Fund HoldingsCentennial Wealth Advisory LLC

Total Portfolio Value
$255.00M
Total Bought
$35.88M
Total Sold
$36.82M
Net Transaction
-$945.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR P500GRW
0250,238+250,238021,9968.63%+21,996
ISHARES TR024,049+24,04905,6582.22%+5,658
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
035,260+35,26004,3561.71%+4,356
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
415,662459,951+44,28912,61514,4565.67%+1,841
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
525,758583,815+58,05712,67614,3045.61%+1,628
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
27,99192,434+64,4436051,9090.75%+1,303
SPDR SER TR
ST STR SP400VAL
3,91417,787+13,8733111,4270.56%+1,116
BLACKROCK ETF TRUST II015,373+15,37307960.31%+796
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
11,50136,884+25,3833201,0060.39%+686
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
023,192+23,19201,1290.44%+1,129
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
24,03752,343+28,3065381,0910.43%+552
APPLE INC(AAPL)28,37428,548+1746,6127,1492.80%+538
NVIDIA CORPORATION(NVDA)22,31322,751+4382,7103,0551.20%+346
WISDOMTREE TR(WT)03,847+3,84702990.12%+299
ENERGY TRANSFER L P(ET)011,611+11,61102270.09%+227
BROADCOM INC(AVGO)2,4302,765+3354196410.25%+222
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
02,772+2,77202170.09%+217
TESLA INC(TSLA)1,3331,348+153495440.21%+196
FIRST TR EXCHANGE-TRADED FD12,84118,672+5,8314015860.23%+185
AMAZON COM INC(AMZN)6,0245,877-1471,1221,2890.51%+167
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,4172,041+6242854300.17%+145
OLD SECOND BANCORP INC ILL(OSBC)017,245+17,24503070.12%+307
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
3,4185,121+1,7032023030.12%+100
HUNTINGTON BANCSHARES INC(HBAN)40,26742,360+2,0935926890.27%+97
ALPHABET INC(GOOG)03,919+3,91907420.29%+742
WALGREENS BOOTS ALLIANCE INC024,750+24,75002310.09%+231
ALTRIA GROUP INC(MO)16,44217,508+1,0668399150.36%+76
ENTERGY CORP NEW(ETR)3,9497,845+3,8965205950.23%+75
NISOURCE INC(NI)18,62319,552+9296457190.28%+73
US BANCORP DEL(USB)11,46212,370+9085245920.23%+67
SPDR SER TR
ST BLOO HIGH ETF
02,842+2,84202710.11%+271
CITIZENS FINL GROUP INC(CFG)11,81612,599+7834855510.22%+66
SPDR SER TR
ST STR SP400GRW
011,700+11,70001,0170.40%+1,017
INTERNATIONAL PAPER CO(IP)13,19013,158-326447080.28%+64
ONEOK INC NEW(OKE)5,3125,450+1384845470.21%+63
WHIRLPOOL CORP(WHR)3,0403,391+3513253880.15%+63
EMERSON ELEC CO(EMR)02,856+2,85603540.14%+354
ISHARES TR06,726+6,72605290.21%+529
FRANKLIN RESOURCES INC(BEN)018,848+18,84803820.15%+382
MICROSOFT CORP(MSFT)4,8705,099+2292,0962,1500.84%+54
KEYCORP(KEY)37,99640,275+2,2796366900.27%+54
NRG ENERGY INC(NRG)4,3695,004+6353984520.18%+53
META PLATFORMS INC(META)2,1492,191+421,2301,2830.50%+53
TRUIST FINL CORP(TFC)10,91511,955+1,0404675190.20%+52
FIDELITY COVINGTON TRUST4,2624,397+1353774290.17%+52
