Centennial Wealth Advisory LLC Incresed Positions in Q4 2024

Centennial Wealth Advisory LLC

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
130K
+ 107.72%
$81.74 - $91.38 $10.6M - $11.9M
250K $22M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
44.3K
+ 10.66%
$30.04 - $32.01 $1.33M - $1.42M
460K $14.5M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
58.1K
+ 11.04%
$23.92 - $24.89 $1.39M - $1.45M
584K $14.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
13.9K
+ 354.45%
$78.43 - $87.17 $1.09M - $1.21M
17.8K $1.43M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.8K
+ 146.51%
$48.48 - $49.47 $668K - $682K
23.2K $1.13M
LGOV
First Tr ETF Iv Long Duration

ETFs
28.3K
+ 117.76%
$20.75 - $22.49 $587K - $637K
52.3K $1.09M
AAPL
Apple Inc.

Technology
174
+ 0.61%
$221.69 - $259.02 $38.6K - $45.1K
28.5K $7.15M
NVDA
Nvidia Corp

Technology
438
+ 1.96%
$117.0 - $148.88 $51.2K - $65.2K
22.8K $3.06M
AVGO
Broadcom Inc.

Technology
335
+ 13.79%
$159.67 - $250.0 $53.5K - $83.8K
2.77K $641K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.13%
$213.65 - $479.86 $3.2K - $7.2K
1.35K $544K
OSBC
Old Second Bancorp Inc

Financial Services
5.66K
+ 48.83%
$14.91 - $18.9 $84.4K - $107K
17.2K $306K
RDVY
First Trust Rising Dividend Ac

ETFs
1.7K
+ 49.82%
$58.65 - $64.37 $99.9K - $110K
5.12K $302K
HBAN
Huntington Bancshares Inc

Financial Services
2.09K
+ 5.2%
$14.18 - $18.2 $29.7K - $38.1K
42.4K $689K
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.8%
$161.86 - $196.66 $5.02K - $6.1K
3.92K $741K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
7.64K
+ 44.63%
$8.24 - $11.07 $62.9K - $84.5K
24.8K $230K
MO
Altria Group, Inc.

Consumer Defensive
1.07K
+ 6.48%
$49.06 - $57.74 $52.3K - $61.6K
17.5K $915K
ETR
Entergy Corp

Utilities
3.9K
+ 98.66%
$73.19 - $156.4 $285K - $609K
7.85K $594K
NI
Nisource Inc.

Utilities
929
+ 4.99%
$33.74 - $38.25 $31.3K - $35.5K
19.6K $718K
JNK
Spdr Bloomberg High Yield Bond

ETFs
755
+ 36.18%
$94.77 - $97.36 $71.6K - $73.5K
2.84K $271K
USB
Us Bancorp \De\

Financial Services
908
+ 7.92%
$43.98 - $53.66 $39.9K - $48.7K
12.4K $591K
CFG
Citizens Financial Group Inc

Financial Services
783
+ 6.63%
$39.92 - $48.46 $31.3K - $37.9K
12.6K $551K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
844
+ 7.77%
$86.65 - $94.9 $73.1K - $80.1K
11.7K $1.02M
WHR
Whirlpool Corp

Consumer Cyclical
351
+ 11.55%
$99.28 - $124.45 $34.8K - $43.7K
3.39K $388K
OKE
Oneok Inc

Energy
138
+ 2.6%
$92.28 - $117.05 $12.7K - $16.2K
5.45K $547K
EMR
Emerson Electric CO

Industrials
189
+ 7.09%
$108.13 - $134.33 $20.4K - $25.4K
2.86K $353K
META
Meta Platforms, Inc.

Communication Services
42
+ 1.95%
$554.08 - $632.68 $23.3K - $26.6K
2.19K $1.29M
HYG
Ishares Tr

ETFs
869
+ 14.84%
$78.09 - $80.04 $67.9K - $69.6K
6.73K $528K
BEN
Franklin Resources Inc

Financial Services
2.72K
+ 16.87%
$19.35 - $22.76 $52.6K - $61.9K
18.8K $382K
NRG
Nrg Energy, Inc.

Utilities
635
+ 14.53%
$85.3 - $101.61 $54.2K - $64.5K
5K $451K
MSFT
Microsoft Corp

Technology
229
+ 4.7%
$406.35 - $454.46 $93.1K - $104K
5.1K $2.15M
KEY
Keycorp

Financial Services
2.28K
+ 6.0%
$16.21 - $19.97 $36.9K - $45.5K
40.3K $690K
FDIS
Fidelity Covington Tr Msci Con

ETFs
135
+ 3.17%
$85.33 - $104.24 $11.5K - $14.1K
4.4K $428K
TFC
Truist Financial Corp

Financial Services
1.04K
+ 9.53%
$41.51 - $48.1 $43.2K - $50K
12K $518K
VLO
Valero Energy Corp

Energy
624
+ 26.15%
$118.59 - $144.02 $74K - $89.9K
3.01K $368K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.21%
$873.59 - $994.69 $15.7K - $17.9K
831 $761K
CMA
Comerica Inc

Financial Services
365
+ 7.2%
$57.88 - $72.73 $21.1K - $26.5K
5.43K $336K
T
At&T Inc.

Communication Services
277
+ 0.79%
$21.22 - $23.88 $5.88K - $6.61K
35.5K $807K
BAC
Bank Of America Corp

Financial Services
124
+ 2.0%
$39.22 - $47.77 $4.86K - $5.92K
6.31K $277K
OGE
Oge Energy Corp.

Utilities
707
+ 8.71%
$39.65 - $44.08 $28K - $31.2K
8.83K $364K
RF
Regions Financial Corp

Financial Services
1.12K
+ 5.89%
$22.45 - $27.47 $25.2K - $30.8K
20.2K $474K
LNT
Alliant Energy Corp

Utilities
654
+ 10.17%
$56.24 - $63.63 $36.8K - $41.6K
7.09K $419K
PPL
Ppl Corp

Utilities
1.06K
+ 9.03%
$31.47 - $35.0 $33.2K - $36.9K
12.7K $413K
IVZ
Invesco Ltd.

Financial Services
1.61K
+ 8.45%
$16.78 - $18.63 $27.1K - $30.1K
20.7K $361K
WEC
Wec Energy Group, Inc.

Utilities
326
+ 8.88%
$92.94 - $101.82 $30.3K - $33.2K
4K $375K
CMS
Cms Energy Corp

Utilities
759
+ 10.14%
$65.76 - $71.94 $49.9K - $54.6K
8.24K $549K
PRU
Prudential Financial Inc

Financial Services
259
+ 6.41%
$114.59 - $129.52 $29.7K - $33.5K
4.3K $509K
FITB
Fifth Third Bancorp

Financial Services
590
+ 6.09%
$41.76 - $48.44 $24.6K - $28.6K
10.3K $434K
D
Dominion Energy, Inc

Utilities
893
+ 11.69%
$52.63 - $60.92 $47K - $54.4K
8.53K $459K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
39
+ 3.1%
$278.19 - $315.36 $10.8K - $12.3K
1.3K $373K
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 35 Reductions 35 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