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Pacer Fds Tr cash cows etf shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr cash cows etf (HERD) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Pacer Fds Tr cash cows etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr cash cows etf held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr cash cows etf by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 38k 37.66
2023-12-31 $1.2M 33k 36.58
2023-09-30 $371k 11k 34.58

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Wisdomtree Tr Futre Strat Fd (WTMF)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

Top funds holding Pacer Fds Tr cash cows etf

Advisory Resource Group
HighTower Advisors
Advisor Group Holdings
Commonwealth Equity Services
Rockefeller Capital Management
Centric Wealth Management
Cambridge Investment Research Advisors
Prosperity Wealth Management
Founders Financial Securities
Capital Investment Advisory Services
H D Vest Advisory Services
Kestra Private Wealth Services
Stratos Wealth Partners
Jane Street
Sepio Capital

View all funds holding Pacer Fds Tr cash cows etf