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.
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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