Centric Wealth Management Diversified Active

CIK: 0001752761 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $376,301 (100.0% shares, 0.0% debt)

Holdings (172)

UPS UNITED PARCEL SERVICE INC 12.4%
Value ($000) $46,794 Shares 349,416 Est. Cost $87.71 Unrealized +37.4%
AAPL APPLE INC 4.3%
Value ($000) $16,296 Shares 73,166 Est. Cost $123.97 Unrealized +79.0%
SPYM SPDR SER TR 3.6%
Value ($000) $13,536 Shares 194,729 Est. Cost $62.37 Unrealized
LLY ELI LILLY & CO 2.8%
Value ($000) $10,525 Shares 13,556 Est. Cost $146.46 Unrealized +507.9%
PALC PACER FDS TR 2.5%
Value ($000) $9,470 Shares 185,366 Est. Cost $43.04 Unrealized
FTLS FIRST TR EXCH TRADED FD III 2.3%
Value ($000) $8,472 Shares 129,642 Est. Cost $59.14 Unrealized
SCHR SCHWAB STRATEGIC TR 2.1%
Value ($000) $8,032 Shares 329,584 Est. Cost $24.37 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,789 Shares 16,156 Est. Cost $250.40 Unrealized +69.0%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $6,183 Shares 42,460 Est. Cost $98.92 Unrealized +19.4%
V VISA INC 1.5%
Value ($000) $5,814 Shares 18,913 Est. Cost $192.17 Unrealized +39.3%
SCHD SCHWAB STRATEGIC TR 1.5%
Value ($000) $5,706 Shares 196,498 Est. Cost $44.37 Unrealized
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $5,540 Shares 10,631 Est. Cost $279.14 Unrealized +65.4%
TJX TJX COS INC NEW 1.4%
Value ($000) $5,246 Shares 45,372 Est. Cost $59.57 Unrealized +89.2%
SCHQ SCHWAB STRATEGIC TR 1.3%
Value ($000) $4,836 Shares 149,615 Est. Cost $32.32 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $4,805 Shares 23,201 Est. Cost $128.22 Unrealized +42.3%
EVR EVERCORE INC 1.3%
Value ($000) $4,759 Shares 15,060 Est. Cost $97.64 Unrealized +139.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,690 Shares 7,859 Est. Cost $339.19 Unrealized +61.6%
MPC MARATHON PETE CORP 1.2%
Value ($000) $4,689 Shares 30,205 Est. Cost $93.43 Unrealized +75.5%
IBDX ISHARES TR 1.2%
Value ($000) $4,408 Shares 178,047 Est. Cost $24.76 Unrealized
SPTS SPDR SER TR 1.1%
Value ($000) $4,322 Shares 149,090 Est. Cost $28.99 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $4,294 Shares 8,493 Est. Cost $505.60 Unrealized
ALLE ALLEGION PLC 1.1%
Value ($000) $4,275 Shares 30,332 Est. Cost $107.84 Unrealized +21.0%
MTH MERITAGE HOMES CORP 1.1%
Value ($000) $4,101 Shares 21,971 Est. Cost $69.89 Unrealized +35.1%
PROSHARES TR II 1.1%
Value ($000) $4,056 Shares 110,163 Est. Cost $19.14 Unrealized
MOH MOLINA HEALTHCARE INC 1.0%
Value ($000) $3,942 Shares 12,084 Est. Cost $215.68 Unrealized +53.0%
CDW CDW CORP 1.0%
Value ($000) $3,820 Shares 18,838 Est. Cost $140.70 Unrealized +54.6%
COWZ PACER FDS TR 1.0%
Value ($000) $3,653 Shares 61,199 Est. Cost $55.63 Unrealized
AMAT APPLIED MATLS INC 1.0%
Value ($000) $3,584 Shares 19,113 Est. Cost $180.58 Unrealized +12.1%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,560 Shares 29,422 Est. Cost $81.65 Unrealized +34.8%
PAMC PACER FDS TR 0.9%
Value ($000) $3,451 Shares 70,763 Est. Cost $48.77 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $3,318 Shares 10,872 Est. Cost $179.07 Unrealized +41.6%
IVV ISHARES TR 0.9%
Value ($000) $3,251 Shares 5,473 Est. Cost $391.19 Unrealized
NTAP NETAPP INC 0.9%
Value ($000) $3,219 Shares 26,572 Est. Cost $108.91 Unrealized +11.2%
ORCL ORACLE CORP 0.9%
Value ($000) $3,204 Shares 17,676 Est. Cost $50.72 Unrealized +182.0%
WSM WILLIAMS SONOMA INC 0.8%
Value ($000) $3,072 Shares 23,729 Est. Cost $99.00 Unrealized +42.0%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $3,061 Shares 13,530 Est. Cost $161.20 Unrealized +36.6%
MTG MGIC INVT CORP WIS 0.8%
Value ($000) $3,030 Shares 122,084 Est. Cost $14.46 Unrealized +66.6%
IBDV ISHARES TR 0.8%
Value ($000) $3,009 Shares 140,258 Est. Cost $21.45 Unrealized
XLU SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,993 Shares 38,596 Est. Cost $76.26 Unrealized
SNA SNAP ON INC 0.8%
Value ($000) $2,977 Shares 8,404 Est. Cost $215.32 Unrealized +23.4%
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,946 Shares 59,454 Est. Cost $47.81 Unrealized
