Centricity Wealth Management
Latest statistics and disclosures from Centricity Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, EFA, JPST, IBDT, IBDS, and represent 31.19% of Centricity Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BINC, EFA, JPST, RSP, DGRO, IBDS, IXUS, IBDT, DVY, VIG.
- Started 9 new stock positions in ILF, INDA, CRWV, HGER, GRID, IAGG, BINC, LITM, CTA.
- Reduced shares in these 10 stocks: VOO, NVDA, SCHD, ORCL, XLK, BIZD, KO, DIS, GOOG, CMCSA.
- Sold out of its positions in AMGN, BATRA, BATRK, BAX, BCLI, SKYY, F, GERN, GRC, HBAN.
- Centricity Wealth Management was a net buyer of stock by $7.0M.
- Centricity Wealth Management has $125M in assets under management (AUM), dropping by 13.58%.
- Central Index Key (CIK): 0002054645
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Portfolio Holdings for Centricity Wealth Management
Centricity Wealth Management holds 430 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fdss&p 500 Etf Etf (VOO) | 12.7 | $16M | 28k | 568.03 |
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| Ishares Trmsci Eafe Etf Etf (EFA) | 5.4 | $6.7M | +29% | 75k | 89.39 |
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| J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST) | 5.2 | $6.5M | +28% | 129k | 50.68 |
|
| Ishares Tribds Dec28 Etf Etf (IBDT) | 4.0 | $5.0M | +4% | 196k | 25.42 |
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| Ishares Tribonds 27 Etf Etf (IBDS) | 3.9 | $4.9M | +11% | 203k | 24.27 |
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| Ishares Trcore S&p500 Etf Etf (IVV) | 3.8 | $4.8M | +2% | 7.7k | 620.90 |
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| Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG) | 3.2 | $4.0M | +2% | 10k | 396.54 |
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| Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV) | 2.9 | $3.6M | 19k | 188.71 |
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| Ishares Trcore Div Grwth Etf (DGRO) | 2.7 | $3.4M | +19% | 54k | 63.94 |
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| Spdr Gold Tr Etf (GLD) | 2.7 | $3.4M | +3% | 11k | 304.83 |
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| Ishares Tribonds Dec2026 Etf (IBDR) | 2.6 | $3.2M | +2% | 132k | 24.25 |
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| Vanguard Index Fdstotal Stk Mkt Etf (VTI) | 2.5 | $3.2M | 11k | 303.93 |
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| Spdr S&p 500 Etf Tr Etf (SPY) | 2.4 | $3.0M | 4.9k | 617.85 |
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| Vanguard Specialized Fundsdiv App Etf Etf (VIG) | 2.2 | $2.8M | +7% | 14k | 204.67 |
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| Ishares Trcore S&p Us Vlu Etf (IUSV) | 2.0 | $2.5M | 26k | 94.63 |
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| Ishares Tribonds Dec 29 Etf (IBDU) | 1.6 | $2.0M | +8% | 85k | 23.33 |
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| Microsoft Corporation (MSFT) | 1.6 | $2.0M | 3.9k | 497.46 |
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| Blackrock Etf Trust Ii Etf (BINC) | 1.5 | $1.9M | NEW | 36k | 52.84 |
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| Invesco Exchange Traded Fd Ts&p500 Eql Wgt Etf (RSP) | 1.5 | $1.8M | +45% | 10k | 181.74 |
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| Amazon (AMZN) | 1.1 | $1.4M | 6.3k | 219.39 |
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| Vanguard Index Fdsmid Cap Etf Etf (VO) | 0.9 | $1.2M | 4.1k | 279.83 |
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| Ishares Tribonds Dec 2030 Etf (IBDV) | 0.9 | $1.1M | +13% | 52k | 21.98 |
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| Ishares Trcore Msci Euro Etf (IEUR) | 0.8 | $1.1M | 16k | 66.20 |
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| Apple (AAPL) | 0.8 | $1.0M | -2% | 5.1k | 205.19 |
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| Tractor Supply Company (TSCO) | 0.7 | $938k | 18k | 52.77 |
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| Vanguard World Fdinf Tech Etf Etf (VGT) | 0.7 | $934k | -2% | 1.4k | 663.28 |
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| NVIDIA Corporation (NVDA) | 0.7 | $896k | -11% | 5.7k | 157.99 |
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| Visa (V) | 0.7 | $860k | 2.4k | 355.05 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $859k | -4% | 3.0k | 289.91 |
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| Vanguard Star Fdsvg Tl Intl Stk F Etf (VXUS) | 0.7 | $843k | 12k | 69.09 |
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| Ishares Trcore S&p Ttl Stk Etf (ITOT) | 0.7 | $838k | 6.2k | 135.04 |
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| Ishares Trcore Msci Total Etf (IXUS) | 0.6 | $800k | +49% | 10k | 77.31 |
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| Vanguard Scottsdale Fdsvng Rus1000idx Etf (VONE) | 0.6 | $765k | 2.7k | 280.87 |
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| Ishares Trcore S&p Scp Etf Etf (IJR) | 0.6 | $756k | -6% | 6.9k | 109.29 |
