Centric Wealth Management's portfolio and holdings

Centric Wealth Management's portfolio and holdings

As per corporate shareholdings filed for Mar-2025, people matching Centric Wealth Management publicly holds 102 stocks with a net worth of over US$ 224.8 M.

These are shares held by Centric Wealth Management as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
May-2025
Apr-2025
Mar-2025
Jan-2025
Dec-2024
Nov-2024
Oct-2024
Sep-2024
Aug-2024
Jul-2024
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May-2024
Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
Aug-2023
Jul-2023
Jun-2023
May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Centric Wealth Management 199.62 64,367 0.00% 0.00 12.8 M
Abbvie Inc Centric Wealth Management 185.32 21,517 0.00% 0.00 4.0 M
Abbott Laboratories Centric Wealth Management 132.62 3,257 0.00% 0.00 431.9 K
Archer Aviation Inc - Ordinary Shares - Class A Centric Wealth Management 10.65 10,120 0.00% NEW 107.8 K
Accenture plc - Ordinary Shares - Class A Centric Wealth Management 318.05 1,437 0.00% 0.00 457.0 K
Analog Devices Inc. Centric Wealth Management 215.28 14,198 0.00% 0.00 3.1 M
Automatic Data Processing Inc. Centric Wealth Management 323.52 11,251 0.00% 0.00 3.6 M
American International Group Inc Centric Wealth Management 83.56 35,530 0.01% 0.00 3.0 M
Allegion plc Centric Wealth Management 143.82 12,173 0.01% 0.00 1.8 M
Applied Materials Inc. Centric Wealth Management 159.56 1,649 0.00% 0.00 263.1 K
Advanced Micro Devices Inc. Centric Wealth Management 112.86 22,360 0.00% 0.00 2.5 M
Amazon.com Inc. Centric Wealth Management 205.21 22,991 0.00% 0.00 4.7 M
ASML Holding NV - New York Shares Centric Wealth Management 749.70 349 0.00% 0.00 261.6 K
Broadcom Inc Centric Wealth Management 241.70 6,219 0.00% 0.00 1.5 M
American Express Co. Centric Wealth Management 295.01 1,534 0.00% 0.00 452.5 K
Boeing Co. Centric Wealth Management 206.45 1,243 0.00% 0.00 256.6 K
Bank Of America Corp. Centric Wealth Management 44.11 7,266 0.00% 0.00 320.5 K
BlackRock Floating Rate Income Trust Centric Wealth Management 12.26 19,859 0.08% NEW 243.5 K
Booking Holdings Inc Centric Wealth Management 5476.33 98 0.00% 0.00 536.7 K
Blackrock Inc. Centric Wealth Management 975.05 285 0.00% 0.00 277.9 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Centric Wealth Management 504.40 6,486 0.00% 0.00 3.3 M
Caterpillar Inc. Centric Wealth Management 351.96 922 0.00% 0.00 324.5 K
CDW Corp Centric Wealth Management 182.02 3,542 0.00% 0.00 644.7 K
CF Industries Holdings Inc Centric Wealth Management 89.93 29,719 0.02% 0.00 2.7 M
Colgate-Palmolive Co. Centric Wealth Management 92.07 19,592 0.00% 0.00 1.8 M
Cleanspark Inc Centric Wealth Management 8.81 10,000 0.00% 0.00 88.1 K
Canadian National Railway Co. Centric Wealth Management 104.84 4,824 0.00% 0.00 505.7 K
Costco Wholesale Corp Centric Wealth Management 1010.49 3,564 0.00% 0.00 3.6 M
Coty Inc - Ordinary Shares - Class A Centric Wealth Management 4.97 20,000 0.00% 0.00 99.4 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Centric Wealth Management 460.54 5,996 0.00% 0.00 2.8 M
