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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 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMUS T-MOBILE US INC Communication Services 1,163.0 $244K 0.06% NEW $210.01 -12.1%
142 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,984.0 $242K 0.06% NEW $60.67 -8.5%
143 XLRE SELECT SECTOR SPDR TR 5,899.0 $241K 0.06% +853.0 +16.9% $40.83 +9.3%
144 C CITIGROUP INC Financial Services 2,077.0 $236K 0.06% NEW $113.43 +27.8%
145 CTAS CINTAS CORP Industrials 1,388.0 $235K 0.06% +17.0 +1.2% $169.12 -0.2%
146 MRK MERCK & CO INC Healthcare 1,937.0 $233K 0.06% -221.0 -10.2% $120.24 -0.5%
147 MRVL MARVELL TECHNOLOGY INC Technology 2,339.0 $232K 0.06% NEW $99.04 +181.7%
148 CAT CATERPILLAR INC Industrials 318.0 $225K 0.06% NEW $708.25 +39.0%
149 CRM SALESFORCE INC Technology 1,198.0 $224K 0.05% +205.0 +20.6% $186.68 -17.8%
150 ISRG INTUITIVE SURGICAL INC Healthcare 483.0 $223K 0.05% +84.0 +21.1% $461.00 -12.5%
151 SCHX SCHWAB STRATEGIC TR 8,478.0 $217K 0.05% $25.64 +13.1%
152 WTS WATTS WATER TECHNOLOGIES INC Industrials 747.0 $217K 0.05% -265.0 -26.2% $290.44 +20.5%
153 GGG GRACO INC Industrials 2,528.0 $214K 0.05% NEW $84.69 -12.4%
154 IAU ISHARES GOLD TR Financial Services 2,387.0 $210K 0.05% NEW $88.16 -12.3%
155 RTX RTX CORPORATION Industrials 1,089.0 $210K 0.05% NEW $192.98 -3.4%
156 ET ENERGY TRANSFER L P Energy 10,786.0 $208K 0.05% -838.0 -7.2% $19.30 -0.4%
157 UNH UNITEDHEALTH GROUP INC Healthcare 768.0 $208K 0.05% NEW $270.55 +51.3%
158 DIS DISNEY WALT CO Communication Services 2,099.0 $202K 0.05% -960.0 -31.4% $96.38 +7.4%
159 EIM EATON VANCE MUN BD FD Financial Services 14,842.0 $145K 0.04% +229.0 +1.6% $9.77 +0.2%
160 NEOV NEOVOLTA INC Industrials 10,100.0 $31K 0.01% $3.08 -30.5%
Page 8 of 8  ·  160 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%