Centennial Wealth Advisory LLC Purchases in Q1 2025

Centennial Wealth Advisory LLC

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
623
+ 10.48%
$54.25 - $65.27 $33.8K - $40.7K
6.57K $427K
COST
Costco Wholesale Corp

Consumer Defensive
67
+ 8.06%
$890.62 - $1076.86 $59.7K - $72.1K
898 $849K
ABBV
Abb Vie Inc.

Healthcare
80
+ 3.94%
$169.2 - $216.66 $13.5K - $17.3K
2.11K $441K
JNJ
Johnson & Johnson

Healthcare
197
+ 10.01%
$142.06 - $167.7 $28K - $33K
2.17K $359K
PFG
Principal Financial Group Inc

Financial Services
566
+ 14.4%
$76.34 - $89.04 $43.2K - $50.4K
4.5K $379K
TFC
Truist Financial Corp

Financial Services
2.41K
+ 20.16%
$39.48 - $48.15 $95.1K - $116K
14.4K $591K
RF
Regions Financial Corp

Financial Services
5.04K
+ 24.99%
$20.84 - $24.77 $105K - $125K
25.2K $547K
OMC
Omnicom Group Inc.

Communication Services
1.03K
+ 20.55%
$79.43 - $88.34 $82K - $91.2K
6.05K $501K
CSCO
Cisco Systems, Inc.

Technology
832
+ 12.54%
$58.74 - $64.87 $48.9K - $54K
7.47K $460K
SON
Sonoco Products CO

Consumer Cyclical
1.52K
+ 23.22%
$44.71 - $49.22 $67.8K - $74.6K
8.05K $380K
UNH
Unitedhealth Group Inc

Healthcare
80
+ 9.69%
$461.52 - $548.18 $36.9K - $43.9K
906 $474K
STX
Seagate Technology Holdings PLC

Technology
698
+ 22.85%
$84.92 - $108.42 $59.3K - $75.7K
3.75K $318K
CAG
Conagra Brands Inc.

Consumer Defensive
2.65K
+ 18.03%
$23.9 - $27.67 $63.3K - $73.3K
17.3K $462K
PG
Procter & Gamble CO

Consumer Defensive
237
+ 5.82%
$158.56 - $176.26 $37.6K - $41.8K
4.31K $734K
JPM
Jpmorgan Chase & CO

Financial Services
158
+ 8.29%
$225.19 - $279.95 $35.6K - $44.2K
2.06K $506K
USB
Us Bancorp \De\

Financial Services
2.81K
+ 22.71%
$40.92 - $50.9 $115K - $143K
15.2K $640K
IAU
Ishares Gold Trust

ETFs
13
+ 0.27%
$49.74 - $58.96 $647 - $766
4.75K $280K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
566
+ 8.65%
$48.13 - $51.78 $27.2K - $29.3K
7.11K $362K
FITB
Fifth Third Bancorp

Financial Services
1.88K
+ 18.3%
$37.48 - $44.96 $70.5K - $84.6K
12.2K $476K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.87K
+ 15.01%
$25.93 - $29.28 $48.4K - $54.6K
14.3K $388K
XLE
Energy Sector Spdr

ETFs
171
+ 5.54%
$85.7 - $93.96 $14.7K - $16.1K
3.26K $304K
WSO
Watsco Inc

Industrials
22
+ 2.92%
$463.86 - $530.75 $10.2K - $11.7K
776 $394K
SUN
Sunoco LP

Energy
68
+ 1.5%
$51.29 - $59.25 $3.49K - $4.03K
4.59K $266K
LLY
Eli Lilly & CO

Healthcare
19
+ 6.35%
$725.72 - $929.72 $13.8K - $17.7K
318 $262K
WFC
Wells Fargo & Company

Financial Services
280
+ 7.94%
$66.78 - $81.42 $18.7K - $22.8K
3.81K $273K
F
Ford Motor CO

Consumer Cyclical
1.66K
+ 3.25%
$9.12 - $10.43 $15.2K - $17.3K
52.8K $529K
IVZ
Invesco Ltd.

Financial Services
4.71K
+ 22.75%
$14.82 - $19.34 $69.8K - $91.1K
25.4K $385K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
491
+ 10.68%
$47.6 - $51.91 $23.4K - $25.5K
5.09K $245K
MA
Mastercard Inc

Financial Services
22
+ 4.91%
$504.67 - $576.31 $11.1K - $12.7K
470 $257K
IWR
Ishares Russell Mid Cap ETF

ETFs
756
+ 5.74%
$82.81 - $92.93 $62.6K - $70.3K
13.9K $1.18M
PRU
Prudential Financial Inc

Financial Services
442
+ 10.29%
$105.04 - $122.33 $46.4K - $54.1K
4.74K $529K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
406
+ 7.93%
$67.43 - $75.54 $27.4K - $30.7K
5.53K $378K
HPQ
Hp Inc

Technology
2.45K
+ 24.08%
$27.69 - $34.72 $67.7K - $84.9K
12.6K $348K
BBY
Best Buy CO Inc

Consumer Cyclical
941
+ 21.64%
$70.3 - $91.1 $66.2K - $85.7K
5.29K $389K
XLC
Select Sector Spdr Tr Communic

ETFs
166
+ 4.29%
$94.84 - $105.31 $15.7K - $17.5K
4.04K $389K
MSFT
Microsoft Corp

Technology
667
+ 13.08%
$375.39 - $447.2 $250K - $298K
5.77K $2.16M
XLI
Industrial Sector Spdr

ETFs
108
+ 5.45%
$128.78 - $141.67 $13.9K - $15.3K
2.09K $273K
TDIV
First Trust Nasdaq Technology

ETFs
349
+ 12.59%
$73.39 - $83.95 $25.6K - $29.3K
3.12K $229K
ATR
Aptargroup, Inc.

Healthcare
143
+ 10.84%
$141.7 - $159.83 $20.3K - $22.9K
1.46K $216K
BEN
Franklin Resources Inc

Financial Services
1.46K
+ 7.76%
$18.92 - $22.24 $27.7K - $32.5K
20.3K $390K
BAC
Bank Of America Corp

Financial Services
449
+ 7.11%
$39.61 - $47.74 $17.8K - $21.4K
6.76K $282K
Blackrock ETF Trust Ii
4.27K
+ 27.77%
N/A
19.6K $0
FTGS
First Tr Exchange Traded Fd Gr
23.6K
+ 126.35%
N/A
42.3K $0
CGMS
Capital Grp Core Plus Income E
22.5K
+ 61.06%
N/A
59.4K $0
First Tr Exchng Traded Fd Vi
319K
New
N/A
319K $0
First Tr Exchange Traded Fd
67.2K
+ 72.71%
N/A
160K $0
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 6.07%
$347.25 - $424.87 $12.2K - $14.9K
612 $224K
EMR
Emerson Electric CO

Industrials
355
+ 12.43%
$108.64 - $131.17 $38.6K - $46.6K
3.21K $352K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
208
+ 1.51%
$9.89 - $10.46 $2.06K - $2.18K
13.9K $139K
Activity Summary
Buys All Purchases 119 New Holdings 12 Increased Positions 107 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email