Cisco Systems, Inc. Centric Wealth Management 62.90 7,064 0.00% 0.00 444.3 K
Chevron Corp. Centric Wealth Management 137.56 19,785 0.00% 0.00 2.7 M
Dicks Sporting Goods, Inc. Centric Wealth Management 179.54 15,133 0.02% 0.00 2.7 M
Elevance Health Inc Centric Wealth Management 378.98 1,403 0.00% 0.00 531.7 K
Eaton Corporation plc Centric Wealth Management 324.94 756 0.00% 0.00 245.7 K
Evercore Inc - Ordinary Shares - Class A Centric Wealth Management 234.68 15,303 0.04% 0.00 3.6 M
Fedex Corp Centric Wealth Management 219.07 1,196 0.00% 0.00 262.0 K
General Electric Co. Centric Wealth Management 243.94 1,008 0.00% NEW 245.9 K
Gilead Sciences, Inc. Centric Wealth Management 110.89 21,287 0.00% 0.00 2.4 M
Alphabet Inc - Ordinary Shares - Class C Centric Wealth Management 172.52 9,302 0.00% 0.00 1.6 M
Alphabet Inc - Ordinary Shares - Class A Centric Wealth Management 171.40 6,762 0.00% 0.00 1.2 M
W.W. Grainger Inc. Centric Wealth Management 1082.93 478 0.00% 0.00 517.6 K
Home Depot, Inc. Centric Wealth Management 366.18 1,229 0.00% 0.00 450.0 K
Honeywell International Inc Centric Wealth Management 224.65 4,219 0.00% 0.00 947.8 K
Hubbell Inc. Centric Wealth Management 397.37 1,368 0.00% 0.00 543.6 K
International Business Machines Corp. Centric Wealth Management 259.24 2,294 0.00% 0.00 594.7 K
Ingredion Inc Centric Wealth Management 138.69 18,820 0.03% 0.00 2.6 M
Intuitive Surgical Inc Centric Wealth Management 556.02 456 0.00% 0.00 253.5 K
Johnson & Johnson Centric Wealth Management 153.06 18,461 0.00% 0.00 2.8 M
JPMorgan Chase & Co. Centric Wealth Management 263.87 14,793 0.00% 0.00 3.9 M
Kayne Anderson BDC Inc Centric Wealth Management 15.79 137,620 0.19% 0.09 2.2 M
KLA Corp. Centric Wealth Management 775.03 994 0.00% 0.00 770.4 K
Kinder Morgan Inc - Ordinary Shares - Class P Centric Wealth Management 27.91 73,546 0.00% 0.00 2.1 M
Lilly(Eli) & Co Centric Wealth Management 719.10 10,585 0.00% 0.00 7.6 M
Lockheed Martin Corp. Centric Wealth Management 472.74 4,813 0.00% 0.00 2.3 M
Lowe`s Cos., Inc. Centric Wealth Management 222.62 1,260 0.00% 0.00 280.5 K
Mastercard Incorporated - Ordinary Shares - Class A Centric Wealth Management 577.25 6,207 0.00% 0.00 3.6 M
Marathon Digital Holdings Inc Centric Wealth Management 14.63 70,001 0.02% -0.02 1.0 M
McDonald`s Corp Centric Wealth Management 311.35 4,421 0.00% 0.00 1.4 M
MercadoLibre Inc Centric Wealth Management 2544.47 112 0.00% NEW 285.0 K
Meta Platforms Inc - Ordinary Shares - Class A Centric Wealth Management 644.08 917 0.00% 0.00 590.6 K
Molina Healthcare Inc Centric Wealth Management 302.79 5,625 0.01% 0.00 1.7 M
Marathon Petroleum Corp Centric Wealth Management 159.18 14,462 0.00% 0.00 2.3 M
Merck & Co Inc Centric Wealth Management 75.94 28,077 0.00% 0.00 2.1 M
Morgan Stanley Centric Wealth Management 127.93 3,676 0.00% 0.00 470.3 K
Microsoft Corporation Centric Wealth Management 457.86 18,494 0.00% 0.00 8.5 M
MGIC Investment Corp Centric Wealth Management 26.45 124,964 0.05% 0.00 3.3 M
Meritage Homes Corp. Centric Wealth Management 63.59 17,784 0.02% 0.01 1.1 M
