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
ZBRA
Zebra Technologies Corp

Technology
33
New
$360.09 - $411.94 $11.9K - $13.6K
33 $12.7M
AES
Aes Corp

Utilities
985
New
$12.44 - $20.24 $12.3K - $19.9K
985 $12.7M
CTAS
Cintas Corp

Industrials
69
New
$182.7 - $226.47 $12.6K - $15.6K
69 $12.6M
CYBR
Cyber Ark Software Ltd.

Technology
37
New
$274.1 - $333.15 $10.1K - $12.3K
37 $12.3M
PSTG
Pure Storage, Inc.

Technology
200
New
$48.19 - $66.6 $9.64K - $13.3K
200 $12.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
140
New
$77.25 - $91.3 $10.8K - $12.8K
140 $11.9M
CCI
Crown Castle International Corp

Real Estate
131
New
$89.78 - $119.11 $11.8K - $15.6K
131 $11.9M
WOR
Worthington Industries Inc

Industrials
292
New
$38.2 - $43.42 $11.2K - $12.7K
292 $11.7M
PVAL
Putnam ETF Tr Putnam Focused L
315
New
$36.85 - $39.99 $11.6K - $12.6K
315 $11.7M
GPC
Genuine Parts CO

Consumer Cyclical
100
New
$113.11 - $143.63 $11.3K - $14.4K
100 $11.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
74
New
$138.59 - $156.61 $10.3K - $11.6K
74 $11.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
100
New
$105.85 - $112.84 $10.6K - $11.3K
100 $11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
245
New
$44.33 - $49.55 $10.9K - $12.1K
245 $11M
CVS
Cvs Health Corp

Healthcare
244
New
$43.78 - $67.46 $10.7K - $16.5K
244 $11M
ARCC
Ares Capital Corp

Financial Services
500
New
$20.74 - $22.27 $10.4K - $11.1K
500 $10.9M
XLF
Financial Sector Spdr

ETFs
226
New
$44.89 - $51.34 $10.1K - $11.6K
226 $10.9M
MS
Morgan Stanley

Financial Services
86
New
$104.42 - $134.99 $8.98K - $11.6K
86 $10.8M
SNAP
Snap Inc

Communication Services
990
New
$9.98 - $12.86 $9.88K - $12.7K
990 $10.7M
SYF
Synchrony Financial

Financial Services
163
New
$49.01 - $68.55 $7.99K - $11.2K
163 $10.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
147
New
$71.75 - $75.11 $10.5K - $11K
147 $10.6M
ETR
Entergy Corp

Utilities
137
New
$73.19 - $156.4 $10K - $21.4K
137 $10.4M
VZ
Verizon Communications Inc

Communication Services
258
New
$39.6 - $45.21 $10.2K - $11.7K
258 $10.3M
IFRA
Ishares Tr

ETFs
222
New
$45.94 - $51.71 $10.2K - $11.5K
222 $10.3M
DAL
Delta Air Lines, Inc.

Industrials
168
New
$47.46 - $65.77 $7.97K - $11K
168 $10.2M
JPIE
J P Morgan Exchange Traded Fd
218
New
$45.59 - $46.25 $9.94K - $10.1K
218 $9.95M
CNYA
Ishares Tr Msci China A ETF (D

ETFs
355
New
$27.9 - $37.9 $9.9K - $13.5K
355 $9.91M
OXY
Occidental Petroleum Corp

Energy
200
New
$45.36 - $55.91 $9.07K - $11.2K
200 $9.88M
MTD
Mettler Toledo International Inc

Healthcare
8
New
$1160.67 - $1498.12 $9.29K - $12K
8 $9.79M
AME
Ametek Inc

Industrials
54
New
$165.89 - $197.38 $8.96K - $10.7K
54 $9.73M
AJG
Arthur J. Gallagher & Co.

Financial Services
34
New
$278.49 - $315.16 $9.47K - $10.7K
34 $9.65M
SKYY
First Trust Cloud Computing Et

ETFs
81
New
$99.98 - $130.46 $8.1K - $10.6K
81 $9.65M
LYV
Live Nation Entertainment, Inc.

Communication Services
74
New
$109.06 - $140.54 $8.07K - $10.4K
74 $9.58M
IDXX
Idexx Laboratories Inc

Healthcare
23
New
$406.92 - $495.42 $9.36K - $11.4K
23 $9.51M
OM
Outset Medical, Inc.

Healthcare
8.46K
New
$0.53 - $1.32 $4.48K - $11.2K
8.46K $9.39M
CHKP
Check Point Software Technologies LTD

Technology
50
New
$170.18 - $209.01 $8.51K - $10.5K
50 $9.34M
Worthington Stl Inc
292
New
N/A
292 $9.29M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
104
New
$86.6 - $95.01 $9.01K - $9.88K
104 $9.22M
C
Citigroup Inc

Financial Services
130
New
$61.31 - $72.5 $7.97K - $9.43K
130 $9.15M
Siriusxm Holdings Inc
393
New
N/A
393 $8.96M
PFG
Principal Financial Group Inc

Financial Services
115
New
$74.91 - $91.26 $8.61K - $10.5K
115 $8.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
47
New
$155.96 - $188.66 $7.33K - $8.87K
47 $8.77M
SHOP
Shopify Inc.

Technology
80
New
$78.14 - $119.49 $6.25K - $9.56K
80 $8.51M
WBD
Warner Bros. Discovery, Inc.

Communication Services
800
New
$7.33 - $12.37 $5.86K - $9.9K
800 $8.46M
PEG
Public Service Enterprise Group Inc

Utilities
100
New
$81.87 - $94.51 $8.19K - $9.45K
100 $8.45M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
40
New
$198.04 - $221.51 $7.92K - $8.86K
40 $8.42M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
130
New
$64.28 - $76.45 $8.36K - $9.94K
130 $8.38M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
160
New
$49.78 - $66.55 $7.96K - $10.6K
160 $8.01M
ICLR
Icon PLC

Healthcare
38
New
$187.22 - $297.57 $7.11K - $11.3K
38 $7.97M
MNST
Monster Beverage Corp

Consumer Defensive
150
New
$49.24 - $56.38 $7.39K - $8.46K
150 $7.88M
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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