Center for Wealth Management Advisory
Latest statistics and disclosures from Center for Wealth Management Advisory's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002121390
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Positions held by Center for Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Center for Wealth Management Advisory
Center for Wealth Management Advisory holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 19.7 | $27M | 211k | 127.11 |
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| First Tr Exchange-traded SHS (FDL) | 9.3 | $13M | 285k | 44.34 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 6.4 | $8.7M | 93k | 94.38 |
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| First Tr Exchange-traded SHS (FVD) | 5.8 | $7.8M | 170k | 46.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.5 | $6.2M | 17k | 360.13 |
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| Apple (AAPL) | 3.1 | $4.2M | 16k | 271.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.8 | $3.8M | 10k | 373.44 |
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| Broadcom (AVGO) | 2.0 | $2.7M | 7.9k | 346.09 |
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| Morgan Stanley Com New (MS) | 1.7 | $2.3M | 13k | 177.53 |
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| Johnson & Johnson (JNJ) | 1.7 | $2.3M | 11k | 206.94 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.2M | 4.7k | 483.63 |
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| UnitedHealth (UNH) | 1.5 | $2.1M | 6.2k | 330.11 |
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| FedEx Corporation (FDX) | 1.5 | $2.0M | 6.9k | 288.84 |
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| Abbott Laboratories (ABT) | 1.5 | $2.0M | 16k | 125.29 |
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| CVS Caremark Corporation (CVS) | 1.4 | $1.9M | 24k | 79.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $1.8M | 6.8k | 268.30 |
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| Verizon Communications (VZ) | 1.3 | $1.8M | 45k | 40.73 |
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| Merck & Co (MRK) | 1.3 | $1.8M | 17k | 105.26 |
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| Chubb (CB) | 1.3 | $1.8M | 5.7k | 312.13 |
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| Pepsi (PEP) | 1.3 | $1.8M | 12k | 143.52 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $1.8M | 15k | 117.21 |
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| Us Bancorp Del Com New (USB) | 1.3 | $1.8M | 33k | 53.36 |
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| Medtronic SHS (MDT) | 1.2 | $1.7M | 17k | 96.06 |
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| Anthem (ELV) | 1.2 | $1.7M | 4.7k | 350.56 |
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| ConocoPhillips (COP) | 1.2 | $1.7M | 18k | 93.61 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $1.7M | 3.4k | 483.71 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.6M | 8.6k | 186.49 |
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| Coca-Cola Company (KO) | 1.2 | $1.6M | 23k | 69.91 |
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| Cme (CME) | 1.2 | $1.6M | 5.8k | 273.10 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $1.6M | 13k | 120.34 |
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| Qualcomm (QCOM) | 1.1 | $1.5M | 8.9k | 171.05 |
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| Pfizer (PFE) | 1.1 | $1.5M | 59k | 24.90 |
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| United Parcel Service CL B (UPS) | 1.0 | $1.4M | 14k | 99.19 |
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| Mondelez Intl Cl A (MDLZ) | 1.0 | $1.4M | 25k | 53.83 |
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| Nike CL B (NKE) | 1.0 | $1.3M | 21k | 63.71 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $1.1M | 38k | 29.89 |
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| Abbvie (ABBV) | 0.8 | $1.1M | 4.8k | 228.50 |
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| EOG Resources (EOG) | 0.8 | $1.1M | 10k | 105.01 |
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| Huntington Bancshares Incorporated (HBAN) | 0.8 | $1.1M | 62k | 17.35 |
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| Altria (MO) | 0.8 | $1.1M | 19k | 57.66 |
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| Tesla Motors (TSLA) | 0.8 | $1.1M | 2.4k | 449.72 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.7 | $1.0M | 10k | 96.27 |
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| Procter & Gamble Company (PG) | 0.6 | $830k | 5.8k | 143.30 |
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| Colgate-Palmolive Company (CL) | 0.6 | $823k | 10k | 79.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $722k | 1.1k | 681.92 |
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| Amazon (AMZN) | 0.5 | $681k | 2.9k | 230.82 |
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| Caterpillar (CAT) | 0.5 | $630k | 1.1k | 572.87 |
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| Motorola Solutions Com New (MSI) | 0.4 | $482k | 1.3k | 383.32 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $435k | 24k | 18.22 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $428k | 4.3k | 99.88 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $410k | 2.1k | 199.67 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $325k | 1.0k | 322.11 |
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| O'reilly Automotive (ORLY) | 0.2 | $287k | 3.2k | 91.21 |
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| Philip Morris International (PM) | 0.2 | $263k | 1.6k | 160.37 |
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| Home Depot (HD) | 0.2 | $257k | 746.00 | 344.08 |
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| Oracle Corporation (ORCL) | 0.2 | $234k | 1.2k | 194.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $233k | 744.00 | 313.03 |
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| Advanced Micro Devices (AMD) | 0.2 | $224k | 1.0k | 214.16 |
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| McKesson Corporation (MCK) | 0.2 | $215k | 262.00 | 820.29 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $211k | 1.2k | 177.75 |
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| L3harris Technologies (LHX) | 0.1 | $203k | 691.00 | 293.38 |
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Past Filings by Center for Wealth Management Advisory
SEC 13F filings are viewable for Center for Wealth Management Advisory going back to 2025
- Center for Wealth Management Advisory 2025 Q4 filed April 10, 2026