Stock Taper

CENTRICITY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Travelers Companies, Inc.TRV56$14.98K
AMETEK, Inc.AME54$9.77K
Marriott International, Inc.MAR53$14.48K
Salesforce, Inc.CRM53$14.45K
Intel Corp.INTC52$1.17K
Bio-Techne CorporationTECH52$2.67K
Ingersoll Rand Inc.IR51$4.24K
Check Point Software Technologies Ltd.CHKP50$11.06K
Lam Research CorporationLRCX50$4.87K
ON Semiconductor CorporationON50$2.62K
Public StoragePSA48$14.08K
Darden Restaurants, Inc.DRI47$10.24K
Zoetis Inc.ZTS47$7.33K
Autodesk, Inc.ADSK45$13.93K
Ferrari N.V.RACE43$21.1K
S&P Global Inc.SPGI41$21.62K
ICON Public Limited CompanyICLR38$5.53K
Arthur J. Gallagher & Co.AJG34$10.88K
Diageo plcDEO34$3.43K
The PNC Financial Services Group, Inc.PNC34$6.34K