Centennial Wealth Advisory LLC Reduced Holdings in Q1 2025

Centennial Wealth Advisory LLC

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-123K
- 49.1%
$80.05 - $92.39 $9.83M - $11.4M
127K $10.2M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-37.5K
- 8.15%
$29.68 - $32.59 $1.11M - $1.22M
422K $12.6M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-41.7K
- 7.14%
$23.53 - $25.24 $981K - $1.05M
542K $12.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-13.4K
- 75.34%
$75.47 - $84.24 $1.01M - $1.13M
4.39K $338K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.3K
- 0.27%
$29.34 - $31.31 $38.1K - $40.7K
480K $14.3M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.97K
- 41.57%
$124.46 - $147.4 $245K - $290K
2.77K $393K
IP
International Paper CO

Consumer Cyclical
-3.65K
- 27.73%
$49.38 - $60.09 $180K - $219K
9.51K $507K
PFE
Pfizer Inc

Healthcare
-2.59K
- 10.51%
$25.01 - $27.13 $64.7K - $70.2K
22K $558K
CMA
Comerica Inc

Financial Services
-1.32K
- 24.2%
$56.11 - $68.38 $73.8K - $89.9K
4.12K $243K
NI
Nisource Inc.

Utilities
-3.88K
- 19.84%
$35.57 - $41.23 $138K - $160K
15.7K $628K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-656
- 12.79%
$91.45 - $91.75 $60K - $60.2K
4.48K $410K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 8.57%
$551.42 - $612.93 $32K - $35.5K
619 $346K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-506
- 17.8%
$94.86 - $97.12 $48K - $49.1K
2.34K $222K
SHV
Ishares Tr

ETFs
-393
- 9.74%
$110.11 - $110.51 $43.3K - $43.4K
3.64K $402K
IEFA
Ishares Tr

ETFs
-910
- 16.41%
$69.57 - $78.65 $63.3K - $71.6K
4.63K $350K
SHW
Sherwin Williams CO

Basic Materials
-140
- 8.75%
$330.16 - $365.55 $46.2K - $51.2K
1.46K $509K
HYG
Ishares Tr

ETFs
-265
- 3.94%
$78.51 - $80.11 $20.8K - $21.2K
6.46K $509K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-31
- 5.94%
$408.78 - $448.82 $12.7K - $13.9K
491 $206K
NRG
Nrg Energy, Inc.

Utilities
-338
- 6.75%
$84.82 - $113.33 $28.7K - $38.3K
4.67K $445K
American Centy ETF Tr
-754
- 13.39%
N/A
4.88K $0
ETR
Entergy Corp

Utilities
-508
- 6.48%
$75.26 - $87.89 $38.2K - $44.6K
7.34K $627K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-353
- 3.34%
$34.58 - $45.97 $12.2K - $16.2K
10.2K $469K
SLV
I Shares Silver Trust

ETFs
-1.09K
- 1.99%
$26.93 - $31.32 $29.4K - $34.1K
53.8K $1.67M
IBM
International Business Machines Corp

Technology
-86
- 0.86%
$217.4 - $264.74 $18.7K - $22.8K
9.9K $2.46M
GLD
Spdr Gold Trust

ETFs
-228
- 2.69%
$243.19 - $288.14 $55.4K - $65.7K
8.24K $2.37M
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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