Centric Wealth Management's portfolio and holdings

Centric Wealth Management's portfolio and holdings

As per corporate shareholdings filed for Apr-2025, people matching Centric Wealth Management publicly holds 102 stocks with a net worth of over US$ 224.5 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
Jun-2024
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 201.03 64,367 0.00% 0.00 12.9 M
Abbvie Inc Centric Wealth Management 186.34 21,517 0.00% 0.00 4.0 M
Abbott Laboratories Centric Wealth Management 133.25 3,257 0.00% 0.00 434.0 K
Archer Aviation Inc - Ordinary Shares - Class A Centric Wealth Management 9.78 10,120 0.00% NEW 99.0 K
Accenture plc - Ordinary Shares - Class A Centric Wealth Management 312.64 1,437 0.00% 0.00 449.3 K
Analog Devices Inc. Centric Wealth Management 214.21 14,198 0.00% 0.00 3.0 M
Automatic Data Processing Inc. Centric Wealth Management 323.62 11,251 0.00% 0.00 3.6 M
American International Group Inc Centric Wealth Management 84.74 35,530 0.01% 0.00 3.0 M
Allegion plc Centric Wealth Management 138.92 12,173 0.01% 0.00 1.7 M
Applied Materials Inc. Centric Wealth Management 156.16 1,649 0.00% 0.00 257.5 K
Advanced Micro Devices Inc. Centric Wealth Management 113.61 22,360 0.00% 0.00 2.5 M
Amazon.com Inc. Centric Wealth Management 205.08 22,991 0.00% 0.00 4.7 M
ASML Holding NV - New York Shares Centric Wealth Management 741.25 349 0.00% 0.00 258.7 K
Broadcom Inc Centric Wealth Management 248.07 6,219 0.00% 0.00 1.5 M
American Express Co. Centric Wealth Management 293.70 1,534 0.00% 0.00 450.5 K
Boeing Co. Centric Wealth Management 209.38 1,243 0.00% 0.00 260.3 K
Bank Of America Corp. Centric Wealth Management 43.84 7,266 0.00% 0.00 318.5 K
BlackRock Floating Rate Income Trust Centric Wealth Management 12.25 19,859 0.08% NEW 243.3 K
Booking Holdings Inc Centric Wealth Management 5510.18 98 0.00% 0.00 540.0 K
Blackrock Inc. Centric Wealth Management 968.88 285 0.00% 0.00 276.1 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Centric Wealth Management 499.86 6,486 0.00% 0.00 3.2 M
Caterpillar Inc. Centric Wealth Management 340.01 922 0.00% 0.00 313.5 K
CDW Corp Centric Wealth Management 174.40 3,542 0.00% 0.00 617.7 K
CF Industries Holdings Inc Centric Wealth Management 92.37 29,719 0.02% 0.00 2.7 M
Colgate-Palmolive Co. Centric Wealth Management 91.36 19,592 0.00% 0.00 1.8 M
Cleanspark Inc Centric Wealth Management 8.61 10,000 0.00% 0.00 86.1 K
Canadian National Railway Co. Centric Wealth Management 103.76 4,824 0.00% 0.00 500.5 K
Costco Wholesale Corp Centric Wealth Management 1050.23 3,564 0.00% 0.00 3.7 M
Coty Inc - Ordinary Shares - Class A Centric Wealth Management 4.83 20,000 0.00% 0.00 96.6 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Centric Wealth Management 472.36 5,996 0.00% 0.00 2.8 M
Cisco Systems, Inc. Centric Wealth Management 63.27 7,064 0.00% 0.00 446.9 K
Chevron Corp. Centric Wealth Management 137.19 19,785 0.00% 0.00 2.7 M