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| Ishares Trcore S&p Mcp Etf Etf (IJH) | 0.6 | $732k | 12k | 62.02 |
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| Schwab Strategic Trus Dividend Eq Etf (SCHD) | 0.5 | $678k | -14% | 26k | 26.50 |
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| Eli Lilly & Co. (LLY) | 0.5 | $639k | 820.00 | 779.53 |
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| Coca-Cola Company (KO) | 0.5 | $635k | -10% | 9.0k | 70.75 |
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| Ishares Trselect Divid Etf Etf (DVY) | 0.5 | $621k | +51% | 4.7k | 132.81 |
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| Oracle Corporation (ORCL) | 0.5 | $594k | -15% | 2.7k | 218.63 |
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| Ishares Tribonds Dec 2031 Etf (IBDW) | 0.5 | $574k | +3% | 27k | 21.04 |
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| Norfolk Southern (NSC) | 0.4 | $556k | 2.2k | 255.97 |
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| Broadcom (AVGO) | 0.4 | $528k | 1.9k | 275.65 |
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| Vanguard Scottsdale Fdsvng Rus1000val Etf (VONV) | 0.4 | $525k | 6.2k | 85.21 |
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| Select Sector Spdr Trtechnology Etf (XLK) | 0.4 | $510k | -16% | 2.0k | 253.23 |
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| Costco Wholesale Corporation (COST) | 0.4 | $505k | +4% | 510.00 | 989.94 |
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| McKesson Corporation (MCK) | 0.4 | $481k | -10% | 656.00 | 732.78 |
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| Home Depot (HD) | 0.4 | $470k | 1.3k | 366.74 |
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| Vanguard Scottsdale Fdsvng Rus1000grw Etf (VONG) | 0.4 | $446k | 4.1k | 109.19 |
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| Vanguard Intl Equity Index Fallwrld Ex Us Etf (VEU) | 0.4 | $441k | +17% | 6.6k | 67.22 |
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| Alphabet Inc Class A cs (GOOGL) | 0.3 | $404k | -6% | 2.3k | 176.23 |
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| Wal-Mart Stores (WMT) | 0.3 | $393k | -3% | 4.0k | 97.79 |
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| Park National Corporation (PRK) | 0.3 | $384k | 2.3k | 167.24 |
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| Ishares Trs&p 500 Grwt Etf Etf (IVW) | 0.3 | $379k | +18% | 3.4k | 110.10 |
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| Vanguard Scottsdale Fdsvng Rus2000idx Etf (VTWO) | 0.3 | $377k | 4.3k | 87.22 |
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| Procter & Gamble Company (PG) | 0.3 | $375k | 2.4k | 159.32 |
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| Vanguard World Fdhealth Car Etf Etf (VHT) | 0.3 | $359k | +2% | 1.4k | 248.34 |
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| Honeywell International (HON) | 0.3 | $341k | -3% | 1.5k | 232.88 |
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| Automatic Data Processing (ADP) | 0.3 | $333k | 1.1k | 308.40 |
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| Johnson & Johnson (JNJ) | 0.3 | $317k | -4% | 2.1k | 152.79 |
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| Vanguard Admiral Fds Incmidcp 400 Idx Etf (IVOO) | 0.3 | $316k | 3.0k | 104.98 |
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| Vanguard Index Fdssmall Cp Etf Etf (VB) | 0.2 | $303k | 1.3k | 236.98 |
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| First Tr Exchange Traded Etf (CIBR) | 0.2 | $289k | +8% | 3.8k | 75.58 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $275k | 673.00 | 408.66 |
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| Berkshire Hathaway (BRK.B) | 0.2 | $269k | 554.00 | 485.77 |
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| Invesco Qqq Tr Etf (QQQ) | 0.2 | $259k | 470.00 | 551.64 |
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| General Electric (GE) | 0.2 | $258k | 1.0k | 257.39 |
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| Ishares Trcore S&p Us Gwt Etf (IUSG) | 0.2 | $244k | -18% | 1.6k | 150.40 |
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| Taiwan Semiconductor Mfg (TSM) | 0.2 | $223k | 986.00 | 226.49 |
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| American Electric Power Company (AEP) | 0.2 | $219k | 2.1k | 103.77 |
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| Cisco Systems (CSCO) | 0.2 | $217k | 3.1k | 69.38 |
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| Ishares Trmsci Emg Mkt Etf Etf (EEM) | 0.2 | $208k | +8% | 4.3k | 48.24 |
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| Ishares Trrus Top 200 Etf Etf (IWL) | 0.2 | $202k | 1.3k | 153.12 |
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| American Express Company (AXP) | 0.2 | $200k | 627.00 | 318.98 |
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| Lowe's Companies (LOW) | 0.2 | $196k | 883.00 | 221.87 |
