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Tidal Etf Tr sofi selct 500 shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Tidal Etf Tr sofi selct 500 (SFY) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Tidal Etf Tr sofi selct 500

Tip: Access up to 7 years of quarterly data

All positions including Tidal Etf Tr sofi selct 500 held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Etf Tr sofi selct 500 by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $780k 45k 17.45

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Wisdomtree Tr Futre Strat Fd (WTMF)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Tesla Motors (TSLA)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Proshares Tr Ii Ultra Bloomberg (BOIL)
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ab Active Etfs Ultra Short Incm (YEAR)

View all positions for Centric Wealth Management

Top funds holding Tidal Etf Tr sofi selct 500

Sofi Wealth
AE Wealth Management
Teamwork Financial Advisors
Toroso Investments
Centric Wealth Management
Citadel Advisors
Wedbush Morgan Securities
Joel Isaacson & Co
Raymond James Financial Services Advisors
Raymond James & Associates
Assetmark
Advisor Group Holdings
Huntington National Bank
Royal Bank of Canada
Bear Mountain Capital

View all funds holding Tidal Etf Tr sofi selct 500