Dicks Sporting Goods, Inc. Centric Wealth Management 174.54 15,133 0.02% 0.00 2.6 M
Elevance Health Inc Centric Wealth Management 375.51 1,403 0.00% 0.00 526.8 K
Eaton Corporation plc Centric Wealth Management 316.75 756 0.00% 0.00 239.5 K
Evercore Inc - Ordinary Shares - Class A Centric Wealth Management 231.06 15,303 0.04% 0.00 3.5 M
Fedex Corp Centric Wealth Management 216.46 1,196 0.00% 0.00 258.9 K
General Electric Co. Centric Wealth Management 247.02 1,008 0.00% NEW 249.0 K
Gilead Sciences, Inc. Centric Wealth Management 108.78 21,287 0.00% 0.00 2.3 M
Alphabet Inc - Ordinary Shares - Class C Centric Wealth Management 170.13 9,302 0.00% 0.00 1.6 M
Alphabet Inc - Ordinary Shares - Class A Centric Wealth Management 168.92 6,762 0.00% 0.00 1.1 M
W.W. Grainger Inc. Centric Wealth Management 1067.92 478 0.00% 0.00 510.5 K
Home Depot, Inc. Centric Wealth Management 364.17 1,229 0.00% 0.00 447.6 K
Honeywell International Inc Centric Wealth Management 224.35 4,219 0.00% 0.00 946.5 K
Hubbell Inc. Centric Wealth Management 381.69 1,368 0.00% 0.00 522.2 K
International Business Machines Corp. Centric Wealth Management 260.26 2,294 0.00% 0.00 597.0 K
Ingredion Inc Centric Wealth Management 138.35 18,820 0.03% 0.00 2.6 M
Intuitive Surgical Inc Centric Wealth Management 550.64 456 0.00% 0.00 251.1 K
Johnson & Johnson Centric Wealth Management 154.26 18,461 0.00% 0.00 2.8 M
JPMorgan Chase & Co. Centric Wealth Management 263.94 14,793 0.00% 0.00 3.9 M
Kayne Anderson BDC Inc Centric Wealth Management 15.72 137,620 0.19% 0.09 2.2 M
KLA Corp. Centric Wealth Management 755.46 994 0.00% 0.00 750.9 K
Kinder Morgan Inc - Ordinary Shares - Class P Centric Wealth Management 28.44 73,546 0.00% 0.00 2.1 M
Lilly(Eli) & Co Centric Wealth Management 743.62 10,585 0.00% 0.00 7.9 M
Lockheed Martin Corp. Centric Wealth Management 474.68 4,813 0.00% 0.00 2.3 M
Lowe`s Cos., Inc. Centric Wealth Management 222.91 1,260 0.00% 0.00 280.9 K
Mastercard Incorporated - Ordinary Shares - Class A Centric Wealth Management 577.50 6,207 0.00% 0.00 3.6 M
Marathon Digital Holdings Inc Centric Wealth Management 14.17 70,001 0.02% -0.02 991.9 K
McDonald`s Corp Centric Wealth Management 311.58 4,421 0.00% 0.00 1.4 M
MercadoLibre Inc Centric Wealth Management 2573.24 112 0.00% NEW 288.2 K
Meta Platforms Inc - Ordinary Shares - Class A Centric Wealth Management 663.34 917 0.00% 0.00 608.3 K
Molina Healthcare Inc Centric Wealth Management 294.35 5,625 0.01% 0.00 1.7 M
Marathon Petroleum Corp Centric Wealth Management 159.66 14,462 0.00% 0.00 2.3 M
Merck & Co Inc Centric Wealth Management 76.03 28,077 0.00% 0.00 2.1 M
Morgan Stanley Centric Wealth Management 127.56 3,676 0.00% 0.00 468.9 K
Microsoft Corporation Centric Wealth Management 461.32 18,494 0.00% 0.00 8.5 M
MGIC Investment Corp Centric Wealth Management 26.20 124,964 0.05% 0.00 3.3 M
Meritage Homes Corp. Centric Wealth Management 62.28 17,784 0.02% 0.01 1.1 M
NextEra Energy Inc Centric Wealth Management 70.11 12,870 0.00% 0.00 902.3 K