SM SM ENERGY CO 0.8%
Value ($000) $2,893 Shares 65,665 Est. Cost $46.41 Unrealized -10.8%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $2,873 Shares 14,722 Est. Cost $47.33 Unrealized +336.9%
UNP UNION PAC CORP 0.7%
Value ($000) $2,783 Shares 11,199 Est. Cost $181.42 Unrealized +29.3%
XLP SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,741 Shares 34,456 Est. Cost $79.38 Unrealized
CSL CARLISLE COS INC 0.7%
Value ($000) $2,708 Shares 6,008 Est. Cost $406.30 Unrealized 0.0%
INGR INGREDION INC 0.7%
Value ($000) $2,681 Shares 17,811 Est. Cost $103.18 Unrealized +23.3%
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,663 Shares 27,919 Est. Cost $93.91 Unrealized
DIVO AMPLIFY ETF TR 0.7%
Value ($000) $2,629 Shares 62,932 Est. Cost $41.77 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $2,617 Shares 10,652 Est. Cost $188.21 Unrealized
AIG AMERICAN INTL GROUP INC 0.7%
Value ($000) $2,595 Shares 33,692 Est. Cost $52.48 Unrealized +37.7%
IBDT ISHARES TR 0.7%
Value ($000) $2,570 Shares 102,848 Est. Cost $24.99 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.6%
Value ($000) $2,443 Shares 109,179 Est. Cost $22.38 Unrealized
THO THOR INDS INC 0.6%
Value ($000) $2,423 Shares 21,987 Est. Cost $82.44 Unrealized +19.3%
MRK MERCK & CO INC 0.6%
Value ($000) $2,400 Shares 23,828 Est. Cost $73.69 Unrealized +53.3%
CF CF INDS HLDGS INC 0.6%
Value ($000) $2,328 Shares 28,022 Est. Cost $75.53 Unrealized -0.9%
HERD PACER FDS TR 0.6%
Value ($000) $2,308 Shares 57,734 Est. Cost $37.32 Unrealized
VLO VALERO ENERGY CORP 0.6%
Value ($000) $2,235 Shares 16,114 Est. Cost $124.82 Unrealized +11.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.6%
Value ($000) $2,225 Shares 25,834 Est. Cost $74.61 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,206 Shares 4,705 Est. Cost $285.15 Unrealized +55.1%
SDFI AB ACTIVE ETFS INC 0.5%
Value ($000) $1,983 Shares 56,165 Est. Cost $35.31 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,961 Shares 9,748 Est. Cost $92.83 Unrealized +92.5%
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $1,960 Shares 25,318 Est. Cost $106.08 Unrealized 0.0%
EOG EOG RES INC 0.5%
Value ($000) $1,924 Shares 15,126 Est. Cost $120.40 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value ($000) $1,868 Shares 20,644 Est. Cost $93.85 Unrealized +7.2%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,769 Shares 7,159 Est. Cost $136.32 Unrealized +50.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,768 Shares 19,592 Est. Cost $52.90 Unrealized +87.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,753 Shares 12,080 Est. Cost $133.10 Unrealized +14.2%
MARA MARA HOLDINGS INC 0.5%
Value ($000) $1,739 Shares 90,001 Est. Cost $18.12 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $1,670 Shares 9,367 Est. Cost $112.62 Unrealized +49.4%
GL GLOBE LIFE INC 0.4%
Value ($000) $1,665 Shares 15,000 Est. Cost $94.86 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,623 Shares 5,522 Est. Cost $200.00 Unrealized +33.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,528 Shares 1,699 Est. Cost $525.91 Unrealized +63.9%
PBR PETROLEO BRASILEIRO SA PETRO 0.4%
Value ($000) $1,510 Shares 112,699 Est. Cost $14.22 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $1,485 Shares 16,067 Est. Cost $53.25 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,407 Shares 7,973 Est. Cost $114.41 Unrealized +45.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,357 Shares 8,428 Est. Cost $95.35 Unrealized +72.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,140 Shares 1,930 Est. Cost $480.84 Unrealized
PSFF PACER FDS TR 0.3%
Value ($000) $1,102 Shares 37,806 Est. Cost $26.29 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,096 Shares 6,946 Est. Cost $130.57 Unrealized +7.2%
AVGO BROADCOM INC 0.3%
Value ($000) $1,081 Shares 6,019 Est. Cost $127.90 Unrealized +23.5%
TIDAL ETF TR 0.3%
Value ($000) $988 Shares 8,954 Est. Cost $17.45 Unrealized
BA BOEING CO 0.2%
Value ($000) $919 Shares 6,243 Est. Cost $172.94 Unrealized -0.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $915 Shares 12,277 Est. Cost $55.61 Unrealized +34.6%
