| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 23 | Q2 2024 | 39.3% |
| LILLY ELI & CO | 23 | Q2 2024 | 3.5% |
| MASTERCARD INCORPORATED | 23 | Q2 2024 | 1.6% |
| TESLA INC | 23 | Q2 2024 | 4.4% |
| MOLINA HEALTHCARE INC | 23 | Q2 2024 | 1.5% |
| HOME DEPOT INC | 23 | Q2 2024 | 1.7% |
| COLGATE PALMOLIVE CO | 23 | Q2 2024 | 1.3% |
| MERCK & CO. INC | 23 | Q2 2024 | 1.1% |
| ISHARES TR | 23 | Q2 2024 | 1.3% |
| JOHNSON & JOHNSON | 23 | Q2 2024 | 1.3% |
View Centric Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-04 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-06 |
View Centric Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.