Centurion Wealth Management LLC Sells in Q4 2024

Centurion Wealth Management LLC

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-105K
- 37.98%
$45.07 - $47.1 $4.72M - $4.93M
171K $7.73B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-17.1K
- 7.31%
$57.53 - $60.83 $985K - $1.04M
217K $12.5B
MBB
Ishares Tr

ETFs
-7.81K
- 17.92%
$91.26 - $95.82 $713K - $748K
35.8K $3.28B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$664750.0 - $724132.5 $665K - $724K
1 $681M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.24K
- 24.71%
$87.1 - $98.49 $369K - $417K
12.9K $1.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.35K
- 22.5%
$71.75 - $75.11 $384K - $402K
18.4K $1.33B
MSFT
Microsoft Corp

Technology
-444
- 2.63%
$406.35 - $454.46 $180K - $202K
16.4K $6.93B
LVHD
Franklin U.S. Low Volatility H

ETFs
-5.79K
- 14.64%
$38.29 - $41.26 $222K - $239K
33.8K $1.29B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-22.2K
- 16.68%
$8.1 - $9.04 $180K - $201K
111K $920M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.78K
- 7.15%
$88.59 - $94.57 $158K - $168K
23.1K $2.05B
Blackrock ETF Trust Ii
-2.06K
- 4.1%
N/A
48.1K $2.5B
FVD
First Tr Value Line Divid Inde

ETFs
-2.18K
- 4.86%
$43.4 - $46.7 $94.5K - $102K
42.7K $1.86B
VGSH
Vanguard

ETFs
-2.16K
- 8.88%
$58.02 - $58.88 $125K - $127K
22.1K $1.29B
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-8.56K
- 8.87%
$10.65 - $11.42 $91.1K - $97.7K
87.9K $947M
MRK
Merck & Co., Inc.

Healthcare
-630
- 15.69%
$96.31 - $114.76 $60.7K - $72.3K
3.39K $337M
JNJ
Johnson & Johnson

Healthcare
-176
- 3.33%
$143.34 - $165.86 $25.2K - $29.2K
5.11K $739M
D
Dominion Energy, Inc

Utilities
-1.56K
- 19.47%
$52.63 - $60.92 $81.8K - $94.7K
6.43K $346M
PHM
Pultegroup Inc

Consumer Cyclical
-25
- 0.81%
$108.86 - $149.04 $2.72K - $3.73K
3.06K $333M
PG
Procter & Gamble CO

Consumer Defensive
-267
- 2.53%
$161.05 - $179.7 $43K - $48K
10.3K $1.73B
MELI
Mercadolibre Inc

Consumer Cyclical
-26
- 15.76%
$1666.0 - $2117.3 $43.3K - $55K
139 $236M
PEP
Pepsico Inc

Consumer Defensive
-242
- 10.83%
$151.29 - $176.1 $36.6K - $42.6K
1.99K $303M
IEFA
Ishares Tr

ETFs
-313
- 4.56%
$70.06 - $77.43 $21.9K - $24.2K
6.55K $460M
LOW
Lowes Companies Inc

Consumer Cyclical
-93
- 4.35%
$244.52 - $284.07 $22.7K - $26.4K
2.05K $505M
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 16.09%
$161.86 - $196.66 $268K - $325K
8.63K $1.63B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.03K
- 15.6%
$62.07 - $66.61 $64.1K - $68.7K
5.58K $358M
IFRA
Ishares Tr

ETFs
-807
- 6.47%
$45.94 - $51.71 $37.1K - $41.7K
11.7K $540M
EMB
Ishares Tr

ETFs
-19
- 0.2%
$88.94 - $93.46 $1.69K - $1.78K
9.32K $830M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-436
- 13.36%
$107.41 - $115.71 $46.8K - $50.4K
2.83K $312M
GE
General Electric CO

Industrials
-19
- 1.05%
$159.95 - $194.23 $3.04K - $3.69K
1.78K $297M
EMQQ
Emqq Emerging Markets Internet

ETFs
-208
- 3.39%
$34.48 - $41.58 $7.17K - $8.65K
5.92K $204M
TXN
Texas Instruments Inc

Technology
-1
- 0.06%
N/A
1.78K $334M
DUK
Duke Energy Corp

Utilities
-97
- 3.23%
$105.76 - $120.76 $10.3K - $11.7K
2.9K $313M
USXF
Ishares Esg Advanced Msci Usa

Technology
-736
- 10.79%
$48.45 - $52.57 $35.7K - $38.7K
6.09K $303M
FNDF
Schwab Fundamental Intl Large

ETFs
-96
- 1.38%
$32.92 - $37.15 $3.16K - $3.57K
6.86K $228M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-37
- 0.94%
$184.21 - $199.29 $6.82K - $7.37K
3.9K $719M
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 1.33%
$288.47 - $316.54 $6.35K - $6.96K
1.63K $471M
ABBV
Abb Vie Inc.

Healthcare
-15
- 1.07%
$164.99 - $203.87 $2.47K - $3.06K
1.38K $246M
LAMR
Lamar Advertising CO

Real Estate
-1
- 0.04%
$121.37 - $138.11 $121 - $138
2.53K $308M
ETN
Eaton Corp PLC

Industrials
-91
- 6.22%
$326.96 - $377.52 $29.8K - $34.4K
1.37K $455M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-248
- 11.83%
$124.61 - $133.96 $30.9K - $33.2K
1.85K $238M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-555
- 2.39%
$22.39 - $23.45 $12.4K - $13K
22.6K $520M
PFE
Pfizer Inc

Healthcare
-125
- 1.5%
$24.8 - $30.19 $3.1K - $3.77K
8.2K $218M
ORCL
Oracle Corp

Technology
-68
- 2.94%
$165.41 - $192.43 $11.2K - $13.1K
2.25K $374M
SPYG
Spdr Portfolio

ETFs
-549
- 8.76%
$81.74 - $91.38 $44.9K - $50.2K
5.72K $503M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-272
- 3.02%
$61.68 - $67.87 $16.8K - $18.5K
8.75K $545M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-134
- 3.32%
$81.68 - $82.93 $10.9K - $11.1K
3.91K $320M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-81
- 1.72%
$126.68 - $134.74 $10.3K - $10.9K
4.63K $590M
NEAR
Blackrock Short Maturity Bond

ETFs
-29
- 0.22%
$50.28 - $51.08 $1.46K - $1.48K
13.4K $677M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-161
- 1.15%
$50.67 - $50.9 $8.16K - $8.19K
13.8K $699M
Activity Summary
Buys All Purchases 112 New Holdings 14 Increased Positions 98 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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