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| Ishares Incmsci Jpn Etf Etf (EWJ) | 0.2 | $191k | +22% | 2.6k | 74.97 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $191k | 374.00 | 509.31 |
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| Caterpillar (CAT) | 0.2 | $188k | 484.00 | 388.21 |
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| Netflix (NFLX) | 0.1 | $185k | 138.00 | 1339.13 |
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| Abbvie (ABBV) | 0.1 | $178k | 958.00 | 185.62 |
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| Chevron Corporation (CVX) | 0.1 | $176k | 1.2k | 143.22 |
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| Ishares Trus Hlthcare Etf Etf (IYH) | 0.1 | $173k | 3.1k | 56.48 |
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| Pepsi (PEP) | 0.1 | $167k | -6% | 1.3k | 132.05 |
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| Danaher Corporation (DHR) | 0.1 | $166k | 840.00 | 197.54 |
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| McDonald's Corporation (MCD) | 0.1 | $164k | 561.00 | 291.95 |
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| Asml Holding (ASML) | 0.1 | $163k | 203.00 | 801.39 |
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| Waste Management (WM) | 0.1 | $162k | 708.00 | 228.82 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $161k | 348.00 | 463.14 |
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| Amphenol Corp Cl A (APH) | 0.1 | $158k | 1.6k | 98.75 |
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| Ishares Trrus Tp200 Vl Etf Etf (IWX) | 0.1 | $154k | +169% | 1.8k | 84.19 |
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| Vanguard Index Fdsmcap Vl Idxvip Etf (VOE) | 0.1 | $153k | 929.00 | 164.46 |
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| UnitedHealth (UNH) | 0.1 | $148k | 475.00 | 311.97 |
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| Paychex (PAYX) | 0.1 | $148k | 1.0k | 145.46 |
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| Tesla Motors (TSLA) | 0.1 | $144k | 454.00 | 317.66 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $142k | 1.1k | 128.88 |
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| Uber Technologies (UBER) | 0.1 | $141k | 1.5k | 93.30 |
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| Emerson Electric (EMR) | 0.1 | $140k | 1.1k | 133.33 |
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| Novo Nordisk A/S (NVO) | 0.1 | $139k | -2% | 2.0k | 69.02 |
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| Vanguard World Fdutilities Etf Etf (VPU) | 0.1 | $137k | 777.00 | 176.51 |
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| Ge Vernova (GEV) | 0.1 | $136k | 257.00 | 529.15 |
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| Vanguard Index Fdsmcap Gr Idxvip Etf (VOT) | 0.1 | $135k | 475.00 | 284.39 |
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| Spdr Series Trusts&p Divid Etf Etf (SDY) | 0.1 | $133k | 977.00 | 135.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $133k | 1.2k | 107.80 |
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| Ishares Trmsci Usa Value Etf (VLUE) | 0.1 | $132k | 1.2k | 113.21 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $128k | -32% | 720.00 | 177.39 |
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| Invesco Exch Trd Slf Idx Fdbulshs 2026 Cb Etf (BSCQ) | 0.1 | $127k | 6.5k | 19.52 |
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| Select Sector Spdr Trsbi Healthcare Etf (XLV) | 0.1 | $126k | 936.00 | 134.79 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $124k | 305.00 | 405.46 |
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| Ishares Trrussell 2000 Etf Etf (IWM) | 0.1 | $119k | 553.00 | 215.79 |
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| Ishares Trcore Msci Eafe Etf (IEFA) | 0.1 | $119k | 1.4k | 83.48 |
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| Ishares Tru.s. Tech Etf Etf (IYW) | 0.1 | $118k | -9% | 678.00 | 173.27 |
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| Spdr Index Shs Fdsportfolio Emg Mk Etf (SPEM) | 0.1 | $117k | 2.7k | 42.74 |
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| United Parcel Service (UPS) | 0.1 | $117k | 1.2k | 100.94 |
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| Facebook Inc cl a (META) | 0.1 | $114k | 155.00 | 738.09 |
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| Blackrock (BLK) | 0.1 | $114k | 109.00 | 1049.25 |
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| Invesco Exchange Traded Fd Twater Res Etf Etf (PHO) | 0.1 | $112k | 1.6k | 69.91 |
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| Constellation Energy (CEG) | 0.1 | $112k | 346.00 | 322.76 |
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| International Business Machines (IBM) | 0.1 | $107k | 364.00 | 294.78 |
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| Ishares Trrus 1000 Grw Etf Etf (IWF) | 0.1 | $102k | 240.00 | 424.58 |
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| Vanguard Index Fdssm Cp Val Etf Etf (VBR) | 0.1 | $101k | 517.00 | 195.01 |
