Centennial Wealth Advisory LLC Incresed Positions in Q1 2025

Centennial Wealth Advisory LLC

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
29.5K
+ 208.29%
$554.06 - $615.85 $16.3M - $18.1M
43.6K $24.5M
AVIG
American Centy ETF Tr Avantis

ETFs
106K
+ 30.05%
$40.06 - $41.55 $4.25M - $4.4M
459K $19M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22.7K
+ 49.79%
$91.76 - $103.26 $2.08M - $2.34M
68.3K $6.32M
MBB
Ishares Tr

ETFs
8.93K
+ 30.11%
$90.37 - $94.08 $807K - $840K
38.6K $3.62M
RDVY
First Trust Rising Dividend Ac

ETFs
12.6K
+ 245.11%
$57.22 - $63.39 $718K - $796K
17.7K $1.03M
SPTL
Spdr Portfolio Long Term Treas

ETFs
22.2K
+ 34.03%
$25.54 - $27.64 $566K - $613K
87.3K $2.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12.7K
+ 54.64%
$48.31 - $49.23 $612K - $624K
35.9K $1.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.53K
+ 7.26%
$49.78 - $53.19 $375K - $400K
111K $5.68M
MO
Altria Group, Inc.

Consumer Defensive
3.94K
+ 22.52%
$50.81 - $60.02 $200K - $237K
21.5K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
1.19K
+ 26.74%
$117.15 - $158.79 $139K - $188K
5.62K $892K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.33K
+ 112.66%
$76.77 - $82.22 $333K - $356K
8.18K $649K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
10K
+ 23.06%
$21.93 - $23.2 $219K - $232K
53.4K $1.22M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.55K
+ 5.87%
$114.57 - $118.14 $177K - $183K
27.9K $3.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 70.11%
$192.82 - $222.1 $276K - $318K
3.47K $670K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 3.67%
$442.66 - $534.52 $38.5K - $46.5K
2.46K $1.31M
DTE
Dte Energy CO

Utilities
893
+ 15.9%
$117.6 - $138.27 $105K - $123K
6.51K $899K
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 25.11%
$90.32 - $109.27 $109K - $132K
6.01K $657K
VZ
Verizon Communications Inc

Communication Services
1.97K
+ 9.87%
$37.81 - $46.49 $74.5K - $91.6K
21.9K $994K
PEG
Public Service Enterprise Group Inc

Utilities
2.37K
+ 34.98%
$78.2 - $90.39 $185K - $214K
9.14K $752K
LGOV
First Tr ETF Iv Long Duration

ETFs
6.62K
+ 12.65%
$20.41 - $21.7 $135K - $144K
59K $1.27M
LNT
Alliant Energy Corp

Utilities
2.15K
+ 30.35%
$56.66 - $66.04 $122K - $142K
9.24K $594K
NEM
Newmont Corp

Basic Materials
1.66K
+ 20.35%
$37.79 - $48.39 $62.9K - $80.5K
9.84K $475K
WEC
Wec Energy Group, Inc.

Utilities
1.01K
+ 25.29%
$92.12 - $108.98 $93.1K - $110K
5.01K $545K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.05K
+ 1.28%
$22.19 - $22.84 $179K - $184K
636K $14.3M
OGE
Oge Energy Corp.

Utilities
2.63K
+ 29.84%
$39.76 - $46.32 $105K - $122K
11.5K $526K
CMS
Cms Energy Corp

Utilities
1.16K
+ 14.06%
$64.99 - $75.11 $75.3K - $87.1K
9.4K $706K
PPL
Ppl Corp

Utilities
2.95K
+ 23.13%
$31.68 - $36.11 $93.3K - $106K
15.7K $566K
XOM
Exxon Mobil Corp

Energy
664
+ 10.74%
$105.44 - $118.93 $70K - $79K
6.85K $814K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.73K
+ 23.32%
$77.91 - $92.26 $213K - $252K
14.4K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
243
+ 10.26%
$279.74 - $321.29 $68K - $78.1K
2.61K $815K
AMGN
Amgen Inc

Healthcare
192
+ 14.25%
$258.59 - $327.36 $49.6K - $62.9K
1.54K $479K
CVX
Chevron Corp

Energy
232
+ 5.88%
$146.71 - $167.97 $34K - $39K
4.18K $699K
FLRG
Fidelity Covington Tr U S Mult

ETFs
4.92K
+ 7.07%
$32.37 - $35.77 $159K - $176K
74.5K $2.47M
CFG
Citizens Financial Group Inc

Financial Services
3.67K
+ 29.15%
$39.73 - $48.36 $146K - $178K
16.3K $666K
D
Dominion Energy, Inc

Utilities
1.65K
+ 19.37%
$52.85 - $57.43 $87.4K - $94.9K
10.2K $571K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.28K
+ 28.43%
$48.02 - $53.02 $110K - $121K
10.3K $510K
META
Meta Platforms, Inc.

Communication Services
222
+ 10.13%
$576.36 - $736.67 $128K - $164K
2.41K $1.39M
FE
Firstenergy Corp

Utilities
2.26K
+ 26.5%
$37.95 - $43.5 $85.8K - $98.4K
10.8K $436K
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
PFG
Principal Financial Group Inc

Financial Services
566
+ 14.4%
$76.34 - $89.04 $43.2K - $50.4K
4.5K $379K
JNJ
Johnson & Johnson

Healthcare
197
+ 10.01%
$142.06 - $167.7 $28K - $33K
2.17K $359K
RF
Regions Financial Corp

Financial Services
5.04K
+ 24.99%
$20.84 - $24.77 $105K - $125K
25.2K $547K
TFC
Truist Financial Corp

Financial Services
2.41K
+ 20.16%
$39.48 - $48.15 $95.1K - $116K
14.4K $591K
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
OKE
Oneok Inc

Energy
641
+ 11.76%
$89.57 - $109.85 $57.4K - $70.4K
6.09K $604K
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
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