Centurion Wealth Management LLC Sells in Q2 2025

Centurion Wealth Management LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-120K
- 75.95%
$50.47 - $50.66 $6.07M - $6.09M
38.1K $1.93B
Nushares ETF Tr
-201K
- 81.96%
N/A
44.3K $1.15B
VO
Vanguard Mid Cap ETF

ETFs
-19.1K
- 93.3%
$228.54 - $279.83 $4.37M - $5.35M
1.37K $385M
American Beacon Select Funds
-137K
- 93.24%
N/A
9.97K $331M
AAPL
Apple Inc.

Technology
-1.7K
- 2.34%
$172.42 - $223.89 $293K - $380K
71K $14.6B
IVV
Ishares Core S&P 500 ETF

ETFs
-6.57K
- 22.59%
$498.8 - $620.9 $3.27M - $4.08M
22.5K $14B
NVDA
Nvidia Corp

Technology
-24.6K
- 27.79%
$94.31 - $157.99 $2.32M - $3.89M
63.9K $10.1B
EFG
Msci Eafe Growth ETF

ETFs
-14.9K
- 40.13%
$89.8 - $112.0 $1.33M - $1.66M
22.2K $2.48B
UNH
Unitedhealth Group Inc

Healthcare
-1.16K
- 38.25%
$274.35 - $599.47 $317K - $694K
1.87K $583M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.21K
- 19.24%
$456.74 - $568.03 $1.01M - $1.25M
9.27K $5.27B
J P Morgan Exchange Traded F
-12.7K
- 6.48%
N/A
183K $9.82B
MBB
Ishares Tr

ETFs
-4.41K
- 12.32%
$91.41 - $94.22 $403K - $415K
31.4K $2.94B
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.59K
- 11.86%
$82.96 - $110.1 $630K - $836K
56.4K $6.21B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.09K
- 19.38%
$77.94 - $79.5 $163K - $166K
8.71K $692M
SPYG
Spdr Portfolio

ETFs
-1.93K
- 33.66%
$71.83 - $95.32 $138K - $183K
3.79K $362M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-723
- 9.17%
$90.56 - $109.49 $65.5K - $79.2K
7.17K $783M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.1K
- 11.38%
$72.02 - $73.82 $151K - $155K
16.3K $1.2B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.98K
- 2.82%
$90.85 - $102.31 $180K - $203K
68.3K $6.88B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.86K
- 17.56%
$78.98 - $90.1 $147K - $167K
8.71K $785M
PG
Procter & Gamble CO

Consumer Defensive
-40
- 0.39%
$157.66 - $172.39 $6.31K - $6.9K
10.3K $1.63B
MRK
Merck & Co., Inc.

Healthcare
-292
- 8.63%
$73.47 - $87.12 $21.5K - $25.4K
3.09K $245M
CMCSA
Comcast Corp

Communication Services
-1.43K
- 8.74%
$32.84 - $36.72 $47.1K - $52.6K
15K $534M
NEE
Nextera Energy Inc

Utilities
-626
- 5.6%
$64.11 - $75.0 $40.1K - $47K
10.6K $733M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.27K
- 10.84%
$122.57 - $173.27 $155K - $220K
10.4K $1.81B
AMGN
Amgen Inc

Healthcare
-358
- 13.44%
$262.28 - $309.85 $93.9K - $111K
2.31K $644M
GIS
General Mills Inc

Consumer Defensive
-21
- 0.52%
$50.37 - $60.97 $1.06K - $1.28K
4.06K $210M
LMT
Lockheed Martin Corp

Industrials
-61
- 7.1%
$430.82 - $486.45 $26.3K - $29.7K
798 $370M
BALL
Ball Corp

Consumer Cyclical
-906
- 17.88%
$44.94 - $56.99 $40.7K - $51.6K
4.16K $233M
LLY
Eli Lilly & CO

Healthcare
-52
- 5.31%
$713.71 - $898.95 $37.1K - $46.7K
928 $723M
Blackrock Inc
-47
- 6.89%
N/A
635 $667M
SUB
Ishares Short Term National Mu

ETFs
-294
- 7.54%
$104.77 - $106.34 $30.8K - $31.3K
3.61K $383M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1.4K
- 2.06%
$4.83 - $5.39 $6.75K - $7.53K
66.5K $358M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-352
- 1.61%
$19.51 - $23.9 $6.87K - $8.41K
21.5K $514M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-500
- 3.63%
$50.52 - $50.92 $25.3K - $25.5K
13.3K $676M
USXF
Ishares Esg Advanced Msci Usa

Technology
-697
- 11.45%
$41.54 - $53.93 $29K - $37.6K
5.39K $291M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.25K
- 2.56%
$45.2 - $46.6 $56.3K - $58K
47.4K $2.2B
NEAR
Blackrock Short Maturity Bond

ETFs
-322
- 2.4%
$50.41 - $51.17 $16.2K - $16.5K
13.1K $669M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-334
- 1.48%
$22.54 - $23.17 $7.53K - $7.74K
22.3K $512M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-111
- 2.85%
$162.65 - $188.71 $18.1K - $20.9K
3.79K $715M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-377
- 1.13%
$10.49 - $12.99 $3.95K - $4.9K
33K $420M
LAMR
Lamar Advertising CO

Real Estate
-6
- 0.24%
$102.35 - $121.67 $614 - $730
2.53K $307M
VTV
Vanguard Value ETF

ETFs
-68
- 3.86%
$153.67 - $176.74 $10.4K - $12K
1.69K $299M
FDVV
Fidelity High Dividend ETF

ETFs
-192
- 3.27%
$43.6 - $52.02 $8.37K - $9.99K
5.69K $296M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-849
- 1.22%
$7.05 - $8.02 $5.99K - $6.81K
68.5K $550M
XLK
Technology Sector Spdr

ETFs
-409
- 7.83%
$179.73 - $253.23 $73.5K - $104K
4.82K $1.22B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-93
- 3.29%
$91.62 - $116.16 $8.52K - $10.8K
2.74K $318M
WDI
Western Asset Diversified Income Fund

ETFs
-459
- 2.09%
$12.85 - $14.92 $5.9K - $6.85K
21.5K $320M
COF
Capital One Financial Corp

Financial Services
-129
- 9.7%
$150.57 - $212.76 $19.4K - $27.4K
1.2K $256M
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.41%
$451.58 - $565.94 $1.81K - $2.26K
972 $528M
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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