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CIK: 0001839421
Total reported value
$463.2M
$463.2M
146 檔
25.2%
At the close of Q1 2025, Centennial Wealth Advisory LLC disclosed equity holdings valued at approximately $463.2M, spread across 146 reported holdings.
In Q1 2025, Centennial Wealth Advisory LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 16.17% | -0.86% | +0.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.90% | +0.02% | +208.29% | |
| 3 | AVIG | Avantis Core Fixed Income | ETF-Other | 6.90% | -0.61% | +30.05% | |
| 4 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 5.19% | -0.34% | +1.28% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.18% | -0.21% | -0.27% | |
| 6 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 4.69% | +0.49% | -7.14% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.58% | +0.53% | -8.15% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.72% | +0.16% | -49.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.05% | +3.98% | |
| 10 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | ETF-Other | 2.35% | +0.25% | — | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.29% | — | +49.79% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.09% | +7.26% | |
| 13 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.63% | — | — | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.31% | -0.09% | +30.11% | |
| 15 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.22% | +0.87% | +72.71% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.20% | -0.09% | +5.87% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.01% | +7.45% | |
| 18 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 0.90% | -0.01% | +7.07% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | -0.10% | -0.86% | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.86% | — | +34.03% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.21% | -2.69% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.04% | +13.08% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.64% | -1.15% | +54.64% | |
| 24 | SLV | Ishares Silver Trust | ETF-Commodities | 0.61% | -0.23% | -1.99% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.59% | -0.17% | +61.06% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.07% | +10.13% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | +3.67% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.47% | +0.03% | +22.52% | |
| 29 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.46% | -0.85% | +12.65% | |
| 30 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.46% | -0.08% | +126.36% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.02% | +9.46% | |
| 32 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.44% | -0.06% | +23.06% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | — | +5.74% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.11% | +16.27% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.42% | -0.04% | +23.32% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.38% | +0.13% | +245.11% | |
| 37 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.37% | -0.04% | +27.77% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.07% | +9.87% | |
| 39 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.33% | +0.01% | +7.87% | |
| 40 | DTE | Dte Energy Company | Stock-Utilities | 0.33% | — | +15.90% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.16% | +26.74% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.03% | +8.06% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.17% | +10.26% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.22% | +10.74% | |
| 45 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.27% | -0.12% | EXIT | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.01% | +5.82% | |
| 47 | CMS | Cms Energy CORP | Stock-Utilities | 0.26% | +0.02% | +14.06% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.25% | +0.14% | +5.88% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.07% | +12.12% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.24% | +0.11% | +70.11% |
According to official SEC Form 13F filings, Centennial Wealth Advisory LLC reported a total U.S. public equity portfolio value of $463.2M across 146 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BUFD, IVV, AVIG) accounted for 25.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BUFD
市值: $44.5M
During Q1 2025, Centennial Wealth Advisory LLC's top holdings by market value included BUFD (16.2%)、IVV (8.9%)、AVIG (6.9%). The largest single position, BUFD, represented 16.2% of total portfolio value.
In Q1 2025, Centennial Wealth Advisory LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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