Centric Wealth Management
Latest statistics and disclosures from Centric Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, UPS, VOO, AAPL, HFSI, and represent 21.45% of Centric Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$10M), COIN (+$5.5M), RTX, SMCI, XLP, MDT, VXUS, MSTR, BGIG, HFSI.
- Started 19 new stock positions in XLE, RTX, MSTR, MDT, PANW, BA, SCHB, ETN, COIN, AGG. HOOD, SHY, BOXX, FMKT, BIGY, Tidal Trust Iii, ORLY, DTD, XLP.
- Reduced shares in these 10 stocks: Raytheon Technologies Corp, , KOLD, AMD, UPS, VOO, AAPL, XLF, GLD, UNH.
- Sold out of its positions in Raytheon Technologies Corp, F, FSM, FCX, IVW, NML, NKE, NVO, XLV, CLOX.
- Centric Wealth Management was a net buyer of stock by $19M.
- Centric Wealth Management has $501M in assets under management (AUM), dropping by 5.81%.
- Central Index Key (CIK): 0001752761
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Portfolio Holdings for Centric Wealth Management
Centric Wealth Management holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 6.2 | $31M | +48% | 310k | 100.42 |
|
| United Parcel Svcs CL B (UPS) | 4.7 | $24M | -6% | 245k | 96.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $20M | -3% | 30k | 660.12 |
|
| Apple (AAPL) | 3.7 | $19M | -4% | 67k | 276.83 |
|
| Hartford Fds Exchange Traded Strategic Income (HFSI) | 2.9 | $14M | +6% | 412k | 35.07 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 2.4 | $12M | +2% | 121k | 100.71 |
|
| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 2.1 | $10M | 190k | 54.31 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 1.9 | $9.7M | 133k | 73.24 |
|
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| NVIDIA Corporation (NVDA) | 1.9 | $9.3M | -4% | 47k | 198.48 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.8 | $9.1M | +6% | 419k | 21.78 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $9.0M | 9.3k | 967.97 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.7 | $8.7M | +4% | 352k | 24.69 |
|
| Microsoft Corporation (MSFT) | 1.7 | $8.6M | 21k | 413.62 |
|
|
| UnitedHealth (UNH) | 1.6 | $8.1M | -6% | 22k | 370.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $7.6M | +2% | 241k | 31.52 |
|
| Amazon (AMZN) | 1.2 | $6.3M | 23k | 272.05 |
|
|
| Advanced Micro Devices (AMD) | 1.2 | $6.2M | -27% | 18k | 341.54 |
|
| Abbvie (ABBV) | 1.2 | $5.8M | 28k | 208.16 |
|
|
| Analog Devices (ADI) | 1.1 | $5.6M | 14k | 397.03 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $5.5M | +73% | 67k | 82.25 |
|
| Coinbase Global Com Cl A (COIN) | 1.1 | $5.5M | NEW | 27k | 202.99 |
|
| Super Micro Computer Com New (SMCI) | 1.0 | $5.1M | +245% | 183k | 27.92 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 1.0 | $5.1M | +6% | 165k | 30.87 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.1M | 17k | 307.65 |
|
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| Chevron Corporation (CVX) | 1.0 | $5.0M | 26k | 192.28 |
|
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| Costco Wholesale Corporation (COST) | 1.0 | $5.0M | +2% | 4.9k | 1012.85 |
|
| Spdr Series Trust State Street Spd (SPTS) | 1.0 | $5.0M | +4% | 171k | 29.03 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $4.9M | 32k | 153.69 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.8M | 7.2k | 672.90 |
|
|
| Evercore Class A (EVR) | 0.9 | $4.7M | 15k | 319.06 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $4.7M | -7% | 36k | 130.33 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.9 | $4.6M | +5% | 183k | 25.21 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.9 | $4.5M | 17k | 263.65 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $4.3M | 19k | 224.20 |
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| Williams-Sonoma (WSM) | 0.8 | $4.1M | 23k | 175.69 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $4.1M | -8% | 28k | 146.03 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $4.0M | NEW | 23k | 172.90 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.8 | $4.0M | +4% | 85k | 46.37 |
|
| CF Industries Holdings (CF) | 0.8 | $3.9M | 31k | 125.89 |
|
|
| Kinder Morgan (KMI) | 0.7 | $3.7M | -2% | 115k | 32.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.7M | +5% | 9.7k | 379.65 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $3.7M | -12% | 72k | 50.65 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.6M | -13% | 8.8k | 414.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.5M | +15% | 10k | 353.99 |
|
| Gilead Sciences (GILD) | 0.7 | $3.5M | -2% | 27k | 132.69 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $3.5M | 7.5k | 469.24 |
|
|
| Tesla Motors (TSLA) | 0.7 | $3.5M | 8.9k | 392.51 |
|
|
| Dick's Sporting Goods (DKS) | 0.7 | $3.4M | +2% | 16k | 217.27 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $3.4M | 75k | 45.16 |
|
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| Union Pacific Corporation (UNP) | 0.7 | $3.4M | +2% | 13k | 263.41 |
|
| Snap-on Incorporated (SNA) | 0.7 | $3.4M | 9.0k | 372.12 |
|
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $3.3M | -18% | 65k | 51.58 |
|
