SEC 13F Intelligence

Centricity Wealth Management, LLC / DGRO

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (DGRO)? Yes — 53.5K shares worth $3M (+2.74% of its 13F portfolio) as of Q2 2025, up from 44.9K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
53.5K
% of Portfolio
+2.74%
Quarters Held
3
currently held

Position History DGRO

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202553.5K$3M+2.74%
Q1 202544.9K$3M+2.52%
Q4 202437.2K$2M+2.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of DGRO.