IYY ISHARES TR 0.2%
Value ($000) $914 Shares 6,329 Est. Cost $105.96 Unrealized
MAGG MADISON ETFS TRUST 0.2%
Value ($000) $904 Shares 44,646 Est. Cost $19.86 Unrealized
MSTI MADISON ETFS TRUST 0.2%
Value ($000) $888 Shares 43,369 Est. Cost $20.47 Unrealized
FIAX TIDAL TR II 0.2%
Value ($000) $866 Shares 44,336 Est. Cost $19.63 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $855 Shares 31,261 Est. Cost $31.27 Unrealized -14.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $848 Shares 3,919 Est. Cost $164.71 Unrealized +14.3%
WOMN TIDAL TRUST III 0.2%
Value ($000) $777 Shares 19,730 Est. Cost $34.84 Unrealized
GVLU TIDAL ETF TR 0.2%
Value ($000) $768 Shares 30,311 Est. Cost $21.76 Unrealized
HTUS CAPITOL SER TR 0.2%
Value ($000) $750 Shares 16,591 Est. Cost $41.97 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $746 Shares 2,692 Est. Cost $145.37 Unrealized +60.3%
WMT WALMART INC 0.2%
Value ($000) $722 Shares 8,654 Est. Cost $52.49 Unrealized +38.1%
UUP INVESCO DB US DLR INDEX TR 0.2%
Value ($000) $721 Shares 24,394 Est. Cost $28.54 Unrealized
TIDAL ETF TR 0.2%
Value ($000) $704 Shares 34,687 Est. Cost $20.40 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $689 Shares 6,540 Est. Cost $92.86 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $666 Shares 994 Est. Cost $409.19 Unrealized +89.4%
HUBB HUBBELL INC 0.2%
Value ($000) $646 Shares 1,368 Est. Cost $140.57 Unrealized +168.5%
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $635 Shares 5,558 Est. Cost $88.34 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $602 Shares 1,403 Est. Cost $481.84 Unrealized +8.1%
GWW GRAINGER W W INC 0.2%
Value ($000) $571 Shares 478 Est. Cost $917.50 Unrealized +4.3%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $547 Shares 20,596 Est. Cost $26.61 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $543 Shares 3,438 Est. Cost $130.29 Unrealized +17.2%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $542 Shares 4,824 Est. Cost $72.47 Unrealized +56.3%
META META PLATFORMS INC 0.1%
Value ($000) $541 Shares 946 Est. Cost $270.52 Unrealized +89.3%
HAUS TIDAL ETF TR 0.1%
Value ($000) $541 Shares 28,159 Est. Cost $19.20 Unrealized
WTMF WISDOMTREE TR 0.1%
Value ($000) $517 Shares 14,659 Est. Cost $35.10 Unrealized
MFUT TIDAL TR II 0.1%
Value ($000) $512 Shares 30,929 Est. Cost $16.57 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $512 Shares 3,896 Est. Cost $71.18 Unrealized +36.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $512 Shares 1,437 Est. Cost $313.47 Unrealized +3.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $490 Shares 98 Est. Cost $2599.14 Unrealized +46.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $490 Shares 2,293 Est. Cost $115.79 Unrealized +63.2%
EZM WISDOMTREE TR 0.1%
Value ($000) $478 Shares 7,228 Est. Cost $38.16 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $477 Shares 1,229 Est. Cost $214.89 Unrealized +64.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $467 Shares 3,152 Est. Cost $142.54 Unrealized
DARP TIDAL TR II 0.1%
Value ($000) $464 Shares 13,871 Est. Cost $30.36 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $463 Shares 2,813 Est. Cost $124.96 Unrealized +30.4%
BANK MONTREAL MEDIUM 0.1%
Value ($000) $456 Shares 933 Est. Cost $373.49 Unrealized
BAK BRASKEM S A 0.1%
Value ($000) $453 Shares 74,141 Est. Cost $6.94 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $453 Shares 1,534 Est. Cost $147.61 Unrealized +66.1%
RTX RTX CORPORATION 0.1%
Value ($000) $438 Shares 3,603 Est. Cost $111.08 Unrealized 0.0%
MYLD CAMBRIA ETF TR 0.1%
Value ($000) $437 Shares 15,523 Est. Cost $27.93 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $425 Shares 1,474 Est. Cost $242.04 Unrealized -5.8%
MTUM ISHARES TR 0.1%
Value ($000) $425 Shares 2,027 Est. Cost $147.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $424 Shares 4,531 Est. Cost $93.56 Unrealized
WDTE TIDAL TR II 0.1%
