Centricity Wealth Management, LLC Purchases in Q4 2024

Centricity Wealth Management, LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
46
New
$437.39 - $552.96 $20.1K - $25.4K
46 $20.5M
SPGI
S&P Global Inc.

Financial Services
41
New
$480.36 - $529.17 $19.7K - $21.7K
41 $20.4M
NVS
Novartis Ag

Healthcare
202
New
$96.78 - $117.18 $19.5K - $23.7K
202 $19.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
250
New
$77.23 - $82.11 $19.3K - $20.5K
250 $19.4M
CAH
Cardinal Health Inc

Healthcare
164
New
$107.89 - $125.33 $17.7K - $20.6K
164 $19.4M
XAR
Spdr S&P Aerospace & Defense E

ETFs
115
New
$153.8 - $176.52 $17.7K - $20.3K
115 $19.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
300
New
$63.27 - $70.31 $19K - $21.1K
300 $19M
RIO
Rio Tinto PLC

Basic Materials
321
New
$58.59 - $71.15 $18.8K - $22.8K
321 $18.9M
TFC
Truist Financial Corp

Financial Services
431
New
$41.51 - $48.1 $17.9K - $20.7K
431 $18.7M
UL
Unilever PLC

Consumer Defensive
329
New
$56.7 - $64.64 $18.7K - $21.3K
329 $18.7M
RACE
Ferrari N.V.

Consumer Cyclical
43
New
$422.83 - $490.34 $18.2K - $21.1K
43 $18.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
264
New
$66.77 - $71.52 $17.6K - $18.9K
264 $18.2M
SMR
Nuscale Power Corp

Industrials
1K
New
$11.69 - $30.21 $11.7K - $30.2K
1K $17.9M
CRM
Salesforce, Inc.

Technology
53
New
$270.87 - $367.87 $14.4K - $19.5K
53 $17.7M
VUG
Vanguard Growth ETF

ETFs
43
New
$378.79 - $428.11 $16.3K - $18.4K
43 $17.6M
Fidelity Covington Trust
637
New
N/A
637 $17.5M
RY
Royal Bank Of Canada

Financial Services
145
New
$119.72 - $128.02 $17.4K - $18.6K
145 $17.5M
DOW
Dow Inc.

Basic Materials
430
New
$39.1 - $55.34 $16.8K - $23.8K
430 $17.3M
IXJ
Ishares Global Healthcare ETF

ETFs
200
New
$85.65 - $98.34 $17.1K - $19.7K
200 $17.2M
FDX
Fedex Corp

Industrials
61
New
$260.5 - $305.15 $15.9K - $18.6K
61 $17.2M
Canadian Pacific Kansas City
237
New
N/A
237 $17.2M
URI
United Rentals, Inc.

Industrials
24
New
$704.44 - $880.32 $16.9K - $21.1K
24 $16.9M
Rb Global Inc
185
New
N/A
185 $16.7M
NXPI
Nxp Semiconductors N.V.

Technology
80
New
$207.27 - $255.58 $16.6K - $20.4K
80 $16.6M
MKC
Mccormick & CO Inc

Consumer Defensive
218
New
$73.97 - $84.09 $16.1K - $18.3K
218 $16.6M
COIN
Coinbase Global, Inc.

Technology
65
New
$163.17 - $343.62 $10.6K - $22.3K
65 $16.1M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
98
New
$131.85 - $172.52 $12.9K - $16.9K
98 $16.1M
MA
Mastercard Inc

Financial Services
30
New
$491.3 - $536.15 $14.7K - $16.1K
30 $15.8M
PM
Philip Morris International Inc.

Consumer Defensive
130
New
$118.38 - $133.06 $15.4K - $17.3K
130 $15.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
205
New
$75.95 - $88.05 $15.6K - $18.1K
205 $15.6M
MPWR
Monolithic Power Systems Inc

Technology
26
New
$560.06 - $942.58 $14.6K - $24.5K
26 $15.4M
SO
Southern CO

Utilities
180
New
$81.5 - $94.15 $14.7K - $16.9K
180 $14.8M
MAR
Marriott International Inc

Consumer Cyclical
53
New
$246.06 - $292.59 $13K - $15.5K
53 $14.8M
KEYS
Keysight Technologies, Inc.

Technology
92
New
$149.01 - $172.53 $13.7K - $15.9K
92 $14.8M
AFL
Aflac Inc

Financial Services
141
New
$100.37 - $115.27 $14.2K - $16.3K
141 $14.6M
RHI
Robert Half International Inc.

Industrials
206
New
$65.55 - $76.8 $13.5K - $15.8K
206 $14.5M
PSA
Public Storage

Real Estate
48
New
$289.33 - $360.21 $13.9K - $17.3K
48 $14.4M
TMUS
T Mobile Us, Inc.

Communication Services
65
New
$206.1 - $246.94 $13.4K - $16.1K
65 $14.3M
ZG
Zillow Group, Inc.

Communication Services
200
New
$56.08 - $82.33 $11.2K - $16.5K
200 $14.2M
TRMB
Trimble Inc.

Technology
200
New
$60.21 - $75.4 $12K - $15.1K
200 $14.1M
MO
Altria Group, Inc.

Consumer Defensive
262
New
$49.06 - $57.74 $12.9K - $15.1K
262 $13.7M
ADI
Analog Devices Inc

Technology
64
New
$206.35 - $236.48 $13.2K - $15.1K
64 $13.6M
TRV
Travelers Companies, Inc.

Financial Services
56
New
$225.97 - $266.66 $12.7K - $14.9K
56 $13.5M
ADSK
Autodesk, Inc.

Technology
45
New
N/A
45 $13.3M
SNPS
Synopsys Inc

Technology
27
New
$485.36 - $588.0 $13.1K - $15.9K
27 $13.1M
AZN
Astrazeneca PLC

Healthcare
200
New
$63.2 - $79.58 $12.6K - $15.9K
200 $13.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
126
New
$101.82 - $114.06 $12.8K - $14.4K
126 $13M
TPR
Tapestry, Inc.

Consumer Cyclical
196
New
$43.54 - $66.18 $8.53K - $13K
196 $12.8M
GIS
General Mills Inc

Consumer Defensive
200
New
$62.78 - $74.62 $12.6K - $14.9K
200 $12.8M
Activity Summary
Buys All Purchases 454 New Holdings 454 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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