Center For Wealth Management Advisory Top Holdings and 13F Report (2026) About Center For Wealth Management AdvisoryInvestment ActivityCenter For Wealth Management Advisory has $138.87 million in total holdings as of March 31, 2026.Center For Wealth Management Advisory owns shares of 62 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 8.00% of the portfolio was sold this quarter.This quarter, Center For Wealth Management Advisory has purchased 61 new stocks and bought additional shares in 30 stocks.Center For Wealth Management Advisory sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco Large Cap Growth ETF $26,439,018First Trust Morningstar Dividend Leaders Index Fund $14,447,968iShares Morningstar U.S. Equity ETF $8,396,405First Trust Value Line Dividend Index Fund $8,176,914VanEck Semiconductor ETF $6,559,975 Largest New Holdings this Quarter 064058100 - BANK NEW YORK MELLON CORP $1,752,992 Holding125523100 - Cigna Group $1,697,569 Holding369550108 - General Dynamics $1,433,290 Holding053015103 - Automatic Data Processing $1,412,305 HoldingG25508105 - CRH PLC $1,339,963 Holding Largest Purchases this Quarter BANK NEW YORK MELLON CORP 14,777 shares (about $1.75M)Cigna Group 6,364 shares (about $1.70M)General Dynamics 4,176 shares (about $1.43M)Automatic Data Processing 6,951 shares (about $1.41M)CRH PLC 12,747 shares (about $1.34M) Largest Sales this Quarter Chubb 4,874 shares (about $1.59M)CVS Health 20,504 shares (about $1.47M)Medtronic 14,919 shares (about $1.29M)iShares Russell 1000 ETF 2,433 shares (about $867.46K)Altria Group 4,990 shares (about $329.30K) 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$26,439,018$73,921 â–¼-0.3%209,95019.0%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$14,447,968$30,531 â–¼-0.2%284,40910.4%ETFILCBiShares Morningstar U.S. Equity ETF$8,396,405$87,434 â–²1.1%93,4396.0%ETFFVDFirst Trust Value Line Dividend Index Fund$8,176,914$178,667 â–²2.2%173,8665.9%ETFSMHVanEck Semiconductor ETF$6,559,975$1,150 â–²0.0%17,1104.7%ManufacturingAAPLApple$3,955,163$16,751 â–²0.4%15,5842.8%Computer and TechnologyIWBiShares Russell 1000 ETF$2,732,146$867,455 â–¼-24.1%7,6632.0%ETFAVGOBroadcom$2,596,025$150,723 â–²6.2%8,3881.9%Computer and TechnologyJNJJohnson & Johnson$2,518,680$139,818 â–¼-5.3%10,3041.8%MedicalFDXFedEx$2,415,979$59,126 â–¼-2.4%6,7831.7%TransportationCOPConocoPhillips$2,311,789$23,363 â–¼-1.0%17,5141.7%EnergyVZVerizon Communications$2,211,976$23,544 â–¼-1.1%44,0631.6%Computer and TechnologyXOMExxonMobil$2,180,423$26,806 â–¼-1.2%12,8521.6%EnergyMRKMerck & Co., Inc.$2,081,437$23,576 â–²1.1%17,3041.5%MedicalLMTLockheed Martin$2,041,953$26,590 â–¼-1.3%3,3791.5%AerospaceDUKDuke Energy$2,002,168$20,295 â–²1.0%15,2911.4%UtilitiesMSFTMicrosoft$1,909,217$188,035 â–²10.9%5,1581.4%Computer and TechnologyMSMorgan Stanley$1,899,055$243,245 â–¼-11.4%11,5391.4%FinanceEOGEOG Resources$1,855,953$361,273 â–²24.2%12,8381.3%EnergyMDLZMondelez International$1,818,657$365,322 â–²25.1%31,5521.3%Consumer StaplesPEPPepsiCo$1,779,316$153,737 â–¼-8.0%11,4581.3%Consumer StaplesKOCocaCola$1,755,196$6,160 â–²0.4%23,0801.3%Consumer