Centric Wealth Management
Latest statistics and disclosures from Centric Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, SGOV, VOO, AAPL, HFSI, and represent 21.64% of Centric Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$14M), XLB, VONV, KOLD, VXUS, IBDX, XLU, SMCI, DVN, VTI.
- Started 19 new stock positions in KOLD, SBUX, DFUV, NKE, MU, F, IBDX, SMCI, FCX, MSTU. XLB, CLOX, VLO, VEA, RVMD, UVE, TSEM, DVN, XRPZ.
- Reduced shares in these 10 stocks: UPS, UNH, Etf Opportunities Trust, XLC, PG, INGR, IBDR, MOH, VOO, COIN.
- Sold out of its positions in BA, BAK, COIN, COTY, Etf Opportunities Trust, EXK, NVDL, GBTC, INGR, IBDR. IBIT, MELI, BOIL, XLC, UNG.
- Centric Wealth Management was a net buyer of stock by $15M.
- Centric Wealth Management has $473M in assets under management (AUM), dropping by 5.32%.
- Central Index Key (CIK): 0001752761
Tip: Access up to 7 years of quarterly data
Positions held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Centric Wealth Management
Centric Wealth Management holds 194 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 | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 6.1 | $29M | -12% | 262k | 110.27 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.4 | $21M | +181% | 209k | 100.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $20M | -6% | 31k | 639.68 |
|
| Apple (AAPL) | 4.0 | $19M | +3% | 70k | 270.01 |
|
| Hartford Fds Exchange Traded Strategic Income (HFSI) | 2.9 | $14M | +4% | 386k | 35.54 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 2.4 | $11M | +46% | 118k | 97.26 |
|
| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 2.2 | $10M | 189k | 54.60 |
|
|
| Eli Lilly & Co. (LLY) | 2.1 | $9.8M | -4% | 9.4k | 1044.13 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.1 | $9.7M | 135k | 72.11 |
|
|
| NVIDIA Corporation (NVDA) | 1.9 | $9.1M | +2% | 49k | 185.61 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $8.7M | +3% | 394k | 22.04 |
|
| Microsoft Corporation (MSFT) | 1.8 | $8.7M | +4% | 21k | 423.38 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.8 | $8.4M | 338k | 24.94 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $7.1M | +2% | 236k | 30.00 |
|
| UnitedHealth (UNH) | 1.4 | $6.6M | -38% | 23k | 285.58 |
|
| Abbvie (ABBV) | 1.3 | $6.3M | +12% | 28k | 225.64 |
|
| Advanced Micro Devices (AMD) | 1.3 | $6.1M | 25k | 246.27 |
|
|
| Amazon (AMZN) | 1.2 | $5.6M | 23k | 242.96 |
|
|
| Evercore Class A (EVR) | 1.1 | $5.3M | -3% | 15k | 354.67 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.0M | +4% | 16k | 308.14 |
|
| Williams-Sonoma (WSM) | 1.1 | $5.0M | -2% | 23k | 214.03 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 1.0 | $4.9M | +4% | 155k | 31.44 |
|
| Wal-Mart Stores (WMT) | 1.0 | $4.8M | +10% | 39k | 124.06 |
|
| Spdr Series Trust State Street Spd (SPTS) | 1.0 | $4.8M | -2% | 164k | 29.21 |
|
| Raytheon Technologies Corp | 1.0 | $4.8M | +3% | 24k | 201.09 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $4.7M | +2% | 4.8k | 968.35 |
|
| Chevron Corporation (CVX) | 1.0 | $4.6M | +9% | 27k | 174.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.5M | 7.3k | 626.17 |
|
|
| Analog Devices (ADI) | 1.0 | $4.5M | -2% | 14k | 316.87 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $4.5M | 31k | 147.76 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $4.5M | 32k | 138.40 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $4.4M | 19k | 230.75 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $4.4M | +3% | 173k | 25.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $4.3M | -2% | 10k | 427.15 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.9 | $4.3M | 79k | 54.03 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.9 | $4.2M | -2% | 17k | 247.75 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $4.1M | +6% | 6.5k | 635.96 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.9 | $4.1M | NEW | 82k | 49.65 |
