Centurion Wealth Management LLC Purchases in Q2 2025

Centurion Wealth Management LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
3
+ 1.29%
$1231.75 - $1520.64 $3.7K - $4.56K
235 $358M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
170
+ 7.08%
$139.8 - $197.22 $23.8K - $33.5K
2.57K $507M
HD
Home Depot, Inc.

Consumer Cyclical
232
+ 15.07%
$335.24 - $380.78 $77.8K - $88.3K
1.77K $649M
WFC
Wells Fargo & Company

Financial Services
78
+ 1.88%
$60.98 - $80.12 $4.76K - $6.25K
4.22K $338M
BAC
Bank Of America Corp

Financial Services
225
+ 2.33%
$34.39 - $47.46 $7.74K - $10.7K
9.86K $467M
DUK
Duke Energy Corp

Utilities
87
+ 3.0%
$112.46 - $124.05 $9.78K - $10.8K
2.99K $353M
LYG
Lloyds Banking Group PLC

Financial Services
1.17K
+ 5.82%
$3.32 - $4.29 $3.87K - $5K
21.2K $90.1M
ABBV
Abb Vie Inc.

Healthcare
123
+ 8.89%
$170.16 - $206.27 $20.9K - $25.4K
1.51K $280M
PANW
Palo Alto Networks Inc

Technology
26
+ 2.1%
$152.44 - $204.64 $3.96K - $5.32K
1.26K $258M
MDT
Medtronic PLC

Healthcare
77
+ 2.19%
$80.68 - $88.86 $6.21K - $6.84K
3.6K $314M
ITOT
Ishares Core S&P Total U.S. St

ETFs
93
+ 3.4%
$108.12 - $135.04 $10.1K - $12.6K
2.83K $382M
MS
Morgan Stanley

Financial Services
37
+ 2.24%
$99.83 - $140.86 $3.69K - $5.21K
1.69K $238M
MCD
Mcdonalds Corp

Consumer Cyclical
89
+ 5.47%
$285.55 - $321.23 $25.4K - $28.6K
1.72K $501M
TFC
Truist Financial Corp

Financial Services
808
+ 5.78%
$34.79 - $42.99 $28.1K - $34.7K
14.8K $636M
MUB
Ishares National Muni Bond ETF

ETFs
338
+ 7.69%
$102.31 - $105.8 $34.6K - $35.8K
4.74K $495M
ENB
Enbridge Inc

Energy
28
+ 0.33%
$41.09 - $47.16 $1.15K - $1.32K
8.59K $389M
ADP
Automatic Data Processing Inc

Industrials
20
+ 1.59%
$276.76 - $326.81 $5.54K - $6.54K
1.28K $393M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
98
+ 1.76%
$53.69 - $67.27 $5.26K - $6.59K
5.68K $382M
AXP
American Express CO

Financial Services
20
+ 2.53%
$231.39 - $318.98 $4.63K - $6.38K
810 $258M
D
Dominion Energy, Inc

Utilities
71
+ 1.1%
$49.66 - $58.0 $3.53K - $4.12K
6.5K $368M
CNI
Canadian National Railway CO

Industrials
93
+ 3.85%
$92.66 - $108.13 $8.62K - $10.1K
2.51K $261M
SBUX
Starbucks Corp

Consumer Cyclical
159
+ 5.75%
$79.69 - $99.41 $12.7K - $15.8K
2.93K $268M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
200
+ 2.01%
$50.36 - $50.68 $10.1K - $10.1K
10.2K $515M
UNP
Union Pacific Corp

Industrials
28
+ 2.33%
$208.27 - $238.46 $5.83K - $6.68K
1.23K $282M
GOOG
Alphabet Inc.

Communication Services
675
+ 7.69%
$146.58 - $180.01 $98.9K - $122K
9.45K $1.68B
ILMN
Illumina, Inc.

Healthcare
680
+ 42.47%
$70.3 - $95.41 $47.8K - $64.9K
2.28K $218M
CVX
Chevron Corp

Energy
30
+ 2.02%
$133.73 - $168.51 $4.01K - $5.06K
1.52K $217M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
255
+ 2.22%
$12.84 - $15.5 $3.27K - $3.95K
11.7K $182M
Arista Networks Inc
178
+ 6.19%
N/A
3.05K $312M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
372
+ 5.35%
$45.98 - $56.15 $17.1K - $20.9K
7.33K $411M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
340
+ 1.38%
$48.13 - $49.85 $16.4K - $16.9K
25K $1.23B
TTD
Trade Desk, Inc.

Technology
2.24K
+ 59.26%
$45.27 - $79.4 $101K - $178K
6.01K $433M
TGT
Target Corp

Consumer Defensive
620
+ 25.33%
$88.76 - $105.77 $55K - $65.6K
3.07K $303M
PEP
Pepsico Inc

Consumer Defensive
75
+ 3.76%
$128.02 - $151.37 $9.6K - $11.4K
2.07K $273M
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 0.98%
$210.83 - $235.28 $4.22K - $4.71K
2.07K $458M
CRM
Salesforce, Inc.

Technology
218
+ 12.16%
$236.26 - $291.15 $51.5K - $63.5K
2.01K $549M
ADBE
Adobe Inc.

Technology
20
+ 1.81%
$340.0 - $420.68 $6.8K - $8.41K
1.13K $436M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
2.13K
+ 1.24%
$5.25 - $6.28 $11.2K - $13.4K
174K $1.09B
GOOGL
Alphabet Inc.

Communication Services
220
+ 2.55%
$144.7 - $178.6 $31.8K - $39.3K
8.85K $1.56B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
52
+ 6.37%
$225.56 - $335.19 $11.7K - $17.4K
868 $206M
TSLA
Tesla, Inc.

Consumer Cyclical
584
+ 13.03%
$221.86 - $362.89 $130K - $212K
5.07K $1.61B
Activity Summary
Buys All Purchases 142 New Holdings 35 Increased Positions 107 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 3 Puts 0
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