Centricity Wealth Management, LLC Sells in Q1 2025

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.94K
- 25.01%
$27.01 - $28.54 $269K - $284K
29.8K $833M
NVDA
Nvidia Corp

Technology
-376
- 5.53%
$106.98 - $149.43 $40.2K - $56.2K
6.43K $696M
AAPL
Apple Inc.

Technology
-185
- 3.41%
$209.68 - $247.1 $38.8K - $45.7K
5.24K $1.16B
AVGO
Broadcom Inc.

Technology
-25
- 1.27%
$167.43 - $244.7 $4.19K - $6.12K
1.95K $326M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.04%
$551.42 - $612.93 $1.1K - $1.23K
4.88K $2.73B
ETN
Eaton Corp PLC

Industrials
-202
- 34.59%
$271.83 - $371.23 $54.9K - $75K
382 $104M
VOT
Vanguard Mid Cap Growth Index

ETFs
-284
- 37.42%
$237.72 - $276.98 $67.5K - $78.7K
475 $116M
XLK
Technology Sector Spdr

ETFs
-48
- 1.96%
$206.38 - $242.18 $9.91K - $11.6K
2.41K $497M
VTWO
Vanguard Russell 2000 ETF

ETFs
-297
- 6.43%
$80.08 - $92.93 $23.8K - $27.6K
4.32K $348M
DHR
Danaher Corp

Healthcare
-138
- 14.11%
$201.62 - $250.59 $27.8K - $34.6K
840 $172M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.05K
- 38.7%
$42.5 - $46.71 $44.7K - $49.1K
1.67K $75.4M
WMT
Walmart Inc.

Consumer Defensive
-292
- 6.56%
$84.5 - $105.05 $24.7K - $30.7K
4.16K $365M
TGT
Target Corp

Consumer Defensive
-127
- 17.89%
$103.65 - $142.5 $13.2K - $18.1K
583 $60.8M
ASML
Asml Holding Nv

Technology
-25
- 10.96%
$662.63 - $776.99 $16.6K - $19.4K
203 $135M
TIP
Ishares Tr Tips Bd ETF

ETFs
-204
- 26.49%
$106.22 - $110.65 $21.7K - $22.6K
566 $62.9M
ADBE
Adobe Inc.

Technology
-38
- 82.61%
$377.84 - $464.11 $14.4K - $17.6K
8 $3.07M
CARR
Carrier Global Corp

Industrials
-161
- 22.64%
$62.07 - $70.55 $9.99K - $11.4K
550 $34.9M
TWLO
Twilio Inc

Communication Services
-87
- 21.59%
$94.9 - $148.35 $8.26K - $12.9K
316 $30.9M
Ge Vernova Inc
-19
- 6.88%
N/A
257 $78.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-22
- 13.84%
$161.05 - $222.93 $3.54K - $4.9K
137 $25.1M
CMCSA
Comcast Corp

Communication Services
-201
- 7.43%
$33.19 - $38.23 $6.67K - $7.68K
2.51K $92.5M
NVS
Novartis Ag

Healthcare
-104
- 51.49%
$97.14 - $115.57 $10.1K - $12K
98 $10.9M
HUM
Humana Inc

Healthcare
-35
- 29.66%
$249.11 - $303.11 $8.72K - $10.6K
83 $22M
ROST
Ross Stores, Inc.

Consumer Cyclical
-47
- 63.51%
$123.3 - $154.95 $5.8K - $7.28K
27 $3.45M
CSX
Csx Corp

Industrials
-84
- 4.77%
$29.11 - $33.67 $2.45K - $2.83K
1.68K $49.3M
PEP
Pepsico Inc

Consumer Defensive
-20
- 1.45%
$142.64 - $156.42 $2.85K - $3.13K
1.36K $203M
ICLN
Ishares

ETFs
-486
- 11.73%
$10.94 - $11.86 $5.32K - $5.76K
3.66K $41.8M
OTIS
Otis Worldwide Corp

Industrials
-80
- 22.54%
$90.77 - $104.01 $7.26K - $8.32K
275 $28.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-25
- 17.86%
$65.15 - $91.81 $1.63K - $2.3K
115 $7.5M
CB
Chubb LTD

Financial Services
-21
- 26.92%
$257.71 - $301.99 $5.41K - $6.34K
57 $17.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-120
- 15.67%
$56.12 - $68.15 $6.73K - $8.18K
646 $43.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 8.05%
$279.74 - $321.29 $13.7K - $15.7K
560 $175M
INTC
Intel Corp

Technology
-78
- 23.64%
$19.1 - $27.39 $1.49K - $2.14K
252 $5.72M
Ge Healthcare Technologies I
-25
- 4.46%
N/A
535 $43.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3
- 50.0%
$175.5 - $209.86 $527 - $630
3 $544K
AVNS
Avanos Medical, Inc.

Healthcare
-28
- 35.9%
$13.95 - $17.45 $391 - $489
50 $716K
ELV
Elevance Health, Inc.

Healthcare
-22
- 13.58%
$365.9 - $436.25 $8.05K - $9.6K
140 $60.9M
AMGN
Amgen Inc

Healthcare
-11
- 11.34%
$258.59 - $327.36 $2.84K - $3.6K
86 $26.8M
MCK
Mckesson Corp

Healthcare
-127
- 14.84%
$566.21 - $672.99 $71.9K - $85.5K
729 $491M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-476
- 3.82%
$58.01 - $64.46 $27.6K - $30.7K
12K $743M
CVX
Chevron Corp

Energy
-35
- 2.78%
$146.71 - $167.97 $5.13K - $5.88K
1.23K $205M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.36%
$725.72 - $929.72 $2.18K - $2.79K
823 $680M
KO
Coca Cola CO

Consumer Defensive
-72
- 0.71%
$60.81 - $72.32 $4.38K - $5.21K
10.1K $722M
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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