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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Centric Wealth Management INSTITUTION : Centric Wealth Management
Centric Wealth Management Latest Top 20 Portfolio Holdings: (Filing Date: 2019-10-03) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
UNITED PARCEL SERVICE INC    (CL B) UPS 48,632,000 422,008 36.59%
APPLE INC    (COM) AAPL 3,214,000 14,677 2.41%
SPDR SERIES TRUST    (PORTFOLIO LN TSR) TLO 2,613,000 63,366 1.96%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 2,526,000 54,285 1.90%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 1,992,000 132,959 1.49%
ISHARES GOLD TRUST    (ISHARES) IAU 1,936,000 135,041 1.45%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 1,648,000 60,524 1.24%
LILLY ELI & CO    (COM) LLY 1,580,000 14,769 1.18%
FLEXSHARES TR    (IBOXX 3R TARGT) TDTT 1,518,000 61,729 1.14%
INVESCO QQQ TR    (UNIT SER 1) 1,470,000 7,985 1.10%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,440,000 10,162 1.08%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 1,428,000 64,075 1.07%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,414,000 22,552 1.06%
ZOETIS INC    (CL A) ZTS 1,412,000 11,547 1.06%
HOME DEPOT INC    (COM) HD 1,410,000 6,254 1.06%
COLGATE PALMOLIVE CO    (COM) CL 1,399,000 19,845 1.05%
VISA INC    (COM CL A) V 1,378,000 8,115 1.03%
MASTERCARD INC    (CL A) MA 1,362,000 5,149 1.02%
EATON VANCE ENHANCED EQ INC    (COM) EOI 1,329,000 89,771 0.99%
PROCTER & GAMBLE CO    (COM) PG 1,295,000 10,692 0.97%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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