Centurion Wealth Management LLC Incresed Positions in Q4 2025

Centurion Wealth Management LLC

  • $457 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 3.19%
$482.23 - $557.53 $16.9K - $19.5K
1.13K $530M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
260
+ 3.08%
$29.81 - $42.36 $7.75K - $11K
8.71K $322M
SNOW
Snowflake Inc.

Technology
8
+ 0.4%
$230.55 - $277.14 $1.84K - $2.22K
2K $438M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
309
+ 0.74%
$27.24 - $27.76 $8.42K - $8.58K
41.8K $1.14B
KNSL
Kinsale Capital Group, Inc.

Financial Services
15
+ 2.67%
$388.45 - $478.99 $5.83K - $7.18K
577 $226M
DUK
Duke Energy Corp

Utilities
9
+ 0.3%
$121.57 - $129.03 $1.09K - $1.16K
3K $352M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.39%
$225.0 - $247.99 $1.8K - $1.98K
2.08K $501M
WDI
Western Asset Diversified Income Fund

ETFs
4
+ 0.02%
$14.2 - $14.97 $56.8 - $59.9
21.5K $298M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.07%
N/A
1.46K $254M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
759
+ 1.35%
$49.98 - $50.22 $37.9K - $38.1K
57K $2.82B
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
252
+ 2.3%
$34.38 - $36.02 $8.66K - $9.08K
11.2K $347M
Arista Networks Inc
47
+ 1.74%
N/A
2.75K $361M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.02%
$56.38 - $66.65 $56.4 - $66.7
5.07K $292M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 4.35%
$2024.98 - $2360.76 $16.2K - $18.9K
192 $387M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.23%
$250.9 - $292.94 $753 - $879
1.28K $330M
GRAB
Grab Holdings LTD

Technology
694
+ 1.42%
$5.41 - $6.39 $3.75K - $4.43K
49.5K $247M
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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