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
CSX
Csx Corp

Industrials
1.76K
New
$31.58 - $36.88 $55.6K - $64.9K
1.76K $56.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
141
New
$396.64 - $516.74 $55.9K - $72.9K
141 $56.8M
VIS
Vanguard Industrial ETF

ETFs
223
New
$254.39 - $279.7 $56.7K - $62.4K
223 $56.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
974
New
$57.53 - $60.83 $56K - $59.2K
974 $56M
NEU
Newmarket Corp

Basic Materials
106
New
$519.96 - $563.85 $55.1K - $59.8K
106 $56M
IAU
Ishares Gold Trust

ETFs
1.12K
New
$48.37 - $52.65 $54.2K - $59K
1.12K $55.5M
ABT
Abbott Laboratories

Healthcare
489
New
$111.93 - $119.39 $54.7K - $58.4K
489 $55.3M
TT
Trane Technologies PLC

Industrials
149
New
$369.35 - $419.14 $55K - $62.5K
149 $55M
IBB
Ishares Biotechnology ETF

ETFs
415
New
$131.21 - $148.85 $54.5K - $61.8K
415 $54.9M
VDE
Vanguard Energy ETF

ETFs
449
New
$116.67 - $136.78 $52.4K - $61.4K
449 $54.5M
IWX
Ishares Tr Russell 200 Value E

ETFs
680
New
$78.25 - $85.17 $53.2K - $57.9K
680 $53.7M
RTX
Raytheon Technologies Corp

Industrials
450
New
$114.45 - $127.21 $51.5K - $57.2K
450 $52.1M
WFC
Wells Fargo & Company

Financial Services
733
New
$54.98 - $77.35 $40.3K - $56.7K
733 $51.5M
UNP
Union Pacific Corp

Industrials
223
New
$223.15 - $249.32 $49.8K - $55.6K
223 $50.9M
EFG
Msci Eafe Growth ETF

ETFs
522
New
$96.83 - $106.88 $50.5K - $55.8K
522 $50.5M
IWN
Ishares Russell2000 Val ETF

ETFs
300
New
$162.69 - $181.35 $48.8K - $54.4K
300 $49.3M
GS
Goldman Sachs Group Inc

Financial Services
86
New
$486.1 - $608.57 $41.8K - $52.3K
86 $49.2M
Texas Cap Tex Equity Index E
1.5K
New
N/A
1.5K $48.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41
New
$1146.59 - $1270.6 $47K - $52.1K
41 $48.6M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
670
New
N/A
670 $48.6M
CARR
Carrier Global Corp

Industrials
711
New
$66.69 - $82.65 $47.4K - $58.8K
711 $48.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
380
New
$126.68 - $134.74 $48.1K - $51.2K
380 $48.5M
PPG
Ppg Industries Inc

Basic Materials
400
New
$119.09 - $131.37 $47.6K - $52.5K
400 $47.8M
ISRG
Intuitive Surgical Inc

Healthcare
91
New
$471.27 - $550.62 $42.9K - $50.1K
91 $47.5M
AMAT
Applied Materials Inc

Technology
290
New
$161.44 - $213.89 $46.8K - $62K
290 $47.2M
ICLN
Ishares

ETFs
4.14K
New
$11.35 - $14.51 $47K - $60.1K
4.14K $47.1M
T
At&T Inc.

Communication Services
2.03K
New
$21.22 - $23.88 $43.1K - $48.5K
2.03K $46.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
250
New
$183.23 - $199.79 $45.8K - $49.9K
250 $46.3M
SLV
I Shares Silver Trust

ETFs
1.75K
New
$26.33 - $31.74 $46.1K - $55.6K
1.75K $46.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
766
New
$59.25 - $72.99 $45.4K - $55.9K
766 $45.8M
AMD
Advanced Micro Devices Inc

Technology
364
New
$118.88 - $172.8 $43.3K - $62.9K
364 $44M
PKG
Packaging Corp Of America

Consumer Cyclical
195
New
$211.98 - $248.85 $41.3K - $48.5K
195 $43.9M
Ge Healthcare Technologies I
560
New
N/A
560 $43.8M
GD
General Dynamics Corp

Industrials
166
New
$260.28 - $314.03 $43.2K - $52.1K
166 $43.7M
TWLO
Twilio Inc

Communication Services
403
New
$63.73 - $114.96 $25.7K - $46.3K
403 $43.6M
CSGP
Costar Group, Inc.

Real Estate
560
New
$69.7 - $81.97 $39K - $45.9K
560 $40.1M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.63K
New
$24.5 - $25.72 $39.8K - $41.8K
1.63K $39.9M
BK
Bank Of New York Mellon Corp

Financial Services
514
New
$70.82 - $81.87 $36.4K - $42.1K
514 $39.5M
ED
Consolidated Edison Inc

Utilities
441
New
$88.87 - $107.38 $39.2K - $47.4K
441 $39.4M
AON
Aon PLC

Financial Services
108
New
$344.14 - $393.31 $37.2K - $42.5K
108 $38.8M
ALB
Albemarle Corp

Basic Materials
450
New
$86.08 - $111.3 $38.7K - $50.1K
450 $38.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
120
New
$311.11 - $335.64 $37.3K - $40.3K
120 $38.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
610
New
$63.01 - $68.55 $38.4K - $41.8K
610 $38.6M
GRC
Gorman Rupp CO

Industrials
997
New
$36.95 - $43.09 $36.8K - $43K
997 $37.8M
GLOB
Globant S.A.

Technology
176
New
$193.45 - $236.83 $34K - $41.7K
176 $37.7M
DLR
Digital Realty Trust, Inc.

Real Estate
210
New
$156.46 - $195.69 $32.9K - $41.1K
210 $37.2M
SBUX
Starbucks Corp

Consumer Cyclical
400
New
$87.44 - $102.5 $35K - $41K
400 $36.5M
VVV
Valvoline Inc

Energy
1K
New
$36.18 - $43.41 $36.2K - $43.4K
1K $36.2M
DUK
Duke Energy Corp

Utilities
332
New
$105.76 - $120.76 $35.1K - $40.1K
332 $35.8M
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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