Value ($000) $394 Shares 9,475 Est. Cost $41.54 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $389 Shares 932 Est. Cost $218.24 Unrealized +55.2%
ABT ABBOTT LABS 0.1%
Value ($000) $383 Shares 3,281 Est. Cost $102.12 Unrealized +4.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $378 Shares 8,320 Est. Cost $37.84 Unrealized +2.5%
TIDAL ETF TR 0.1%
Value ($000) $354 Shares 17,966 Est. Cost $19.39 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $353 Shares 1,370 Est. Cost $143.07 Unrealized -0.1%
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $337 Shares 6,564 Est. Cost $51.27 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $335 Shares 1,196 Est. Cost $239.79 Unrealized +17.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $335 Shares 1,435 Est. Cost $199.39 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $330 Shares 1,260 Est. Cost $222.03 Unrealized +6.4%
MMLG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $328 Shares 11,081 Est. Cost $25.96 Unrealized
SRE SEMPRA 0.1%
Value ($000) $319 Shares 3,613 Est. Cost $67.33 Unrealized +13.4%
NFLX NETFLIX INC 0.1%
Value ($000) $316 Shares 405 Est. Cost $43.65 Unrealized +53.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $310 Shares 437 Est. Cost $407.15 Unrealized +37.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $308 Shares 3,205 Est. Cost $69.57 Unrealized +19.1%
BLACKROCK INC 0.1%
Value ($000) $295 Shares 286 Est. Cost $780.66 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $295 Shares 17,176 Est. Cost $5.09 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $286 Shares 4,943 Est. Cost $41.65 Unrealized +12.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $285 Shares 3,757 Est. Cost $50.45 Unrealized +28.0%
TRND PACER FDS TR 0.1%
Value ($000) $283 Shares 8,389 Est. Cost $30.60 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $283 Shares 1,874 Est. Cost $123.20 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $283 Shares 1,404 Est. Cost $143.77 Unrealized +35.2%
ETN EATON CORP PLC 0.1%
Value ($000) $277 Shares 770 Est. Cost $215.55 Unrealized +39.8%
AGQI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $274 Shares 19,454 Est. Cost $14.24 Unrealized
CLSK CLEANSPARK INC 0.1%
Value ($000) $260 Shares 20,000 Est. Cost $12.70 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $257 Shares 940 Est. Cost $241.11 Unrealized
TAIL CAMBRIA ETF TR 0.1%
Value ($000) $257 Shares 22,723 Est. Cost $12.28 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $242 Shares 9,337 Est. Cost $22.91 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $238 Shares 7,507 Est. Cost $31.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $237 Shares 5,754 Est. Cost $38.39 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $235 Shares 3,126 Est. Cost $98.79 Unrealized -23.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $235 Shares 456 Est. Cost $398.28 Unrealized +16.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $231 Shares 349 Est. Cost $680.71 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $218 Shares 7,683 Est. Cost $28.43 Unrealized
MAIA MAIA BIOTECHNOLOGY INC 0.1%
Value ($000) $217 Shares 68,219 Est. Cost $3.11 Unrealized +0.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $217 Shares 739 Est. Cost $293.43 Unrealized
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $215 Shares 1,789 Est. Cost $112.93 Unrealized 0.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $209 Shares 3,150 Est. Cost $56.58 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $208 Shares 3,741 Est. Cost $30.69 Unrealized 0.0%
EWG ISHARES INC 0.1%
Value ($000) $204 Shares 6,386 Est. Cost $31.92 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $203 Shares 1,596 Est. Cost $107.47 Unrealized -2.2%
EWJ ISHARES INC 0.1%
Value ($000) $202 Shares 2,912 Est. Cost $69.38 Unrealized
COTY COTY INC 0.0%
Value ($000) $149 Shares 20,000 Est. Cost $10.71 Unrealized -11.0%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $106 Shares 21,016 Est. Cost $5.05 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $101 Shares 10,583 Est. Cost $9.44 Unrealized 0.0%