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| Eaton (ETN) | 0.1 | $101k | -26% | 282.00 | 356.99 |
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| Bristol Myers Squibb (BMY) | 0.1 | $95k | 2.1k | 46.29 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $94k | 1.7k | 56.15 |
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| Vanguard Index Fdsextend Mkt Etf Etf (VXF) | 0.1 | $85k | 441.00 | 192.71 |
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| Vanguard Intl Equity Index Fftse Emr Mkt Etf Etf (VWO) | 0.1 | $82k | 1.7k | 49.46 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $81k | 372.00 | 218.64 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $81k | 116.00 | 698.47 |
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| Timothy Plan Etf (TPHD) | 0.1 | $80k | 2.1k | 37.80 |
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| Servicenow (NOW) | 0.1 | $79k | 77.00 | 1028.08 |
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| Vanguard Scottsdale Fdsvng Rus3000idx Etf (VTHR) | 0.1 | $78k | 287.00 | 272.75 |
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| World Fuel Services Corporation (WKC) | 0.1 | $77k | 2.7k | 28.35 |
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| Ishares Incmsci World Etf Etf (URTH) | 0.1 | $76k | 450.00 | 169.38 |
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| Vanguard World Fdindustrial Etf Etf (VIS) | 0.1 | $75k | 269.00 | 280.07 |
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| Capital One Financial (COF) | 0.1 | $74k | 348.00 | 212.76 |
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| Pfizer (PFE) | 0.1 | $74k | 3.1k | 24.24 |
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| NewMarket Corporation (NEU) | 0.1 | $73k | 106.00 | 690.86 |
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| Ishares Trcore High Dv Etf Etf (HDV) | 0.1 | $73k | 622.00 | 117.17 |
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| Ishares Gold Trishares Etf (IAU) | 0.1 | $70k | 1.1k | 62.36 |
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| Vanguard Tax-managed Fdsvan Ftse Dev Mkt Etf (VEA) | 0.1 | $69k | 1.2k | 57.01 |
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| Select Sector Spdr Trindl Etf (XLI) | 0.1 | $68k | 464.00 | 147.52 |
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| Abbott Laboratories (ABT) | 0.1 | $67k | 489.00 | 136.01 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $66k | 450.00 | 146.02 |
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| Vanguard Index Fdsvalue Etf Etf (VTV) | 0.1 | $66k | -42% | 371.00 | 176.74 |
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| Trane Technologies (TT) | 0.1 | $65k | 149.00 | 437.41 |
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| Ishares Tribonds 26 Trm Ts Etf (IBTG) | 0.1 | $64k | 2.8k | 22.93 |
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| Merck & Co (MRK) | 0.1 | $64k | 809.00 | 79.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $63k | 141.00 | 445.20 |
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| Ishares Trtips Bd Etf Etf (TIP) | 0.0 | $62k | 566.00 | 110.04 |
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| Goldman Sachs (GS) | 0.0 | $61k | 86.00 | 707.76 |
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| Ishares Trcore Intl Aggr Etf (IAGG) | 0.0 | $60k | NEW | 1.2k | 51.09 |
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| Spdr Series Trusts&p 400 Mdcp Val Etf (MDYV) | 0.0 | $59k | 741.00 | 79.43 |
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| Wells Fargo & Company (WFC) | 0.0 | $59k | 733.00 | 80.12 |
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| Ishares Treafe Grwth Etf Etf (EFG) | 0.0 | $59k | 522.00 | 112.00 |
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| Fiserv (FI) | 0.0 | $58k | -11% | 339.00 | 172.41 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $58k | -3% | 277.00 | 207.62 |
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| Nextera Energy (NEE) | 0.0 | $57k | 827.00 | 69.42 |
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| Spdr Index Shs Fdsmsci Eafe Strtgc Etf (QEFA) | 0.0 | $57k | 670.00 | 85.34 |
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| O'reilly Automotive (ORLY) | 0.0 | $55k | +1400% | 615.00 | 90.13 |
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| J P Morgan Exchange Traded Fequity Premium Etf (JEPI) | 0.0 | $55k | 974.00 | 56.85 |
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| CSX Corporation (CSX) | 0.0 | $55k | 1.7k | 32.63 |
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| Anthem (ELV) | 0.0 | $55k | 140.00 | 388.96 |
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| Accenture (ACN) | 0.0 | $54k | 179.00 | 298.89 |
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| Vanguard World Fdenergy Etf Etf (VDE) | 0.0 | $54k | 449.00 | 119.12 |
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| Applied Materials (AMAT) | 0.0 | $53k | 290.00 | 183.07 |
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| At&t (T) | 0.0 | $53k | -9% | 1.8k | 28.94 |
