Centennial Wealth Advisory LLC Purchases in Q2 2025

Centennial Wealth Advisory LLC

  • $288 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
852
New
$236.26 - $291.15 $201K - $248K
852 $232K
TXN
Texas Instruments Inc

Technology
1.19K
New
N/A
1.19K $230K
ADBE
Adobe Inc.

Technology
563
New
$340.0 - $420.68 $191K - $237K
563 $217K
NFLX
Netflix Inc

Communication Services
161
New
$855.86 - $1339.13 $138K - $216K
161 $215K
GE
General Electric CO

Industrials
814
New
$166.81 - $257.39 $136K - $210K
814 $209K
GS
Goldman Sachs Group Inc

Financial Services
294
New
$462.22 - $707.75 $136K - $208K
294 $208K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.48K
New
$19.6 - $24.44 $166K - $207K
8.48K $207K
EIX
Edison International

Utilities
5.11K
+ 64.36%
$48.32 - $59.92 $247K - $306K
13K $673K
TSLA
Tesla, Inc.

Consumer Cyclical
235
+ 12.11%
$221.86 - $362.89 $52.1K - $85.3K
2.18K $691K
MA
Mastercard Inc

Financial Services
311
+ 66.17%
$479.92 - $590.74 $149K - $184K
781 $438K
GOOGL
Alphabet Inc.

Communication Services
333
+ 7.58%
$144.7 - $178.6 $48.2K - $59.5K
4.73K $833K
IWR
Ishares Russell Mid Cap ETF

ETFs
507
+ 3.64%
$74.88 - $91.97 $38K - $46.6K
14.4K $1.33M
HBAN
Huntington Bancshares Inc

Financial Services
2.5K
+ 5.97%
$12.49 - $16.76 $31.2K - $41.8K
44.3K $742K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 7.24%
$908.13 - $1056.85 $59K - $68.7K
963 $953K
KEY
Keycorp

Financial Services
2.38K
+ 5.91%
$13.23 - $17.42 $31.5K - $41.5K
42.8K $744K
AMD
Advanced Micro Devices Inc

Technology
94
+ 4.46%
$78.21 - $143.81 $7.35K - $13.5K
2.2K $312K
CSCO
Cisco Systems, Inc.

Technology
547
+ 7.33%
$53.19 - $69.38 $29.1K - $38K
8.01K $555K
HPQ
Hp Inc

Technology
5.44K
+ 43.21%
$21.88 - $29.32 $119K - $160K
18K $441K
XLC
Select Sector Spdr Tr Communic

ETFs
101
+ 2.5%
$86.13 - $108.53 $8.7K - $11K
4.14K $448K
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 5.65%
$496.48 - $617.85 $17.4K - $21.6K
654 $404K
KMB
Kimberly Clark Corp

Consumer Defensive
714
+ 25.81%
$126.84 - $145.22 $90.6K - $104K
3.48K $448K
RF
Regions Financial Corp

Financial Services
250
+ 0.99%
$18.34 - $23.52 $4.59K - $5.88K
25.5K $599K
XLI
Industrial Sector Spdr

ETFs
93
+ 4.45%
$116.42 - $147.52 $10.8K - $13.7K
2.18K $321K
CTAS
Cintas Corp

Industrials
114
+ 9.71%
$190.11 - $227.66 $21.7K - $26K
1.29K $287K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
779
+ 7.56%
$43.28 - $50.37 $33.7K - $39.2K
11.1K $555K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.14%
$224.16 - $285.86 $448 - $572
1.41K $403K
OMC
Omnicom Group Inc.

Communication Services
1.52K
+ 25.06%
$69.22 - $79.77 $105K - $121K
7.57K $544K
BAC
Bank Of America Corp

Financial Services
58
+ 0.86%
$34.39 - $47.46 $1.99K - $2.75K
6.82K $322K
D
Dominion Energy, Inc

Utilities
610
+ 5.99%
$49.66 - $58.0 $30.3K - $35.4K
10.8K $610K
IEFA
Ishares Tr

ETFs
14
+ 0.3%
$67.83 - $84.09 $950 - $1.18K
4.65K $388K
FE
Firstenergy Corp

Utilities
976
+ 9.04%
$38.31 - $43.17 $37.4K - $42.1K
11.8K $473K
WFC
Wells Fargo & Company

Financial Services
61
+ 1.6%
$60.98 - $80.12 $3.72K - $4.89K
3.87K $309K
PFG
Principal Financial Group Inc

Financial Services
686
+ 15.25%
$69.56 - $86.19 $47.7K - $59.1K
5.18K $411K
TFC
Truist Financial Corp

Financial Services
117
+ 0.81%
$34.79 - $42.99 $4.07K - $5.03K
14.5K $622K
OSBC
Old Second Bancorp Inc

Financial Services
55
+ 0.32%
$14.45 - $17.74 $795 - $976
17.3K $307K
BBY
Best Buy CO Inc

Consumer Cyclical
791
+ 14.95%
$56.17 - $75.73 $44.4K - $59.9K
6.08K $408K
LLY
Eli Lilly & CO

Healthcare
31
+ 9.75%
$713.71 - $898.95 $22.1K - $27.9K
349 $272K
VZ
Verizon Communications Inc

Communication Services
1.13K
+ 5.15%
$41.67 - $45.62 $47K - $51.5K
23.1K $997K
Smurfit Westrock PLC
11.1K
New
N/A
11.1K $0
CAG
Conagra Brands Inc.

Consumer Defensive
5.26K
+ 30.29%
$20.4 - $26.78 $107K - $141K
22.6K $462K
First Tr Exchng Traded Fd Vi
18.6K
+ 5.81%
N/A
338K $0
First Tr Exchange Traded Fd
202K
+ 126.82%
N/A
362K $0
FTGS
First Tr Exchange Traded Fd Gr
29.9K
+ 70.67%
N/A
72.1K $0
Pimco ETF Tr
103K
New
N/A
103K $0
American Centy ETF Tr
86
+ 1.76%
N/A
4.96K $0
CGMS
Capital Grp Core Plus Income E
86.7K
+ 145.86%
N/A
146K $0
Bunge Global Sa
5.59K
New
N/A
5.59K $0
Lazard Inc
11.9K
New
N/A
11.9K $0
Blackrock ETF Trust Ii
6.29K
+ 32.03%
N/A
25.9K $0
Activity Summary
Buys All Purchases 108 New Holdings 30 Increased Positions 78 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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