Centric Wealth Management

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Centric Wealth Management reported 166 stock positions worth $370.2 million. Its top holding was United Parcel Service Class B (UPS) at 11.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.6%) and Apple (AAPL, 4.4%). Compared with Q3 2024, it opened 19 new positions, sold out of 25, added to 63 and reduced 54. The biggest buy was a new position in Hartfor Strateg Income ETF-U (HFSI) and the biggest sale an exit from iShares Ibonds Dec 2032 TC (IBDX).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001752761
Portfolio Value
$370.2M (Q4 2024)
SEC Filing
0001104659-25-012138 ↗ filed Feb 12, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $314.5M Q1 2024 Q2 2024: $347.2M Q2 2024 Q3 2024: $376.3M Q3 2024 Q4 2024: $370.2M $370.2M Q4 2024 Q1 2025: $380.5M Q1 2025 Q2 2025: $418.7M Q2 2025 Q3 2025: $449.2M Q3 2025 Q4 2025: $473.4M Q4 2025 Q1 2026: $500.9M Q1 2026 Q2 2026: $643.2M Q2 2026

Holdings 166 stocks · $370.2M
UPS United Parcel Service Class B 11.89% 349,140 $44.0M Reduce -0.1%
SPYM Ste STR SPDR PT S&P 500 ETF 5.56% 298,280 $20.6M Add +53.2%
AAPL Apple Inc. 4.37% 64,553 $16.2M Reduce -11.8%
COWZ Pacer US Cash Cows 100 ETF 2.94% 192,791 $10.9M Add +215.0%
HFSI Hartfor Strateg Income ETF-U 2.94% 317,447 $10.9M New
PALC Pacer Lunt LRG Cap Multi-Fac 2.47% 185,961 $9.2M Add +0.3%
FTLS First Trust Long/Short Eqty 2.33% 130,937 $8.6M Add +1.0%
LLY Eli Lilly & Co. 2.21% 10,599 $8.2M Reduce -21.8%
SCHR Schwab Intermediate-Term US 1.99% 303,655 $7.4M Reduce -53.9%
MSFT Microsoft Corp. 1.95% 17,090 $7.2M Add +5.8%
IBDV iShares Ibonds Dec 2030 Corp. 1.91% 330,539 $7.1M Add +135.7%
SCHD Schwab US DVD Equity ETF 1.45% 196,532 $5.4M Reduce -66.7%
NVDA Nvidia Corp. 1.43% 39,534 $5.3M Reduce -6.9%
AMZN Amazon.com Inc. 1.34% 22,561 $4.9M Reduce -2.8%
PROSHARES ULTRA BLOOMBERG NA 1.33% 88,163 $4.9M Add +300.1%
WSM Williams-Sonoma Inc. 1.17% 23,482 $4.3M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 1.14% 8,251 $4.2M Reduce -2.9%
EVR Evercore Inc. Class A 1.11% 14,863 $4.1M Reduce -1.3%
SCHQ Schwab Long-Term US Treasury 1.08% 126,975 $4.0M Reduce -15.1%
V Visa Inc. Class A 1.01% 11,863 $3.7M Reduce -37.3%
UNG US Natural Gas Fund LP 0.98% 215,000 $3.6M New
IBDT iShares Ibonds Dec 2028 ETF 0.97% 143,675 $3.6M Add +39.7%
MA Mastercard Inc. Class A 0.94% 6,632 $3.5M Reduce -37.6%
DKS Dick's Sporting Goods Inc. 0.91% 14,743 $3.4M Add +0.1%
PAMC Pacer Lunt Midcap Mult-Fact 0.90% 71,441 $3.3M Add +1.0%
XLF SS Financial Select Sector 0.88% 67,264 $3.3M Add +13.1%
ABBV Abbvie Inc. 0.88% 18,256 $3.2M Add +87.3%
