Centric Wealth Management - Q42025 Holdings

Centric Wealth Management holds 194 stocks with a total portfolio value of $ 473.39M as of Q42025. In Q42025, Centric Wealth Management added 18 new positions, increased stakes in 84 stocks, reduced 71 holdings, and fully exited 14 positions. The largest holding is United Parcel Service Inc (UPS), representing 6.11% of the total portfolio.