|
| Gilead Sciences (GILD) | 0.8 | $3.9M | +5% | 27k | 142.89 |
|
| Tesla Motors (TSLA) | 0.8 | $3.7M | +3% | 8.7k | 421.81 |
|
| Kinder Morgan (KMI) | 0.7 | $3.5M | +6% | 117k | 29.61 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $3.5M | 75k | 46.12 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $3.5M | +100% | 82k | 42.62 |
|
| MGIC Investment (MTG) | 0.7 | $3.4M | -2% | 125k | 27.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.4M | +3% | 6.9k | 487.29 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $3.4M | -4% | 22k | 155.69 |
|
| Snap-on Incorporated (SNA) | 0.7 | $3.3M | 8.9k | 371.53 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $3.3M | +6% | 7.5k | 438.85 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.2M | 5.8k | 555.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.2M | -2% | 9.2k | 344.91 |
|
| Visa Com Cl A (V) | 0.7 | $3.1M | -3% | 9.4k | 333.84 |
|
| TJX Companies (TJX) | 0.7 | $3.1M | -5% | 21k | 150.17 |
|
| Dick's Sporting Goods (DKS) | 0.7 | $3.1M | 15k | 203.01 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $3.1M | +281% | 39k | 80.11 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | -15% | 4.3k | 698.56 |
|
| Waste Management (WM) | 0.6 | $3.0M | +9% | 13k | 223.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.0M | +76% | 8.6k | 342.49 |
|
| Union Pacific Corporation (UNP) | 0.6 | $2.9M | 13k | 235.23 |
|
|
| Pacer Fds Tr Cash Cows Etf (HERD) | 0.6 | $2.9M | +5% | 64k | 45.43 |
|
| Automatic Data Processing (ADP) | 0.6 | $2.9M | 12k | 247.57 |
|
|
| Principal Financial (PFG) | 0.6 | $2.9M | 30k | 96.00 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $2.8M | 18k | 160.06 |
|
|
| CF Industries Holdings (CF) | 0.6 | $2.8M | 31k | 89.84 |
|
|
| American Intl Group Com New (AIG) | 0.6 | $2.7M | 37k | 73.92 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.6M | 9.9k | 266.79 |
|
|
| Proshares Tr Ii Ulsht Bloomb Gas (KOLD) | 0.5 | $2.4M | NEW | 120k | 20.17 |
|
| Qualcomm (QCOM) | 0.5 | $2.3M | 15k | 152.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.1M | +4% | 6.2k | 343.67 |
|
| Broadcom (AVGO) | 0.4 | $2.1M | 6.3k | 331.13 |
|
|
| Marathon Petroleum Corp (MPC) | 0.4 | $2.0M | -10% | 11k | 176.90 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.4 | $1.9M | -3% | 138k | 14.02 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.4 | $1.8M | NEW | 72k | 25.48 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.8M | 20k | 91.89 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.7M | +106% | 23k | 73.91 |
|
| Bank Montreal Que Cal Lkd 45 (FNGU) | 0.3 | $1.6M | 71k | 22.52 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.6M | 17k | 95.38 |
|
|
| Super Micro Computer Com New (SMCI) | 0.3 | $1.6M | NEW | 53k | 29.71 |
|
| Devon Energy Corporation (DVN) | 0.3 | $1.5M | NEW | 38k | 40.14 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.4M | 1.0k | 1410.45 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $1.4M | 4.4k | 318.56 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | 2.0k | 695.30 |
|
|
| Allegion Ord Shs (ALLE) | 0.3 | $1.4M | -15% | 8.2k | 165.52 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.3M | -64% | 8.3k | 153.20 |
|
| Tidal Trust I Sofi Select 500 (SFY) | 0.3 | $1.2M | -2% | 9.1k | 134.22 |
|
| Tidal Trust I Rpar Risk Pari (RPAR) | 0.3 | $1.2M | 54k | 22.33 |
|
|
| Maia Biotechnology (MAIA) | 0.2 | $1.1M | +2% | 586k | 1.94 |
|
| Nextera Energy (NEE) | 0.2 | $1.1M | -4% | 13k | 86.33 |
|
| Honeywell International (HON) | 0.2 | $1.1M | 4.6k | 227.56 |
|
|
| Madison Etfs Trust Aggregate Bond (MAGG) | 0.2 | $1.1M | 51k | 20.58 |
|
|
| Madison Etfs Trust Short Term Strat (MSTI) | 0.2 | $1.0M | 50k | 20.48 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $1.0M | -11% | 16k | 62.49 |
|
