Stock Taper

CENTRICITY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Autodesk, Inc.ADSK45$13.93K
Darden Restaurants, Inc.DRI47$10.24K
Zoetis Inc.ZTS47$7.33K
Public StoragePSA48$14.08K
Check Point Software Technologies Ltd.CHKP50$11.06K
Lam Research CorporationLRCX50$4.87K
ON Semiconductor CorporationON50$2.62K
Ingersoll Rand Inc.IR51$4.24K
Bio-Techne CorporationTECH52$2.67K
Intel Corp.INTC52$1.17K
Salesforce, Inc.CRM53$14.45K
Marriott International, Inc.MAR53$14.48K
AMETEK, Inc.AME54$9.77K
The Travelers Companies, Inc.TRV56$14.98K
Chubb LimitedCB57$16.51K
Medtronic plcMDT60$5.23K
FedEx CorporationFDX61$13.87K
Nucor CorporationNUE62$8.03K
Analog Devices, Inc.ADI64$15.23K
Ares Management CorporationARES65$11.26K