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| Ishares Trishares Biotech Etf (IBB) | 0.0 | $53k | 415.00 | 126.51 |
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| Texas Capital Funds Trust Etf (TXS) | 0.0 | $52k | 1.5k | 34.72 |
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| Advanced Micro Devices (AMD) | 0.0 | $52k | 364.00 | 141.90 |
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| Union Pacific Corporation (UNP) | 0.0 | $51k | 223.00 | 230.08 |
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| Vanguard Whitehall Fdshigh Div Yld Etf (VYM) | 0.0 | $51k | 380.00 | 133.31 |
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| Intuitive Surgical (ISRG) | 0.0 | $50k | 91.00 | 543.41 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $49k | 94.00 | 525.00 |
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| Cava Group Ord (CAVA) | 0.0 | $49k | 585.00 | 84.23 |
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| Ishares Trrus 1000 Val Etf Etf (IWD) | 0.0 | $49k | 250.00 | 194.23 |
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| Spdr Series Trustaerospace Def Etf (XAR) | 0.0 | $49k | +100% | 230.00 | 210.94 |
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| General Dynamics Corporation (GD) | 0.0 | $48k | 166.00 | 291.66 |
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| Ishares Trrus 2000 Val Etf Etf (IWN) | 0.0 | $47k | 300.00 | 157.76 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $47k | 514.00 | 91.11 |
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| Consolidated Edison (ED) | 0.0 | $45k | 449.00 | 100.28 |
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| CoStar (CSGP) | 0.0 | $45k | 560.00 | 80.40 |
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| Ishares Trus Infrastruc Etf (IFRA) | 0.0 | $45k | 909.00 | 49.19 |
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| Corteva (CTVA) | 0.0 | $44k | 594.00 | 74.53 |
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| Mondelez Int (MDLZ) | 0.0 | $44k | 650.00 | 67.41 |
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| Quanta Services (PWR) | 0.0 | $41k | 109.00 | 378.08 |
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| Ishares Tribonds Dec 2032 Etf (IBDX) | 0.0 | $41k | 1.6k | 25.28 |
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| Ishares Trrus 1000 Etf Etf (IWB) | 0.0 | $41k | 120.00 | 339.57 |
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| Carrier Global Corporation (CARR) | 0.0 | $40k | 550.00 | 73.19 |
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| J P Morgan Exchange Traded Factive Value Etf Etf (JAVA) | 0.0 | $40k | 610.00 | 65.50 |
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| Target Corporation (TGT) | 0.0 | $40k | -30% | 405.00 | 98.65 |
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| Nuscale PWR Corp (SMR) | 0.0 | $40k | 1.0k | 39.56 |
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| First Tr Exchange Traded Etf (AIRR) | 0.0 | $39k | 484.00 | 81.40 |
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| Timothy Plan Etf (TPIF) | 0.0 | $39k | 1.2k | 32.29 |
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| Twilio Inc cl a (TWLO) | 0.0 | $39k | 316.00 | 124.36 |
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| Duke Energy (DUK) | 0.0 | $39k | 332.00 | 118.00 |
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| Aon (AON) | 0.0 | $39k | 108.00 | 356.76 |
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| Vaneck Etf Trustbdc Income Etf Etf (BIZD) | 0.0 | $38k | -67% | 2.3k | 16.28 |
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| Ishares Trglb Infrastr Etf Etf (IGF) | 0.0 | $38k | 640.00 | 59.20 |
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| Valvoline Inc Common (VVV) | 0.0 | $38k | 1.0k | 37.87 |
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| Ge Healthcare Technologies I (GEHC) | 0.0 | $38k | -4% | 510.00 | 74.07 |
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| Kroger (KR) | 0.0 | $38k | 525.00 | 71.73 |
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| Goldman Sachs Etf Tr Etf (GSLC) | 0.0 | $38k | -38% | 310.00 | 121.38 |
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| Rollins (ROL) | 0.0 | $37k | 659.00 | 56.42 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $37k | 195.00 | 188.45 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $37k | 400.00 | 91.63 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $37k | 210.00 | 174.33 |
|
|
| PPG Industries (PPG) | 0.0 | $36k | -20% | 320.00 | 113.75 |
|
| J P Morgan Exchange Traded Fincome Etf Etf (JPIE) | 0.0 | $35k | 764.00 | 46.31 |
|
|
| Etf Ser Solutions Etf (DSTL) | 0.0 | $35k | 639.00 | 55.35 |
|
|
| Veeva Sys Inc cl a (VEEV) | 0.0 | $35k | 120.00 | 287.98 |
|
|
| Ishares Trs&p 500 Val Etf Etf (IVE) | 0.0 | $34k | 176.00 | 195.42 |
|
|
| Stryker Corporation (SYK) | 0.0 | $33k | 84.00 | 395.63 |
|
|
| Ishares Trus Industrials Etf (IYJ) | 0.0 | $33k | 230.00 | 142.31 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $32k | -63% | 906.00 | 35.69 |