| Cisco Systems (CSCO) | 0.2 | $1.0M | +40% | 12k | 80.64 |
|
| Micron Technology (MU) | 0.2 | $993k | NEW | 2.3k | 437.80 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $988k | 5.8k | 168.97 |
|
|
| Tidal Trust Ii Nicholas Fixed (FIAX) | 0.2 | $951k | 53k | 17.96 |
|
|
| Tidal Trust Ii Stkd 100 Bitcoin (BTGD) | 0.2 | $940k | 29k | 32.29 |
|
|
| Tidal Trust Iii Impact Shares Wo (WOMN) | 0.2 | $901k | 22k | 41.93 |
|
|
| Tidal Trust I Gotham 1000 Valu (GVLU) | 0.2 | $885k | -2% | 34k | 25.79 |
|
| Etf Opportunities Trust T-rex 2x Long Ms (MSTU) | 0.2 | $818k | NEW | 125k | 6.54 |
|
| Meta Platforms Cl A (META) | 0.2 | $793k | +22% | 1.1k | 706.70 |
|
| Tidal Trust Ii Grizzle Growth E (DARP) | 0.2 | $791k | -2% | 16k | 50.28 |
|
| Norfolk Southern (NSC) | 0.2 | $788k | 2.7k | 291.45 |
|
|
| Pfizer (PFE) | 0.2 | $778k | -5% | 29k | 26.66 |
|
| Meritage Homes Corporation (MTH) | 0.2 | $751k | -17% | 11k | 70.19 |
|
| International Business Machines (IBM) | 0.2 | $743k | 2.4k | 314.69 |
|
|
| Tidal Trust Ii Carbon Collectiv (CCSB) | 0.2 | $718k | 36k | 20.19 |
|
|
| Caterpillar (CAT) | 0.1 | $698k | +2% | 1.0k | 690.67 |
|
| Morgan Stanley Com New (MS) | 0.1 | $685k | 3.7k | 185.10 |
|
|
| Hubbell (HUBB) | 0.1 | $678k | 1.4k | 495.59 |
|
|
| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $665k | 20k | 32.59 |
|
|
| Tidal Trust Ii Cambria Chesapea (MFUT) | 0.1 | $649k | 37k | 17.72 |
|
|
| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.1 | $643k | +29% | 19k | 33.45 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $636k | 8.4k | 75.74 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $617k | 23k | 26.99 |
|
|
| American Express Company (AXP) | 0.1 | $596k | +9% | 1.7k | 352.83 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $590k | +17% | 409.00 | 1441.39 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $577k | +27% | 7.0k | 81.84 |
|
| Tidal Trust I Residential Reit (HAUS) | 0.1 | $563k | 32k | 17.57 |
|
|
| Molina Healthcare (MOH) | 0.1 | $562k | -74% | 3.1k | 181.18 |
|
| First Tr Exchng Traded Fd Vi Active Global (AGQI) | 0.1 | $553k | -14% | 32k | 17.57 |
|
| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.1 | $550k | -2% | 19k | 29.25 |
|
| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.1 | $536k | -13% | 16k | 34.41 |
|
| W.W. Grainger (GWW) | 0.1 | $532k | 485.00 | 1096.18 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $530k | 2.1k | 258.35 |
|
|
| Series Portfolios Tr Eldridge Aaa Clo (CLOX) | 0.1 | $513k | NEW | 20k | 25.64 |
|
| Valero Energy Corporation (VLO) | 0.1 | $505k | NEW | 2.8k | 180.25 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $504k | 7.0k | 72.44 |
|
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $490k | 7.0k | 69.58 |
|
|
| Anthem (ELV) | 0.1 | $484k | 1.4k | 341.83 |
|
|
| Merck & Co (MRK) | 0.1 | $481k | -3% | 4.2k | 113.37 |
|
| Canadian Natl Ry (CNI) | 0.1 | $462k | 4.8k | 95.68 |
|
|
| Booking Holdings (BKNG) | 0.1 | $425k | 83.00 | 5122.25 |
|
|
| Pepsi (PEP) | 0.1 | $421k | -4% | 2.7k | 155.18 |
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.1 | $418k | -16% | 13k | 32.97 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $416k | 437.00 | 952.00 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $408k | +93% | 2.8k | 145.26 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $406k | 6.9k | 58.93 |
|
|
| FedEx Corporation (FDX) | 0.1 | $405k | 1.2k | 335.30 |
|
|
| Intel Corporation (INTC) | 0.1 | $398k | +33% | 8.1k | 48.81 |
|
| Abbott Laboratories (ABT) | 0.1 | $371k | +11% | 3.4k | 109.40 |
|
| Applied Materials (AMAT) | 0.1 | $370k | 1.1k | 328.40 |
|
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $369k | -12% | 9.6k | 38.62 |
|
| Bank of America Corporation (BAC) | 0.1 | $368k | -3% | 6.8k | 54.03 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.1 | $366k | -9% | 25k | 14.55 |