Netflix Inc. Centric Wealth Management 1215.17 395 0.00% 0.00 480.0 K
Norfolk Southern Corp. Centric Wealth Management 242.65 2,692 0.00% 0.00 653.2 K
NVIDIA Corp Centric Wealth Management 137.40 43,921 0.00% 0.00 6.0 M
Novo Nordisk - ADR Centric Wealth Management 72.48 6,140 0.00% 0.00 445.0 K
Oracle Corp. Centric Wealth Management 164.81 17,668 0.00% 0.00 2.9 M
PepsiCo Inc Centric Wealth Management 129.80 2,879 0.00% 0.00 373.7 K
Pfizer Inc. Centric Wealth Management 23.45 106,161 0.00% 0.00 2.5 M
Principal Financial Group Inc - Registered Shares Centric Wealth Management 76.52 27,913 0.01% 0.00 2.1 M
Procter & Gamble Co. Centric Wealth Management 166.81 22,975 0.00% 0.00 3.8 M
Parker-Hannifin Corp. Centric Wealth Management 654.50 437 0.00% 0.00 286.0 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 131.85 29,439 0.00% 0.00 3.9 M
Qualcomm, Inc. Centric Wealth Management 145.80 1,388 0.00% NEW 202.4 K
Raytheon Technologies Corporation Centric Wealth Management 136.31 19,826 0.00% 0.00 2.7 M
Starbucks Corp. Centric Wealth Management 85.10 2,515 0.00% 0.00 214.0 K
Super Micro Computer Inc Centric Wealth Management 40.59 153,005 0.03% 0.01 6.2 M
Snap-on, Inc. Centric Wealth Management 314.49 8,671 0.02% 0.00 2.7 M
Sempra Energy Centric Wealth Management 77.92 3,613 0.00% 0.00 281.5 K
AT&T, Inc. Centric Wealth Management 27.82 7,599 0.00% NEW 211.4 K
Thor Industries, Inc. Centric Wealth Management 79.05 24,891 0.05% 0.01 2.0 M
TJX Companies, Inc. Centric Wealth Management 127.26 24,339 0.00% 0.00 3.1 M
TKO Group Holdings Inc - Ordinary Shares - Class A Centric Wealth Management 158.66 1,789 0.00% 0.00 283.8 K
Tesla Inc Centric Wealth Management 338.24 7,270 0.00% 0.00 2.5 M
Unitedhealth Group Inc Centric Wealth Management 303.73 3,677 0.00% 0.00 1.1 M
Union Pacific Corp. Centric Wealth Management 218.24 11,875 0.00% 0.00 2.6 M
United Parcel Service, Inc. - Ordinary Shares - Class B Centric Wealth Management 96.42 342,530 0.04% 0.00 33.0 M
Visa Inc - Ordinary Shares - Class A Centric Wealth Management 362.59 10,632 0.00% 0.00 3.9 M
Waste Management, Inc. Centric Wealth Management 240.14 9,219 0.00% 0.00 2.2 M
Walmart Inc Centric Wealth Management 98.56 28,178 0.00% 0.00 2.8 M
Wolfspeed Inc Centric Wealth Management 1.24 100,000 0.06% NEW 124 K
Williams-Sonoma, Inc. Centric Wealth Management 156.58 23,683 0.02% 0.00 3.7 M
Xcel Energy, Inc. Centric Wealth Management 69.25 3,150 0.00% 0.00 218.1 K
Exxon Mobil Corp. Centric Wealth Management 102.78 30,985 0.00% 0.00 3.2 M
Nike, Inc. - Ordinary Shares - Class B 60.96 - Investor holds below 1%
Riot Platforms Inc 8.41 - Investor holds below 1%
Petroleo Brasileiro S.A. Petrobras - ADR 11.63 - Investor holds below 1%
PIMCO Strategic Income Fund Inc 6.46 - Investor holds below 1%
Diageo plc - ADR 108.02 - Investor holds below 1%
Caribou Biosciences Inc 1.04 - Investor holds below 1%
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