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
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.21%
$401.99 - $468.37 $4.82K - $5.62K
5.6K $2.52B
MA
Mastercard Inc

Financial Services
48
+ 3.07%
$536.85 - $580.45 $25.8K - $27.9K
1.61K $921M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.3%
$744.6 - $838.97 $745 - $839
334 $294M
TDG
Trans Digm Group Inc

Industrials
19
+ 8.05%
$1237.71 - $1359.3 $23.5K - $25.8K
255 $339M
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 0.65%
$138.56 - $147.63 $2.49K - $2.66K
2.78K $427M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
362
+ 4.22%
$79.55 - $80.13 $28.8K - $29K
8.94K $712M
VTV
Vanguard Value ETF

ETFs
98
+ 5.78%
$182.87 - $189.72 $17.9K - $18.6K
1.79K $343M
MLPA
Global X Mlp ETF

ETFs
449
+ 1.87%
$46.39 - $48.6 $20.8K - $21.8K
24.5K $1.19B
Ge Vernova Inc
1
+ 0.19%
N/A
533 $348M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
34
+ 1.96%
$279.43 - $297.48 $9.5K - $10.1K
1.77K $518M
MMM
3 M CO

Industrials
6
+ 0.17%
$148.75 - $171.6 $893 - $1.03K
3.61K $578M
LYG
Lloyds Banking Group PLC

Financial Services
394
+ 1.85%
$4.42 - $5.03 $1.74K - $1.98K
21.6K $115M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
90
+ 6.32%
$142.82 - $150.36 $12.9K - $13.5K
1.52K $226M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1K
+ 3.56%
$9.2 - $9.74 $9.2K - $9.74K
29.1K $284M
SHEL
Shell PLC

Energy
1
+ 0.01%
$71.37 - $77.01 $71.4 - $77
8.61K $633M
IBM
International Business Machines Corp

Technology
1
+ 0.09%
$275.97 - $314.98 $276 - $315
1.14K $336M
HWM
Howmet Aerospace Inc.

Industrials
14
+ 0.95%
$184.09 - $209.74 $2.58K - $2.94K
1.49K $306M
DSI
Ishares Msci Kld 400 Social Et

ETFs
61
+ 2.23%
$123.63 - $130.75 $7.54K - $7.98K
2.8K $361M
PEP
Pepsico Inc

Consumer Defensive
64
+ 3.08%
$138.84 - $153.71 $8.89K - $9.84K
2.15K $308M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
103
+ 4.47%
$91.84 - $96.06 $9.46K - $9.89K
2.41K $229M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
535
+ 1.76%
$102.37 - $105.36 $54.8K - $56.4K
31K $3.15B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
31
+ 1.19%
$219.27 - $238.71 $6.8K - $7.4K
2.64K $594M
DIS
Walt Disney CO

Communication Services
162
+ 2.27%
$105.69 - $116.65 $17.1K - $18.9K
7.29K $829M
QCOM
Qualcomm Inc

Technology
32
+ 1.97%
$153.59 - $187.68 $4.91K - $6.01K
1.65K $283M
LAMR
Lamar Advertising CO

Real Estate
17
+ 0.66%
$116.11 - $129.63 $1.97K - $2.2K
2.58K $326M
XLK
Technology Sector Spdr

ETFs
2.18K
+ 99.68%
$278.39 - $304.13 $606K - $662K
4.36K $628M
SBUX
Starbucks Corp

Consumer Cyclical
148
+ 4.89%
$78.46 - $87.26 $11.6K - $12.9K
3.17K $267M
MUB
Ishares National Muni Bond ETF

ETFs
51
+ 0.55%
$106.36 - $107.61 $5.42K - $5.49K
9.24K $990M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
490
+ 4.09%
$15.17 - $15.98 $7.43K - $7.83K
12.5K $199M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.18%
$142.79 - $150.05 $714 - $750
2.83K $421M
MDT
Medtronic PLC

Healthcare
54
+ 1.65%
$90.06 - $98.43 $4.86K - $5.32K
3.33K $320M
USO
United States Oil Fund, LP

ETFs
97
New
$67.81 - $73.53 $6.58K - $7.13K
97 $6.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
146
+ 0.93%
$74.09 - $75.1 $10.8K - $11K
15.9K $1.18B
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
9
+ 0.3%
$70.78 - $74.46 $637 - $670
3.03K $224M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.41%
$293.81 - $310.11 $2.35K - $2.48K
1.95K $595M
FDVV
Fidelity High Dividend ETF

ETFs
2
+ 0.04%
$54.66 - $56.68 $109 - $113
5.69K $323M
INTU
Intuit Inc

Technology
17
+ 5.17%
$641.79 - $683.39 $10.9K - $11.6K
346 $229M
Morgan Stanley ETF Trust
61
+ 1.54%
N/A
4.01K $207M
PANW
Palo Alto Networks Inc

Technology
148
+ 11.73%
$204.77 - $221.38 $30.3K - $32.8K
1.41K $260M
USXF
Ishares Esg Advanced Msci Usa

Technology
2
+ 0.04%
$56.25 - $59.38 $113 - $119
5.15K $297M
PFE
Pfizer Inc

Healthcare
324
+ 2.64%
$24.23 - $27.37 $7.85K - $8.87K
12.6K $313M
BTU
Peabody Energy Corp

Energy
20
New
$25.87 - $34.88 $517 - $698
20 $594K
ADBE
Adobe Inc.

Technology
10
+ 0.8%
$325.07 - $359.91 $3.25K - $3.6K
1.26K $440M
PFFV
Global X Variable Rate Preferr

Technology
522
+ 3.8%
$22.67 - $23.17 $11.8K - $12.1K
14.3K $317M
LVHD
Franklin U.S. Low Volatility H

ETFs
1.37K
+ 3.6%
$39.46 - $41.42 $54.1K - $56.8K
39.4K $1.57B
AVK
Advent Convertible & Income Fund

Financial Services
500
+ 1.55%
$12.48 - $13.0 $6.24K - $6.5K
32.8K $411M
FNDE
Schwab Fundamental Emerging Mk

ETFs
91
+ 0.16%
$34.78 - $37.69 $3.16K - $3.43K
57.4K $2.07B
CVX
Chevron Corp

Energy
7
+ 0.31%
$148.9 - $157.72 $1.04K - $1.1K
2.26K $344M
FVD
First Tr Value Line Divid Inde

ETFs
15
+ 0.03%
$45.0 - $46.25 $675 - $694
43.3K $1.99B
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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