ADP Automatic Data Processing 0.87% 10,995 $3.2M Add +1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.86% 26,459 $3.2M Reduce -41.7%
JPM JPMorgan Chase & Co. 0.85% 13,113 $3.1M Add +83.2%
XOM Exxon Mobil Corp. 0.84% 28,921 $3.1M Reduce -1.7%
XLC SS Comm Select Sector SPDR 0.84% 32,033 $3.1M Add +14.7%
IVV iShares Core S&P 500 ETF 0.83% 5,229 $3.1M Reduce -4.5%
ORCL Oracle Corp. 0.80% 17,676 $2.9M No change
ADI Analog Devices Inc. 0.79% 13,717 $2.9M Add +1.4%
MTG Mgic Investment Corp. 0.78% 122,354 $2.9M Add +0.2%
SNA Snap-on Inc. 0.77% 8,440 $2.9M Add +0.4%
COST Costco Wholesale Corp. 0.73% 2,945 $2.7M Add +73.3%
GLD SPDR Gold Shares 0.69% 10,583 $2.6M Reduce -0.7%
DIVO Amplify CWP Enhan Divid ETF 0.69% 62,668 $2.5M Reduce -0.4%
UNP Union Pacific Corp. 0.68% 11,074 $2.5M Reduce -1.1%
INGR Ingredion Inc. 0.67% 18,083 $2.5M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.66% 5,373 $2.4M Add +14.2%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.66% 28,481 $2.4M Add +1.6%
AIG American International Group 0.65% 33,158 $2.4M Reduce -1.6%
MPC Marathon Petroleum Corp. 0.65% 17,166 $2.4M Reduce -43.2%
MRK Merck & Co. Inc. 0.65% 24,002 $2.4M Add +0.7%
CVX Chevron Corp. 0.64% 16,242 $2.4M Add +133.8%
HERD Pacer Cash Cows Fund of Fund 0.62% 60,562 $2.3M Add +4.9%
PFE Pfizer Inc. 0.62% 85,997 $2.3M Add +175.1%
FENY Fidelity MSCI Energy Index 0.61% 95,313 $2.3M New
SMCI Super Micro Computer Inc. 0.60% 73,005 $2.2M New
FUTY Fidelity MSCI US Utilities 0.60% 45,562 $2.2M New
UNH Unitedhealth Group Inc. 0.60% 4,380 $2.2M Reduce -44.3%
MARA Mara Holdings Inc. 0.59% 130,101 $2.2M Add +44.6%
THO Thor Industries Inc. 0.56% 21,653 $2.1M Reduce -1.5%
ALLE Allegion PLC 0.55% 15,649 $2.0M Reduce -48.4%
WMT Walmart Inc. 0.55% 22,378 $2.0M Add +158.6%
PFG Principal Financial Group 0.53% 25,507 $2.0M Reduce -1.3%
MOH Molina Healthcare Inc. 0.53% 6,752 $2.0M Reduce -44.1%
RTX RTX Corp. 0.49% 15,753 $1.8M Add +337.2%
MTH Meritage Homes Corp. 0.48% 11,664 $1.8M Reduce -46.9%
GOOG Alphabet Inc. Class C 0.48% 9,361 $1.8M Reduce -0.1%
CL Colgate-Palmolive Co. 0.48% 19,592 $1.8M No change
AMD Advanced Micro Devices 0.48% 14,567 $1.8M Add +20.6%
PLTR Palantir Technologies Inc. Class A 0.47% 23,134 $1.7M Add +518.4%
TSLA Tesla Inc. 0.43% 3,937 $1.6M Add +167.1%
IBDR iShares Ibonds Dec 2026 Term 0.41% 63,363 $1.5M New
LMT Lockheed Martin Corp. 0.40% 3,043 $1.5M New
CRWD CrowdStrike Holdings Inc. Class A 0.40% 4,297 $1.5M New
GILD Gilead Sciences Inc. 0.40% 15,891 $1.5M New
KMI Kinder Morgan Inc. 0.39% 53,353 $1.5M New
PBR Petroleo Brasileiro-Spon ADR 0.39% 112,699 $1.4M No change
USMV iShares MSCI USA Min Vol Fac 0.39% 16,119 $1.4M Add +0.3%
DEO Diageo PLC-Sponsored ADR 0.38% 11,194 $1.4M New
