Center For Wealth Management Advisory Top Holdings and 13F Report (2026) About Center For Wealth Management AdvisoryInvestment ActivityCenter For Wealth Management Advisory has $159.30 million in total holdings as of June 30, 2026.Center For Wealth Management Advisory owns shares of 62 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.69% of the portfolio was purchased this quarter.About 8.15% of the portfolio was sold this quarter.This quarter, Center For Wealth Management Advisory has purchased 62 new stocks and bought additional shares in 40 stocks.Center For Wealth Management Advisory sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco Large Cap Growth ETF $34,443,073First Trust Morningstar Dividend Leaders Index Fund $14,091,891VanEck Semiconductor ETF $10,500,404iShares Morningstar U.S. Equity ETF $9,721,327First Trust Value Line Dividend Index Fund $8,848,422 Largest New Holdings this Quarter 060505104 - Bank of America $2,386,875 Holding693475105 - The PNC Financial Services Group $2,136,812 Holding654106103 - NIKE $2,016,380 Holding375558103 - Gilead Sciences $1,740,545 Holding038222105 - Applied Materials $272,571 Holding Largest Purchases this Quarter Bank of America 41,890 shares (about $2.39M)The PNC Financial Services Group 8,678 shares (about $2.14M)NIKE 49,120 shares (about $2.02M)Gilead Sciences 13,777 shares (about $1.74M)Medtronic 20,652 shares (about $1.62M) Largest Sales this Quarter Invesco Large Cap Growth ETF 5,491 shares (about $925.01K)VanEck Semiconductor ETF 1,101 shares (about $722.15K)UnitedHealth Group 435 shares (about $180.81K)Altria Group 2,311 shares (about $166.28K)Elevance Health 372 shares (about $143.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Wealth Management Advisory Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPWBInvesco Large Cap Growth ETF$34,443,073$925,011 â–¼-2.6%204,45921.6%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$14,091,891$252,545 â–²1.8%289,5998.8%ETFSMHVanEck Semiconductor ETF$10,500,404$722,153 â–¼-6.4%16,0096.6%ETFILCBiShares Morningstar U.S. Equity ETF$9,721,327$36,381 â–²0.4%93,7906.1%ETFFVDFirst Trust Value Line Dividend Index Fund$8,848,422$471,539 â–²5.6%183,6535.6%ETFAAPLApple$4,514,966$5,498 â–²0.1%15,6032.8%TechnologyAVGOBroadcom$3,246,017$77,439 â–²2.4%8,5932.0%TechnologyIWBiShares Russell 1000 ETF$3,111,860$26,209 â–¼-0.8%7,5992.0%ETFMSMorgan Stanley$2,691,098$279,060 â–²11.6%12,8741.7%FinanceJNJJohnson & Johnson$2,655,708$38,857 â–²1.5%10,4571.7%HealthcareUNHUnitedHealth Group$2,431,623$180,813 â–¼-6.9%5,8501.5%HealthcareBACBank of America$2,386,875$2,386,875 â–²New Holding41,8901.5%FinanceMRKMerck & Co., Inc.