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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27.7K
New
$521.84 - $558.82 $14.4M - $15.5M
27.7K $14.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
92.1K
New
$50.37 - $50.6 $4.64M - $4.66M
92.1K $4.64B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
182K
New
$24.82 - $25.48 $4.51M - $4.63M
182K $4.52B
IVV
Ishares Core S&P 500 ETF

ETFs
7.29K
New
$570.51 - $610.59 $4.16M - $4.45M
7.29K $4.29B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
165K
New
$23.88 - $24.32 $3.93M - $4.01M
165K $3.95B
EFA
Ishares Tr Msci Eafe ETF

ETFs
51.3K
New
$75.1 - $82.99 $3.85M - $4.25M
51.3K $3.88B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
8.55K
New
$340.59 - $380.5 $2.91M - $3.25M
8.55K $3.13B
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
New
$280.04 - $302.45 $2.9M - $3.13M
10.4K $3B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
119K
New
N/A
119K $2.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.88K
New
$567.81 - $607.81 $2.77M - $2.97M
4.88K $2.86B
GLD
Spdr Gold Trust

ETFs
10.5K
New
$236.59 - $257.5 $2.48M - $2.7M
10.5K $2.54B
VIG
Vanguard Dividend Appreciation

ETFs
12.5K
New
N/A
12.5K $2.45B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
25.1K
New
$91.94 - $100.02 $2.3M - $2.51M
25.1K $2.32B
DGRO
Ishares Core Dividend Growth E

ETFs
37.2K
New
$60.73 - $64.94 $2.26M - $2.41M
37.2K $2.28B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
73.5K
New
$22.71 - $23.47 $1.67M - $1.73M
73.5K $1.68B
MSFT
Microsoft Corp

Technology
3.96K
New
$406.35 - $454.46 $1.61M - $1.8M
3.96K $1.67B
AMZN
Amazon Com Inc

Consumer Cyclical
6.36K
New
$180.88 - $232.93 $1.15M - $1.48M
6.36K $1.39B
AAPL
Apple Inc.

Technology
5.42K
New
$221.69 - $259.02 $1.2M - $1.4M
5.42K $1.36B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.7K
New
$26.93 - $84.95 $1.07M - $3.38M
39.7K $1.09B
IBDV
Ishares Tr

Technology
44.7K
New
$21.24 - $22.15 $950K - $990K
44.7K $955M
TSCO
Tractor Supply CO

Consumer Cyclical
17.8K
New
$52.59 - $303.74 $935K - $5.4M
17.8K $943M
VO
Vanguard Mid Cap ETF

ETFs
3.52K
New
$261.5 - $284.63 $920K - $1M
3.52K $929M
NVDA
Nvidia Corp

Technology
6.8K
New
$117.0 - $148.88 $796K - $1.01M
6.8K $913M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
15.6K
New
$53.86 - $60.27 $839K - $939K
15.6K $841M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.18K
New
$113.92 - $127.38 $818K - $915K
7.18K $828M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.2K
New
$124.26 - $134.12 $771K - $832K
6.2K $798M
VGT
Vanguard Information Technolog

ETFs
1.27K
New
$571.78 - $647.97 $725K - $822K
1.27K $788M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.49K
New
$174.22 - $187.62 $782K - $842K
4.49K $786M
V
Visa Inc.

Financial Services
2.42K
New
$273.87 - $320.91 $663K - $777K
2.42K $765M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.4K
New
$58.88 - $64.8 $733K - $807K
12.4K $733M
VONE
Vanguard Russell 1000 ETF

ETFs
2.72K
New
$257.18 - $277.76 $700K - $756K
2.72K $726M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.6K
New
$61.68 - $67.87 $717K - $789K
11.6K $725M
JPM
Jpmorgan Chase & CO

Financial Services
3K
New
$205.18 - $250.29 $615K - $750K
3K $719M
LLY
Eli Lilly & CO

Healthcare
826
New
$727.2 - $932.06 $601K - $770K
826 $638M
KO
Coca Cola CO

Consumer Defensive
10.1K
New
$61.74 - $71.71 $626K - $728K
10.1K $632M
XLK
Technology Sector Spdr

ETFs
2.45K
New
$220.26 - $241.44 $540K - $592K
2.45K $570M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
26.3K
New
$20.28 - $21.2 $533K - $557K
26.3K $535M
ORCL
Oracle Corp

Technology
3.2K
New
$165.41 - $192.43 $529K - $615K
3.2K $533M
NSC
Norfolk Southern Corp

Industrials
2.17K
New
$230.6 - $277.0 $501K - $602K
2.17K $510M
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
New
$385.02 - $431.37 $493K - $552K
1.28K $498M
MCK
Mckesson Corp

Healthcare
856
New
$482.27 - $628.5 $413K - $538K
856 $488M
GOOGL
Alphabet Inc.

Communication Services
2.46K
New
$161.86 - $196.66 $398K - $483K
2.46K $465M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.69K
New
$80.87 - $87.69 $460K - $499K
5.69K $462M
AVGO
Broadcom Inc.

Technology
1.98K
New
$159.67 - $250.0 $315K - $494K
1.98K $458M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.08K
New
$95.27 - $107.82 $389K - $440K
4.08K $422M
COST
Costco Wholesale Corp

Consumer Defensive
458
New
$873.59 - $994.69 $400K - $456K
458 $420M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.62K
New
$87.42 - $98.06 $404K - $453K
4.62K $413M
DVY
Ishares Tr

ETFs
3.1K
New
$129.55 - $143.41 $401K - $444K
3.1K $407M
WMT
Walmart Inc.

Consumer Defensive
4.45K
New
$79.1 - $95.7 $352K - $426K
4.45K $402M
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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