VALERO ENERGY CORP(VLO)03,010+3,01003690.14%+369
JPMORGAN CHASE & CO.(JPM)01,905+1,90504570.18%+457
WELLS FARGO CO NEW(WFC)3,6593,525-1342072480.10%+41
COSTCO WHSL CORP NEW(COST)813831+187217610.30%+40
CISCO SYS INC(CSCO)06,633+6,63303930.15%+393
AT&T INC(T)35,19135,468+2777748080.32%+33
COMERICA INC5,0685,433+3653043360.13%+32
BANK AMERICA CORP06,312+6,31202770.11%+277
OGE ENERGY CORP(OGE)8,1208,827+7073333640.14%+31
REGIONS FINANCIAL CORP NEW(RF)19,05420,176+1,1224454750.19%+30
ALLIANT ENERGY CORP(LNT)6,4337,087+6543904190.16%+29
WALMART INC(WMT)2,9432,942-12382660.10%+28
PPL CORP(PPL)11,67812,733+1,0553864130.16%+27
INVESCO LTD(IVZ)19,09520,709+1,6143353620.14%+27
WEC ENERGY GROUP INC(WEC)3,6713,997+3263533760.15%+23
NEOVOLTA INC010,100+10,1000530.02%+53
CMS ENERGY CORP(CMS)7,4838,242+7595295490.22%+21
PRUDENTIAL FINL INC(PFH)04,297+4,29705090.20%+509
FIFTH THIRD BANCORP(FITB)9,69110,281+5904154350.17%+20
DOMINION ENERGY INC(D)7,6398,532+8934414600.18%+18
ISHARES TR1,2581,297+393573730.15%+16
SPDR DOW JONES INDL AVERAGE(DIA)488522+342072220.09%+16
PHILIP MORRIS INTL INC(PM)4,2714,435+1645195340.21%+15
MCDONALDS CORP(MCD)2,2052,368+1636726860.27%+15
KIMBERLY-CLARK CORP(KMB)04,734+4,73406200.24%+620
AMERICAN CENTY ETF TR17,43717,563+1269429550.37%+13
PFIZER INC(PFE)22,12824,618+2,4906406530.26%+13
INTERPUBLIC GROUP COS INC10,63012,430+1,8003363480.14%+12
MASTERCARD INCORPORATED(MA)0448+44802360.09%+236
VERIZON COMMUNICATIONS INC(VZ)17,51219,954+2,4427877980.31%+12
FIDELITY COVINGTON TRUST69,16869,595+4272,3422,3530.92%+11
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
0628,362+628,362014,0975.53%+14,097
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,0243,869-1553643750.15%+11
SPDR GOLD TR(GLD)8,3958,464+692,0412,0490.80%+9
SONOCO PRODS CO(SON)5,6796,530+8513103190.13%+9
PRINCIPAL FINANCIAL GROUP IN(PFG)03,931+3,93103040.12%+304
FIRSTENERGY CORP(FE)7,5138,535+1,0223333400.13%+6
EDISON INTL(EIX)5,3785,943+5654684750.19%+6
AMERICAN ELEC PWR CO INC4,2724,807+5354384430.17%+5
PUBLIC SVC ENTERPRISE GRP IN(PEG)6,3676,773+4065685720.22%+4
APTARGROUP INC1,2721,319+472042070.08%+3
ISHARES GOLD TR(IAU)04,740+4,74002350.09%+235
INTERNATIONAL BUSINESS MACHS(IBM)9,9329,987+552,1962,1960.86%-0
FORD MTR CO(F)051,104+51,10405060.20%+506
ISHARES TR013,173+13,17301,1650.46%+1,165
CONAGRA BRANDS INC(CAG)12,57914,699+2,1204094080.16%-1
JOHNSON & JOHNSON(JNJ)01,968+1,96802850.11%+285
PROCTER AND GAMBLE CO(PG)3,9524,074+1226856830.27%-1
WATSCO INC(WSO)0754+75403580.14%+358
EATON VANCE MUN BD FD013,736+13,73601420.06%+142
WISDOMTREE TR(WT)08,024+8,02404090.16%+409
VANGUARD INDEX FDS0441+44102370.09%+237
FIDELITY NATIONAL FINANCIAL(FNF)5,4635,944+4813393340.13%-5
FIDELITY COVINGTON TRUST6,2666,542+2763253190.13%-6
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,087+3,08702640.10%+264
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