| MGIC Investment (MTG) | 0.7 | $3.3M | +2% | 128k | 26.17 |
|
| Oracle Corporation (ORCL) | 0.6 | $3.2M | 18k | 180.29 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $3.2M | -4% | 6.2k | 518.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.2M | 6.8k | 468.55 |
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| TJX Companies (TJX) | 0.6 | $3.2M | -2% | 20k | 154.64 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.6 | $3.1M | NEW | 37k | 83.54 |
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| Waste Management (WM) | 0.6 | $3.1M | 14k | 227.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.1M | 4.3k | 721.34 |
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| Medtronic SHS (MDT) | 0.6 | $3.1M | NEW | 39k | 78.30 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.6 | $3.1M | 65k | 47.07 |
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| Principal Financial (PFG) | 0.6 | $3.1M | +2% | 31k | 99.46 |
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| American Intl Group Com New (AIG) | 0.6 | $3.0M | +3% | 38k | 77.56 |
|
| Visa Com Cl A (V) | 0.6 | $3.0M | -3% | 9.1k | 326.84 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $2.8M | -3% | 11k | 252.53 |
|
| Broadcom (AVGO) | 0.5 | $2.7M | +4% | 6.6k | 416.47 |
|
| Qualcomm (QCOM) | 0.5 | $2.7M | +6% | 16k | 168.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.7M | -7% | 5.3k | 504.72 |
|
| Automatic Data Processing (ADP) | 0.5 | $2.7M | +7% | 13k | 211.31 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.5M | +49% | 34k | 73.11 |
|
| Strategy Cl A New (MSTR) | 0.5 | $2.3M | NEW | 12k | 183.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.2M | -6% | 5.8k | 383.25 |
|
| Devon Energy Corporation (DVN) | 0.4 | $2.2M | +11% | 42k | 51.26 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.4 | $2.0M | -4% | 132k | 15.18 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.9M | +9% | 11k | 180.12 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.4 | $1.9M | +5% | 77k | 25.13 |
|
| Bank Montreal Medium Cal Lkd 45 (FNGU) | 0.4 | $1.9M | +2% | 73k | 25.68 |
|
| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.3 | $1.7M | +160% | 50k | 34.69 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.7M | 1.0k | 1713.32 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.7M | 20k | 85.37 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.6M | 17k | 94.36 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.4M | 1.9k | 718.01 |
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| Tidal Trust I Sofi Select 500 (SFY) | 0.3 | $1.3M | 9.0k | 140.67 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.4k | 284.07 |
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| Procter & Gamble Company (PG) | 0.2 | $1.2M | -3% | 8.1k | 143.43 |
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| Micron Technology (MU) | 0.2 | $1.1M | -14% | 1.9k | 576.45 |
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| Maia Biotechnology (MAIA) | 0.2 | $1.1M | +35% | 797k | 1.39 |
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| Nextera Energy (NEE) | 0.2 | $1.1M | -8% | 11k | 95.51 |
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| Etf Opportunities Trust T-rex 2x Long Ms (MSTU) | 0.2 | $1.1M | 125k | 8.57 |
|
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| Cisco Systems (CSCO) | 0.2 | $1.1M | -8% | 11k | 92.63 |
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| Madison Etfs Trust Short Term Strat (MSTI) | 0.2 | $1.0M | +2% | 52k | 20.32 |
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| Madison Etfs Trust Aggregate Bond (MAGG) | 0.2 | $1.0M | 52k | 20.21 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $1.0M | 5.9k | 174.67 |
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| Honeywell International (HON) | 0.2 | $1.0M | +4% | 4.8k | 209.59 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $979k | -10% | 7.4k | 132.49 |
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| Tidal Trust I Gotham 1000 Valu (GVLU) | 0.2 | $892k | 34k | 26.09 |
|
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| Caterpillar (CAT) | 0.2 | $885k | 1.0k | 874.62 |
|
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| Norfolk Southern (NSC) | 0.2 | $843k | 2.7k | 311.66 |
|
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| Tidal Trust I Rpar Risk Pari (RPAR) | 0.2 | $835k | -31% | 37k | 22.65 |
|
| Tidal Trust Ii Stkd 100 Bitcoin (BTGD) | 0.2 | $822k | -8% | 27k | 30.76 |
|
| Pfizer (PFE) | 0.2 | $770k | 29k | 26.30 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $766k | NEW | 10k | 76.55 |
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| Tidal Trust Ii Nicholas Fixed (FIAX) | 0.1 | $731k | -21% | 42k | 17.62 |
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| Hubbell (HUBB) | 0.1 | $706k | 1.4k | 516.00 |
|
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| Tidal Trust Ii Carbon Collectiv (CCSB) | 0.1 | $696k | 35k | 19.93 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $695k | 3.7k | 188.01 |
|
