Centricity Wealth Management, LLC Portfolio Holdings

Centricity Wealth Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 454 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.9B, Jp Morgan ETF Tr Ultra Short I with a value of $4.64B, Ishares Tr Ibonds Dec 2028 Ter with a value of $4.52B, Ishares Core S&P 500 ETF with a value of $4.29B, and Ishares Tr Ibonds Dec 2027 Ter with a value of $3.95B.

Examining the 13F form we can see an increase of $107B in the current position value.

Centricity Wealth Management, LLC is based out at Westerville, OH

Below you can find more details about Centricity Wealth Management, LLC portfolio as well as his latest detailed transactions.