Centennial Wealth Advisory LLC New Holdings in Q3 2024

Centennial Wealth Advisory LLC

  • $253 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWX
Ishares Tr Russell 200 Value E

ETFs
80.8K
New
$74.49 - $81.27 $6.02M - $6.56M
80.8K $6.56M
HDV
Ishares Core High Dividend ETF

ETFs
32.6K
New
$107.62 - $118.76 $3.51M - $3.87M
32.6K $3.83M
MBB
Ishares Tr

ETFs
36.2K
New
$90.85 - $96.66 $3.29M - $3.5M
36.2K $3.47M
FLRG
Fidelity Covington Tr U S Mult

ETFs
69.2K
New
$30.72 - $33.86 $2.12M - $2.34M
69.2K $2.34M
SPTL
Spdr Portfolio Long Term Treas

ETFs
79.5K
New
$26.69 - $29.87 $2.12M - $2.38M
79.5K $2.31M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
48.7K
New
$23.04 - $23.97 $1.12M - $1.17M
48.7K $1.16M
AVSC
American Centy ETF Tr Avantis
17.4K
New
$49.07 - $56.13 $856K - $979K
17.4K $941K
IEFA
Ishares Tr

ETFs
8.36K
New
$70.09 - $78.74 $586K - $658K
8.36K $652K
SHW
Sherwin Williams CO

Basic Materials
1.6K
New
$294.65 - $384.0 $471K - $614K
1.6K $610K
AVGO
Broadcom Inc.

Technology
2.43K
New
$136.27 - $1745.86 $331K - $4.24M
2.43K $419K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.42K
New
$178.94 - $207.0 $254K - $293K
1.42K $284K
LLY
Eli Lilly & CO

Healthcare
301
New
$772.14 - $960.02 $232K - $289K
301 $266K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
4.38K
New
$48.71 - $54.57 $213K - $239K
4.38K $237K
WMT
Walmart Inc.

Consumer Defensive
2.94K
New
$66.91 - $81.4 $197K - $240K
2.94K $237K
FVD
First Tr Value Line Divid Inde

ETFs
5.2K
New
$40.45 - $45.49 $210K - $236K
5.2K $236K
AMD
Advanced Micro Devices Inc

Technology
1.36K
New
$128.67 - $183.96 $175K - $250K
1.36K $222K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
488
New
$386.81 - $423.12 $189K - $206K
488 $206K
WFC
Wells Fargo & Company

Financial Services
3.66K
New
$51.58 - $60.97 $189K - $223K
3.66K $206K
ATR
Aptargroup, Inc.

Healthcare
1.27K
New
$138.54 - $160.11 $176K - $204K
1.27K $203K
RDVY
First Trust Rising Dividend Ac

ETFs
3.42K
New
$53.68 - $59.24 $183K - $202K
3.42K $202K
DEO
Diageo PLC

Consumer Defensive
1.44K
New
$120.02 - $140.77 $172K - $202K
1.44K $201K
NEOV
Neo Volta Inc.

Industrials
10.1K
New
$2.28 - $3.69 $23K - $37.3K
10.1K $31K
FTGS
First Tr Exchange Traded Fd Gr
12.8K
New
N/A
12.8K $0
CGMS
Capital Grp Core Plus Income E
11.5K
New
N/A
11.5K $0
First Tr Exchange Traded Fd
10.3K
New
N/A
10.3K $0
American Centy ETF Tr
8.76K
New
N/A
8.76K $0
First Tr Exchange Traded Fd
28K
New
N/A
28K $0
Activity Summary
Buys All Purchases 114 New Holdings 28 Increased Positions 86 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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