PG The Procter & Gamble Co. 0.38% 8,432 $1.4M Add +0.1%
AVGO Broadcom Inc. 0.38% 6,019 $1.4M No change
WM Waste Management Inc. 0.37% 6,805 $1.4M New
GOOGL Alphabet Inc. Class A 0.35% 6,830 $1.3M Reduce -14.3%
MCD McDonald's Corp. 0.35% 4,434 $1.3M Reduce -19.7%
SPTS SS SPDR P St Term TSY ETF 0.35% 44,257 $1.3M Reduce -70.3%
KBDC Kayne Anderson BDC Inc. 0.32% 71,270 $1.2M New
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 1,948 $1.1M Add +0.9%
SFY Sofi Select 500 ETF 0.28% 9,685 $1.1M Add +440.8%
PSFF Pacer Swan Sos Fund of Funds 0.27% 34,749 $1.0M Reduce -8.1%
MAGG Madison Aggregate Bond ETF 0.27% 49,526 $993K Add +10.9%
MSTI Madison SHRT TRM STR Inc. ETF 0.26% 46,910 $955K Add +8.2%
FIAX Nicholas Fixed Inc. Alt ETF 0.25% 47,984 $913K Add +8.2%
IYY iShares Dow Jones U.S. ETF 0.25% 6,342 $907K Add +0.2%
HON Honeywell International Inc. 0.24% 3,919 $885K No change
NEE Nextera Energy Inc. 0.24% 12,277 $880K No change
WOMN Impact Shares Women's Empowe 0.22% 21,518 $829K Add +9.1%
BTGD STKD 100% Bitco & 100% Gold 0.21% 29,805 $786K New
GVLU Gotham 1000 Value ETF 0.21% 33,148 $782K Add +9.4%
TIDAL ETF TR 0.20% 37,184 $754K Add +7.2%
XLE SS Energy Select Sector 0.20% 8,675 $743K Add +91.5%
CDW CDW Corp. 0.17% 3,677 $640K Reduce -80.5%
NSC Norfolk Southern Corp. 0.17% 2,692 $632K No change
UUP Invesco DB US Dollar Index B 0.17% 21,381 $629K Reduce -12.3%
KLAC KLA Corp. 0.17% 994 $626K No change
BAB Invesco Taxable Municipal Bo 0.16% 22,682 $593K Add +10.1%
HAUS Residential REIT ETF 0.16% 30,653 $575K Add +8.9%
HUBB Hubbell Inc. 0.15% 1,368 $573K No change
MFUT Cambria Chesapeake Pure TRND 0.15% 34,139 $569K Add +10.4%
HTUS Hull Tactical US ETF 0.15% 14,626 $557K Reduce -11.8%
META Meta Platforms Inc. Class A 0.15% 944 $553K Reduce -0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.14% 6,140 $528K Reduce -6.1%
ELV Elevance Health Inc. 0.14% 1,403 $518K No change
ACN Accenture PLC Class A 0.14% 1,437 $506K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 2,293 $504K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.14% 478 $504K No change
JNJ Johnson & Johnson 0.13% 3,440 $498K Add +0.1%
DARP Grizzle Growth ETF 0.13% 15,279 $495K Add +10.2%
CNI Canadian Natl Railway Co. 0.13% 4,824 $490K No change
BKNG Booking Holdings Inc. 0.13% 98 $487K No change
WTMF Wisdomtree MGD Futures Strat 0.13% 13,897 $485K Reduce -5.2%
HD Home Depot Inc. 0.13% 1,229 $478K No change
MS Morgan Stanley 0.12% 3,676 $462K Reduce -5.7%
AXP American Express Co. 0.12% 1,534 $455K No change
EZM Wisdomtree US Midcap Fund 0.12% 7,250 $453K Add +0.3%
AFGR First Trust Active Factor La 0.12% 14,992 $453K Add +35.3%
BANK MONTREAL QUE 0.12% 773 $451K Reduce -17.1%
