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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $463M AUM 181 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 60 Added 71 Reduced 17 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DTE DTE ENERGY CO Utilities 7,203.0 $1.1M 0.24% +358.0 +5.2% $152.39 -7.4%
22 OKE ONEOK INC NEW Energy 12,506.0 $1.1M 0.23% +5K +62.6% $86.95 +9.6%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 25,002.0 $1.1M 0.23% +419.0 +1.7% $42.34 +13.5%
24 MO ALTRIA GROUP INC Consumer Defensive 14,578.0 $1.0M 0.23% +2K +14.5% $71.94 -11.1%
25 CVX CHEVRON CORPORATION Energy 6,308.0 $1.0M 0.23% +4K +237.9% $165.78 +22.3%
26 CMCSA COMCAST CORP NEW Communication Services 42,156.0 $1.0M 0.22% +32K +317.9% $24.55 +4.2%
27 CMS CMS ENERGY CORP Utilities 13,320.0 $1.0M 0.22% +3K +28.1% $76.52 -6.7%
28 AEP AMERICAN ELEC PWR CO INC Utilities 7,151.0 $978K 0.21% +928.0 +14.9% $136.79 -7.5%
29 HPQ HP INC Technology 39,576.0 $868K 0.19% +17K +78.4% $21.94 +34.0%
30 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,806.0 $841K 0.18% +554.0 +7.6% $107.79 +4.8%
31 ES EVERSOURCE ENERGY Utilities 11,274.0 $815K 0.18% +879.0 +8.5% $72.28 -0.5%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 858.0 $802K 0.17% +47.0 +5.8% $935.26 +2.0%
33 EXC EXELON CORP Utilities 17,189.0 $801K 0.17% +2K +10.7% $46.62 -2.3%
34 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 15,196.0 $800K 0.17% +1K +10.8% $52.65 +23.0%
35 AMGN AMGEN INC Healthcare 2,160.0 $782K 0.17% +59.0 +2.8% $362.21 +15.8%
36 OGE OGE ENERGY CORP Utilities 15,558.0 $757K 0.16% +2K +17.7% $48.66 -2.7%
37 GPC GENUINE PARTS CO Consumer Cyclical 6,366.0 $751K 0.16% +1K +20.3% $118.02 +12.3%
38 EIX EDISON INTL Utilities 10,015.0 $746K 0.16% +672.0 +7.2% $74.45 -4.2%
39 WEC WEC ENERGY GROUP INC Utilities 6,188.0 $723K 0.16% +466.0 +8.1% $116.80 -5.4%
40 PNW PINNACLE WEST CAP CORP Utilities 6,629.0 $709K 0.15% +497.0 +8.1% $107.00 -6.2%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 18.1%
Utilities 9.8%
Consumer Defensive 8.9%
Communication Services 7.8%
Consumer Cyclical 7.3%
Healthcare 5.2%
Energy 4.2%
Industrials 2.5%
Basic Materials 1.5%