Certus Wealth Management, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Certus Wealth Management, LLC opened 0 positions, added to 2, reduced 1, sold out of 1 and left 6 unchanged. The largest increase in value was AAPL (+$1,275,208); the largest decrease was AMZN (-$220,268).
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2025-06-30 21,091; Shares 2025-09-30 33,867.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 821; Shares 2025-09-30 859.
Two Form 13F-HR filings compared (SEC CIK 1989526): 2025-06-30 (filed 2025-07-24) and 2025-09-30 (filed 2025-11-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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