MYLD Cambria Micro&smcap Yield 0.12% 17,070 $443K Add +10.0%
MTUM iShares MSCI USA Momentum Fa 0.11% 2,034 $421K Add +0.3%
PEP Pepsico Inc. 0.11% 2,743 $417K Reduce -2.5%
WDTE Defiance S&P 500 Weekly Dist 0.11% 10,612 $411K Add +12.0%
XLV SS Health Care Select Sector 0.11% 2,895 $398K Reduce -8.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 5,246 $397K Reduce -86.4%
TIDAL ETF TR 0.10% 19,557 $375K Add +8.9%
ABT Abbott Laboratories 0.10% 3,281 $371K No change
CSCO Cisco Systems Inc. 0.10% 6,260 $371K Add +26.6%
NFLX Netflix Inc. 0.10% 405 $361K No change
AGQI First TR Act GLBL QLTY Inc. 0.09% 26,215 $351K Add +34.8%
CRPT FT Skybr Crypt & Dig Econ 0.09% 20,915 $349K Add +21.8%
XLK SS Technology Select Sector 0.09% 1,478 $344K Add +3.0%
FDX FedEx Corp. 0.09% 1,196 $336K No change
CAT Caterpillar Inc. 0.09% 927 $336K Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 7,423 $326K Reduce -10.8%
ILDR First Trust Innovation Leade 0.09% 12,478 $319K Add +33.6%
SRE Sempra 0.09% 3,613 $317K No change
LOW Lowe's Cos Inc. 0.08% 1,260 $311K No change
BLK BlackRock Inc. 0.08% 287 $294K Add +0.3%
TAIL Cambria Tail Risk ETF 0.08% 25,462 $285K Add +12.1%
IUS Invesco Rafi Strategic US Et 0.08% 5,696 $283K Reduce -13.2%
GBTC Grayscale Bitcoin Trust ETF 0.08% 3,788 $280K New
PH Parker Hannifin Corp. 0.08% 437 $278K No change
CBOE Cboe Global Markets Inc. 0.07% 1,404 $274K No change
TRND Pacer Trendpilot Funds of FD 0.07% 8,276 $269K Reduce -1.4%
AMAT Applied Materials Inc. 0.07% 1,648 $268K Reduce -91.4%
TKO Tko Group Holdings Inc. 0.07% 1,789 $254K No change
ETN Eaton Corp. PLC 0.07% 756 $251K Reduce -1.8%
SBUX Starbucks Corp. 0.07% 2,676 $244K Reduce -16.5%
ASML ASML Holding NV-NY Reg SHS 0.07% 349 $242K No change
ITA iShares U.S. Aerospace & Def 0.07% 1,661 $241K Reduce -11.4%
ISRG Intuitive Surgical Inc. 0.06% 456 $238K No change
NKE Nike Inc. Class B 0.06% 3,092 $234K Reduce -1.1%
BA The Boeing Co. 0.06% 1,243 $220K Reduce -80.1%
XEL Xcel Energy Inc. 0.06% 3,150 $213K No change
COTY Coty Inc. Class A 0.04% 20,000 $139K No change
MAIA Maia Biotechnology Inc. 0.04% 68,219 $135K No change
RCS PIMCO Strategic Income Fund 0.04% 17,512 $133K New
PHK PIMCO High Income Fund 0.03% 24,847 $121K Add +18.2%
RIOT Riot Platforms Inc. 0.03% 10,100 $103K New
NML Neuberger Energy Infrastruct 0.03% 10,566 $93K New
CLSK Cleanspark Inc. 0.02% 10,000 $92K Reduce -50.0%
CRBU Caribou Biosciences Inc. 0.01% 16,847 $27K New

Portfolio Sells Q3 2024 → Q4 2024
IBDX iShares Ibonds Dec 2032 TC Sold out 0.00% −1.17
AMAT Applied Materials Inc. Reduce -91.4% 0.07% −0.88
NTAP Netapp Inc. Sold out 0.00% −0.86
CDW CDW Corp. Reduce -80.5% 0.17% −0.84
