MondegarAI
Centric Wealth Management

Q1 2025 · 13F-HR

Centric Wealth Managementholdings as filed

Filed 2025-05-15 · accession 0001104659-25-049158

$380.5M
Reported value
175
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
911312106UPSUNITED PARCEL SERVICE INC$37.7M9.90%342,530CommonNONE
78468R101SPTSSPDR SER TR$15.4M4.04%526,100CommonNONE
037833100AAPLAPPLE INC$14.3M3.76%64,367CommonNONE
41653L875HFSIHARTFORD FDS EXCHANGE TRADED$11.6M3.06%336,672CommonNONE
69374H816PALCPACER FDS TR$9.2M2.42%192,065CommonNONE
532457108LLYELI LILLY & CO$8.7M2.30%10,585CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$8.7M2.27%134,993CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$7.9M2.06%315,849CommonNONE
46436E726IBDVISHARES TR$7.5M1.98%347,119CommonNONE
063679534BANK MONTREAL QUE$7.0M1.85%19,578CommonNONE
594918104MSFTMICROSOFT CORP$6.9M1.82%18,494CommonNONE
69374H881COWZPACER FDS TR$6.9M1.82%126,703CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.7M1.50%203,623CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$5.2M1.38%153,005CommonNONE
78464A854SPYMSPDR SER TR$5.2M1.36%78,739CommonNONE
67066G104NVDANVIDIA CORPORATION$4.8M1.25%43,921CommonNONE
00287Y109ABBVABBVIE INC$4.5M1.18%21,517CommonNONE
023135106AMZNAMAZON COM INC$4.4M1.15%22,991CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$4.3M1.14%132,153CommonNONE
46436E718SGOVISHARES TR$4.1M1.08%40,935CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.9M1.03%22,975CommonNONE
46435U515IBDTISHARES TR$3.8M1.00%151,321CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.8M0.99%75,630CommonNONE
969904101WSMWILLIAMS SONOMA INC$3.7M0.98%23,683CommonNONE
92826C839VVISA INC$3.7M0.98%10,632CommonNONE
30231G102XOMEXXON MOBIL CORP$3.7M0.97%30,985CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.95%14,793CommonNONE
46090E103QQQINVESCO QQQ TR$3.6M0.94%7,588CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.5M0.91%6,486CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.90%11,251CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.4M0.89%6,207CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$3.4M0.89%23,109CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.89%3,564CommonNONE
166764100CVXCHEVRON CORP NEW$3.3M0.87%19,785CommonNONE
69374H725PAMCPACER FDS TR$3.2M0.85%76,128CommonNONE
552848103MTGMGIC INVT CORP WIS$3.1M0.81%124,964CommonNONE
026874784AIGAMERICAN INTL GROUP INC$3.1M0.81%35,530CommonNONE
478160104JNJJOHNSON & JOHNSON$3.1M0.80%18,461CommonNONE
29977A105EVREVERCORE INC$3.1M0.80%15,303CommonNONE
78463V107GLDSPDR GOLD TR$3.1M0.80%10,602CommonNONE
253393102DKSDICKS SPORTING GOODS INC$3.1M0.80%15,133CommonNONE
872540109TJXTJX COS INC NEW$3.0M0.78%24,339CommonNONE
74347Y813KOLDPROSHARES TR II$2.9M0.77%150,000CommonNONE
464287200IVVISHARES TR$2.9M0.77%5,222CommonNONE
833034101SNASNAP ON INC$2.9M0.77%8,671CommonNONE
032654105ADIANALOG DEVICES INC$2.9M0.75%14,198CommonNONE
907818108UNPUNION PAC CORP$2.8M0.74%11,875CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$2.8M0.72%54,117CommonNONE
032108409DIVOAMPLIFY ETF TR$2.7M0.71%66,524CommonNONE
717081103PFEPFIZER INC$2.7M0.71%106,161CommonNONE
75513E101RTXRTX CORPORATION$2.6M0.69%19,826CommonNONE
457187102INGRINGREDION INC$2.5M0.67%18,820CommonNONE
58933Y105MRKMERCK & CO INC$2.5M0.66%28,077CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.5M0.65%29,439CommonNONE
931142103WMTWALMART INC$2.5M0.65%28,178CommonNONE
68389X105ORCLORACLE CORP$2.5M0.65%17,668CommonNONE
