Centricity Wealth Management, LLC

SEC CIK: 0002054645
Latest filing: Jul 18, 2025

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Centricity Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2025 holdings

Shares (Q2 2025): 4,015
Value: $392.6K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2024

Holdings of WMT by Centricity Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	4,015	$392.6K	0.3%	−142−3.4%	Reduced	Holders
Q1 2025	4,157	$364.9K	0.3%	−292−6.6%	Reduced	Holders
Q4 2024	4,449	$402.0K	0.4%	–	No prior filing	Holders