SPTS SS SPDR P St Term TSY ETF Reduce -70.3% 0.35% −0.80
SM SM Energy Co. Sold out 0.00% −0.77
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.73
CSL Carlisle Cos Inc. Sold out 0.00% −0.72
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -86.4% 0.11% −0.69
CGCP Cap Group Core Plus Income Sold out 0.00% −0.65
UNH Unitedhealth Group Inc. Reduce -44.3% 0.60% −0.65
MTH Meritage Homes Corp. Reduce -46.9% 0.48% −0.61
MPC Marathon Petroleum Corp. Reduce -43.2% 0.65% −0.60
VLO Valero Energy Corp. Sold out 0.00% −0.59
LLY Eli Lilly & Co. Reduce -21.8% 2.21% −0.59
ALLE Allegion PLC Reduce -48.4% 0.55% −0.58
UPS United Parcel Service Class B Reduce -0.1% 11.89% −0.54
V Visa Inc. Class A Reduce -37.3% 1.01% −0.53
TJX TJX Companies Inc. Reduce -41.7% 0.86% −0.53
MA Mastercard Inc. Class A Reduce -37.6% 0.94% −0.53
SDFI AB Short Duration Income ETF Sold out 0.00% −0.53
DG Dollar General Corp. Sold out 0.00% −0.52
MOH Molina Healthcare Inc. Reduce -44.1% 0.53% −0.52
EOG EOG Resources Inc. Sold out 0.00% −0.51
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.50
GL Globe Life Inc. Sold out 0.00% −0.44
NVDA Nvidia Corp. Reduce -6.9% 1.43% −0.21
SCHQ Schwab Long-Term US Treasury Reduce -15.1% 1.08% −0.21
BA The Boeing Co. Reduce -80.1% 0.06% −0.18
GLTR Abrdn Precious Metals Basket Sold out 0.00% −0.17
EVR Evercore Inc. Class A Reduce -1.3% 1.11% −0.15
SCHR Schwab Intermediate-Term US Reduce -53.9% 1.99% −0.14
BAK Braskem SA Class A- ADR Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Reduce -1.7% 0.84% −0.11
MSTR Strategy Inc. Sold out 0.00% −0.09
MCD McDonald's Corp. Reduce -19.7% 0.35% −0.08
THO Thor Industries Inc. Reduce -1.5% 0.56% −0.08
SCHW Schwab (charles) Corp. Sold out 0.00% −0.08
VHT Vanguard Health Care ETF Sold out 0.00% −0.07
SCHD Schwab US DVD Equity ETF Reduce -66.7% 1.45% −0.07
FXI iShares China Large-Cap ETF Sold out 0.00% −0.06
VZ Verizon Communications Inc. Sold out 0.00% −0.06
SLV iShares Silver Trust Sold out 0.00% −0.06
PFG Principal Financial Group Reduce -1.3% 0.53% −0.06
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.06
UNP Union Pacific Corp. Reduce -1.1% 0.68% −0.06
EWG iShares MSCI Germany ETF Sold out 0.00% −0.05
EMR Emerson Electric Co. Sold out 0.00% −0.05
EWJ iShares MSCI Japan ETF Sold out 0.00% −0.05
HTUS Hull Tactical US ETF Reduce -11.8% 0.15% −0.05

Portfolio Buys Q3 2024 → Q4 2024
HFSI Hartfor Strateg Income ETF-U New 2.94% +2.94
COWZ Pacer US Cash Cows 100 ETF Add +215.0% 2.94% +1.97
SPYM Ste STR SPDR PT S&P 500 ETF Add +53.2% 5.56% +1.96
IBDV iShares Ibonds Dec 2030 Corp. Add +135.7% 1.91% +1.11
UNG US Natural Gas Fund LP New 0.98% +0.98
FENY Fidelity MSCI Energy Index New 0.61% +0.61