375558103GILDGILEAD SCIENCES INC$2.4M0.63%21,287CommonNONE
69374H659HERDPACER FDS TR$2.4M0.62%63,329CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.4M0.62%27,913CommonNONE
125269100CFCF INDS HLDGS INC$2.3M0.61%29,719CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.60%22,360CommonNONE
48662X105KBDCKAYNE ANDERSON BDC INC$2.2M0.59%137,620CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.2M0.57%4,813CommonNONE
94106L109WMWASTE MGMT INC DEL$2.1M0.56%9,219CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.1M0.56%5,996CommonNONE
56585A102MPCMARATHON PETE CORP$2.1M0.55%14,462CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.1M0.55%73,546CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.51%3,677CommonNONE
885160101THOTHOR INDS INC$1.9M0.50%24,891CommonNONE
88160R101TSLATESLA INC$1.9M0.50%7,270CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1.9M0.49%5,625CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.48%19,592CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.46%18,712CommonNONE
46435GAA0IBDRISHARES TR$1.6M0.43%66,893CommonNONE
G0176J109ALLEALLEGION PLC$1.6M0.42%12,173CommonNONE
46429B697USMVISHARES TR$1.5M0.40%16,152CommonNONE
02079K107GOOGALPHABET INC$1.5M0.38%9,302CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.36%4,421CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.3M0.35%13,909CommonNONE
59001A102MTHMERITAGE HOMES CORP$1.3M0.33%17,784CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.30%2,037CommonNONE
557441300MAGGMADISON ETFS TRUST$1.1M0.28%52,287CommonNONE
02079K305GOOGLALPHABET INC$1.0M0.27%6,762CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.27%6,219CommonNONE
886364223TIDAL ETF TR$1.0M0.27%51,957CommonNONE
557441201MSTIMADISON ETFS TRUST$1.0M0.26%49,108CommonNONE
886364173SFYTIDAL ETF TR$967,1190.25%9,489CommonNONE
88634T535FIAXTIDAL TR II$935,7190.25%50,689CommonNONE
65339F101NEENEXTERA ENERGY INC$912,3350.24%12,870CommonNONE
438516106HONHONEYWELL INTL INC$893,3720.23%4,219CommonSOLE
464287846IYYISHARES TR$864,5840.23%6,353CommonNONE
45259A100WOMNTIDAL TRUST III$847,7890.22%22,143CommonNONE
88636R834BTGDTIDAL TR II$820,4130.22%30,601CommonNONE
886364520GVLUTIDAL ETF TR$817,1400.21%35,430CommonNONE
565788106MARAMARA HOLDINGS INC$805,0120.21%70,001CommonNONE
88636J535CCSBTIDAL TR II$720,9440.19%35,497CommonNONE
482480100KLACKLA CORP$675,7210.18%994CommonNONE
69374H568PSFFPACER FDS TR$665,9280.18%23,325CommonNONE
886364587HAUSTIDAL ETF TR$637,9690.17%32,685CommonNONE
655844108NSCNORFOLK SOUTHN CORP$637,6000.17%2,692CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$622,9030.16%23,347CommonNONE
036752103ELVELEVANCE HEALTH INC$610,2490.16%1,403CommonNONE
88636J337MFUTTIDAL TR II$587,5790.15%37,711CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$581,3610.15%7,373CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$570,4520.15%2,294CommonNONE
12514G108CDWCDW CORP$567,7090.15%3,542CommonNONE
30303M102METAMETA PLATFORMS INC$528,7840.14%917CommonNONE
33740F383AGQIFIRST TR EXCHNG TRADED FD VI$487,6990.13%34,935CommonNONE
33740F789MMLGFIRST TR EXCHNG TRADED FD VI$479,3180.13%17,551CommonNONE
384802104GWWGRAINGER W W INC$472,1830.12%478CommonNONE
88636J857DARPTIDAL TR II$472,0040.12%16,368CommonNONE
136375102CNICANADIAN NATL RY CO$470,1470.12%4,824CommonNONE
97717W125WTMFWISDOMTREE TR$456,4520.12%13,374CommonNONE
443510607HUBBHUBBELL INC$452,6850.12%1,368CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$451,4770.12%98CommonNONE
