Stock Taper

CENTRICITY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT484$187.9K
Abbott LaboratoriesABT489$66.51K
Corning IncGLW500$26.3K
Ares Capital CorporationARCC500$10.98K
GE HealthCare Technologies Inc.GEHC510$37.78K
Costco Wholesale CorporationCOST510$504.87K
The Kroger Co.KR525$37.66K
Carrier Global CorporationCARR550$40.26K
Berkshire Hathaway Inc.BRK-B554$269.12K
CoStar Group, Inc.CSGP560$45.02K
McDonald's CorporationMCD561$163.78K
Outset Medical, Inc.OM563$10.81K
CAVA Group, Inc.CAVA585$49.27K
Corteva, Inc.CTVA594$44.27K
O'Reilly Automotive, Inc.ORLY615$55.43K
Cytokinetics, IncorporatedCYTK624$20.62K
American Express CompanyAXP627$200K
Mondelez International, Inc.MDLZ650$43.81K
McKesson CorporationMCK656$480.7K
GSK plcGSK658$25.28K