Centricity Wealth Management, LLC Purchases in Q1 2025

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
30
+ 60.0%
$42.18 - $45.16 $1.27K - $1.35K
80 $3.54M
STAG
Stag Industrial, Inc.

Real Estate
27
+ 20.0%
$32.39 - $37.07 $875 - $1K
162 $5.85M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20
+ 58.82%
$50.82 - $52.7 $1.02K - $1.05K
54 $2.84M
IQLT
Ishares Msci Intl Quality Fact

ETFs
20
+ 58.82%
$36.91 - $41.03 $738 - $821
54 $2.14M
AES
Aes Corp

Utilities
102
+ 10.36%
$9.93 - $13.23 $1.01K - $1.35K
1.09K $13.5M
SPYG
Spdr Portfolio

ETFs
12
+ 60.0%
$80.05 - $92.39 $961 - $1.11K
32 $2.57M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
180
+ 9.96%
$126.86 - $146.45 $22.8K - $26.4K
1.99K $253M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9
+ 60.0%
$51.52 - $52.37 $464 - $471
24 $1.26M
Lithium Argentina Ag
150
New
N/A
150 $321K
F
Ford Motor CO

Consumer Cyclical
7
+ 3.37%
$9.12 - $10.43 $63.8 - $73
215 $2.15M
IP
International Paper CO

Consumer Cyclical
4
+ 0.82%
$49.38 - $60.09 $198 - $240
492 $26.3M
HBAN
Huntington Bancshares Inc

Financial Services
3
+ 0.97%
$14.28 - $17.39 $42.8 - $52.2
313 $4.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7
+ 2.27%
$67.03 - $74.61 $469 - $522
315 $21.4M
DOW
Dow Inc.

Basic Materials
25
+ 5.81%
$34.36 - $41.92 $859 - $1.05K
455 $15.9M
PFE
Pfizer Inc

Healthcare
14
+ 0.46%
$25.01 - $27.13 $350 - $380
3.04K $76.9M
AXP
American Express CO

Financial Services
46
+ 7.92%
$255.39 - $325.87 $11.7K - $15K
627 $169M
MRK
Merck & Co., Inc.

Healthcare
25
+ 3.19%
$83.01 - $101.02 $2.08K - $2.53K
809 $72.6M
VGT
Vanguard Information Technolog

ETFs
173
+ 13.64%
$543.24 - $646.34 $94K - $112K
1.44K $782M
IVW
Ishares S&P 500 Growth ETF

ETFs
156
+ 5.66%
$92.45 - $106.69 $14.4K - $16.6K
2.91K $270M
CAT
Caterpillar Inc

Industrials
1
+ 0.21%
$326.75 - $407.63 $327 - $408
483 $159M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.08%
$347.25 - $424.87 $347 - $425
1.28K $470M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.04%
$250.16 - $278.79 $250 - $279
2.72K $691M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
146
+ 1.26%
$57.21 - $65.8 $8.35K - $9.61K
11.8K $687M
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.05%
$92.71 - $107.38 $185 - $215
4.09K $379M
PRK
Park National Corp

Financial Services
12
+ 0.53%
$151.4 - $174.01 $1.82K - $2.09K
2.28K $346M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
250
+ 3.48%
$102.49 - $119.96 $25.6K - $30K
7.43K $777M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 8.35%
$222.15 - $428.22 $7.78K - $15K
454 $118M
IVV
Ishares Core S&P 500 ETF

ETFs
204
+ 2.8%
$554.06 - $615.85 $113K - $126K
7.5K $4.21B
VTI
Vanguard Total Stock Market Et

ETFs
101
+ 0.98%
$271.18 - $303.12 $27.4K - $30.6K
10.5K $2.87B
AMZN
Amazon Com Inc

Consumer Cyclical
52
+ 0.82%
$190.26 - $242.06 $9.89K - $12.6K
6.41K $1.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
495
+ 1.79%
$507.05 - $563.67 $251K - $279K
28.2K $14.5B
Activity Summary
Buys All Purchases 82 New Holdings 9 Increased Positions 73 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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