437076102HDHOME DEPOT INC$450,5330.12%1,229CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$448,4010.12%1,437CommonNONE
132061797MYLDCAMBRIA ETF TR$436,0460.11%19,345CommonNONE
17275R102CSCOCISCO SYS INC$435,8960.11%7,064CommonNONE
97717W570EZMWISDOMTREE TR$433,1200.11%7,267CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$433,0900.11%5,896CommonNONE
002824100ABTABBOTT LABS$431,9760.11%3,257CommonNONE
713448108PEPPEPSICO INC$431,7160.11%2,879CommonNONE
617446448MSMORGAN STANLEY$428,8790.11%3,676CommonNONE
670100205NVONOVO-NORDISK A S$426,3620.11%6,140CommonNONE
025816109AXPAMERICAN EXPRESS CO$412,5950.11%1,534CommonNONE
46432F396MTUMISHARES TR$411,6290.11%2,036CommonSOLE
64110L106NFLXNETFLIX INC$368,3490.10%395CommonNONE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$343,4140.09%14,725CommonNONE
33740F540CRPTFIRST TR EXCHNG TRADED FD VI$333,4590.09%27,266CommonNONE
132061862TAILCAMBRIA ETF TR$330,7200.09%28,075CommonNONE
14064D519HTUSCAPITOL SER TR$320,2930.08%8,792CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$317,7110.08%1,404CommonNONE
29287L106VOTETCW ETF TRUST$316,7490.08%4,844CommonNONE
977852102WOLF*WOLFSPEED INC$306,0000.08%100,000CommonNONE
149123101CATCATERPILLAR INC$304,2030.08%922CommonNONE
060505104BACBANK AMERICA CORP$303,1960.08%7,266CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$299,3960.08%1,450CommonNONE
548661107LOWLOWES COS INC$293,8700.08%1,260CommonNONE
31428X106FDXFEDEX CORP$291,5610.08%1,196CommonNONE
500767389KSPYKRANESHARES TRUST$282,8370.07%11,157CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$273,5530.07%5,542CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$273,3770.07%1,789CommonNONE
09290D101BLKBLACKROCK INC$269,7660.07%285CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$268,4350.07%4,119CommonNONE
701094104PHPARKER-HANNIFIN CORP$265,6300.07%437CommonNONE
816851109SRESEMPRA$257,8240.07%3,613CommonNONE
69374H675TRNDPACER FDS TR$257,3290.07%8,004CommonNONE
855244109SBUXSTARBUCKS CORP$246,7300.06%2,515CommonNONE
091941104BGTBLACKROCK FLOATING RATE INC$246,6490.06%19,859CommonNONE
464288760ITAISHARES TR$245,2940.06%1,602CommonNONE
038222105AMATAPPLIED MATLS INC$239,2510.06%1,649CommonNONE
N07059210ASMLASML HOLDING N V$231,2580.06%349CommonNONE
464287184FXIISHARES TR$227,4760.06%6,347CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$225,8430.06%456CommonNONE
98389B100XELXCEL ENERGY INC$222,9890.06%3,150CommonNONE
58733R102MELIMERCADOLIBRE INC$218,4970.06%112CommonNONE
46428Q109SLVISHARES SILVER TR$217,3890.06%7,015CommonNONE
922908637VVVANGUARD INDEX FDS$215,0000.06%836CommonNONE
00206R102TAT&T INC$214,8980.06%7,599CommonNONE
747525103QCOMQUALCOMM INC$213,1930.06%1,388CommonNONE
097023105BABOEING CO$211,9380.06%1,243CommonNONE
464285204IAUISHARES GOLD TR$210,1330.06%3,564CommonNONE
26922B527BGIGETF SER SOLUTIONS$210,0410.06%7,089CommonNONE
G29183103ETNEATON CORP PLC$205,5030.05%756CommonSOLE
464287432TLTISHARES TR$204,7260.05%2,249CommonNONE
922908769VTIVANGUARD INDEX FDS$204,2770.05%743CommonNONE
369604301GEGE AEROSPACE$201,7510.05%1,008CommonSOLE
92204A504VHTVANGUARD WORLD FD$200,4010.05%757CommonNONE
722014107PHKPIMCO HIGH INCOME FD$130,7330.03%26,735CommonNONE
222070203COTYCOTY INC$109,4000.03%20,000CommonNONE
552641102MAIAMAIA BIOTECHNOLOGY INC$104,4190.03%68,248CommonNONE
64129H104NMLNEUBERGER BERMAN ENERGY INFR$103,2390.03%11,471CommonNONE
03945R102ACHRARCHER AVIATION INC$71,9530.02%10,120CommonNONE
18452B209CLSKCLEANSPARK INC$67,2000.02%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.