Centennial Wealth Advisory LLC Incresed Positions in Q4 2025

Centennial Wealth Advisory LLC

  • $335 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
49
+ 2.19%
$185.98 - $199.58 $9.11K - $9.78K
2.28K $455K
ES
Eversource Energy

Utilities
313
+ 3.65%
$70.59 - $74.88 $22.1K - $23.4K
8.89K $651K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
492
+ 6.88%
$56.88 - $60.06 $28K - $29.5K
7.64K $438K
IEFA
Ishares Tr

ETFs
309
+ 5.57%
$86.09 - $89.88 $26.6K - $27.8K
5.86K $519K
PFG
Principal Financial Group Inc

Financial Services
301
+ 5.23%
$78.39 - $85.26 $23.6K - $25.7K
6.06K $511K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
59
+ 11.64%
$454.87 - $482.76 $26.8K - $28.5K
566 $267K
ORI
Old Republic International Corp

Financial Services
151
+ 1.15%
$38.4 - $44.35 $5.8K - $6.7K
13.3K $587K
TROW
Price T Rowe Group Inc

Financial Services
386
+ 4.32%
$101.07 - $106.13 $39K - $41K
9.32K $948K
CMS
Cms Energy Corp

Utilities
310
+ 3.29%
$71.83 - $75.31 $22.3K - $23.3K
9.74K $719K
D
Dominion Energy, Inc

Utilities
579
+ 4.91%
$58.49 - $61.69 $33.9K - $35.7K
12.4K $749K
BBY
Best Buy CO Inc

Consumer Cyclical
313
+ 4.65%
$70.43 - $84.0 $22K - $26.3K
7.04K $533K
PNW
Pinnacle West Capital Corp

Utilities
336
+ 6.5%
$87.64 - $93.71 $29.4K - $31.5K
5.51K $486K
V
Visa Inc.

Financial Services
146
+ 8.98%
$325.75 - $352.42 $47.6K - $51.5K
1.77K $577K
OSBC
Old Second Bancorp Inc

Financial Services
58
+ 0.33%
$16.71 - $18.61 $969 - $1.08K
17.5K $321K
FE
Firstenergy Corp

Utilities
412
+ 3.26%
$45.46 - $47.69 $18.7K - $19.6K
13K $599K
CRM
Salesforce, Inc.

Technology
84
+ 9.24%
$235.69 - $263.41 $19.8K - $22.1K
993 $235K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
337
+ 7.5%
$80.59 - $84.32 $27.2K - $28.4K
4.83K $395K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
322
+ 5.96%
$80.0 - $83.46 $25.8K - $26.9K
5.73K $462K
WFC
Wells Fargo & Company

Financial Services
246
+ 6.22%
$77.62 - $87.3 $19.1K - $21.5K
4.2K $350K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
667
+ 5.98%
$50.22 - $52.54 $33.5K - $35K
11.8K $601K
PPL
Ppl Corp

Utilities
601
+ 4.06%
$36.25 - $37.97 $21.8K - $22.8K
15.4K $566K
MA
Mastercard Inc

Financial Services
83
+ 9.2%
$536.85 - $580.45 $44.6K - $48.2K
985 $528K
XLI
Industrial Sector Spdr

ETFs
121
+ 5.51%
$149.9 - $155.79 $18.1K - $18.9K
2.32K $352K
PFE
Pfizer Inc

Healthcare
1.16K
+ 3.05%
$24.23 - $27.37 $28.1K - $31.8K
39.2K $983K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 4.36%
$600.51 - $631.95 $12K - $12.6K
479 $295K
FREL
Fidelity Covington Tr Msci Rea

ETFs
626
+ 8.59%
$26.82 - $28.15 $16.8K - $17.6K
7.92K $215K
ABBV
Abb Vie Inc.

Healthcare
28
+ 1.34%
$211.96 - $244.38 $5.93K - $6.84K
2.12K $495K
BAC
Bank Of America Corp

Financial Services
199
+ 2.65%
$48.65 - $54.11 $9.68K - $10.8K
7.71K $397K
OKE
Oneok Inc

Energy
369
+ 5.5%
$64.31 - $72.98 $23.7K - $26.9K
7.08K $499K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
69
+ 4.7%
$310.75 - $335.0 $21.4K - $23.1K
1.54K $479K
PEG
Public Service Enterprise Group Inc

Utilities
170
+ 3.21%
$79.86 - $84.83 $13.6K - $14.4K
5.47K $452K
GE
General Electric CO

Industrials
31
+ 3.85%
$291.49 - $314.28 $9.04K - $9.74K
836 $250K
FDIS
Fidelity Covington Tr Msci Con

ETFs
276
+ 5.63%
$97.86 - $103.65 $27K - $28.6K
5.18K $510K
CAG
Conagra Brands Inc.

Consumer Defensive
1.6K
+ 6.16%
$16.7 - $19.3 $26.7K - $30.9K
27.6K $481K
FNF
Fidelity National Financial, Inc.

Financial Services
243
+ 5.31%
$54.56 - $60.34 $13.3K - $14.7K
4.82K $280K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.88%
$589.5 - $635.77 $1.77K - $1.91K
342 $206K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
305
+ 6.08%
$49.2 - $52.74 $15K - $16.1K
5.32K $266K
SYK
Stryker Corp

Healthcare
21
+ 3.57%
$353.81 - $388.35 $7.43K - $8.16K
610 $219K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
224
+ 1.56%
$9.85 - $10.02 $2.21K - $2.24K
14.6K $144K
WTS
Watts Water Technologies Inc

Industrials
37
+ 3.79%
$263.55 - $282.91 $9.75K - $10.5K
1.01K $273K
ET
Energy Transfer LP

Energy
177
+ 1.55%
$16.29 - $17.01 $2.88K - $3.01K
11.6K $197K
OGE
Oge Energy Corp.

Utilities
417
+ 3.45%
$44.05 - $47.04 $18.4K - $19.6K
12.5K $560K
Pimco ETF Tr
8.1K
+ 7.58%
N/A
115K $0
CGMS
Capital Grp Core Plus Income E
3.18K
+ 1.42%
N/A
227K $0
Smurfit Westrock PLC
468
+ 3.9%
N/A
12.5K $0
Lazard Inc
455
+ 3.69%
N/A
12.8K $0
American Centy ETF Tr
259
+ 4.38%
N/A
6.17K $0
Lam Research Corp
311
+ 20.6%
N/A
1.82K $0
Blackrock ETF Trust Ii
1.56K
+ 5.8%
N/A
28.4K $0
Activity Summary
Buys All Purchases 144 New Holdings 13 Increased Positions 131 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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