|
| Lowe's Companies (LOW) | 0.1 | $363k | 1.3k | 269.06 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $359k | 1.8k | 200.52 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $357k | -28% | 1.1k | 319.96 |
|
| Tower Semiconductor Shs New (TSEM) | 0.1 | $356k | NEW | 2.6k | 136.89 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $354k | -3% | 1.5k | 231.13 |
|
| Ge Aerospace Com New (GE) | 0.1 | $348k | -4% | 1.1k | 308.71 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $339k | 5.7k | 59.87 |
|
|
| Blackrock (BLK) | 0.1 | $337k | 301.00 | 1119.85 |
|
|
| Home Depot (HD) | 0.1 | $337k | +36% | 890.00 | 378.20 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $335k | 2.1k | 156.13 |
|
|
| Revolution Medicines (RVMD) | 0.1 | $332k | NEW | 3.4k | 97.16 |
|
| Cdw (CDW) | 0.1 | $326k | -15% | 2.6k | 126.83 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $324k | 1.5k | 211.67 |
|
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $323k | 28k | 11.37 |
|
|
| McKesson Corporation (MCK) | 0.1 | $320k | +4% | 378.00 | 846.51 |
|
| Kraneshares Trust Hedgeye Hedged E (KSPY) | 0.1 | $319k | 11k | 28.06 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $319k | 1.2k | 263.92 |
|
|
| Netflix (NFLX) | 0.1 | $317k | +843% | 3.8k | 82.76 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $315k | -2% | 1.9k | 167.53 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $313k | 3.6k | 87.57 |
|
|
| Sempra Energy (SRE) | 0.1 | $313k | 3.6k | 86.22 |
|
|
| Capital One Financial (COF) | 0.1 | $310k | 1.4k | 223.68 |
|
|
| Capitol Ser Tr Hull Tactical (HTUS) | 0.1 | $306k | -11% | 7.6k | 40.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $304k | -2% | 889.00 | 341.36 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $298k | 4.3k | 69.26 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $286k | NEW | 4.3k | 66.46 |
|
| Rockwell Automation (ROK) | 0.1 | $262k | 611.00 | 429.15 |
|
|
| Universal Insurance Holdings (UVE) | 0.1 | $257k | NEW | 8.2k | 31.16 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $246k | 6.3k | 39.17 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $240k | 1.9k | 124.27 |
|
|
| Xcel Energy (XEL) | 0.1 | $237k | 3.2k | 74.50 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.0 | $233k | 5.4k | 43.48 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $228k | 459.00 | 496.73 |
|
|
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $228k | 20k | 11.46 |
|
|
| Franklin Xrp Trust Franklin Xrp Etf (XRPZ) | 0.0 | $226k | NEW | 13k | 17.55 |
|
| Starbucks Corporation (SBUX) | 0.0 | $226k | NEW | 2.5k | 91.70 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $224k | 3.8k | 59.28 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $224k | 775.00 | 289.01 |
|
|
| Quanta Services (PWR) | 0.0 | $223k | 467.00 | 477.34 |
|
|
| Pacer Fds Tr Trendpilot Fd (TRND) | 0.0 | $219k | -5% | 6.3k | 34.68 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $218k | 2.5k | 85.89 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $216k | 2.5k | 86.55 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $209k | NEW | 3.4k | 60.76 |
|
| Nike CL B (NKE) | 0.0 | $204k | NEW | 3.3k | 62.18 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $202k | NEW | 4.1k | 49.30 |
|
| Ford Motor Company (F) | 0.0 | $158k | NEW | 12k | 13.81 |
|
| B2gold Corp (BTG) | 0.0 | $142k | +28% | 29k | 4.89 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $140k | +2% | 28k | 4.97 |
|
| Neuberger Berman Mlp Income (NML) | 0.0 | $110k | +2% | 12k | 9.11 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $108k | +10% | 11k | 9.80 |
|
Past Filings by Centric Wealth Management
SEC 13F filings are viewable for Centric Wealth Management going back to 2018
- Centric Wealth Management 2025 Q4 filed Feb. 4, 2026
- 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