Holdings
Centric Wealth Management
As of Jun 30, 2026, Centric Wealth Management reported 108 positions worth US$331M. Largest: United Parcel Service, Inc., Apple Inc and Unitedhealth Group Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| United Parcel Service, Inc. | 480K | US$49.3M | +235K | Jun 30, 2026 |
| Apple Inc | 66,927 | US$18.5M | no change | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 39,178 | US$15.2M | +17,425 | Jun 30, 2026 |
| Williams-sonoma, Inc. | 47,725 | US$10.2M | +24,346 | Jun 30, 2026 |
| Walmart Inc. | 79,456 | US$9.54M | +43,493 | Jun 30, 2026 |
| Nvidia Corporation | 47,040 | US$9.34M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 9,262 | US$8.97M | no change | Jun 30, 2026 |
| Microsoft Corp. | 20,794 | US$8.6M | no change | Jun 30, 2026 |
| Union Pacific Corporation | 27,680 | US$7.78M | +14,888 | Jun 30, 2026 |
| Visa Inc. | 20,065 | US$7.03M | +10,995 | Jun 30, 2026 |