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| Valero Energy Corporation (VLO) | 0.1 | $688k | -2% | 2.7k | 251.63 |
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| Meta Platforms Cl A (META) | 0.1 | $686k | 1.1k | 610.17 |
|
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| Tidal Trust Ii Cambria Chesapea (MFUT) | 0.1 | $672k | -4% | 35k | 19.11 |
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| Intel Corporation (INTC) | 0.1 | $664k | -14% | 6.9k | 95.78 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $664k | -3% | 20k | 33.56 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $657k | 8.4k | 78.22 |
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| Tidal Trust I Residential Reit (HAUS) | 0.1 | $622k | +4% | 33k | 18.64 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $620k | 2.1k | 288.64 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $611k | -41% | 9.7k | 63.24 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $592k | NEW | 21k | 27.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $584k | 2.1k | 284.26 |
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| Meritage Homes Corporation (MTH) | 0.1 | $580k | -14% | 9.2k | 63.05 |
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| Tidal Trust Iii Impact Shares Wo (WOMN) | 0.1 | $574k | -36% | 14k | 41.89 |
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| W.W. Grainger (GWW) | 0.1 | $551k | 482.00 | 1142.14 |
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| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.1 | $549k | 18k | 29.79 |
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| Tidal Trust Ii Grizzle Growth E (DARP) | 0.1 | $548k | -37% | 9.9k | 55.43 |
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| Molina Healthcare (MOH) | 0.1 | $547k | -9% | 2.8k | 195.53 |
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| Canadian Natl Ry (CNI) | 0.1 | $528k | 4.8k | 109.38 |
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| Anthem (ELV) | 0.1 | $521k | 1.4k | 371.90 |
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| International Business Machines (IBM) | 0.1 | $513k | -5% | 2.2k | 229.49 |
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| Tower Semiconductor Shs New (TSEM) | 0.1 | $509k | -9% | 2.4k | 215.06 |
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| Revolution Medicines (RVMD) | 0.1 | $505k | 3.4k | 147.90 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $505k | 7.1k | 71.48 |
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| American Express Company (AXP) | 0.1 | $493k | -8% | 1.5k | 319.26 |
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| Proshares Tr Ii Ulsht Bloomb Gas (KOLD) | 0.1 | $491k | -83% | 20k | 24.55 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $484k | -14% | 349.00 | 1386.21 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $458k | -25% | 17k | 26.78 |
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| Quanta Services (PWR) | 0.1 | $448k | +26% | 592.00 | 756.86 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $446k | -2% | 2.8k | 162.05 |
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| FedEx Corporation (FDX) | 0.1 | $432k | 1.2k | 357.80 |
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| Applied Materials (AMAT) | 0.1 | $430k | -2% | 1.1k | 391.48 |
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| CBOE Holdings (CBOE) | 0.1 | $409k | 1.2k | 338.91 |
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| Netflix (NFLX) | 0.1 | $405k | +16% | 4.4k | 91.03 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $401k | -12% | 6.1k | 65.94 |
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| Merck & Co (MRK) | 0.1 | $399k | -16% | 3.5k | 113.11 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $393k | NEW | 4.0k | 98.59 |
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| Pepsi (PEP) | 0.1 | $382k | -8% | 2.5k | 154.60 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $379k | 437.00 | 867.75 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $372k | 1.1k | 330.30 |
|
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| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $369k | -5% | 9.0k | 40.82 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $362k | -39% | 4.3k | 84.54 |
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| Tidal Trust I The Free Markets (FMKT) | 0.1 | $352k | NEW | 16k | 22.29 |
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| Tidal Trust Ii Yieldmax Trgt12 (BIGY) | 0.1 | $346k | NEW | 6.6k | 52.14 |
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| Sempra Energy (SRE) | 0.1 | $341k | 3.6k | 94.38 |
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| Booking Holdings (BKNG) | 0.1 | $340k | +2377% | 2.1k | 165.58 |
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| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $338k | +8% | 31k | 10.95 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $333k | -6% | 5.3k | 62.82 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $333k | 1.8k | 186.00 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $331k | 1.5k | 214.46 |