StaplesBANK NEW YORK MELLON CORP$1,752,992$1,752,992 â–²New Holding14,7771.3%COMCMECME Group$1,748,563$33,967 â–²2.0%5,9201.3%FinanceUSBU.S. Bancorp$1,723,211$2,236 â–²0.1%33,1321.2%FinanceUNHUnitedHealth Group$1,700,539$13,258 â–²0.8%6,2851.2%MedicalCICigna Group$1,697,569$1,697,569 â–²New Holding6,3641.2%MedicalABTAbbott Laboratories$1,688,527$73,512 â–²4.6%16,4461.2%MedicalPFEPfizer$1,688,277$43,664 â–²2.7%60,1241.2%MedicalNVDANVIDIA$1,597,807$90,685 â–²6.0%9,1621.2%Computer and TechnologyELVElevance Health$1,570,625$183,264 â–²13.2%5,3651.1%MedicalUPSUnited Parcel Service$1,565,005$175,114 â–²12.6%15,9081.1%TransportationGDGeneral Dynamics$1,433,290$1,433,290 â–²New Holding4,1761.0%AerospaceADPAutomatic Data Processing$1,412,305$1,412,305 â–²New Holding6,9511.0%Computer and TechnologyACNAccenture$1,402,168$46,997 â–²3.5%7,0711.0%Computer and TechnologyCMCSAComcast$1,375,868$295,024 â–²27.3%47,9231.0%Consumer DiscretionaryCRH PLC$1,339,963$1,339,963 â–²New Holding12,7471.0%ORDABBVAbbVie$1,049,024$7,613 â–²0.7%4,8230.8%MedicalIWRiShares Russell Mid-Cap ETF$1,013,7990.0%10,4270.7%ETFTSLATesla$985,889$111,898 â–²12.8%2,6520.7%Auto/Tires/TrucksHBANHuntington Bancshares$966,9670.0%61,7870.7%FinanceMOAltria Group$893,981$329,295 â–¼-26.9%13,5470.6%Consumer StaplesCLColgate-Palmolive$887,3300.0%10,4110.6%Consumer StaplesPGProcter & Gamble$808,177$28,167 â–¼-3.4%5,5950.6%Consumer StaplesCATCaterpillar$779,3060.0%1,1000.6%IndustrialsAMZNAmazon.com$736,028$122,047 â–²19.9%3,5340.5%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$563,669$140,296 â–²33.1%31,7560.4%ETFMSIMotorola Solutions$545,0660.0%1,2560.4%Computer and TechnologyIYWiShares U.S. Technology ETF$372,2560.0%2,0520.3%ManufacturingAMDAdvanced Micro Devices$346,643$133,856 â–²62.9%1,7040.2%Computer and TechnologyGOOGLAlphabet$309,845$96,000 â–²44.9%1,0780.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$308,941$135,747 â–²78.4%2,1120.2%CL AJPMJPMorgan Chase & Co.$296,958$294 â–²0.1%1,0100.2%FinanceORLYO'Reilly Automotive$290,7770.0%3,1500.2%Retail/WholesaleCBChubb$278,837$1,587,677 â–¼-85.1%8560.2%FinanceCVSCVS Health$278,599$1,472,646 â–¼-84.1%3,8790.2%MedicalMETAMeta Platforms$257,539$257,539 â–²New Holding4500.2%Computer and TechnologyHDHome Depot$246,467$987 â–²0.4%7490.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$239,037$239,037 â–²New Holding7070.2%Computer and TechnologyMDTMedtronic$217,015$1,292,990 â–¼-85.6%2,5040.2%MedicalIYKiShares U.S. Consumer Staples ETF$208,507$208,507 â–²New Holding2,9770.2%ETFMCKMcKesson$203,360$23,365 â–¼-10.3%2350.1%MedicalQCOMQualcomm$0$1,516,899 â–¼-100.0%00.0%Computer and TechnologyNKENIKE$0$1,336,984 â–¼-100.0%00.0%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$0$722,153 â–¼-100.0%00.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$0$427,986 â–¼-100.0%00.0%FinancePMPhilip Morris International$0$263,010 â–¼-100.0%00.0%Consumer StaplesORCLOracle$0$233,816 â–¼-100.0%00.0%Computer and TechnologyLHXL3Harris Technologies$0$202,724 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. 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