Centric Wealth Management
Latest statistics and disclosures from Centric Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, VOO, AAPL, HFSI, UNH, and represent 20.94% of Centric Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Raytheon Technologies Corp, MSTU, XLF, XLV, ACN, COIN, RPAR, VTI, VXUS, COST.
- Started 13 new stock positions in EWJ, Raytheon Technologies Corp, RPAR, MSTU, PWR, VHT, INTC, DFUS, VXUS, IJH. COIN, BE, XLI.
- Reduced shares in these 10 stocks: UNH (-$5.3M), FNGU, , RTX, PFE, MRK, XLK, FIRS, SGOV, FHLC.
- Sold out of its positions in T, ARKB, AXON, CNC, EMR, ET, FHLC, NKE, PBR, RTX. XLE, SHOP, SBUX, FIRS, ETN.
- Centric Wealth Management was a net seller of stock by $-817k.
- Centric Wealth Management has $450M in assets under management (AUM), dropping by 7.29%.
- Central Index Key (CIK): 0001752761
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Portfolio Holdings for Centric Wealth Management
Centric Wealth Management holds 190 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 6.4 | $29M | 300k | 96.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.7 | $21M | 33k | 627.05 |
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| Apple (AAPL) | 4.1 | $18M | 68k | 270.37 |
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| Hartford Fds Exchange Traded Strategic Income (HFSI) | 2.9 | $13M | +3% | 370k | 35.71 |
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| UnitedHealth (UNH) | 2.9 | $13M | -29% | 38k | 341.56 |
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| Microsoft Corporation (MSFT) | 2.3 | $10M | +2% | 20k | 517.80 |
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| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 2.2 | $9.8M | -2% | 191k | 51.48 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.2 | $9.7M | 136k | 70.98 |
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| NVIDIA Corporation (NVDA) | 2.2 | $9.7M | +2% | 48k | 202.49 |
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| Eli Lilly & Co. (LLY) | 1.9 | $8.5M | -3% | 9.9k | 862.82 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.9 | $8.4M | +4% | 380k | 22.13 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.9 | $8.4M | +2% | 333k | 25.19 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.7 | $7.5M | -11% | 74k | 100.72 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 1.6 | $7.2M | +3% | 80k | 89.79 |
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| Advanced Micro Devices (AMD) | 1.4 | $6.4M | 25k | 256.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $6.2M | +2% | 230k | 26.75 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $6.1M | 30k | 200.47 |
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| Amazon (AMZN) | 1.3 | $5.6M | 23k | 244.22 |
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| Abbvie (ABBV) | 1.2 | $5.5M | +5% | 25k | 218.04 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 1.1 | $4.9M | 168k | 29.33 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $4.9M | +4% | 16k | 311.13 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 1.1 | $4.9M | +3% | 149k | 32.60 |
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| Oracle Corporation (ORCL) | 1.0 | $4.7M | 18k | 262.60 |
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| Williams-Sonoma (WSM) | 1.0 | $4.6M | 24k | 194.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.6M | -2% | 7.3k | 629.08 |
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| Evercore Class A (EVR) | 1.0 | $4.5M | 15k | 294.56 |
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| Costco Wholesale Corporation (COST) | 1.0 | $4.3M | +20% | 4.7k | 911.39 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $4.3M | +4% | 167k | 25.50 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.9 | $4.2M | -2% | 18k | 241.41 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $4.2M | +252% | 80k | 52.37 |
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| Raytheon Technologies Corp | 0.9 | $4.1M | NEW | 23k | 178.50 |
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| Tesla Motors (TSLA) | 0.9 | $3.9M | +6% | 8.4k | 456.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $3.8M | 10k | 368.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $3.8M | +7% | 7.0k | 543.01 |
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| Chevron Corporation (CVX) | 0.8 | $3.8M | +8% | 24k | 157.72 |
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| Etf Opportunities Trust T Rex 2x Long Ms (MSTU) | 0.8 | $3.8M | NEW | 1.3M | 3.03 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.7M | 20k | 188.87 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $3.7M | 32k | 114.36 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $3.6M | -7% | 41k | 89.10 |
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| Procter & Gamble Company (PG) | 0.8 | $3.6M | 24k | 150.37 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.6M | +12% | 35k | 101.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.5M | 5.1k | 685.20 |
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| MGIC Investment (MTG) | 0.8 | $3.5M | 128k | 27.42 |
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| Analog Devices (ADI) | 0.8 | $3.4M | 15k | 234.12 |
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| Dick's Sporting Goods (DKS) | 0.8 | $3.4M | 15k | 221.45 |