|
| Ishares Silver Trishares Etf (SLV) | 0.0 | $32k | -44% | 976.00 | 32.81 |
|
| Ishares Trlatn Amer 40 Etf Etf (ILF) | 0.0 | $32k | NEW | 1.2k | 26.21 |
|
| Verisk Analytics (VRSK) | 0.0 | $32k | 101.00 | 311.50 |
|
|
| Ishares Trmsci India Etf Etf (INDA) | 0.0 | $31k | NEW | 562.00 | 55.68 |
|
| Sap Se Etf (SAP) | 0.0 | $30k | 100.00 | 304.10 |
|
|
| Prologis (PLD) | 0.0 | $30k | 285.00 | 105.12 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $28k | 450.00 | 62.67 |
|
|
| Kinder Morgan (KMI) | 0.0 | $28k | 956.00 | 29.40 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $28k | 88.00 | 313.90 |
|
|
| Cardinal Health (CAH) | 0.0 | $28k | 164.00 | 168.00 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $27k | 300.00 | 90.90 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $27k | 275.00 | 99.02 |
|
|
| 3M Company (MMM) | 0.0 | $27k | 178.00 | 152.24 |
|
|
| Square Inc cl a (XYZ) | 0.0 | $27k | 395.00 | 67.93 |
|
|
| Prudential Financial (PRU) | 0.0 | $27k | 247.00 | 107.44 |
|
|
| ResMed (RMD) | 0.0 | $26k | 102.00 | 258.00 |
|
|
| Corning Incorporated (GLW) | 0.0 | $26k | 500.00 | 52.59 |
|
|
| Spdr Series Trusts&p 400 Mdcp Grw Etf (MDYG) | 0.0 | $26k | 300.00 | 86.87 |
|
|
| Intuit (INTU) | 0.0 | $26k | 33.00 | 787.64 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $26k | 172.00 | 149.58 |
|
|
| GSK (GSK) | 0.0 | $25k | 658.00 | 38.43 |
|
|
| Ishares Tribonds Dec25 Etf Etf (IBDQ) | 0.0 | $25k | 1.0k | 25.18 |
|
|
| J P Morgan Exchange Traded Fshort Dura Core Etf (JSCP) | 0.0 | $25k | 525.00 | 47.44 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $25k | 72.00 | 343.36 |
|
|
| Ishares Trmrgstr Md Cp Etf Etf (IMCB) | 0.0 | $25k | 308.00 | 79.66 |
|
|
| Ishares Inccore Msci Emkt Etf (IEMG) | 0.0 | $25k | 408.00 | 60.03 |
|
|
| Spdr Series Trustportfoli S&p1500 Etf (SPTM) | 0.0 | $24k | 321.00 | 74.89 |
|
|
| Qualcomm (QCOM) | 0.0 | $24k | -19% | 150.00 | 159.26 |
|
| First Tr Exchange Traded Etf (GRID) | 0.0 | $24k | NEW | 171.00 | 139.02 |
|
| Vanguard Intl Equity Index Fftse Europe Etf Etf (VGK) | 0.0 | $23k | 300.00 | 77.50 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $23k | 106.00 | 218.80 |
|
|
| Coinbase Global (COIN) | 0.0 | $23k | 65.00 | 350.49 |
|
|
| Constellation Brands (STZ) | 0.0 | $22k | 137.00 | 162.68 |
|
|
| S&p Global (SPGI) | 0.0 | $22k | 41.00 | 527.29 |
|
|
| Palantir Technologies (PLTR) | 0.0 | $22k | 158.00 | 136.32 |
|
|
| Fidelity Covington Trust Etf (FENI) | 0.0 | $21k | 637.00 | 33.26 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $21k | 43.00 | 490.74 |
|
|
| Ishares Trgl Clean Ene Etf Etf (ICLN) | 0.0 | $21k | -56% | 1.6k | 13.11 |
|
| Cytokinetics (CYTK) | 0.0 | $21k | 624.00 | 33.04 |
|
|
| Harbor Etf Trust Etf (HGER) | 0.0 | $21k | NEW | 847.00 | 24.29 |
|
| Snap-on Incorporated (SNA) | 0.0 | $21k | 66.00 | 311.18 |
|
|
| Wisdomtree Trus Largecap Divd Etf (DLN) | 0.0 | $21k | 250.00 | 82.14 |
|
|
| Tradeweb Markets (TW) | 0.0 | $21k | 140.00 | 146.40 |
|
|
| Select Sector Spdr Trenergy Etf (XLE) | 0.0 | $20k | 240.00 | 84.81 |
|
|
| Humana (HUM) | 0.0 | $20k | 83.00 | 244.48 |
|
|
| Veralto Corp (VLTO) | 0.0 | $20k | 201.00 | 100.95 |
|
|
| Unilever (UL) | 0.0 | $20k | 329.00 | 61.17 |
|
|
| Rb Global (RBA) | 0.0 | $20k | 185.00 | 106.19 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $20k | 456.00 | 42.99 |
|
|
| Ishares Bitcoin Trust Etfshs Ben Int Etf (IBIT) | 0.0 | $20k | +536% | 318.00 | 61.21 |
|
| Spdr Series Trustportfolio S&p500 Etf (SPLG) | 0.0 | $19k | 264.00 | 72.69 |
|
|
| Rbc Cad (RY) | 0.0 | $19k | 145.00 | 131.55 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $19k | 26.00 | 731.38 |
|
|
| Simplify Exchange Traded Fun (CTA) | 0.0 | $19k | NEW | 711.00 | 26.74 |
|
| Vanguard Index Fdsgrowth Etf Etf (VUG) | 0.0 | $19k | 43.00 | 438.40 |
|
|
| Rio Tinto (RIO) | 0.0 | $19k | 321.00 | 58.33 |
|
|
| Worthington Industries (WOR) | 0.0 | $19k | 292.00 | 63.64 |
|
|
| Grand Canyon Education (LOPE) | 0.0 | $19k | 98.00 | 189.00 |
|
|
| United Rentals (URI) | 0.0 | $18k | 24.00 | 753.42 |
|
|
| Marvell Technology (MRVL) | 0.0 | $18k | 231.00 | 77.40 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $18k | 80.00 | 218.49 |
|
|
| Ishares Trglob Hlthcre Etf Etf (IXJ) | 0.0 | $17k | 200.00 | 86.09 |
|
|
| Tapestry (TPR) | 0.0 | $17k | 196.00 | 87.81 |
|
|
| MasterCard Incorporated (MA) | 0.0 | $17k | 30.00 | 561.93 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $17k | 244.00 | 68.98 |
|
|
| Southern Company (SO) | 0.0 | $17k | 180.00 | 91.83 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $17k | 218.00 | 75.82 |
|
|
| Chubb (CB) | 0.0 | $17k | 57.00 | 289.72 |
|
|
| Ishares Tru.s. Energy Etf Etf (IYE) | 0.0 | $16k | 360.00 | 45.22 |
|
|
| Globant S A (GLOB) | 0.0 | $16k | 176.00 | 90.84 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $16k | 65.00 | 238.26 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $15k | 69.00 | 222.87 |
|
|
| Altria (MO) | 0.0 | $15k | 262.00 | 58.63 |
|
|
