Centricity Wealth Management, LLC Incresed Positions in Q2 2025

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.2K
+ 29.59%
$72.96 - $90.39 $1.25M - $1.55M
75.3K $6.73B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.5K
+ 28.37%
$50.36 - $50.68 $1.43M - $1.44M
129K $6.53B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
277
+ 2.8%
$299.15 - $396.54 $82.9K - $110K
10.2K $4.04B
DGRO
Ishares Core Dividend Growth E

ETFs
8.64K
+ 19.24%
$55.22 - $63.94 $477K - $552K
53.5K $3.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.14K
+ 45.03%
$152.93 - $181.74 $481K - $571K
10.1K $1.84B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
21.5K
+ 11.83%
$23.96 - $24.27 $515K - $522K
203K $4.93B
IVV
Ishares Core S&P 500 ETF

ETFs
153
+ 2.04%
$498.8 - $620.9 $76.3K - $95K
7.65K $4.75B
VIG
Vanguard Dividend Appreciation

ETFs
919
+ 7.26%
N/A
13.6K $2.78B
IXUS
Ishares Tr

ETFs
3.44K
+ 49.82%
$62.37 - $77.63 $215K - $267K
10.3K $800M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.21%
$243.75 - $303.93 $5.36K - $6.69K
10.5K $3.18B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.72K
+ 4.66%
$24.94 - $25.42 $217K - $222K
196K $4.98B
DVY
Ishares Tr

ETFs
1.58K
+ 51.02%
$118.37 - $134.86 $187K - $213K
4.68K $621M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.7K
+ 8.57%
$22.7 - $23.33 $152K - $156K
84.8K $1.98B
IBDV
Ishares Tr

Technology
6.04K
+ 13.17%
$21.28 - $21.98 $128K - $133K
51.9K $1.14B
IVW
Ishares S&P 500 Growth ETF

ETFs
532
+ 18.28%
$82.96 - $110.1 $44.1K - $58.6K
3.44K $379M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
494
+ 1.95%
$81.46 - $94.63 $40.2K - $46.7K
25.9K $2.45B
VEU
Vanguard Ftse All World Ex Us

ETFs
965
+ 17.25%
$54.19 - $67.22 $52.3K - $64.9K
6.56K $441M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
232
+ 1.94%
$55.54 - $69.09 $12.9K - $16K
12.2K $843M
IWX
Ishares Tr Russell 200 Value E

ETFs
1.15K
+ 169.12%
$73.26 - $84.19 $84.2K - $96.8K
1.83K $154M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.44K
+ 2.68%
N/A
132K $3.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.02%
$82.51 - $109.2 $82.5 - $109
4.09K $446M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
295
+ 8.37%
$57.46 - $75.58 $17K - $22.3K
3.82K $289M
EWJ
Ishares Msci Japan ETF

ETFs
462
+ 22.12%
$61.32 - $75.28 $28.3K - $34.8K
2.55K $191M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19
+ 0.16%
$51.16 - $62.02 $972 - $1.18K
11.8K $732M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 4.29%
$908.13 - $1056.85 $19.1K - $22.2K
510 $505M
PRK
Park National Corp

Financial Services
13
+ 0.57%
$141.75 - $170.63 $1.84K - $2.22K
2.3K $384M
EEM
Ishares Msci Emerging Markets

ETFs
325
+ 8.13%
$38.52 - $48.28 $12.5K - $15.7K
4.32K $208M
XAR
Spdr S&P Aerospace & Defense E

ETFs
115
+ 100.0%
$144.94 - $210.94 $16.7K - $24.3K
230 $48.5M
CAT
Caterpillar Inc

Industrials
1
+ 0.21%
$273.94 - $388.21 $274 - $388
484 $188M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
970
+ 3.69%
$20.23 - $21.04 $19.6K - $20.4K
27.3K $574M
Ishares Bitcoin Trust Etfshs Ben Int
268
+ 536.0%
N/A
318 $19.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6
+ 1.9%
$60.34 - $74.89 $362 - $449
321 $24M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
30
+ 37.5%
$38.81 - $44.28 $1.16K - $1.33K
110 $4.67M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
19
+ 35.19%
$51.1 - $53.29 $971 - $1.01K
73 $3.89M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18
+ 33.33%
$35.9 - $43.76 $646 - $788
72 $3.11M
SPYG
Spdr Portfolio

ETFs
4
+ 12.5%
$71.83 - $95.32 $287 - $381
36 $3.43M
JPIE
J P Morgan Exchange Traded Fd
11
+ 1.46%
$45.12 - $46.32 $496 - $510
764 $35.4M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.08%
$335.24 - $380.78 $335 - $381
1.28K $470M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9
+ 37.5%
$51.68 - $52.76 $465 - $475
33 $1.74M
STAG
Stag Industrial, Inc.

Real Estate
2
+ 1.23%
$30.08 - $37.02 $60.2 - $74
164 $5.94M
HLN
Haleon PLC

Healthcare
5
+ 1.12%
$9.27 - $11.41 $46.3 - $57.1
450 $4.67M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.62%
$63.54 - $68.5 $254 - $274
650 $43.8M
Gsk PLC
4
+ 0.61%
N/A
658 $25.3M
AES
Aes Corp

Utilities
1
+ 0.09%
$9.63 - $12.55 $9.63 - $12.6
1.09K $11.4M
PFE
Pfizer Inc

Healthcare
16
+ 0.53%
$21.59 - $24.84 $345 - $397
3.05K $74M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
574
+ 1400.0%
$87.84 - $1441.89 $50.4K - $828K
615 $55.4M
ED
Consolidated Edison Inc

Utilities
4
+ 0.9%
$98.05 - $113.3 $392 - $453
449 $45M
AEP
American Electric Power CO Inc

Utilities
15
+ 0.72%
$98.59 - $109.11 $1.48K - $1.64K
2.11K $219M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.18%
$285.55 - $321.23 $286 - $321
561 $164M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 50 Reductions 49 Sold out 1 Options Calls 0 Puts 0
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