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Portfolio (Quarterly) Guide ↗

Centennial Wealth Advisory LLC

· CIK 0001839421
13F Portfolio $413M AUM 160 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 100 Added 39 Reduced 22 Exited
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OMC OMNICOM GROUP INC Communication Services 9,249.0 $697K 0.17% +491.0 +5.6% $75.32 -2.2%
62 CVS CVS HEALTH CORP Healthcare 9,692.0 $696K 0.17% +2K +27.3% $71.82 +41.8%
63 OKE ONEOK INC NEW Energy 7,693.0 $696K 0.17% +612.0 +8.6% $90.42 -3.4%
64 AMD ADVANCED MICRO DEVICES INC Technology 3,293.0 $670K 0.16% +772.0 +30.6% $203.43 +155.5%
65 WEC WEC ENERGY GROUP INC Utilities 5,722.0 $663K 0.16% +496.0 +9.5% $115.79 -1.4%
66 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,252.0 $653K 0.16% +1K +19.7% $90.11 +18.4%
67 FITB FIFTH THIRD BANCORP Financial Services 14,004.0 $651K 0.16% +2K +21.3% $46.47 +18.3%
68 OGE OGE ENERGY CORP Utilities 13,218.0 $634K 0.15% +699.0 +5.6% $47.96 +1.3%
69 PPL PPL CORP Utilities 16,514.0 $631K 0.15% +1K +7.1% $38.20 -3.4%
70 PNW PINNACLE WEST CAP CORP Utilities 6,132.0 $618K 0.15% +627.0 +11.4% $100.77 +4.6%
71 PLTR PALANTIR TECHNOLOGIES INC Technology 4,099.0 $600K 0.14% +1K +33.2% $146.28 -22.4%
72 LRCX LAM RESEARCH CORP Technology 2,775.0 $593K 0.14% +954.0 +52.4% $213.67 +75.4%
73 NEE NEXTERA ENERGY INC Utilities 6,310.0 $586K 0.14% +2K +40.9% $92.90 -5.7%
74 GPC GENUINE PARTS CO Consumer Cyclical 5,290.0 $560K 0.14% +941.0 +21.6% $105.77 +4.7%
75 IP INTERNATIONAL PAPER CO Consumer Cyclical 15,651.0 $559K 0.14% +3K +23.7% $35.70 +7.3%
76 BBY BEST BUY INC Consumer Cyclical 8,589.0 $551K 0.13% +2K +22.0% $64.21 +20.9%
77 FUTY FIDELITY COVINGTON TRUST 8,737.0 $516K 0.12% +1K +14.3% $59.07 -0.6%
78 CAG CONAGRA BRANDS INC Consumer Defensive 32,509.0 $511K 0.12% +5K +17.8% $15.72 -13.4%
79 ABBV ABBVIE INC Healthcare 2,254.0 $491K 0.12% +137.0 +6.5% $217.63 +7.9%
80 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,054.0 $490K 0.12% +586.0 +10.7% $80.96 +1.2%
Page 4 of 5  ·  100 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 31.0%
Financial Services 20.7%
Utilities 10.8%
Communication Services 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 7.6%
Healthcare 5.7%
Energy 4.2%
Basic Materials 2.0%
Industrials 1.2%