Certus Wealth Management, LLC
- SEC CIK
- 0001989526
- Latest filing
- Nov 7, 2025
ORCL holding history
Oracle Corp in every 13F filed by Certus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ORCL overviewAll 13F holders of ORCLFull Q3 2025 holdings
- Shares (Q3 2025)
- 11,142
- Value
- $3.13M
- % of portfolio
- 1.9%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 11,142 | $3.13M | 1.9% | 00.0% | Unchanged | Holders |
| Q2 2025 | 11,142 | $2.44M | 1.6% | 00.0% | Unchanged | Holders |
| Q1 2025 | 11,142 | $1.75M | 1.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 11,142 | $1.99M | 1.3% | +30.0% | Added | Holders |
| Q3 2024 | 11,139 | $1.90M | 1.3% | −22−0.2% | Reduced | Holders |
| Q2 2024 | 11,161 | $1.58M | 1.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 11,161 | $1.29M | 1.0% | 00.0% | Unchanged | Holders |
| Q4 2023 | 11,161 | $1.18M | 1.0% | −161−1.4% | Reduced | Holders |
| Q3 2023 | 11,322 | $1.20M | 1.1% | −577−4.8% | Reduced | Holders |
| Q2 2023 | 11,899 | $1.42M | 1.4% | – | No prior filing | Holders |