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Fidelity msci utils index shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.8M 54k 50.95
2024-12-31 $2.2M 46k 48.77

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

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View all funds holding Fidelity msci utils index