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| Select Sector Spdr Tr Communication (XLC) | 0.8 | $3.4M | -13% | 30k | 114.81 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $3.3M | +4% | 74k | 44.92 |
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| Visa Com Cl A (V) | 0.7 | $3.3M | -2% | 9.7k | 340.74 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $3.2M | +731% | 23k | 144.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.2M | +6% | 6.7k | 477.54 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $3.2M | 5.7k | 551.97 |
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| TJX Companies (TJX) | 0.7 | $3.1M | -2% | 22k | 140.14 |
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| Gilead Sciences (GILD) | 0.7 | $3.1M | +6% | 26k | 119.79 |
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| Snap-on Incorporated (SNA) | 0.7 | $3.0M | 9.0k | 335.56 |
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| Automatic Data Processing (ADP) | 0.7 | $3.0M | 12k | 260.31 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $3.0M | +10% | 6.1k | 491.90 |
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| American Intl Group Com New (AIG) | 0.6 | $2.9M | 37k | 78.96 |
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| Kinder Morgan (KMI) | 0.6 | $2.9M | +28% | 110k | 26.19 |
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| Union Pacific Corporation (UNP) | 0.6 | $2.7M | 12k | 220.37 |
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| Qualcomm (QCOM) | 0.6 | $2.7M | +2% | 15k | 180.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.7M | 9.5k | 281.81 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.6 | $2.6M | -2% | 61k | 42.91 |
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| CF Industries Holdings (CF) | 0.6 | $2.5M | 30k | 83.29 |
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| Principal Financial (PFG) | 0.6 | $2.5M | +2% | 30k | 84.04 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $2.5M | -4% | 13k | 194.91 |
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| Waste Management (WM) | 0.5 | $2.5M | +15% | 12k | 199.77 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.4M | +617% | 9.7k | 250.10 |
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| Broadcom (AVGO) | 0.5 | $2.3M | +3% | 6.3k | 369.65 |
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| Ingredion Incorporated (INGR) | 0.5 | $2.3M | +3% | 20k | 115.41 |
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| Bank Montreal Que Cal Lkd 45 (FNGU) | 0.5 | $2.3M | -68% | 71k | 32.53 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.5 | $2.1M | -11% | 143k | 14.36 |
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| Molina Healthcare (MOH) | 0.4 | $1.8M | +21% | 12k | 153.06 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $1.8M | +4% | 74k | 24.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | +2% | 5.9k | 281.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.6M | +122% | 4.9k | 335.44 |
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| Allegion Ord Shs (ALLE) | 0.4 | $1.6M | -6% | 9.8k | 165.77 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.6M | +3% | 17k | 93.18 |
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| Colgate-Palmolive Company (CL) | 0.3 | $1.5M | 20k | 77.05 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $1.4M | NEW | 4.0k | 343.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | -4% | 2.0k | 681.91 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | 4.4k | 298.44 |
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| Tidal Trust Ii Stkd 100 Bitcoin (BTGD) | 0.3 | $1.3M | 30k | 42.30 |
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| Tidal Trust I Sofi Select 500 (SFY) | 0.3 | $1.2M | 9.3k | 134.09 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.2M | 1.0k | 1208.74 |
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| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.3 | $1.2M | +100% | 40k | 30.09 |
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| Tidal Trust I Rpar Risk Pari (RPAR) | 0.3 | $1.2M | NEW | 53k | 21.54 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $1.1M | 19k | 57.94 |
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| Nextera Energy (NEE) | 0.2 | $1.1M | 13k | 81.40 |
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| Madison Etfs Trust Aggregate Bond (MAGG) | 0.2 | $1.1M | 52k | 20.55 |
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| Madison Etfs Trust Short Term Strat (MSTI) | 0.2 | $1.0M | +5% | 51k | 20.61 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $970k | 5.8k | 166.14 |
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| Tidal Trust Ii Nicholas Fixed (FIAX) | 0.2 | $962k | +7% | 53k | 18.04 |
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| Honeywell International (HON) | 0.2 | $923k | 4.6k | 201.33 |
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| Tidal Trust Iii Impact Shares Wo (WOMN) | 0.2 | $894k | 22k | 40.90 |
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| Meritage Homes Corporation (MTH) | 0.2 | $878k | -15% | 13k | 67.56 |
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| Tidal Trust I Gotham 1000 Valu (GVLU) | 0.2 | $877k | 35k | 25.03 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $822k | +38% | 11k | 74.58 |
