Position in WSO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$841,377
+$446,937 QoQ
Shares Held
2,019
+160.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#370
of 782 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Centennial Wealth Advisory LLC holds $841,377 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,019 | $841,377 |
All Filings in WSO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,377 | 2,019 | Shares | Sole | 2026-07-13 | |
| 2025-03-31 | $394,440 | 776 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $357,313 | 754 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $360,056 | 732 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $334,459 | 722 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $428,514 | 992 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $443,466 | 1,035 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $413,225 | 1,094 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $431,824 | 1,132 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $345,839 | 1,087 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $379,586 | 1,522 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $334,955 | 1,301 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||