Centric Wealth Management Portfolio Holdings
Centric Wealth Management
- $357 Million
- Q1 2025
Centric Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $37.7M, Spdr Portfolio Short Term Trea with a value of $15.4M, Apple Inc. with a value of $14.3M, Hartford Fds Exchange Traded T with a value of $11.6M, and Pacer Fds Tr Lunt Large Cap Mu with a value of $9.21M.
Examining the 13F form we can see an increase of $6.4M in the current position value, from $350M to 357M.
Below you can find more details about Centric Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $118 Million
Industrials: $59.8 Million
Technology: $43 Million
Healthcare: $29.5 Million
Financial Services: $29.3 Million
Consumer Cyclical: $22.2 Million
Consumer Defensive: $14.7 Million
Energy: $11.2 Million
Other: $7.32 Million