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| Norfolk Southern (NSC) | 0.2 | $766k | 2.7k | 283.38 |
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| Pfizer (PFE) | 0.2 | $761k | -74% | 31k | 24.65 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $758k | NEW | 10k | 74.63 |
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| International Business Machines (IBM) | 0.2 | $726k | 2.4k | 307.46 |
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| Tidal Trust Ii Grizzle Growth E (DARP) | 0.2 | $723k | 16k | 44.99 |
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| Tidal Trust Ii Carbon Collectiv (CCSB) | 0.2 | $722k | +3% | 36k | 20.17 |
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| Maia Biotechnology (MAIA) | 0.2 | $713k | 575k | 1.24 |
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| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.1 | $667k | 18k | 36.93 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $664k | -7% | 21k | 31.91 |
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| Cisco Systems (CSCO) | 0.1 | $646k | 8.8k | 73.11 |
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| Hubbell (HUBB) | 0.1 | $643k | 1.4k | 470.00 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $633k | 23k | 27.41 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $623k | NEW | 8.4k | 74.13 |
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| Morgan Stanley Com New (MS) | 0.1 | $605k | 3.7k | 164.00 |
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| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.1 | $601k | 28k | 21.56 |
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| First Tr Exchng Traded Fd Vi Active Global (AGQI) | 0.1 | $598k | 37k | 16.21 |
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| Meta Platforms Cl A (META) | 0.1 | $594k | +11% | 915.00 | 648.67 |
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| Boeing Company (BA) | 0.1 | $586k | +168% | 2.9k | 201.00 |
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| Tidal Trust Ii Cambria Chesapea (MFUT) | 0.1 | $576k | 37k | 15.52 |
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| Caterpillar (CAT) | 0.1 | $570k | +3% | 987.00 | 577.02 |
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| American Express Company (AXP) | 0.1 | $555k | 1.5k | 360.73 |
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| Tidal Trust I Residential Reit (HAUS) | 0.1 | $552k | 33k | 16.98 |
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| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.1 | $520k | 15k | 34.36 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $520k | 2.0k | 254.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $492k | 1.6k | 315.62 |
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| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.1 | $488k | 19k | 25.36 |
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| Cdw (CDW) | 0.1 | $487k | -7% | 3.1k | 159.37 |
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| W.W. Grainger (GWW) | 0.1 | $474k | 484.00 | 979.00 |
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| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.1 | $474k | +30% | 15k | 31.89 |
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| Canadian Natl Ry (CNI) | 0.1 | $463k | 4.8k | 95.91 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $455k | 7.0k | 64.87 |
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| Netflix (NFLX) | 0.1 | $454k | +4% | 406.00 | 1118.86 |
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| Anthem (ELV) | 0.1 | $449k | 1.4k | 317.20 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $443k | +4% | 5.5k | 80.25 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $436k | -72% | 1.5k | 300.68 |
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| Booking Holdings (BKNG) | 0.1 | $416k | +2% | 82.00 | 5077.74 |
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| Pepsi (PEP) | 0.1 | $416k | 2.8k | 146.09 |
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| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $416k | -6% | 11k | 38.00 |
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| Merck & Co (MRK) | 0.1 | $379k | -85% | 4.4k | 85.97 |
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| Bank of America Corporation (BAC) | 0.1 | $377k | -2% | 7.1k | 53.45 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.1 | $376k | -2% | 8.6k | 43.55 |
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| Abbott Laboratories (ABT) | 0.1 | $376k | 3.0k | 123.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $370k | 349.00 | 1059.23 |
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| Ge Aerospace Com New (GE) | 0.1 | $364k | +3% | 1.2k | 308.95 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $344k | 1.6k | 215.76 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $343k | 6.9k | 49.46 |
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| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $339k | +5% | 29k | 11.85 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $338k | 437.00 | 772.83 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $337k | 1.8k | 188.40 |
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| Sempra Energy (SRE) | 0.1 | $334k | 3.6k | 91.94 |
