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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
34
+ 6.97%
$417.69 - $450.94 $14.2K - $15.3K
522 $222K
PM
Philip Morris International Inc.

Consumer Defensive
164
+ 3.84%
$118.38 - $133.06 $19.4K - $21.8K
4.44K $533K
MCD
Mcdonalds Corp

Consumer Cyclical
163
+ 7.39%
$288.47 - $316.54 $47K - $51.6K
2.37K $686K
KMB
Kimberly Clark Corp

Consumer Defensive
473
+ 11.1%
$130.37 - $146.09 $61.7K - $69.1K
4.73K $620K
AVSC
American Centy ETF Tr Avantis
126
+ 0.72%
$52.7 - $59.57 $6.64K - $7.51K
17.6K $954K
PFE
Pfizer Inc

Healthcare
2.49K
+ 11.25%
$24.8 - $30.19 $61.8K - $75.2K
24.6K $653K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.8K
+ 16.93%
$27.09 - $32.06 $48.8K - $57.7K
12.4K $348K
FLRG
Fidelity Covington Tr U S Mult

ETFs
427
+ 0.62%
$33.66 - $35.72 $14.4K - $15.3K
69.6K $2.35M
VZ
Verizon Communications Inc

Communication Services
2.44K
+ 13.94%
$39.6 - $45.21 $96.7K - $110K
20K $797K
PFG
Principal Financial Group Inc

Financial Services
490
+ 14.24%
$74.91 - $91.26 $36.7K - $44.7K
3.93K $304K
SON
Sonoco Products CO

Consumer Cyclical
851
+ 14.99%
$48.6 - $54.89 $41.4K - $46.7K
6.53K $318K
FE
Firstenergy Corp

Utilities
1.02K
+ 13.6%
$39.14 - $44.52 $40K - $45.5K
8.54K $339K
EIX
Edison International

Utilities
565
+ 10.51%
$77.93 - $88.36 $44K - $49.9K
5.94K $474K
AEP
American Electric Power CO Inc

Utilities
535
+ 12.52%
$90.91 - $102.21 $48.6K - $54.7K
4.81K $443K
ATR
Aptargroup, Inc.

Healthcare
47
+ 3.69%
$156.73 - $176.15 $7.37K - $8.28K
1.32K $207K
PEG
Public Service Enterprise Group Inc

Utilities
406
+ 6.38%
$81.87 - $94.51 $33.2K - $38.4K
6.77K $572K
IAU
Ishares Gold Trust

ETFs
36
+ 0.77%
$48.37 - $52.65 $1.74K - $1.9K
4.74K $234K
FTGS
First Tr Exchange Traded Fd Gr
5.83K
+ 45.41%
N/A
18.7K $0
IBM
International Business Machines Corp

Technology
55
+ 0.55%
$204.9 - $238.04 $11.3K - $13.1K
9.99K $2.2M
First Tr Exchange Traded Fd
64.4K
+ 230.23%
N/A
92.4K $0
CGMS
Capital Grp Core Plus Income E
25.4K
+ 220.7%
N/A
36.9K $0
JNJ
Johnson & Johnson

Healthcare
204
+ 11.56%
$143.34 - $165.86 $29.2K - $33.8K
1.97K $284K
CAG
Conagra Brands Inc.

Consumer Defensive
2.12K
+ 16.85%
$26.48 - $32.72 $56.1K - $69.4K
14.7K $407K
F
Ford Motor CO

Consumer Cyclical
3.13K
+ 6.53%
$9.69 - $11.4 $30.4K - $35.7K
51.1K $505K
PG
Procter & Gamble CO

Consumer Defensive
122
+ 3.09%
$161.05 - $179.7 $19.6K - $21.9K
4.07K $683K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
199
+ 1.47%
$10.26 - $10.82 $2.04K - $2.15K
13.7K $142K
WSO
Watsco Inc

Industrials
22
+ 3.01%
$466.57 - $568.78 $10.3K - $12.5K
754 $357K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
276
+ 4.4%
$48.17 - $53.38 $13.3K - $14.7K
6.54K $319K
FNF
Fidelity National Financial, Inc.

Financial Services
481
+ 8.8%
$55.19 - $63.83 $26.5K - $30.7K
5.94K $333K
XLE
Energy Sector Spdr

ETFs
9
+ 0.29%
$83.32 - $97.27 $750 - $875
3.09K $264K
SUN
Sunoco LP

Energy
74
+ 1.66%
$50.8 - $56.82 $3.76K - $4.2K
4.52K $232K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
35
+ 0.69%
$70.31 - $77.39 $2.46K - $2.71K
5.12K $359K
DTE
Dte Energy CO

Utilities
277
+ 5.19%
$117.04 - $129.77 $32.4K - $35.9K
5.62K $678K
MRK
Merck & Co., Inc.

Healthcare
526
+ 12.16%
$96.31 - $114.76 $50.7K - $60.4K
4.85K $482K
HPQ
Hp Inc

Technology
558
+ 5.82%
$32.46 - $39.3 $18.1K - $21.9K
10.2K $331K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
221
+ 5.05%
$47.92 - $55.17 $10.6K - $12.2K
4.6K $221K
XOM
Exxon Mobil Corp

Energy
291
+ 4.94%
$105.51 - $125.37 $30.7K - $36.5K
6.18K $665K
LYB
Lyondell Basell Industries N.V.

Basic Materials
861
+ 20.59%
$72.97 - $96.75 $62.8K - $83.3K
5.04K $374K
OMC
Omnicom Group Inc.

Communication Services
589
+ 13.29%
$85.82 - $105.47 $50.5K - $62.1K
5.02K $432K
STX
Seagate Technology Holdings PLC

Technology
348
+ 12.86%
$86.31 - $112.64 $30K - $39.2K
3.06K $263K
BBY
Best Buy CO Inc

Consumer Cyclical
403
+ 10.21%
$85.2 - $101.35 $34.3K - $40.8K
4.35K $373K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
288
+ 2.8%
$33.77 - $44.09 $9.73K - $12.7K
10.6K $358K
AMGN
Amgen Inc

Healthcare
83
+ 6.57%
$258.78 - $328.31 $21.5K - $27.2K
1.35K $351K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.23%
$485.52 - $625.25 $4.86K - $6.25K
826 $417K
FMC
Fmc Corp

Basic Materials
1.07K
+ 16.11%
$47.86 - $66.62 $51.3K - $71.4K
7.72K $375K
NEM
Newmont Corp

Basic Materials
666
+ 8.87%
$37.0 - $58.68 $24.6K - $39.1K
8.18K $304K
SLV
I Shares Silver Trust

ETFs
154
+ 0.28%
$26.33 - $31.74 $4.05K - $4.89K
54.9K $1.44M
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
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