - $53.6K
25.8K $6.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.1K
+ 3.68%
$124.26 - $134.12 $261K - $281K
59.1K $7.61M
MUB
Ishares National Muni Bond ETF

ETFs
3.98K
+ 59.57%
$105.78 - $108.7 $421K - $433K
10.7K $1.14M
EFG
Msci Eafe Growth ETF

ETFs
9.61K
+ 13.98%
$96.83 - $106.88 $930K - $1.03M
78.3K $7.58M
OEF
Ishares S&P 100 ETF

ETFs
421
+ 9.72%
N/A
4.75K $1.26M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.55K
+ 44.13%
$34.42 - $35.88 $87.9K - $91.6K
8.34K $289K
IXN
Ishares Global Information Tec

ETFs
178
+ 1.08%
$80.67 - $87.84 $14.4K - $15.6K
16.6K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
496
+ 1.35%
$176.42 - $186.91 $87.5K - $92.7K
37.1K $6.61M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.75K
+ 5.46%
$22.39 - $23.45 $61.6K - $64.5K
53.1K $1.22M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.76K
+ 6.87%
$27.8 - $29.05 $48.9K - $51.1K
27.4K $762K
MBB
Ishares Tr

ETFs
312
+ 8.18%
$91.26 - $95.82 $28.5K - $29.9K
4.12K $378K
META
Meta Platforms, Inc.

Communication Services
5
+ 1.14%
$554.08 - $632.68 $2.77K - $3.16K
445 $262K
Blackrock ETF Trust Ii
974
+ 2.98%
N/A
33.7K $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.13K
+ 100.0%
$22.63 - $47.53 $139K - $291K
12.3K $278K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.36K
+ 9.62%
$87.1 - $98.49 $118K - $134K
15.5K $1.35M
ORCL
Oracle Corp

Technology
3
+ 0.03%
$165.41 - $192.43 $496 - $577
11.1K $1.86M
IVE
Ishares S&P 500 Value ETF

ETFs
131
+ 0.96%
$189.5 - $206.17 $24.8K - $27K
13.7K $2.62M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
570
+ 1.2%
$45.17 - $47.23 $25.7K - $26.9K
48.1K $2.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.36K
+ 8.35%
$55.45 - $61.08 $297K - $327K
69.5K $3.86M
EFV
Msci Eafe Value ETF

ETFs
453
+ 0.31%
$51.78 - $57.15 $23.5K - $25.9K
147K $7.72M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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