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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: 2020-01-06) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
UNITED PARCEL SERVICE INC    (CL B) UPS 49,375,000 421,795 39.26%
SPDR SERIES TRUST    (PORTFOLIO LN TSR) TLO 2,321,000 59,715 1.84%
ISHARES GOLD TRUST    (ISHARES) IAU 2,112,000 145,665 1.67%
LILLY ELI & CO    (COM) LLY 1,950,000 14,836 1.55%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 1,946,000 42,346 1.54%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,845,000 54,861 1.46%
BARCLAYS BK PLC    (IPATH SER B GSCI) 1,759,000 139,800 1.39%
SELECT SECTOR SPDR TR    (ENERGY) XLE 1,739,000 28,969 1.38%
INDEXIQ ETF TR    (IQ S&P HGH YLD) 1,644,000 64,667 1.30%
BANK AMER CORP    (COM) BAC 1,633,000 46,380 1.29%
VISA INC    (COM CL A) V 1,613,000 8,583 1.28%
INVESCO QQQ TR    (UNIT SER 1) 1,564,000 7,358 1.24%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 1,542,000 20,383 1.22%
MASTERCARD INC    (CL A) MA 1,531,000 5,128 1.21%
EATON VANCE ENHANCED EQ INC    (COM) EOI 1,471,000 92,520 1.16%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,467,000 22,359 1.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,466,000 10,938 1.16%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,435,000 12,402 1.14%
HOME DEPOT INC    (COM) HD 1,429,000 6,544 1.13%
PFIZER INC    (COM) PFE 1,392,000 35,532 1.10%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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