Centric Wealth Management

Q2 2025 13F Holdings

Location
Chicago, IL
Holdings as of
6/30/2025
Value
$419M
Value excl. options
$419M
Num holdings
192
Date filed
8/12/2025
Form type
13F-HR
Prev filing
5/15/2025
Next filing
11/4/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type