Centric Wealth Management - Q22026 Holdings

Centric Wealth Management holds 209 stocks with a total portfolio value of $ 643.18M as of Q22026. In Q22026, Centric Wealth Management added 6 new positions, increased stakes in 24 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is United Parcel Svcs Inc (UPS), representing 7.66% of the total portfolio.