Centurion Wealth Management LLC Purchases in Q3 2025

Centurion Wealth Management LLC

  • $439 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
40
+ 1.56%
$195.29 - $223.85 $7.81K - $8.95K
2.61K $580M
NEE
Nextera Energy Inc

Utilities
51
+ 0.48%
$69.77 - $77.54 $3.56K - $3.95K
10.6K $801M
EXTR
Extreme Networks Inc

Technology
200
+ 0.91%
$16.78 - $22.85 $3.36K - $4.57K
22.2K $458M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.1%
$215.01 - $273.02 $430 - $546
2.07K $520M
VZ
Verizon Communications Inc

Communication Services
1.25K
+ 23.95%
$40.84 - $45.06 $51.2K - $56.5K
6.49K $285M
GRAB
Grab Holdings LTD

Technology
2.05K
+ 4.39%
$4.77 - $6.45 $9.77K - $13.2K
48.8K $294M
ENB
Enbridge Inc

Energy
278
+ 3.24%
$43.79 - $50.46 $12.2K - $14K
8.87K $448M
D
Dominion Energy, Inc

Utilities
335
+ 5.15%
$56.32 - $62.1 $18.9K - $20.8K
6.84K $418M
KO
Coca Cola CO

Consumer Defensive
1.47K
+ 13.72%
$65.67 - $71.67 $96.7K - $106K
12.2K $810M
GILD
Gilead Sciences, Inc.

Healthcare
447
New
$108.22 - $120.47 $48.4K - $53.9K
447 $49.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
365
+ 0.77%
$45.72 - $47.27 $16.7K - $17.3K
47.8K $2.24B
SCHW
Schwab Charles Corp

Financial Services
162
+ 2.57%
$91.03 - $98.69 $14.7K - $16K
6.46K $617M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
764
+ 5.75%
$50.81 - $51.07 $38.8K - $39K
14K $717M
SPYG
Spdr Portfolio

ETFs
53
+ 1.4%
$94.33 - $105.31 $5K - $5.58K
3.85K $402M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
97
+ 0.42%
$92.18 - $95.14 $8.94K - $9.23K
23K $2.19B
AMAT
Applied Materials Inc

Technology
42
+ 3.28%
$156.25 - $204.95 $6.56K - $8.61K
1.32K $271M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
730
+ 2.66%
$20.07 - $21.62 $14.7K - $15.8K
28.1K $594M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
5
+ 0.29%
$265.21 - $286.92 $1.33K - $1.43K
1.74K $497M
PM
Philip Morris International Inc.

Consumer Defensive
483
+ 21.89%
$157.77 - $183.27 $76.2K - $88.5K
2.69K $436M
VRME
Verify Me, Inc.

Industrials
38.6K
New
$0.69 - $1.39 $26.6K - $53.6K
38.6K $34.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
26
+ 2.98%
$339.37 - $366.46 $8.82K - $9.53K
898 $328M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
19
+ 0.33%
$67.21 - $72.65 $1.28K - $1.38K
5.7K $414M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.14%
$135.0 - $146.02 $540 - $584
2.83K $412M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6
+ 0.22%
$115.96 - $125.95 $696 - $756
2.74K $345M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
89
+ 0.08%
$8.7 - $9.11 $774 - $811
114K $1.04B
AWP
Aberdeen Global Premier Properties Fund

Financial Services
6.34K
+ 29.1%
$3.79 - $4.06 $24K - $25.7K
28.1K $112M
T
At&T Inc.

Communication Services
1.06K
+ 12.77%
$26.94 - $29.62 $28.7K - $31.5K
9.39K $265M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
214
+ 5.99%
$102.4 - $103.88 $21.9K - $22.2K
3.79K $391M
MA
Mastercard Inc

Financial Services
21
+ 1.36%
$550.18 - $598.96 $11.6K - $12.6K
1.57K $891M
ET
Energy Transfer LP

Energy
1.75K
+ 16.44%
$17.11 - $18.16 $29.9K - $31.8K
12.4K $213M
PEP
Pepsico Inc

Consumer Defensive
13
+ 0.63%
$133.81 - $152.16 $1.74K - $1.98K
2.08K $292M
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
16
+ 0.53%
$66.8 - $72.47 $1.07K - $1.16K
3.02K $218M
VTV
Vanguard Value ETF

ETFs
2
+ 0.12%
$175.51 - $186.57 $351 - $373
1.7K $316M
HWM
Howmet Aerospace Inc.

Industrials
9
+ 0.61%
$171.0 - $196.23 $1.54K - $1.77K
1.48K $290M
VGSH
Vanguard

ETFs
208
+ 0.88%
$58.43 - $58.88 $12.2K - $12.2K
23.9K $1.41B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
31
+ 1.36%
$87.05 - $93.19 $2.7K - $2.89K
2.31K $214M
TGT
Target Corp

Consumer Defensive
390
+ 12.71%
$86.56 - $107.43 $33.8K - $41.9K
3.46K $310M
INTU
Intuit Inc

Technology
53
+ 19.2%
$646.03 - $807.39 $34.2K - $42.8K
329 $225M
LAMR
Lamar Advertising CO

Real Estate
34
+ 1.34%
$114.98 - $128.82 $3.91K - $4.38K
2.56K $314M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
245
+ 2.09%
$15.18 - $15.87 $3.72K - $3.89K
12K $189M
LYG
Lloyds Banking Group PLC

Financial Services
46
+ 0.22%
$4.03 - $4.63 $185 - $213
21.2K $96.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
84
+ 16.77%
$366.54 - $479.53 $30.8K - $40.3K
585 $229M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
99
+ 0.44%
$22.64 - $23.22 $2.24K - $2.3K
22.4K $518M
ADBE
Adobe Inc.

Technology
120
+ 10.66%
$333.65 - $392.1 $40K - $47.1K
1.25K $440M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
+ 0.02%
$46.86 - $48.27 $46.9 - $48.3
5.44K $261M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.43%
$695.21 - $791.73 $6.95K - $7.92K
2.33K $1.71B
WDI
Western Asset Diversified Income Fund

ETFs
2
+ 0.01%
$14.7 - $15.25 $29.4 - $30.5
21.5K $317M
GIS
General Mills Inc

Consumer Defensive
8
+ 0.2%
$48.44 - $53.83 $388 - $431
4.06K $205M
CNI
Canadian National Railway CO

Industrials
189
+ 7.54%
$92.01 - $106.6 $17.4K - $20.1K
2.7K $254M
Activity Summary
Buys All Purchases 218 New Holdings 74 Increased Positions 144 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 11 Puts 0
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