Holdings
Center for Wealth Management Advisory
As of Jun 30, 2026, Center for Wealth Management Advisory reported 48 positions worth US$71.6M. Largest: Apple Inc, Broadcom Inc. and Morgan Stanley. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,603 | US$4.51M | +19 | Jun 30, 2026 |
| Broadcom Inc. | 8,593 | US$3.25M | +205 | Jun 30, 2026 |
| Morgan Stanley | 12,874 | US$2.69M | +1,335 | Jun 30, 2026 |
| Johnson & Johnson | 10,457 | US$2.66M | +153 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 5,850 | US$2.43M | −435 | Jun 30, 2026 |
| Bank Of America Corporation | 41,890 | US$2.39M | new | Jun 30, 2026 |
| Merck & Company, Inc. | 17,696 | US$2.27M | +392 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 15,052 | US$2.18M | +275 | Jun 30, 2026 |
| Microsoft Corp. | 5,734 | US$2.14M | +576 | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 8,678 | US$2.14M | new | Jun 30, 2026 |