Centricity Wealth Management, LLC New Holdings in Q4 2024

Centricity Wealth Management, LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
27
New
$285.5 - $335.62 $7.71K - $9.06K
27 $7.83M
STE
Steris PLC

Healthcare
38
New
$204.34 - $235.7 $7.76K - $8.96K
38 $7.81M
ZTS
Zoetis Inc.

Healthcare
47
New
$162.24 - $194.42 $7.63K - $9.14K
47 $7.66M
VNQ
Vanguard Specialized Funds Van

ETFs
85
New
$87.85 - $98.6 $7.47K - $8.38K
85 $7.57M
ROKU
Roku, Inc

Communication Services
100
New
$64.08 - $84.12 $6.41K - $8.41K
100 $7.43M
CPRT
Copart Inc

Consumer Cyclical
128
New
$51.36 - $63.8 $6.57K - $8.17K
128 $7.35M
FE
Firstenergy Corp

Utilities
183
New
$39.14 - $44.52 $7.16K - $8.15K
183 $7.28M
TD
Toronto Dominion Bank

Financial Services
136
New
$51.56 - $63.8 $7.01K - $8.68K
136 $7.24M
NUE
Nucor Corp

Basic Materials
62
New
$115.78 - $167.74 $7.18K - $10.4K
62 $7.24M
FITB
Fifth Third Bancorp

Financial Services
168
New
$41.76 - $48.44 $7.02K - $8.14K
168 $7.1M
BWXT
Bwx Technologies, Inc.

Industrials
61
New
$111.39 - $133.28 $6.79K - $8.13K
61 $6.8M
PALL
Abrdn Palladium ETF Trust

ETFs
80
New
$82.73 - $112.0 $6.62K - $8.96K
80 $6.68M
INTC
Intel Corp

Technology
330
New
$19.07 - $26.23 $6.29K - $8.66K
330 $6.62M
PNC
Pnc Financial Services Group, Inc.

Financial Services
34
New
$178.39 - $215.0 $6.07K - $7.31K
34 $6.56M
NTR
Nutrien Ltd.

Basic Materials
144
New
$44.04 - $50.78 $6.34K - $7.31K
144 $6.44M
TYL
Tyler Technologies Inc

Technology
11
New
$576.64 - $635.69 $6.34K - $6.99K
11 $6.34M
BOX
Box Inc

Technology
200
New
$31.6 - $35.65 $6.32K - $7.13K
200 $6.32M
Liberty Media Corp Del
67
New
N/A
67 $6.21M
HDB
Hdfc Bank LTD

Financial Services
96
New
$59.45 - $68.01 $5.71K - $6.53K
96 $6.13M
BKR
Baker Hughes CO

Energy
149
New
$35.98 - $44.88 $5.36K - $6.69K
149 $6.11M
MRNA
Moderna, Inc.

Healthcare
141
New
$36.85 - $63.93 $5.2K - $9.01K
141 $5.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
73
New
$80.13 - $83.77 $5.85K - $6.12K
73 $5.86M
CCL
Carnival Corp

Consumer Cyclical
235
New
$17.34 - $26.8 $4.07K - $6.3K
235 $5.86M
RSG
Republic Services, Inc.

Industrials
29
New
$198.0 - $218.75 $5.74K - $6.34K
29 $5.83M
PODD
Insulet Corp

Healthcare
22
New
$227.79 - $275.7 $5.01K - $6.07K
22 $5.74M
MCO
Moodys Corp

Financial Services
12
New
$454.04 - $500.88 $5.45K - $6.01K
12 $5.68M
JHS
John Hancock Income Securities Trust

Financial Services
500
New
$11.14 - $11.7 $5.57K - $5.85K
500 $5.6M
TCOM
Trip.Com Group LTD

Consumer Cyclical
80
New
$58.0 - $75.06 $4.64K - $6K
80 $5.49M
MSCI
Msci Inc.

Financial Services
9
New
$569.09 - $635.99 $5.12K - $5.72K
9 $5.4M
ICF
Ishares Tr

ETFs
88
New
$58.8 - $66.61 $5.17K - $5.86K
88 $5.3M
SCI
Service Corp International

Consumer Cyclical
66
New
$73.36 - $88.6 $4.84K - $5.85K
66 $5.27M
ROP
Roper Technologies Inc

Industrials
10
New
$519.85 - $575.95 $5.2K - $5.76K
10 $5.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
90
New
$53.94 - $58.15 $4.85K - $5.23K
90 $5.07M
HBAN
Huntington Bancshares Inc

Financial Services
310
New
$14.18 - $18.2 $4.4K - $5.64K
310 $5.05M
LBRDK
Liberty Broadband Corp

Communication Services
67
New
$74.72 - $101.4 $5.01K - $6.79K
67 $5.01M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
2.07K
New
$2.34 - $3.51 $4.84K - $7.26K
2.07K $5.01M
AVY
Avery Dennison Corp

Industrials
26
New
$186.26 - $220.48 $4.84K - $5.73K
26 $4.87M
Six Flags Entertainment Corp
100
New
N/A
100 $4.82M
MDT
Medtronic PLC

Healthcare
60
New
$79.61 - $92.24 $4.78K - $5.53K
60 $4.79M
Liberty Media Corp Del
69
New
N/A
69 $4.7M
IR
Ingersoll Rand Inc.

Industrials
51
New
$90.46 - $105.35 $4.61K - $5.37K
51 $4.61M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
250
New
$18.17 - $23.45 $4.54K - $5.86K
250 $4.59M
STAG
Stag Industrial, Inc.

Real Estate
135
New
$33.22 - $39.1 $4.48K - $5.28K
135 $4.58M
MPW
Medical Properties Trust Inc

Real Estate
1.13K
New
$3.72 - $5.77 $4.2K - $6.51K
1.13K $4.46M
GWRE
Guidewire Software, Inc.

Technology
26
New
$168.58 - $207.12 $4.38K - $5.39K
26 $4.38M
O
Realty Income Corp

Real Estate
81
New
$51.76 - $64.71 $4.19K - $5.24K
81 $4.33M
DEO
Diageo PLC

Consumer Defensive
34
New
$118.0 - $139.88 $4.01K - $4.76K
34 $4.32M
HLN
Haleon PLC

Healthcare
445
New
$9.23 - $10.71 $4.11K - $4.77K
445 $4.25M
DGX
Quest Diagnostics Inc

Healthcare
28
New
N/A
28 $4.22M
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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