Centurion Wealth Management LLC Incresed Positions in Q3 2024

Centurion Wealth Management LLC

  • $313 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
26.6K
+ 21.08%
$101.72 - $112.94 $2.7M - $3M
153K $17.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
25.8K
+ 67.08%
$84.77 - $97.13 $2.19M - $2.5M
64.2K $6.15B
NVDA
Nvidia Corp

Technology
77.5K
+ 841.44%
$98.91 - $134.91 $7.67M - $10.5M
86.7K $10.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.9K
+ 33.88%
$44.24 - $49.47 $1.41M - $1.58M
126K $6.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
27.1K
+ 13.06%
$54.98 - $59.51 $1.49M - $1.61M
234K $13.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.46K
+ 24.49%
$162.64 - $179.3 $1.21M - $1.34M
37.9K $6.8B
MSFT
Microsoft Corp

Technology
3.73K
+ 28.33%
$395.15 - $467.56 $1.47M - $1.74M
16.9K $7.26B
EFG
Msci Eafe Growth ETF

ETFs
10.5K
+ 40.5%
$96.84 - $108.77 $1.01M - $1.14M
36.4K $3.91B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 4.89%
$44.83 - $47.42 $576K - $610K
276K $13B
EFV
Msci Eafe Value ETF

ETFs
11.8K
+ 27.11%
$51.72 - $57.96 $611K - $685K
55.4K $3.19B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.69K
+ 41.02%
$56.04 - $62.99 $543K - $610K
33.3K $2.04B
IEMG
Ishares Inc

ETFs
8.08K
+ 74.19%
$53.64 - $53.64 $434K - $434K
19K $1.09B
AMT
American Tower Corp

Real Estate
2.01K
+ 179.98%
$192.27 - $242.73 $387K - $489K
3.13K $729M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.71K
+ 48.76%
$44.9 - $47.55 $436K - $462K
29.6K $1.4B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.22K
+ 14.9%
$83.76 - $91.82 $270K - $296K
24.9K $2.27B
TSLA
Tesla, Inc.

Consumer Cyclical
242
+ 5.64%
$191.76 - $263.26 $46.4K - $63.7K
4.53K $1.19B
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 9.58%
$161.02 - $200.0 $263K - $326K
18.7K $3.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
452
+ 16.3%
$517.38 - $573.86 $234K - $259K
3.23K $1.85B
AMGN
Amgen Inc

Healthcare
936
+ 59.85%
$309.38 - $337.38 $290K - $316K
2.5K $805M
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 6.27%
$801.83 - $917.05 $81.8K - $93.5K
1.73K $1.53B
JPIE
J P Morgan Exchange Traded Fd
6.19K
+ 16.24%
$45.17 - $46.39 $280K - $287K
44.3K $2.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
223
+ 5.28%
$405.19 - $478.57 $90.4K - $107K
4.44K $2.05B
GOOG
Alphabet Inc.

Communication Services
781
+ 9.62%
$149.54 - $192.66 $117K - $150K
8.9K $1.49B
MBB
Ishares Tr

ETFs
1.07K
+ 2.53%
$90.85 - $96.66 $97.5K - $104K
43.6K $4.17B
IVE
Ishares S&P 500 Value ETF

ETFs
600
+ 5.07%
$181.06 - $197.17 $109K - $118K
12.4K $2.45B
NEE
Nextera Energy Inc

Utilities
25
+ 0.22%
$69.9 - $84.97 $1.75K - $2.12K
11.2K $945M
META
Meta Platforms, Inc.

Communication Services
93
+ 4.78%
$453.41 - $572.44 $42.2K - $53.2K
2.04K $1.17B
GOOGL
Alphabet Inc.

Communication Services
353
+ 3.55%
$148.65 - $191.18 $52.5K - $67.5K
10.3K $1.71B
LMT
Lockheed Martin Corp

Industrials
184
+ 27.63%
$460.3 - $584.56 $84.7K - $108K
850 $497M
XLK
Technology Sector Spdr

ETFs
422
+ 8.77%
$197.34 - $237.68 $83.3K - $100K
5.23K $1.18B
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
13.1K
+ 95.62%
$11.93 - $12.78 $156K - $167K
26.8K $342M
IAU
Ishares Gold Trust

ETFs
2.37K
+ 33.5%
$44.06 - $50.5 $104K - $119K
9.43K $468M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
808
+ 55.96%
$152.9 - $180.39 $124K - $146K
2.25K $393M
V
Visa Inc.

Financial Services
664
+ 12.47%
$253.74 - $291.56 $168K - $194K
5.99K $1.65B
SHOP
Shopify Inc.

Technology
1.58K
+ 32.18%
$52.26 - $80.75 $82.5K - $127K
6.48K $519M
KO
Coca Cola CO

Consumer Defensive
43
+ 0.34%
$62.69 - $73.01 $2.7K - $3.14K
12.6K $904M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.8K
+ 25.3%
$7.45 - $8.23 $87.6K - $96.8K
58.2K $470M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
19.3K
+ 39.87%
$5.44 - $5.91 $105K - $114K
67.9K $393M
NFLX
Netflix Inc

Communication Services
44
+ 4.93%
$598.55 - $722.26 $26.3K - $31.8K
936 $664M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 21.25%
$3305.62 - $4268.05 $56.2K - $72.6K
97 $409M
AVK
Advent Convertible & Income Fund

Financial Services
10.1K
+ 46.55%
$11.44 - $12.85 $116K - $130K
31.8K $374M
NOW
Service Now, Inc.

Technology
56
+ 13.76%
$730.87 - $937.36 $40.9K - $52.5K
463 $414M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 5.77%
$1591.44 - $2140.1 $14.3K - $19.3K
165 $339M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 0.9%
$255.18 - $283.2 $8.93K - $9.91K
3.94K $1.12B
GE
General Electric CO

Industrials
438
+ 32.11%
$156.66 - $189.66 $68.6K - $83.1K
1.8K $340M
JPM
Jpmorgan Chase & CO

Financial Services
220
+ 4.29%
$194.9 - $224.8 $42.9K - $49.5K
5.35K $1.13B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
218
+ 13.67%
$147.95 - $191.05 $32.3K - $41.6K
1.81K $315M
XOM
Exxon Mobil Corp

Energy
757
+ 9.55%
$109.72 - $119.0 $83.1K - $90.1K
8.68K $1.02B
CMCSA
Comcast Corp

Communication Services
2.71K
+ 20.14%
$37.33 - $41.78 $101K - $113K
16.2K $676M
Activity Summary
Buys All Purchases 135 New Holdings 41 Increased Positions 94 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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