| Analog Devices (ADI) | 0.0 | $15k | 64.00 | 238.02 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $15k | 200.00 | 75.98 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $15k | 92.00 | 163.86 |
|
|
| Cyberark Software (CYBR) | 0.0 | $15k | 37.00 | 406.89 |
|
|
| Travelers Companies (TRV) | 0.0 | $15k | 56.00 | 267.54 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $15k | 141.00 | 105.46 |
|
|
| Marriott International (MAR) | 0.0 | $15k | 53.00 | 273.21 |
|
|
| Salesforce Inccom Etf (CRM) | 0.0 | $15k | 53.00 | 272.70 |
|
|
| Public Storage (PSA) | 0.0 | $14k | 48.00 | 293.42 |
|
|
| Dupont De Nemours (DD) | 0.0 | $14k | 205.00 | 68.59 |
|
|
| AstraZeneca (AZN) | 0.0 | $14k | 200.00 | 69.88 |
|
|
| Entergy Corporation (ETR) | 0.0 | $14k | 168.00 | 83.12 |
|
|
| Autodesk (ADSK) | 0.0 | $14k | 45.00 | 309.58 |
|
|
| FedEx Corporation (FDX) | 0.0 | $14k | 61.00 | 227.31 |
|
|
| ConocoPhillips (COP) | 0.0 | $14k | -44% | 154.00 | 89.74 |
|
| Zillow Group Inc Cl A (ZG) | 0.0 | $14k | 200.00 | 68.49 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $12k | 23.00 | 536.35 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $12k | 100.00 | 121.31 |
|
|
| Morgan Stanley (MS) | 0.0 | $12k | 86.00 | 140.86 |
|
|
| C.H. Robinson Worldwide (CHRW) | 0.0 | $12k | 126.00 | 95.95 |
|
|
| Novartis (NVS) | 0.0 | $12k | 98.00 | 121.01 |
|
|
| Select Sector Spdr Trfinancial Etf (XLF) | 0.0 | $12k | 226.00 | 52.37 |
|
|
| Pure Storage Inc - Class A (PSTG) | 0.0 | $12k | 200.00 | 57.58 |
|
|
| AES Corporation (AES) | 0.0 | $11k | 1.1k | 10.52 |
|
|
| Wisdomtree Trjapn Hedge Eqt Etf (DXJ) | 0.0 | $11k | 100.00 | 114.27 |
|
|
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $11k | 65.00 | 173.20 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $11k | 74.00 | 151.28 |
|
|
| Verizon Communications (VZ) | 0.0 | $11k | 258.00 | 43.27 |
|
|
| Citigroup (C) | 0.0 | $11k | 130.00 | 85.12 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $11k | 50.00 | 221.26 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $11k | 500.00 | 21.96 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $11k | 34.00 | 320.12 |
|
|
| Synchrony Financial (SYF) | 0.0 | $11k | 163.00 | 66.74 |
|
|
| Vanguard Bd Index Fdstotal Bnd Mrkt Etf (BND) | 0.0 | $11k | 147.00 | 73.63 |
|
|
| Outset Medical (OM) | 0.0 | $11k | 563.00 | 19.21 |
|
|
| Spdr Series Trustportfolio S&p600 Etf (SPSM) | 0.0 | $10k | 245.00 | 42.60 |
|
|
| General Mills (GIS) | 0.0 | $10k | 200.00 | 51.81 |
|
|
| Darden Restaurants (DRI) | 0.0 | $10k | 47.00 | 217.98 |
|
|
| Ishares Trmsci China A Etf (CNYA) | 0.0 | $10k | 355.00 | 28.71 |
|
|
| Tor Dom Bk Cad (TD) | 0.0 | $10k | 136.00 | 73.45 |
|
|
| Ametek (AME) | 0.0 | $9.8k | 54.00 | 180.96 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $9.4k | 8.00 | 1174.75 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $9.4k | 150.00 | 62.64 |
|
|
| Shopify Inc cl a (SHOP) | 0.0 | $9.2k | 80.00 | 115.35 |
|
|
| Principal Financial (PFG) | 0.0 | $9.1k | 115.00 | 79.43 |
|
|
| Invesco Exch Traded Fd Tr Iinasdaq 100 Etf Etf (QQQM) | 0.0 | $9.1k | 40.00 | 227.10 |
|
|
| Worthington Stl (WS) | 0.0 | $8.7k | 292.00 | 29.83 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $8.5k | 115.00 | 74.32 |
|
|
| Robert Half International (RHI) | 0.0 | $8.5k | 206.00 | 41.05 |
|
|
| Columbia Etf Tr Ii Etf (INCO) | 0.0 | $8.4k | 130.00 | 64.88 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $8.4k | 100.00 | 84.18 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.4k | 200.00 | 42.01 |
|
|
| Nutrien (NTR) | 0.0 | $8.4k | 144.00 | 58.24 |
|
|
| Delta Air Lines (DAL) | 0.0 | $8.3k | 168.00 | 49.18 |
|
|
| Abrdn Palladium Etf Trust Etf (PALL) | 0.0 | $8.0k | 80.00 | 100.61 |
|
|
| Nucor Corporation (NUE) | 0.0 | $8.0k | 62.00 | 129.53 |
|
|
| Sirius XM Holdings (SIRI) | 0.0 | $7.8k | -13% | 339.00 | 22.97 |
|
| Dex (DXCM) | 0.0 | $7.7k | 88.00 | 87.30 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $7.6k | 27.00 | 282.07 |
|
|
| Vanguard Index Fdsreal Estate Etf Etf (VNQ) | 0.0 | $7.6k | 85.00 | 89.06 |
|
|
| FirstEnergy (FE) | 0.0 | $7.4k | 183.00 | 40.26 |
|
|
| HDFC Bank (HDB) | 0.0 | $7.4k | 96.00 | 76.67 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $7.3k | 47.00 | 155.96 |
|
|
| Republic Services (RSG) | 0.0 | $7.2k | 29.00 | 246.62 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $7.0k | 67.00 | 104.51 |
|
|
| Insulet Corporation (PODD) | 0.0 | $6.9k | 22.00 | 314.18 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $6.9k | 168.00 | 41.13 |
|
|
| Box Inc cl a (BOX) | 0.0 | $6.8k | 200.00 | 34.17 |
|
|
| Carnival Corporation (CCL) | 0.0 | $6.6k | 235.00 | 28.12 |
|
|
| Liberty Broadband Cl C (LBRDK) | 0.0 | $6.6k | 67.00 | 98.37 |
|
|
| Tyler Technologies (TYL) | 0.0 | $6.5k | 11.00 | 592.82 |
|
|
| PNC Financial Services (PNC) | 0.0 | $6.3k | 34.00 | 186.41 |
|
|
| Copart (CPRT) | 0.0 | $6.3k | 128.00 | 49.07 |
|
|
| Guidewire Software (GWRE) | 0.0 | $6.1k | 26.00 | 235.46 |
|
|
| Vanguard Scottsdale Fdsint-term Corp Etf (VCIT) | 0.0 | $6.1k | 73.00 | 82.92 |
|
|
