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The Analysis of Center for Wealth Management Advisory's Holdings & P&L

Currently, Center for Wealth Management Advisory holds 62 types of securities in its portfolio with a total value $138.9M. In the most recent quarter, they have increased their positions in BK (+14.8K shares, valued at $1.8M), N/A (+6.4K shares, valued at $1.7M), N/A (+4.2K shares, valued at $1.4M); decreased their positions in CB (-4.9K shares, valued at $1.6M), CVS (-20.5K shares, valued at $1.5M), N/A (-14.9K shares, valued at $1.3M); initiated new positions in BK (+14.8K shares, valued at $1.8M), N/A (+6.4K shares, valued at $1.7M), N/A (+4.2K shares, valued at $1.4M).

1M P&L

+1.8M+1.31%

3M P&L

+8.3M+6.22%

HY P&L

+15.6M+12.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A68.9M

54.8%

2Drug Manufacturers - General5.3M

4.2%

3Oil & Gas E&P4.2M

3.3%

Top Industries by Stock Count

1N/A10 stocks

18.9%

2Drug Manufacturers - General3 stocks

5.7%

3Semiconductors3 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PWB INVESCO EXCHANGE TRADED FD T209.9K shares-0.28%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD284.4K shares-0.21%2026-03-312026-04-24

ILCB ISHARES TR93.4K shares1.05%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD173.9K shares2.23%2026-03-312026-04-24

SMH VANECK ETF TRUST17.1K shares0.02%2026-03-312026-04-24

AAPL APPLE INC15.6K shares0.43%2026-03-312026-04-24

IWB ISHARES TR7.7K shares-24.10%2026-03-312026-04-24

BROADCOM INC BROADCOM INC8.4K shares6.16%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON10.3K shares-5.26%2026-03-312026-04-24

FDX FEDEX CORP6.8K shares-2.39%2026-03-312026-04-24

COP CONOCOPHILLIPS17.5K shares-1.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC44.1K shares-1.05%2026-03-312026-04-24

XOM EXXON MOBIL CORP12.9K shares-1.21%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC17.3K shares1.15%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP3.4K shares-1.29%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.3K shares1.02%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP5.2K shares10.92%2026-03-312026-04-24

MS MORGAN STANLEY11.5K shares-11.35%2026-03-312026-04-24

EOG EOG RES INC12.8K shares24.17%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC31.6K shares25.14%2026-03-312026-04-24

PEP PEPSICO INC11.5K shares-7.95%2026-03-312026-04-24

KO COCA COLA CO23.1K shares0.35%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP14.8K sharesnew addition2026-03-312026-04-24

CME CME GROUP INC5.9K shares1.98%2026-03-312026-04-24

Sponsored

USB US BANCORP33.1K shares0.13%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC6.3K shares0.79%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP6.4K sharesnew addition2026-03-312026-04-24

ABT ABBOTT LABORATORIES16.4K shares4.55%2026-03-312026-04-24

PFE PFIZER INC60.1K shares2.65%2026-03-312026-04-24

NVDA NVIDIA CORPORATION9.2K shares6.02%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY5.4K shares13.21%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC15.9K shares12.60%2026-03-312026-04-24

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.2K sharesnew addition2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN7.0K sharesnew addition2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares3.47%2026-03-312026-04-24

CMCSA COMCAST CORP NEW47.9K shares27.30%2026-03-312026-04-24

CRH PLC CRH PLC12.7K sharesnew addition2026-03-312026-04-24

ABBV ABBVIE INC4.8K shares0.73%2026-03-312026-04-24

IWR ISHARES TR10.4K shares0.00%2026-03-312026-04-24

TSLA TESLA INC2.7K shares12.80%2026-03-312026-04-24

Sponsored

HBAN HUNTINGTON BANCSHARES INC61.8K shares0.00%2026-03-312026-04-24

MO ALTRIA GROUP INC13.5K shares-26.92%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO10.4K shares0.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO5.6K shares-3.37%2026-03-312026-04-24

CAT CATERPILLAR INC1.1K shares0.00%2026-03-312026-04-24

AMZN AMAZON COM INC3.5K shares19.88%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III31.8K shares33.14%2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS INC1.3K shares0.00%2026-03-312026-04-24

Sponsored

IYW ISHARES TR2.1K shares0.00%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.7K shares62.91%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.1K shares44.89%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC2.1K shares78.38%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.0K shares0.10%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC3.1K shares0.00%2026-03-312026-04-24

CB CHUBB LTD SWITZ856 shares-85.06%2026-03-312026-04-24

CVS CVS HEALTH CORP3.9K shares-84.09%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC450 sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC749 shares0.40%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC707 sharesnew addition2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC2.5K shares-85.63%2026-03-312026-04-24

IYK ISHARES TR3.0K sharesnew addition2026-03-312026-04-24

MCK MCKESSON CORP235 shares-10.31%2026-03-312026-04-24

PWB

INVESCO EXCHANGE TRADED FD T

-0.28%

Shares209.9K

Event2026-03-31

Filed2026-04-24

FDL

FIRST TR EXCHANGE-TRADED FD

-0.21%

Shares284.4K

Event2026-03-31

Filed2026-04-24

ILCB

ISHARES TR

1.05%

Shares93.4K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

2.23%

Shares173.9K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

0.02%

Shares17.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.43%

Shares15.6K

Event2026-03-31

Filed2026-04-24

IWB

ISHARES TR

-24.10%

Shares7.7K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

6.16%

Shares8.4K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-5.26%

Shares10.3K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

-2.39%

Shares6.8K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-1.00%

Shares17.5K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-1.05%

Shares44.1K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-1.21%

Shares12.9K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

1.15%

Shares17.3K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-1.29%

Shares3.4K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

1.02%

Shares15.3K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

10.92%

Shares5.2K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-11.35%

Shares11.5K

Event2026-03-31

Filed2026-04-24

EOG

EOG RES INC

24.17%

Shares12.8K

Event2026-03-31

Filed2026-04-24

MDLZ

MONDELEZ INTL INC

25.14%

Shares31.6K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-7.95%

Shares11.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.35%

Shares23.1K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

New

Shares14.8K

Event2026-03-31

Filed2026-04-24

CME

CME GROUP INC

1.98%

Shares5.9K

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

0.13%

Shares33.1K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

0.79%

Shares6.3K

Event2026-03-31

Filed2026-04-24

THE CIGNA GROUP

New

Shares6.4K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

4.55%

Shares16.4K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

2.65%

Shares60.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

6.02%

Shares9.2K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH INC FORMERLY

13.21%

Shares5.4K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

12.60%

Shares15.9K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

New

Shares4.2K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares7.0K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

3.47%

Shares7.1K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

27.30%

Shares47.9K

Event2026-03-31

Filed2026-04-24

CRH PLC

New

Shares12.7K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

0.73%

Shares4.8K

Event2026-03-31

Filed2026-04-24

IWR

ISHARES TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

12.80%

Shares2.7K

Event2026-03-31

Filed2026-04-24

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares61.8K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-26.92%

Shares13.5K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-3.37%

Shares5.6K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

19.88%

Shares3.5K

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

33.14%

Shares31.8K

Event2026-03-31

Filed2026-04-24

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

62.91%

Shares1.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

44.89%

Shares1.1K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

78.38%

Shares2.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

-85.06%

Shares856

Event2026-03-31

Filed2026-04-24

CVS

CVS HEALTH CORP

-84.09%

Shares3.9K

Event2026-03-31

Filed2026-04-24