$2,273,893$50,371 â–²2.3%17,6961.4%HealthcareBANK OF NY MELLON CORP$2,176,645$39,767 â–²1.9%15,0521.4%COMMSFTMicrosoft$2,138,834$214,853 â–²11.2%5,7341.3%TechnologyPNCThe PNC Financial Services Group$2,136,812$2,136,812 â–²New Holding8,6781.3%FinanceUSBU.S. Bancorp$2,023,742$22,589 â–²1.1%33,5061.3%FinanceNKENIKE$2,016,380$2,016,380 â–²New Holding49,1201.3%Consumer DiscretionaryDUKDuke Energy$1,967,145$31,644 â–²1.6%15,5411.2%UtilitiesKOCocaCola$1,949,103$73,387 â–²3.9%23,9831.2%Consumer StaplesELVElevance Health$1,930,934$143,863 â–¼-6.9%4,9931.2%HealthcareVZVerizon Communications$1,873,529$7,918 â–²0.4%44,2501.2%Communication ServicesMDLZMondelez International$1,860,339$35,341 â–²1.9%32,1631.2%Consumer StaplesLMTLockheed Martin$1,858,231$136,552 â–²7.9%3,6471.2%IndustrialsCICigna Group$1,828,639$74,160 â–²4.2%6,6331.1%HealthcareMDTMedtronic$1,811,472$1,615,586 â–²824.8%23,1561.1%HealthcareUPSUnited Parcel Service$1,792,269$82,131 â–²4.8%16,6721.1%IndustrialsNVDANVIDIA$1,774,988$58,226 â–¼-3.2%8,8711.1%TechnologyGILDGilead Sciences$1,740,545$1,740,545 â–²New Holding13,7771.1%HealthcareADPAutomatic Data Processing$1,722,752$166,162 â–²10.7%7,6931.1%IndustrialsPEPPepsiCo$1,568,030$16,654 â–²1.1%11,5811.0%Consumer StaplesABTAbbott Laboratories$1,563,766$71,414 â–²4.8%17,2331.0%HealthcareGDGeneral Dynamics$1,562,985$83,605 â–²5.7%4,4121.0%IndustrialsCRH PLC$1,441,828$77,896 â–²5.7%13,4750.9%ORDTSLATesla$1,404,806$289,373 â–²25.9%3,3400.9%Consumer DiscretionaryCMECME Group$1,336,592$29,368 â–²2.2%6,0530.8%FinanceCMCSAComcast$1,275,692$99,182 â–²8.4%51,9630.8%Communication ServicesABBVAbbVie$1,223,481$9,814 â–²0.8%4,8620.8%HealthcareCATCaterpillar$1,171,3900.0%1,1000.7%IndustrialsIWRiShares Russell Mid-Cap ETF$1,150,2860.0%10,4270.7%ETFHBANHuntington Bancshares$1,095,4840.0%61,7870.7%FinanceAMDAdvanced Micro Devices$1,080,498$90,622 â–²9.2%1,8600.7%TechnologyACNAccenture$979,385$99,432 â–²11.3%7,8700.6%TechnologyAMZNAmazon.com$890,437$48,145 â–²5.7%3,7360.6%Consumer DiscretionaryPGProcter & Gamble$856,008$35,630 â–²4.3%5,8380.5%Consumer StaplesCLColgate-Palmolive$847,673$106,807 â–¼-11.2%9,2460.5%Consumer StaplesMOAltria Group$808,455$166,282 â–¼-17.1%11,2360.5%Consumer StaplesFPEFirst Trust Preferred Securities and Income ETF$567,7980.0%31,7560.4%ETFMSIMotorola Solutions$529,495$7,891 â–²1.5%1,2750.3%TechnologyIYWiShares U.S. Technology ETF$517,5510.0%2,0520.3%ETFGOOGLAlphabet$501,769$116,508 â–²30.2%1,4040.3%Communication ServicesTSMTaiwan Semiconductor Manufacturing$480,918$143,272 â–²42.4%1,0070.3%TechnologyCVSCVS Health$402,763$1,448 â–²0.4%3,8930.3%HealthcareJPMJPMorgan Chase & Co.$330,7210.0%1,0100.2%FinancePALANTIR TECHNOLOGIES INC$307,306$60,901 â–²24.7%2,6340.2%CL AMETAMeta Platforms$305,573$52,336 â–²20.7%5430.2%Communication ServicesCBChubb$300,415$8,856 â–²3.0%8820.2%FinanceORLYO'Reilly Automotive$290,0840.0%3,1500.2%Consumer DiscretionaryAMATApplied Materials$272,571$272,571 â–²New Holding3770.2%TechnologyHDHome Depot$265,514$1,410 â–²0.5%7530.2%Consumer DiscretionaryORCLOracle$238,007$238,007 â–²New Holding1,6240.1%TechnologyIYKiShares U.S. Consumer Staples ETF$216,3380.0%2,9770.1%ETFFDXFedEx$0$2,415,979 â–¼-100.0%00.0%IndustrialsCOPConocoPhillips$0$2,311,789 â–¼-100.0%00.0%EnergyXOMExxonMobil$0$2,180,423 â–¼-100.0%00.0%EnergyEOGEOG Resources$0$1,855,953 â–¼-100.0%00.0%EnergyPFEPfizer$0$1,688,277 â–¼-100.0%00.0%HealthcareMCKMcKesson$0$203,360 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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