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| Blackrock (BLK) | 0.1 | $326k | 301.00 | 1082.96 |
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| Kraneshares Trust Hedgeye Hedged E (KSPY) | 0.1 | $326k | 11k | 28.83 |
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| Lowe's Companies (LOW) | 0.1 | $319k | +3% | 1.3k | 238.13 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $316k | 5.6k | 56.13 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $309k | -2% | 1.5k | 201.79 |
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| FedEx Corporation (FDX) | 0.1 | $306k | 1.2k | 253.82 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $306k | 6.9k | 44.01 |
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| Capital One Financial (COF) | 0.1 | $304k | +3% | 1.4k | 219.99 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $297k | NEW | 1.9k | 155.06 |
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| CBOE Holdings (CBOE) | 0.1 | $297k | -13% | 1.2k | 245.64 |
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| McKesson Corporation (MCK) | 0.1 | $294k | 362.00 | 811.34 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $284k | NEW | 2.1k | 132.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $281k | NEW | 4.3k | 64.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $273k | 909.00 | 300.43 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $270k | 3.6k | 75.39 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $268k | -24% | 3.1k | 86.02 |
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| United Sts Nat Gas Unit Par (UNG) | 0.1 | $265k | -75% | 20k | 13.25 |
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| Applied Materials (AMAT) | 0.1 | $263k | -20% | 1.1k | 233.02 |
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| Xcel Energy (XEL) | 0.1 | $258k | 3.2k | 81.17 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $251k | 6.3k | 39.71 |
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| Home Depot (HD) | 0.1 | $248k | -38% | 653.00 | 379.59 |
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| Intel Corporation (INTC) | 0.1 | $244k | NEW | 6.1k | 39.99 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $244k | +2% | 456.00 | 534.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $241k | 3.9k | 62.30 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $241k | 1.9k | 124.79 |
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| BlackRock Floating Rate Income Trust (BGT) | 0.1 | $236k | 20k | 11.88 |
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| Graniteshares Etf Tr 2x Long Nvda Dai Call Option (NVDL) | 0.1 | $234k | -3% | 2.9k | 80.63 |
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| Pacer Fds Tr Trendpilot Fd (TRND) | 0.1 | $228k | -14% | 6.7k | 34.19 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $226k | -4% | 2.5k | 90.29 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $226k | 3.8k | 59.90 |
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| Rockwell Automation (ROK) | 0.0 | $224k | 607.00 | 368.36 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $219k | 5.4k | 40.73 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $212k | NEW | 2.5k | 83.45 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $210k | NEW | 775.00 | 270.38 |
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| Quanta Services (PWR) | 0.0 | $210k | NEW | 467.00 | 448.68 |
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| MercadoLibre (MELI) | 0.0 | $203k | -5% | 87.00 | 2327.26 |
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| Pimco High Income Com Shs (PHK) | 0.0 | $133k | 27k | 4.86 |
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| Braskem S A Sp Adr Pfd A (BAK) | 0.0 | $100k | 40k | 2.51 |
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| B2gold Corp (BTG) | 0.0 | $99k | +50% | 23k | 4.39 |
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| Neuberger Berman Mlp Income (NML) | 0.0 | $97k | +2% | 12k | 8.21 |
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| Fortuna Mng Corp Com New (FSM) | 0.0 | $83k | 10k | 8.27 |
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| Endeavour Silver Corp (EXK) | 0.0 | $83k | -9% | 10k | 8.20 |
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| Coty Com Cl A (COTY) | 0.0 | $79k | 20k | 3.97 |
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Past Filings by Centric Wealth Management
SEC 13F filings are viewable for Centric Wealth Management going back to 2018
- Centric Wealth Management 2025 Q3 filed Nov. 4, 2025
- Centric Wealth Management 2025 Q2 filed Aug. 12, 2025
- Centric Wealth Management 2025 Q1 filed May 15, 2025
- Centric Wealth Management 2024 Q4 filed Feb. 12, 2025
- Centric Wealth Management 2024 Q3 filed Nov. 14, 2024
- Centric Wealth Management 2024 Q2 filed Aug. 13, 2024
- Centric Wealth Management 2024 Q1 filed May 1, 2024
- Centric Wealth Management 2023 Q4 filed Feb. 6, 2024
- Centric Wealth Management 2023 Q3 filed Nov. 6, 2023
- Centric Wealth Management 2023 Q2 filed Aug. 15, 2023
- Centric Wealth Management 2023 Q1 filed May 2, 2023
- Centric Wealth Management 2022 Q4 filed Jan. 4, 2023
- Centric Wealth Management 2022 Q3 filed Oct. 5, 2022
- Centric Wealth Management 2022 Q2 filed July 6, 2022
- Centric Wealth Management 2022 Q1 filed April 5, 2022
- Centric Wealth Management 2021 Q4 filed Jan. 27, 2022