SMCI Super Micro Computer Inc. New 0.60% +0.60
FUTY Fidelity MSCI US Utilities New 0.60% +0.60
PLTR Palantir Technologies Inc. Class A Add +518.4% 0.47% +0.42
IBDR iShares Ibonds Dec 2026 Term New 0.41% +0.41
LMT Lockheed Martin Corp. New 0.40% +0.40
CRWD CrowdStrike Holdings Inc. Class A New 0.40% +0.40
GILD Gilead Sciences Inc. New 0.40% +0.40
KMI Kinder Morgan Inc. New 0.39% +0.39
PFE Pfizer Inc. Add +175.1% 0.62% +0.39
DEO Diageo PLC-Sponsored ADR New 0.38% +0.38
JPM JPMorgan Chase & Co. Add +83.2% 0.85% +0.38
RTX RTX Corp. Add +337.2% 0.49% +0.38
WM Waste Management Inc. New 0.37% +0.37
ABBV Abbvie Inc. Add +87.3% 0.88% +0.36
WMT Walmart Inc. Add +158.6% 0.55% +0.35
CVX Chevron Corp. Add +133.8% 0.64% +0.34
COST Costco Wholesale Corp. Add +73.3% 0.73% +0.32
KBDC Kayne Anderson BDC Inc. New 0.32% +0.32
TSLA Tesla Inc. Add +167.1% 0.43% +0.32
IBDT iShares Ibonds Dec 2028 ETF Add +39.7% 0.97% +0.28
PROSHARES ULTRA BLOOMBERG NA Add +300.1% 1.33% +0.25
BTGD STKD 100% Bitco & 100% Gold New 0.21% +0.21
DKS Dick's Sporting Goods Inc. Add +0.1% 0.91% +0.15
MSFT Microsoft Corp. Add +5.8% 1.95% +0.14
XLC SS Comm Select Sector SPDR Add +14.7% 0.84% +0.13
MARA Mara Holdings Inc. Add +44.6% 0.59% +0.13
XLF SS Financial Select Sector Add +13.1% 0.88% +0.10
XLE SS Energy Select Sector Add +91.5% 0.20% +0.09
FTLS First Trust Long/Short Eqty Add +1.0% 2.33% +0.08
GBTC Grayscale Bitcoin Trust ETF New 0.08% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +14.2% 0.66% +0.07
CF CF Industries Holdings Inc. Add +1.6% 0.66% +0.04
RCS PIMCO Strategic Income Fund New 0.04% +0.04
AFGR First Trust Active Factor La Add +35.3% 0.12% +0.04
MAGG Madison Aggregate Bond ETF Add +10.9% 0.27% +0.03
RIOT Riot Platforms Inc. New 0.03% +0.03
NML Neuberger Energy Infrastruct New 0.03% +0.03
CSCO Cisco Systems Inc. Add +26.6% 0.10% +0.02
SFY Sofi Select 500 ETF Add +440.8% 0.28% +0.02
AGQI First TR Act GLBL QLTY Inc. Add +34.8% 0.09% +0.02
MSTI Madison SHRT TRM STR Inc. ETF Add +8.2% 0.26% +0.02
ILDR First Trust Innovation Leade Add +33.6% 0.09% +0.02
PG The Procter & Gamble Co. Add +0.1% 0.38% +0.02
WOMN Impact Shares Women's Empowe Add +9.1% 0.22% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 209$643.2MUPS, VOO, SGOV, VONV, AAPL
Q1 2026 203$500.9MSGOV, UPS, VOO, AAPL, HFSI
Q4 2025 194$473.4MUPS, SGOV, VOO, AAPL, HFSI
Q3 2025 189$449.2MUPS, VOO, AAPL, HFSI, UNH
Q2 2025 191$418.7MUPS, VOO, AAPL, UNH, HFSI
Q1 2025 175$380.5MUPS, SPTS, AAPL, HFSI, PALC
Q4 2024 166$370.2MUPS, SPYM, AAPL, COWZ, HFSI
Q3 2024 172$376.3MUPS, AAPL, SPYM, LLY, PALC
Q2 2024 160$347.2MUPS, AAPL, SPYM, LLY, WTMF
Q1 2024 158$314.5MUPS, AAPL, LLY, WTMF, PALC