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
UNH
Unitedhealth Group Inc

Healthcare
80
+ 9.69%
$461.52 - $548.18 $36.9K - $43.9K
906 $474K
CAG
Conagra Brands Inc.

Consumer Defensive
2.65K
+ 18.03%
$23.9 - $27.67 $63.3K - $73.3K
17.3K $462K
STX
Seagate Technology Holdings PLC

Technology
698
+ 22.85%
$84.92 - $108.42 $59.3K - $75.7K
3.75K $318K
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
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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
491
+ 10.68%
$47.6 - $51.91 $23.4K - $25.5K
5.09K $245K
IVZ
Invesco Ltd.

Financial Services
4.71K
+ 22.75%
$14.82 - $19.34 $69.8K - $91.1K
25.4K $385K
MA
Mastercard Inc

Financial Services
22
+ 4.91%
$504.67 - $576.31 $11.1K - $12.7K
470 $257K
PRU
Prudential Financial Inc

Financial Services
442
+ 10.29%
$105.04 - $122.33 $46.4K - $54.1K
4.74K $529K
IWR
Ishares Russell Mid Cap ETF

ETFs
756
+ 5.74%
$82.81 - $92.93 $62.6K - $70.3K
13.9K $1.18M
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
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 6.07%
$347.25 - $424.87 $12.2K - $14.9K
612 $224K
First Tr Exchange Traded Fd
67.2K
+ 72.71%
N/A
160K $0
Blackrock ETF Trust Ii
4.27K
+ 27.77%
N/A
19.6K $0
CGMS
Capital Grp Core Plus Income E
22.5K
+ 61.06%
N/A
59.4K $0
FTGS
First Tr Exchange Traded Fd Gr
23.6K
+ 126.35%
N/A
42.3K $0
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
LYB
Lyondell Basell Industries N.V.

Basic Materials
223
+ 4.42%
$69.82 - $78.67 $15.6K - $17.5K
5.27K $370K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$84.5 - $105.05 $84.5 - $105
2.94K $258K
EIX
Edison International

Utilities
2K
+ 33.57%
$50.06 - $80.01 $99.9K - $160K
7.94K $467K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.91%
$507.05 - $563.67 $2.03K - $2.25K
445 $228K
ET
Energy Transfer LP

Energy
154
+ 1.33%
$17.26 - $21.08 $2.66K - $3.25K
11.8K $218K
MRK
Merck & Co., Inc.

Healthcare
402
+ 8.29%
$83.01 - $101.02 $33.4K - $40.6K
5.25K $471K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
113
+ 8.71%
$254.58 - $302.92 $28.8K - $34.2K
1.41K $360K
OSBC
Old Second Bancorp Inc

Financial Services
46
+ 0.27%
$16.18 - $19.4 $744 - $892
17.3K $287K
FDIS
Fidelity Covington Tr Msci Con

ETFs
344
+ 7.82%
$82.77 - $101.84 $28.5K - $35K
4.74K $400K
AVSC
American Centy ETF Tr Avantis
1.38K
+ 7.87%
$48.08 - $56.12 $66.5K - $77.6K
18.9K $916K
ETN
Eaton Corp PLC

Industrials
59
+ 6.2%
$271.83 - $371.23 $16K - $21.9K
1.01K $274K
TSLA
Tesla, Inc.

Consumer Cyclical
593
+ 43.99%
$222.15 - $428.22 $132K - $254K
1.94K $503K
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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