| Moody's Corporation (MCO) | 0.0 | $6.0k | 12.00 | 501.58 |
|
|
| Stag Industrial (STAG) | 0.0 | $5.9k | 164.00 | 36.21 |
|
|
| Baker Hughes A Ge Company (BKR) | 0.0 | $5.7k | 149.00 | 38.34 |
|
|
| Roper Industries (ROP) | 0.0 | $5.7k | 10.00 | 566.80 |
|
|
| John Hancock Income Securities Trust (JHS) | 0.0 | $5.6k | 500.00 | 11.28 |
|
|
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $5.6k | 69.00 | 81.16 |
|
|
| Icon (ICLR) | 0.0 | $5.5k | 38.00 | 145.45 |
|
|
| Dow (DOW) | 0.0 | $5.4k | -54% | 205.00 | 26.48 |
|
| Ishares Trselect Us Reit Etf (ICF) | 0.0 | $5.4k | 88.00 | 61.16 |
|
|
| Service Corporation International (SCI) | 0.0 | $5.4k | 66.00 | 81.39 |
|
|
| First Tr Exchange-traded Etf (BGLD) | 0.0 | $5.4k | 250.00 | 21.47 |
|
|
| Medtronic (MDT) | 0.0 | $5.2k | 60.00 | 87.17 |
|
|
| Msci (MSCI) | 0.0 | $5.2k | 9.00 | 576.78 |
|
|
| Ishares Tribonds Dec 2033 Etf (IBTO) | 0.0 | $5.1k | 210.00 | 24.51 |
|
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $4.9k | 100.00 | 49.01 |
|
|
| J P Morgan Exchange Traded Fnasdaq Eqt Prem Etf (JEPQ) | 0.0 | $4.9k | 90.00 | 54.40 |
|
|
| Lam Research (LRCX) | 0.0 | $4.9k | 50.00 | 97.34 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $4.9k | 1.1k | 4.31 |
|
|
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.0 | $4.7k | 80.00 | 58.64 |
|
|
| Spdr Series Trustprtflo S&p500 Hi Etf (SPYD) | 0.0 | $4.7k | +37% | 110.00 | 42.44 |
|
| Haleon Plc Spon Ads (HLN) | 0.0 | $4.7k | 450.00 | 10.37 |
|
|
| Realty Income (O) | 0.0 | $4.7k | 81.00 | 57.60 |
|
|
| Sunrise Communications Ag Ads Cl A (SNREY) | 0.0 | $4.3k | 76.00 | 56.55 |
|
|
| Ingersoll Rand (IR) | 0.0 | $4.2k | 51.00 | 83.18 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $4.1k | NEW | 25.00 | 163.08 |
|
| Moderna (MRNA) | 0.0 | $3.9k | 141.00 | 27.59 |
|
|
| Ishares Trishs 5-10yr Invt Etf (IGIB) | 0.0 | $3.9k | +35% | 73.00 | 53.29 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $3.9k | 30.00 | 128.40 |
|
|
| Walt Disney Company (DIS) | 0.0 | $3.7k | -95% | 30.00 | 124.00 |
|
| Advisorshares Tr Etf (YOLO) | 0.0 | $3.5k | -10% | 1.9k | 1.89 |
|
| Ross Stores (ROST) | 0.0 | $3.4k | 27.00 | 127.59 |
|
|
| Spdr Series Trustprtflo S&p500 Gw Etf (SPYG) | 0.0 | $3.4k | +12% | 36.00 | 95.33 |
|
| Diageo (DEO) | 0.0 | $3.4k | 34.00 | 100.85 |
|
|
| Sony Corporation (SONY) | 0.0 | $3.3k | 125.00 | 26.03 |
|
|
| Liberty Broadband Corporation (LBRDA) | 0.0 | $3.2k | 33.00 | 97.82 |
|
|
| Liberty Media Corp Del (FWONA) | 0.0 | $3.1k | 33.00 | 94.97 |
|
|
| Ishares Trmsci Intl Qualty Etf (IQLT) | 0.0 | $3.1k | +33% | 72.00 | 43.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $3.1k | 8.00 | 386.88 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $3.0k | 100.00 | 30.43 |
|
|
| Liberty Global Ltd Com Cl C (LBTYK) | 0.0 | $3.0k | 291.00 | 10.31 |
|
|
| Liberty Media Corp-Liberty Live (LLYVA) | 0.0 | $2.7k | 34.00 | 79.47 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $2.7k | 52.00 | 51.44 |
|
|
| Spdr Series Trusts&p Oilgas Exp Etf (XOP) | 0.0 | $2.6k | 21.00 | 125.81 |
|
|
| ON Semiconductor (ON) | 0.0 | $2.6k | 50.00 | 52.42 |
|
|
| Baidu (BIDU) | 0.0 | $2.6k | 30.00 | 85.77 |
|
|
| Elf Beauty (ELF) | 0.0 | $2.5k | 20.00 | 124.45 |
|
|
| Harley-Davidson (HOG) | 0.0 | $2.4k | 100.00 | 23.60 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $2.0k | 10.00 | 204.60 |
|
|
| Churchill Downs (CHDN) | 0.0 | $2.0k | 20.00 | 102.25 |
|
|
| Eagle Materials (EXP) | 0.0 | $2.0k | 10.00 | 202.10 |
|
|
| Ishares Tru.s. Med Dvc Etf Etf (IHI) | 0.0 | $1.9k | 31.00 | 62.65 |
|
|
| Peak (DOC) | 0.0 | $1.8k | 100.00 | 17.51 |
|
|
| Ishares Trishs 1-5yr Invs Etf (IGSB) | 0.0 | $1.7k | +37% | 33.00 | 52.76 |
|
| Loews Corporation (L) | 0.0 | $1.6k | 17.00 | 91.65 |
|
|
| Warner Bros. Discovery (WBD) | 0.0 | $1.4k | -84% | 124.00 | 11.46 |
|
| Clorox Company (CLX) | 0.0 | $1.2k | 10.00 | 120.10 |
|
|
| Ark Etf Tr Etf (ARKK) | 0.0 | $1.2k | 17.00 | 70.29 |
|
|
| Intel Corporation (INTC) | 0.0 | $1.2k | -79% | 52.00 | 22.40 |
|
| Chemours (CC) | 0.0 | $1.1k | 92.00 | 11.45 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $907.000000 | 8.00 | 113.38 |
|
|
| Solventum Corp (SOLV) | 0.0 | $683.000100 | 9.00 | 75.89 |
|
|
| Advisorshares Tr Etf (MSOS) | 0.0 | $626.990000 | -45% | 260.00 | 2.41 |
|
| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $518.000000 | 25.00 | 20.72 |
|
|
| Lithium Americas Corp (LAC) | 0.0 | $402.000000 | 150.00 | 2.68 |
|
|
| Lithium Americas Argentina Corp (LAR) | 0.0 | $312.000000 | 150.00 | 2.08 |
|
|
| Cronos Group (CRON) | 0.0 | $268.999800 | 141.00 | 1.91 |
|
|
| Viatris (VTRS) | 0.0 | $267.999000 | 30.00 | 8.93 |
|
|
| Snow Lake Res (LITM) | 0.0 | $138.000800 | NEW | 38.00 | 3.63 |
|
| Halyard Health (AVNS) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Centricity Wealth Management
SEC 13F filings are viewable for Centricity Wealth Management going back to 2024
- Centricity Wealth Management 2025 Q2 filed July 18, 2025
- Centricity Wealth Management 2025 Q1 filed April 14, 2025
- Centricity Wealth Management 2024 Q4 filed Feb. 3, 2025