Centurion Wealth Management LLC Portfolio Holdings

Centurion Wealth Management LLC

  • $313 Billion
  • Q3 2024

Centurion Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Billion distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $17.2B, Apple Inc. with a value of $17.1B, Ishares Core S&P 500 ETF with a value of $17B, J P Morgan Exchange Traded Fd with a value of $13.9B, and Ishares Core Total Usd Bond Ma with a value of $13B.

Examining the 13F form we can see an increase of $59.6B in the current position value, from $254B to 313B.

Centurion Wealth Management LLC is based out at Mclean, VA

Below you can find more details about Centurion Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $313 Billion
ETFs: $195 Billion
Technology: $42.4 Billion
Financial Services: $17.5 Billion
Consumer Cyclical: $9.57 Billion
Healthcare: $6.6 Billion
Communication Services: $6.55 Billion
Consumer Defensive: $6.22 Billion
Industrials: $4.75 Billion
Other: $4.84 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.04B
$248 Million 0.08% of portfolio
8,359
Q3 2024 New
$6.31B
$222 Million 0.07% of portfolio
1,597
Q1 2024 Reduced 65.26%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $313 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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