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| Bank of America Corporation (BAC) | 0.1 | $326k | -8% | 6.2k | 52.19 |
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| Cdw (CDW) | 0.1 | $321k | -7% | 2.4k | 135.30 |
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| First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) | 0.1 | $320k | -41% | 9.0k | 35.37 |
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| McKesson Corporation (MCK) | 0.1 | $318k | +3% | 393.00 | 807.85 |
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| First Tr Exchng Traded Fd Vi Active Global (AGQI) | 0.1 | $313k | -43% | 18k | 17.68 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $312k | 4.3k | 72.35 |
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| Universal Insurance Holdings (UVE) | 0.1 | $311k | -3% | 8.0k | 39.08 |
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| Kraneshares Trust Hedgeye Hedged E (KSPY) | 0.1 | $304k | -6% | 11k | 28.39 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $303k | 3.6k | 84.97 |
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| Capitol Ser Tr Hull Tactical (HTUS) | 0.1 | $302k | -5% | 7.2k | 42.08 |
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| Ge Aerospace Com New (GE) | 0.1 | $301k | -4% | 1.1k | 280.52 |
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| Home Depot (HD) | 0.1 | $301k | +8% | 964.00 | 312.52 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $299k | -9% | 1.4k | 214.31 |
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| Lowe's Companies (LOW) | 0.1 | $295k | -2% | 1.3k | 223.72 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $293k | -8% | 1.7k | 170.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $293k | 4.3k | 67.91 |
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| Blackrock (BLK) | 0.1 | $283k | -10% | 269.00 | 1051.17 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $273k | -23% | 680.00 | 401.61 |
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| Starbucks Corporation (SBUX) | 0.1 | $270k | +4% | 2.6k | 104.97 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | -10% | 3.0k | 87.53 |
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| Xcel Energy (XEL) | 0.1 | $258k | 3.2k | 81.17 |
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| Eaton Corp SHS (ETN) | 0.1 | $255k | NEW | 604.00 | 422.44 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $252k | +21% | 556.00 | 452.35 |
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| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.0 | $248k | -44% | 7.0k | 35.19 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $238k | NEW | 4.0k | 59.39 |
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| Capital One Financial (COF) | 0.0 | $232k | -11% | 1.2k | 189.92 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $231k | 3.8k | 61.08 |
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| Boeing Company (BA) | 0.0 | $229k | NEW | 1.0k | 221.23 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $227k | +6% | 2.7k | 84.97 |
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| Pacer Fds Tr Trendpilot Fd (TRND) | 0.0 | $222k | 6.3k | 35.18 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $222k | NEW | 1.9k | 116.59 |
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| Rockwell Automation (ROK) | 0.0 | $218k | -10% | 545.00 | 400.47 |
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| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $216k | 20k | 10.86 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $215k | -6% | 5.9k | 36.55 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $213k | NEW | 2.6k | 82.15 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $211k | 4.1k | 51.44 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $210k | 775.00 | 271.34 |
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| Palo Alto Networks (PANW) | 0.0 | $208k | NEW | 1.1k | 184.56 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $207k | -7% | 5.0k | 41.48 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $206k | -8% | 2.3k | 88.12 |
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| O'reilly Automotive (ORLY) | 0.0 | $204k | NEW | 2.2k | 93.98 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $203k | NEW | 2.3k | 90.33 |
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| Tidal Trust Iii Vistashares Bitb | 0.0 | $202k | NEW | 8.2k | 24.68 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.0 | $198k | -48% | 13k | 15.44 |
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| Franklin Xrp Trust Franklin Xrp Etf (XRPZ) | 0.0 | $196k | 13k | 15.19 |
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| Pimco High Income Com Shs (PHK) | 0.0 | $112k | -14% | 24k | 4.67 |
|
| B2gold Corp (BTG) | 0.0 | $86k | -31% | 20k | 4.28 |
|
Past Filings by Centric Wealth Management
SEC 13F filings are viewable for Centric Wealth Management going back to 2018
- Centric Wealth Management 2026 Q1 filed May 12, 2026
- 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