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UnitedHealth shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Centennial Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $255k 516 494.80
2023-12-31 $213k 405 526.48
2023-09-30 $252k 500 504.19
2023-06-30 $206k 428 480.64
2020-12-31 $2.1M 5.9k 350.63

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth