Centric Wealth Management - Q12026 Holdings

Centric Wealth Management holds 203 stocks with a total portfolio value of $ 500.91M as of Q12026. In Q12026, Centric Wealth Management added 19 new positions, increased stakes in 63 stocks, reduced 101 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (SGOV), representing 6.22% of the total portfolio.