Certus Wealth Management, LLC quarter change: USA Stocks, Unchanged
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).
- ORCL: Country of operation United States; Class COM; Shares 2025-06-30 11,142; Shares 2025-09-30 11,142.
- TSLA: Country of operation United States; Class COM; Shares 2025-06-30 2,555; Shares 2025-09-30 2,555.
- LMT: Country of operation United States; Class COM; Shares 2025-06-30 1,468; Shares 2025-09-30 1,468.
- NFLX: Country of operation United States; Class COM; Shares 2025-06-30 213; Shares 2025-09-30 213.
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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