Certus Wealth Management, LLC Portfolio Holdings
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
Certus Wealth Management, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 52 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 $14.2M, Ishares Core S&P Total U.S. St with a value of $10.6M, Vanguard Growth ETF with a value of $9.52M, Vanguard Bd Index Fd Inc Total with a value of $8.58M, and Ishares California Muni Bond E with a value of $7.16M.
Examining the 13F form we can see an increase of $2.79M in the current position value, from $127M to 130M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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