Centaurus Financial, Inc. Purchases in Q3 2025

Centaurus Financial, Inc.

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
33
+ 2.13%
$279.83 - $293.74 $9.23K - $9.69K
1.58K $464K
CDNS
Cadence Design Systems Inc

Technology
2
+ 0.29%
$309.46 - $373.37 $619 - $747
695 $244K
SONY
Sony Group Corp

Technology
632
+ 13.67%
$23.92 - $30.07 $15.1K - $19K
5.25K $151K
WPC
W. P. Carey Inc.

Real Estate
4
+ 0.07%
$61.29 - $68.7 $245 - $275
5.77K $390K
FTA
First Tr Large Cap Value

ETFs
274
+ 16.9%
$78.13 - $83.78 $21.4K - $23K
1.9K $157K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
669
+ 1.59%
$15.5 - $16.01 $10.4K - $10.7K
42.8K $680K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
635
+ 45.2%
$159.87 - $247.68 $102K - $157K
2.04K $362K
GNL
Global Net Lease, Inc.

Real Estate
2.2K
+ 11.57%
$6.85 - $8.33 $15.1K - $18.4K
21.2K $172K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
2.35K
+ 15.46%
$10.08 - $11.67 $23.6K - $27.4K
17.5K $190K
IGV
Ishares Expanded Tech Software

ETFs
18
+ 0.38%
$105.96 - $117.79 $1.91K - $2.12K
4.74K $545K
PSX
Phillips 66

Energy
4
+ 0.24%
$118.37 - $139.46 $473 - $558
1.66K $225K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.2%
$158.59 - $198.69 $317 - $397
1.02K $196K
CSX
Csx Corp

Industrials
137
+ 1.77%
$32.05 - $36.52 $4.39K - $5K
7.87K $279K
FDT
First Trust Developed Markets

ETFs
200
+ 11.51%
$68.09 - $76.05 $13.6K - $15.2K
1.94K $146K
USFR
Wisdomtree Floating Rate Treas

ETFs
523
+ 2.74%
$50.23 - $50.48 $26.3K - $26.4K
19.6K $987K
NDAQ
Nasdaq, Inc.

Financial Services
352
+ 5.47%
$86.73 - $96.94 $30.5K - $34.1K
6.79K $600K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
778
+ 1.74%
$8.57 - $9.09 $6.67K - $7.07K
45.5K $411K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
300
+ 19.84%
$76.16 - $78.59 $22.8K - $23.6K
1.81K $141K
CLX
Clorox CO

Consumer Defensive
150
+ 8.54%
$117.67 - $131.43 $17.7K - $19.7K
1.91K $235K
OKTA
Okta, Inc.

Technology
391
+ 29.67%
$88.51 - $101.1 $34.6K - $39.5K
1.71K $156K
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.2%
$128.41 - $138.03 $642 - $690
2.55K $351K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
396
+ 12.62%
$35.42 - $38.65 $14K - $15.3K
3.53K $134K
AXP
American Express CO

Financial Services
5
+ 0.29%
$294.27 - $342.31 $1.47K - $1.71K
1.72K $572K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
329
+ 13.23%
$86.67 - $100.17 $28.5K - $33K
2.82K $254K
CCL
Carnival Corp

Consumer Cyclical
606
+ 7.27%
$28.37 - $32.49 $17.2K - $19.7K
8.94K $258K
HYG
Ishares Tr

ETFs
273
+ 19.14%
$79.85 - $81.32 $21.8K - $22.2K
1.7K $137K
AGOX
Starboard Invt Tr

ETFs
356
+ 3.31%
$28.93 - $30.85 $10.3K - $11K
11.1K $340K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
308
+ 5.27%
$42.43 - $45.05 $13.1K - $13.9K
6.15K $270K
FNX
First Tr Mid Cap Core Alphadex

ETFs
21
+ 1.18%
$115.08 - $126.88 $2.42K - $2.66K
1.8K $225K
DOV
Dover Corp

Industrials
191
+ 31.57%
$165.59 - $190.9 $31.6K - $36.5K
796 $132K
OEF
Ishares S&P 100 ETF

ETFs
79
+ 5.81%
N/A
1.44K $382K
FTLS
First Tr Long/Short Equity ETF

ETFs
14
+ 0.25%
$65.78 - $69.95 $921 - $979
5.67K $396K
QDPL
Pacer Fds Tr Metaurus Us Large
66
+ 0.87%
$39.4 - $42.1 $2.6K - $2.78K
7.68K $321K
KEY
Keycorp

Financial Services
420
+ 3.85%
$17.37 - $19.39 $7.3K - $8.14K
11.3K $211K
IAI
Ishares Tr Us Broker Dealers &

ETFs
33
+ 1.83%
$168.93 - $178.7 $5.57K - $5.9K
1.84K $324K
VNQ
Vanguard Specialized Funds Van

ETFs
19
+ 0.25%
$88.47 - $93.24 $1.68K - $1.77K
7.53K $688K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
586
+ 1.51%
$47.36 - $47.65 $27.8K - $27.9K
39.3K $1.86M
FPE
First Tr Pfd Secs & Income ETF

ETFs
810
+ 7.34%
$17.81 - $18.39 $14.4K - $14.9K
11.8K $215K
IYG
Ishares Tr

ETFs
20
+ 0.51%
$85.16 - $90.57 $1.7K - $1.81K
3.96K $355K
HSY
Hershey CO

Consumer Defensive
6
+ 0.75%
$161.95 - $193.45 $972 - $1.16K
805 $150K
FNDX
Schwab Fundamental U S Large C

ETFs
279
+ 5.06%
$24.38 - $26.34 $6.8K - $7.35K
5.8K $152K
SCHV
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.13%
$27.61 - $29.15 $414 - $437
11.6K $336K
MSI
Motorola Solutions, Inc.

Technology
5
+ 1.23%
$408.73 - $490.3 $2.04K - $2.45K
413 $188K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
567
+ 5.59%
$24.11 - $24.94 $13.7K - $14.1K
10.7K $267K
CMA
Comerica Inc

Financial Services
1
+ 0.06%
$60.93 - $71.05 $60.9 - $71.1
1.74K $119K
FTC
First Tr Lge Cap Growth

ETFs
47
+ 5.06%
$149.47 - $162.84 $7.03K - $7.65K
975 $156K
BCE
Bce Inc

Communication Services
390
+ 6.73%
$22.63 - $25.74 $8.83K - $10K
6.19K $144K
IWP
Ishares Russell Mid Cap Growth

ETFs
25
+ 0.79%
$137.51 - $145.26 $3.44K - $3.63K
3.21K $456K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.57%
$45.4 - $47.61 $2.27K - $2.38K
8.85K $420K
Activity Summary
Buys All Purchases 621 New Holdings 110 Increased Positions 511 Sells All Sells 307 Reductions 307 Sold out 0 Options Calls 3 Puts 0
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