Stock Taper

CENTRICITY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rio Tinto GroupRIO321$18.72K
Unilever PLCUL329$20.13K
Duke Energy CorporationDUK332$39.18K
Sirius XM Holdings Inc.SIRI339$7.79K
Constellation Energy CorporationCEG346$111.67K
Capital One Financial CorporationCOF348$74.04K
Lockheed Martin CorporationLMT348$161.17K
Advanced Micro Devices, Inc.AMD364$51.65K
International Business Machines CorporationIBM364$107.3K
CrowdStrike Holdings, Inc.CRWD374$190.48K
Block, Inc.XYZ395$26.83K
Starbucks CorporationSBUX400$36.65K
Target CorporationTGT405$39.95K
Consolidated Edison, Inc.ED449$45.02K
RTX CorporationRTX450$65.71K
Haleon plcHLN450$4.67K
Albemarle CorporationALB450$28.2K
Tesla, Inc.TSLA454$144.22K
Truist Financial CorporationTFC456$19.6K
UnitedHealth Group IncorporatedUNH475$148.19K