Centennial Wealth Advisory LLC Portfolio Holdings
Centennial Wealth Advisory LLC
- $261 Million
- Q1 2025
Centennial Wealth Advisory LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $261 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exc Trd Fd Viii Ft Cb with a value of $44.5M, Ishares Core S&P 500 ETF with a value of $24.5M, American Centy ETF Tr Avantis with a value of $19M, Ft Exch Trd Fd Viii Cboe Vest with a value of $14.3M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $14.3M.
Examining the 13F form we can see an increase of $11M in the current position value, from $250M to 261M.
Below you can find more details about Centennial Wealth Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 146
- Current Value $261 Million
- Prior Value $250 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 12 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 26 stocks