Centric Wealth Management Incresed Positions in Q3 2024

Centric Wealth Management

  • $383 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
1.1K
+ 5.06%
$11.45 - $13.06 $12.5K - $14.3K
22.7K $273K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.11%
$261.88 - $288.1 $262 - $288
940 $265K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.15%
$175.46 - $203.3 $526 - $610
2.03K $410K
ILDR
First Tr Exchange Traded Fd Vi
334
+ 3.71%
$20.96 - $24.49 $7K - $8.18K
9.34K $227K
MMLG
First Tr Exc Viii First Multi

Technology
466
+ 4.39%
$24.97 - $29.01 $11.6K - $13.5K
11.1K $314K
CPII
Tidal ETF Tr Ionic Inflation P

ETFs
985
+ 5.8%
$18.98 - $19.61 $18.7K - $19.3K
18K $346K
Madison Etfs Trust
1.84K
+ 4.31%
N/A
44.6K $0
Cambria ETF Tr
632
+ 4.24%
N/A
15.5K $0
Capitol Ser Tr
8.32K
+ 100.59%
N/A
16.6K $0
Tidal Tr Ii
529
+ 3.96%
N/A
13.9K $0
First Tr Exchng Traded Fd Vi
922
+ 4.98%
N/A
19.5K $0
CRPT
First Tr ETF Fd Viii Skybridge
406
+ 2.42%
$9.75 - $16.23 $3.96K - $6.59K
17.2K $214K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
99
+ 0.41%
$27.93 - $29.14 $2.77K - $2.88K
24.4K $687K
AMZN
Amazon Com Inc

Consumer Cyclical
716
+ 3.18%
$161.02 - $200.0 $115K - $143K
23.2K $4.32M
SCHW
Schwab Charles Corp

Financial Services
14
+ 0.37%
$61.74 - $76.08 $864 - $1.07K
3.76K $243K
MAIA
Maia Biotechnology, Inc.

Healthcare
21
+ 0.03%
$2.54 - $3.87 $53.3 - $81.3
68.2K $191K
SWKS
Skyworks Solutions, Inc.

Technology
1.11K
+ 5.67%
$96.22 - $120.68 $107K - $134K
20.6K $2.04M
NTAP
Net App, Inc.

Technology
693
+ 2.68%
$114.18 - $134.62 $79.1K - $93.3K
26.6K $3.28M
SM
Sm Energy CO

Energy
3.4K
+ 5.46%
$38.07 - $47.26 $129K - $161K
65.7K $2.62M
GOOGL
Alphabet Inc.

Communication Services
97
+ 1.23%
$148.65 - $191.18 $14.4K - $18.5K
7.97K $1.32M
GOOG
Alphabet Inc.

Communication Services
41
+ 0.44%
$149.54 - $192.66 $6.13K - $7.9K
9.37K $1.57M
MRK
Merck & Co., Inc.

Healthcare
379
+ 1.62%
$111.15 - $128.97 $42.1K - $48.9K
23.8K $2.71M
MSFT
Microsoft Corp

Technology
112
+ 0.7%
$395.15 - $467.56 $44.3K - $52.4K
16.2K $6.95M
VLO
Valero Energy Corp

Energy
585
+ 3.77%
$132.81 - $163.48 $77.7K - $95.6K
16.1K $2.18M
AMAT
Applied Materials Inc

Technology
574
+ 3.1%
$174.88 - $254.97 $100K - $146K
19.1K $3.86M
Activity Summary
Buys All Purchases 111 New Holdings 35 Increased Positions 76 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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