Centricity Wealth Management, LLC New Holdings in Q4 2024

Centricity Wealth Management, LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
2.35K
New
$161.05 - $179.7 $379K - $423K
2.35K $395M
PRK
Park National Corp

Financial Services
2.27K
New
$160.0 - $206.49 $363K - $469K
2.27K $389M
IXUS
Ishares Tr

ETFs
5.72K
New
$65.95 - $72.56 $377K - $415K
5.72K $378M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.26K
New
$104.52 - $115.08 $341K - $375K
3.26K $344M
HON
Honeywell International Inc

Industrials
1.51K
New
$202.84 - $236.0 $306K - $356K
1.51K $341M
ADP
Automatic Data Processing Inc

Industrials
1.08K
New
$280.08 - $307.97 $302K - $332K
1.08K $316M
JNJ
Johnson & Johnson

Healthcare
2.18K
New
$143.34 - $165.86 $312K - $362K
2.18K $315M
VHT
Vanguard Health Care ETF

ETFs
1.17K
New
$250.81 - $283.3 $292K - $330K
1.17K $296M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.9K
New
$57.29 - $63.1 $281K - $309K
4.9K $281M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.75K
New
$94.43 - $105.47 $260K - $290K
2.75K $280M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
554
New
$442.29 - $483.08 $245K - $268K
554 $251M
VB
Vanguard Small Cap ETF

ETFs
1.05K
New
$233.76 - $261.58 $244K - $273K
1.05K $251M
UNH
Unitedhealth Group Inc

Healthcare
475
New
$485.52 - $625.25 $231K - $297K
475 $240M
QQQ
Invesco Qqq Trust, Series 1

ETFs
470
New
$481.22 - $538.17 $226K - $253K
470 $240M
CHTR
Charter Communications, Inc.

Communication Services
673
New
$315.38 - $408.02 $212K - $275K
673 $231M
DHR
Danaher Corp

Healthcare
978
New
$226.16 - $274.52 $221K - $268K
978 $225M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.53K
New
$58.39 - $67.04 $206K - $236K
3.53K $224M
LOW
Lowes Companies Inc

Consumer Cyclical
883
New
$244.52 - $284.07 $216K - $251K
883 $218M
PEP
Pepsico Inc

Consumer Defensive
1.38K
New
$151.29 - $176.1 $208K - $242K
1.38K $209M
GOOG
Alphabet Inc.

Communication Services
1.06K
New
$163.08 - $198.16 $173K - $210K
1.06K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
986
New
$172.07 - $207.36 $170K - $204K
986 $195M
ETN
Eaton Corp PLC

Industrials
584
New
$326.96 - $377.52 $191K - $220K
584 $194M
VOT
Vanguard Mid Cap Growth Index

ETFs
759
New
$241.48 - $274.89 $183K - $209K
759 $193M
AEP
American Electric Power CO Inc

Utilities
2.08K
New
$90.91 - $102.21 $189K - $212K
2.08K $191M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.32K
New
$138.92 - $149.97 $183K - $198K
1.32K $191M
CSCO
Cisco Systems, Inc.

Technology
3.13K
New
$52.45 - $60.02 $164K - $188K
3.13K $185M
CVX
Chevron Corp

Energy
1.26K
New
$141.15 - $162.53 $178K - $205K
1.26K $183M
NVO
Novo Nordisk A S

Healthcare
2.07K
New
$85.0 - $120.04 $176K - $248K
2.07K $178M
MCD
Mcdonalds Corp

Consumer Cyclical
609
New
$288.47 - $316.54 $176K - $193K
609 $177M
CAT
Caterpillar Inc

Industrials
482
New
$360.37 - $416.88 $174K - $201K
482 $175M
AXP
American Express CO

Financial Services
581
New
$267.35 - $305.57 $155K - $178K
581 $172M
ABBV
Abb Vie Inc.

Healthcare
958
New
$164.99 - $203.87 $158K - $195K
958 $170M
TSLA
Tesla, Inc.

Consumer Cyclical
419
New
$213.65 - $479.86 $89.5K - $201K
419 $169M
LMT
Lockheed Martin Corp

Industrials
348
New
$479.66 - $614.62 $167K - $214K
348 $169M
GE
General Electric CO

Industrials
1K
New
$159.95 - $194.23 $160K - $194K
1K $167M
TMO
Thermo Fisher Scientific Inc.

Healthcare
305
New
$501.29 - $612.85 $153K - $187K
305 $159M
ASML
Asml Holding Nv

Technology
228
New
$658.43 - $872.27 $150K - $199K
228 $158M
UPS
United Parcel Service Inc

Industrials
1.18K
New
$122.65 - $138.35 $145K - $163K
1.18K $149M
KMB
Kimberly Clark Corp

Consumer Defensive
1.09K
New
$130.37 - $146.09 $143K - $160K
1.09K $143M
WM
Waste Management Inc

Industrials
708
New
$201.79 - $228.46 $143K - $162K
708 $143M
PAYX
Paychex Inc

Industrials
1.01K
New
$135.86 - $148.73 $138K - $151K
1.01K $142M
EEM
Ishares Msci Emerging Markets

ETFs
3.39K
New
$41.82 - $47.36 $142K - $160K
3.39K $142M
EMR
Emerson Electric CO

Industrials
1.05K
New
$108.13 - $134.33 $114K - $141K
1.05K $130M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
977
New
$131.66 - $144.0 $129K - $141K
977 $129M
XLV
Select Sector Spdr Fund Health

ETFs
936
New
$136.28 - $154.74 $128K - $145K
936 $129M
CRWD
Crowd Strike Holdings, Inc.

Technology
374
New
$275.15 - $388.2 $103K - $145K
374 $128M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.52K
New
$19.38 - $19.58 $126K - $128K
6.52K $127M
NFLX
Netflix Inc

Communication Services
138
New
$687.65 - $936.56 $94.9K - $129K
138 $123M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.16K
New
$104.01 - $115.38 $121K - $134K
1.16K $123M
Activity Summary
Buys All Purchases 454 New Holdings 454 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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