Centaurus Financial, Inc. Incresed Positions in Q1 2025

Centaurus Financial, Inc.

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
767
+ 11.27%
$85.55 - $94.34 $65.6K - $72.4K
7.57K $685K
QCOM
Qualcomm Inc

Technology
505
+ 5.33%
$151.94 - $175.86 $76.7K - $88.8K
9.98K $1.53M
GLDM
World Gold Trust

ETFs
549
+ 12.65%
$52.19 - $61.89 $28.7K - $34K
4.89K $302K
DEO
Diageo PLC

Consumer Defensive
1.91K
+ 34.09%
$104.79 - $126.12 $200K - $241K
7.5K $786K
MDT
Medtronic PLC

Healthcare
130
+ 2.09%
$79.84 - $94.5 $10.4K - $12.3K
6.36K $571K
PG
Procter & Gamble CO

Consumer Defensive
252
+ 2.33%
$158.56 - $176.26 $40K - $44.4K
11.1K $1.88M
VFVA
Vanguard Wellington Fd U S Val

ETFs
848
+ 14.9%
$111.86 - $124.32 $94.9K - $105K
6.54K $745K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
785
+ 50.13%
$92.03 - $93.95 $72.2K - $73.8K
2.35K $216K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.62K
+ 51.61%
$39.18 - $43.52 $63.4K - $70.4K
4.75K $198K
ADI
Analog Devices Inc

Technology
433
+ 28.3%
$201.56 - $243.82 $87.3K - $106K
1.96K $395K
F
Ford Motor CO

Consumer Cyclical
5.89K
+ 8.98%
$9.12 - $10.43 $53.7K - $61.5K
71.5K $716K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
400
+ 54.42%
$192.82 - $222.1 $77.1K - $88.8K
1.14K $219K
WING
Wingstop Inc.

Consumer Cyclical
1.36K
+ 32.81%
$207.0 - $311.93 $282K - $425K
5.51K $1.24M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
135
+ 2.03%
$107.24 - $116.37 $14.5K - $15.7K
6.77K $787K
DGRO
Ishares Core Dividend Growth E

ETFs
919
+ 7.84%
$60.46 - $64.42 $55.6K - $59.2K
12.6K $781K
COP
Conocophillips

Energy
258
+ 4.26%
$88.6 - $105.85 $22.9K - $27.3K
6.32K $663K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
489
+ 62.13%
$283.06 - $421.16 $138K - $206K
1.28K $361K
ECL
Ecolab Inc.

Basic Materials
139
+ 10.42%
$229.72 - $269.82 $31.9K - $37.5K
1.47K $373K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.23K
+ 13.51%
$22.46 - $23.26 $50.1K - $51.9K
18.8K $434K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.01K
+ 15.35%
$56.63 - $59.39 $57.2K - $60K
7.59K $436K
UPS
United Parcel Service Inc

Industrials
1.31K
+ 24.71%
$109.66 - $136.26 $143K - $178K
6.59K $724K
LUV
Southwest Airlines CO

Industrials
1.75K
+ 36.6%
$28.18 - $34.84 $49.4K - $61.1K
6.55K $219K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.53K
+ 18.8%
$27.77 - $31.75 $42.4K - $48.5K
9.64K $291K
HOOD
Robinhood Markets, Inc.

Technology
425
+ 4.67%
$35.63 - $65.28 $15.1K - $27.7K
9.53K $396K
APD
Air Products & Chemicals, Inc.

Basic Materials
164
+ 11.4%
$283.24 - $338.07 $46.5K - $55.4K
1.6K $472K
VRT
Vertiv Holdings CO

Industrials
620
+ 34.89%
N/A
2.4K $207K
EFG
Msci Eafe Growth ETF

ETFs
13
+ 0.08%
$96.1 - $106.37 $1.25K - $1.38K
16.2K $1.62M
IIPR
Innovative Industrial Properties Inc

Real Estate
3.15K
+ 33.28%
$54.09 - $74.56 $171K - $235K
12.6K $683K
BDX
Becton Dickinson & CO

Healthcare
213
+ 14.75%
$222.79 - $249.08 $47.5K - $53.1K
1.66K $379K
UNP
Union Pacific Corp

Industrials
57
+ 1.21%
$225.21 - $254.42 $12.8K - $14.5K
4.76K $1.12M
IGV
Ishares Expanded Tech Software

ETFs
925
+ 34.95%
$88.3 - $107.83 $81.7K - $99.7K
3.57K $317K
FXU
First Tr Exchange Traded Fd Ut

ETFs
343
+ 2.92%
$37.42 - $41.14 $12.8K - $14.1K
12.1K $496K
VLO
Valero Energy Corp

Energy
179
+ 7.07%
$121.76 - $142.99 $21.8K - $25.6K
2.71K $358K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
950
+ 42.91%
$50.72 - $50.92 $48.2K - $48.4K
3.16K $160K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
598
+ 2.21%
$18.36 - $20.51 $11K - $12.3K
27.7K $547K
FISV
Fiserv Inc

Technology
377
+ 14.57%
N/A
2.97K $371K
AGNC
Agnc Investment Corp.

Real Estate
3.88K
+ 14.46%
$9.12 - $10.54 $35.4K - $40.9K
30.7K $294K
AEP
American Electric Power CO Inc

Utilities
42
+ 1.78%
$90.32 - $109.27 $3.79K - $4.59K
2.4K $262K
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 6.29%
$554.06 - $615.85 $177K - $196K
5.39K $3.03M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
597
+ 4.11%
$35.57 - $38.16 $21.2K - $22.8K
15.1K $566K
OMC
Omnicom Group Inc.

Communication Services
575
+ 28.2%
$79.43 - $88.34 $45.7K - $50.8K
2.61K $216K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
721
+ 8.21%
$62.72 - $71.92 $45.2K - $51.9K
9.51K $598K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
80
+ 0.55%
$17.15 - $21.07 $1.37K - $1.69K
14.5K $290K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.95K
+ 17.79%
$16.57 - $18.85 $82K - $93.3K
32.8K $545K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
878
+ 8.17%
$40.24 - $40.65 $35.3K - $35.7K
11.6K $472K
VIS
Vanguard Industrial ETF

ETFs
252
+ 7.19%
$243.63 - $273.99 $61.4K - $69K
3.76K $930K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.05K
+ 19.89%
$41.35 - $44.46 $43.5K - $46.8K
6.35K $267K
KLAC
Kla Corp

Technology
14
+ 2.47%
$636.62 - $777.63 $8.91K - $10.9K
581 $394K
G
Genpact LTD

Technology
125
+ 3.23%
$42.88 - $55.54 $5.36K - $6.94K
4K $201K
Activity Summary
Buys All Purchases 510 New Holdings 84 Increased Positions 426 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 1 Puts 0
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