Centurion Wealth Management LLC Purchases in Q4 2025

Centurion Wealth Management LLC

  • $457 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
855
+ 1.33%
$179.83 - $207.04 $154K - $177K
64.9K $12.1B
ITA
Ishares Tr

ETFs
575
+ 16.92%
$205.04 - $218.9 $118K - $126K
3.97K $853M
Rocket Lab Corp
326
+ 6.02%
N/A
5.74K $400M
MRK
Merck & Co., Inc.

Healthcare
371
+ 8.78%
$82.49 - $92.93 $30.6K - $34.5K
4.6K $484M
FNDB
Schwab Fundamental U S Broad M

ETFs
2.01K
+ 2.34%
$25.06 - $26.31 $50.3K - $52.9K
88K $2.34B
VGSH
Vanguard

ETFs
2.02K
+ 8.46%
$58.64 - $58.96 $119K - $119K
25.9K $1.52B
MBB
Ishares Tr

ETFs
1.17K
+ 3.53%
$94.9 - $96.23 $111K - $113K
34.3K $3.27B
DBND
Doubleline ETF Tr Opportunisti

ETFs
2.45K
+ 9.43%
$46.27 - $46.9 $113K - $115K
28.4K $1.32B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.44K
+ 9.99%
$46.2 - $46.85 $113K - $114K
26.9K $1.24B
SHOP
Shopify Inc.

Technology
196
+ 3.31%
$146.04 - $179.01 $28.6K - $35.1K
6.12K $985M
VBR
Vanguard Small Cap Value ETF

ETFs
446
+ 18.21%
$201.42 - $211.15 $89.8K - $94.2K
2.9K $613M
EMB
Ishares Tr

ETFs
899
+ 7.16%
$94.63 - $97.03 $85.1K - $87.2K
13.5K $1.29B
CSCO
Cisco Systems, Inc.

Technology
73
+ 0.73%
$67.46 - $78.0 $4.92K - $5.69K
10K $773M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.03K
+ 17.98%
$23.04 - $23.36 $92.8K - $94.1K
26.4K $608M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.19K
+ 11.45%
$63.25 - $66.24 $75.1K - $78.7K
11.6K $763M
EXTR
Extreme Networks Inc

Technology
10.3K
+ 46.44%
$17.42 - $21.27 $180K - $219K
32.5K $541M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.47K
+ 13.72%
$50.09 - $52.44 $73.7K - $77.2K
12.2K $637M
AMAT
Applied Materials Inc

Technology
46
+ 3.47%
$209.95 - $240.89 $9.66K - $11.1K
1.37K $352M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
2.02K
+ 7.19%
$20.34 - $21.65 $41.2K - $43.8K
30.2K $674M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.75K
+ 11.34%
$25.25 - $25.65 $69.4K - $70.5K
27K $697M
SG
Sweetgreen, Inc.

Consumer Cyclical
11.1K
New
$5.23 - $8.24 $57.8K - $91.1K
11.1K $74.7M
DGRO
Ishares Core Dividend Growth E

ETFs
495
+ 1.68%
$66.93 - $69.17 $33.1K - $34.2K
29.9K $2.08B
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.29%
$294.11 - $320.41 $25.3K - $27.6K
6.75K $2.18B
Gmo ETF Trust
1.5K
+ 17.65%
N/A
10K $336M
SCHO
Schwab Short Term Us Treasury

ETFs
3K
+ 5.13%
$24.31 - $24.46 $72.9K - $73.4K
61.5K $1.5B
Vanguard Malvern Fds
1.01K
+ 5.7%
N/A
18.7K $1.46B
AXP
American Express CO

Financial Services
3
+ 0.17%
$316.26 - $372.77 $949 - $1.12K
1.81K $671M
SGDM
Sprott ETF Tr Gold Miners ETF
2
+ 0.02%
N/A
8.68K $605M
CRM
Salesforce, Inc.

Technology
34
+ 1.67%
$235.69 - $263.41 $8.01K - $8.96K
2.08K $550M
TFC
Truist Financial Corp

Financial Services
171
+ 1.14%
$41.09 - $45.64 $7.03K - $7.8K
15.1K $744M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
153
+ 1.04%
$137.47 - $143.13 $21K - $21.9K
14.9K $2.13B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9
+ 0.39%
$280.66 - $305.09 $2.53K - $2.75K
2.29K $697M
IDXX
Idexx Laboratories Inc

Healthcare
43
+ 5.65%
$616.15 - $722.94 $26.5K - $31.1K
804 $544M
KO
Coca Cola CO

Consumer Defensive
123
+ 1.01%
$66.1 - $71.61 $8.13K - $8.81K
12.3K $862M
COF
Capital One Financial Corp

Financial Services
4
+ 0.23%
$201.01 - $225.01 $804 - $900
1.73K $418M
ASML
Asml Holding Nv

Technology
1
+ 0.2%
$936.19 - $1075.45 $936 - $1.08K
506 $541M
ELV
Elevance Health, Inc.

Healthcare
37
+ 2.74%
$303.78 - $362.34 $11.2K - $13.4K
1.39K $487M
STX
Seagate Technology Holdings PLC

Technology
3
+ 0.26%
$211.63 - $293.99 $635 - $882
1.16K $320M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
18
+ 3.08%
$402.9 - $437.15 $7.25K - $7.87K
603 $273M
WFC
Wells Fargo & Company

Financial Services
56
+ 1.35%
$77.62 - $87.3 $4.35K - $4.89K
4.22K $393M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
909
+ 16.72%
$47.89 - $48.53 $43.5K - $44.1K
6.35K $304M
BAC
Bank Of America Corp

Financial Services
33
+ 0.28%
$48.65 - $54.11 $1.61K - $1.79K
11.9K $654M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.71K
+ 19.41%
$23.38 - $23.82 $40.1K - $40.8K
10.5K $247M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
182
+ 9.18%
$161.21 - $171.97 $29.3K - $31.3K
2.17K $364M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
384
+ 6.74%
$71.13 - $74.96 $27.3K - $28.8K
6.08K $451M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
572
+ 1.97%
$49.98 - $50.59 $28.6K - $28.9K
29.7K $1.49B
CNI
Canadian National Railway CO

Industrials
226
+ 8.38%
$93.17 - $97.87 $21.1K - $22.1K
2.92K $289M
MS
Morgan Stanley

Financial Services
17
+ 1.02%
$151.86 - $169.92 $2.58K - $2.89K
1.69K $299M
MNST
Monster Beverage Corp

Consumer Defensive
46
+ 1.42%
$66.31 - $71.91 $3.05K - $3.31K
3.28K $251M
Activity Summary
Buys All Purchases 176 New Holdings 16 Increased Positions 160 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 10 Puts 0
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