Certus Wealth Management, LLC Portfolio Holdings

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

Certus Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 51 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 $21M, Vanguard Bd Index Fd Inc Total with a value of $12.4M, Vanguard Growth ETF with a value of $9.64M, Msci Eafe Value ETF with a value of $8.43M, and Ishares California Muni Bond E with a value of $7.43M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $130M to 142M.

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 $142 Million
ETFs: $132 Million
Technology: $8.23 Million
Industrials: $953,000
Consumer Cyclical: $804,000
Communication Services: $251,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99T
$5.96 Million 4.2% of portfolio
25,606
Q3 2024 Reduced 1.86%
$446B
$1.9 Million 1.34% of portfolio
11,139
Q3 2024 Reduced 0.2%
$1.39T
$598,000 0.42% of portfolio
2,289
Q2 2024 Reduced 4.63%
$3.26T
$367,000 0.26% of portfolio
854
Q1 2024 New
$1.39T
$251,000 0.18% of portfolio
440
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $142 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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