NextEra Energy Inc Centric Wealth Management 68.76 12,870 0.00% 0.00 884.9 K
Netflix Inc. Centric Wealth Management 1182.13 395 0.00% 0.00 466.9 K
Norfolk Southern Corp. Centric Wealth Management 246.05 2,692 0.00% 0.00 662.4 K
NVIDIA Corp Centric Wealth Management 139.03 43,921 0.00% 0.00 6.1 M
Novo Nordisk - ADR Centric Wealth Management 68.81 6,140 0.00% 0.00 422.5 K
Oracle Corp. Centric Wealth Management 162.04 17,668 0.00% 0.00 2.9 M
PepsiCo Inc Centric Wealth Management 131.25 2,879 0.00% 0.00 377.9 K
Pfizer Inc. Centric Wealth Management 23.30 106,161 0.00% 0.00 2.5 M
Principal Financial Group Inc - Registered Shares Centric Wealth Management 78.42 27,913 0.01% 0.00 2.2 M
Procter & Gamble Co. Centric Wealth Management 168.38 22,975 0.00% 0.00 3.9 M
Parker-Hannifin Corp. Centric Wealth Management 667.02 437 0.00% 0.00 291.5 K
Pimco High Income Fund Centric Wealth Management 4.75 26,735 0.02% 0.00 127.0 K
Palantir Technologies Inc - Ordinary Shares - Class A Centric Wealth Management 123.01 29,439 0.00% 0.00 3.6 M
Qualcomm, Inc. Centric Wealth Management 147.76 1,388 0.00% NEW 205.1 K
Raytheon Technologies Corporation Centric Wealth Management 134.61 19,826 0.00% 0.00 2.7 M
Starbucks Corp. Centric Wealth Management 84.17 2,515 0.00% 0.00 211.7 K
Super Micro Computer Inc Centric Wealth Management 41.37 153,005 0.03% 0.01 6.3 M
Snap-on, Inc. Centric Wealth Management 322.18 8,671 0.02% 0.00 2.8 M
Sempra Energy Centric Wealth Management 77.80 3,613 0.00% 0.00 281.1 K
AT&T, Inc. Centric Wealth Management 27.35 7,599 0.00% NEW 207.8 K
Thor Industries, Inc. Centric Wealth Management 81.87 24,891 0.05% 0.01 2.0 M
TJX Companies, Inc. Centric Wealth Management 126.83 24,339 0.00% 0.00 3.1 M
TKO Group Holdings Inc - Ordinary Shares - Class A Centric Wealth Management 156.33 1,789 0.00% 0.00 279.7 K
Tesla Inc Centric Wealth Management 358.08 7,270 0.00% 0.00 2.6 M
Unitedhealth Group Inc Centric Wealth Management 296.20 3,677 0.00% 0.00 1.1 M
Union Pacific Corp. Centric Wealth Management 221.86 11,875 0.00% 0.00 2.6 M
United Parcel Service, Inc. - Ordinary Shares - Class B Centric Wealth Management 97.52 342,530 0.04% 0.00 33.4 M
Visa Inc - Ordinary Shares - Class A Centric Wealth Management 362.06 10,632 0.00% 0.00 3.8 M
Waste Management, Inc. Centric Wealth Management 237.16 9,219 0.00% 0.00 2.2 M
Walmart Inc Centric Wealth Management 97.72 28,178 0.00% 0.00 2.8 M
Wolfspeed Inc Centric Wealth Management 1.34 100,000 0.06% NEW 134 K
Williams-Sonoma, Inc. Centric Wealth Management 163.86 23,683 0.02% 0.00 3.9 M
Xcel Energy, Inc. Centric Wealth Management 69.38 3,150 0.00% 0.00 218.5 K
Exxon Mobil Corp. Centric Wealth Management 102.52 30,985 0.00% 0.00 3.2 M
Nike, Inc. - Ordinary Shares - Class B 61.37 - Investor holds below 1%
Riot Platforms Inc 8.16 - Investor holds below 1%
Petroleo Brasileiro S.A. Petrobras - ADR 11.71 - Investor holds below 1%
PIMCO Strategic Income Fund Inc 6.35 - Investor holds below 1%
Diageo plc - ADR 109.36 - Investor holds below 1%
Caribou Biosciences Inc 1.15 - Investor holds below 1%
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