Centurion Wealth Management LLC Incresed Positions in Q1 2024

Centurion Wealth Management LLC

  • $254 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
275
+ 3.08%
$475.69 - $950.02 $131K - $261K
9.21K $8.32B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
66.7K
+ 34.03%
$45.02 - $46.27 $3M - $3.09M
263K $12B
JEPI
J P Morgan Exchange Traded Fd

ETFs
21K
+ 11.31%
$54.75 - $57.86 $1.15M - $1.22M
207K $12B
IVW
Ishares S&P 500 Growth ETF

ETFs
18.4K
+ 91.92%
$72.87 - $85.14 $1.34M - $1.57M
38.4K $3.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.57K
+ 25.97%
$429.43 - $481.35 $1.1M - $1.23M
12.4K $5.98B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
+ 42.01%
$71.76 - $73.66 $1.46M - $1.5M
68.6K $4.99B
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
21.2K
+ 20.02%
$9.81 - $10.46 $208K - $221K
127K $2.17B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.6K
+ 136.28%
$52.7 - $57.65 $718K - $785K
23.6K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
928
+ 5.76%
$144.57 - $180.38 $134K - $167K
17K $3.07B
MSFT
Microsoft Corp

Technology
45
+ 0.34%
$367.75 - $429.37 $16.5K - $19.3K
13.2K $5.53B
JPIE
J P Morgan Exchange Traded Fd
9.9K
+ 35.08%
$45.21 - $45.87 $448K - $454K
38.1K $1.74B
LLY
Eli Lilly & CO

Healthcare
306
+ 32.52%
$592.2 - $792.28 $181K - $242K
1.25K $970M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
177
+ 4.38%
$359.29 - $420.52 $63.6K - $74.4K
4.22K $1.78B
EMB
Ishares Tr

ETFs
3.63K
+ 51.89%
$86.49 - $90.08 $314K - $327K
10.6K $952M
EFG
Msci Eafe Growth ETF

ETFs
1.36K
+ 5.56%
$93.77 - $104.85 $128K - $143K
25.9K $2.69B
META
Meta Platforms, Inc.

Communication Services
54
+ 2.86%
$344.47 - $512.19 $18.6K - $27.7K
1.95K $944M
MBB
Ishares Tr

ETFs
3.54K
+ 9.1%
$91.2 - $93.98 $323K - $333K
42.5K $3.93B
DIS
Walt Disney CO

Communication Services
133
+ 1.74%
$89.29 - $122.36 $11.9K - $16.3K
7.79K $953M
TFC
Truist Financial Corp

Financial Services
6.06K
+ 75.3%
$34.53 - $38.98 $209K - $236K
14.1K $550M
IXC
Ishares Tr Global Energy ETF

ETFs
4.14K
+ 28.78%
$37.37 - $42.95 $155K - $178K
18.5K $795M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.71K
+ 37.42%
$76.72 - $80.06 $208K - $217K
9.94K $793M
GOOGL
Alphabet Inc.

Communication Services
741
+ 8.06%
$131.4 - $153.51 $97.4K - $114K
9.94K $1.5B
JPM
Jpmorgan Chase & CO

Financial Services
337
+ 7.04%
$167.09 - $200.3 $56.3K - $67.5K
5.13K $1.03B
IYW
Ishares Dj Us Tech ETF

ETFs
269
+ 2.08%
$117.5 - $136.59 $31.6K - $36.7K
13.2K $1.78B
GOOG
Alphabet Inc.

Communication Services
715
+ 9.65%
$132.56 - $154.84 $94.8K - $111K
8.12K $1.24B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
21.6K
+ 86.46%
$6.83 - $7.3 $147K - $157K
46.5K $334M
ABNB
Airbnb, Inc.

Consumer Cyclical
300
+ 8.32%
$133.42 - $168.18 $40K - $50.5K
3.91K $644M
IDXX
Idexx Laboratories Inc

Healthcare
293
+ 78.34%
$515.08 - $576.87 $151K - $169K
667 $360M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.11K
+ 18.5%
$44.98 - $46.29 $140K - $144K
19.9K $908M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.19K
+ 8.27%
$77.9 - $82.79 $92.3K - $98.1K
15.5K $1.27B
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.62%
$644.69 - $785.59 $6.45K - $7.86K
1.63K $1.19B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
3.84K
+ 2.56%
$7.73 - $8.27 $29.7K - $31.8K
154K $1.27B
ASML
Asml Holding Nv

Technology
54
+ 19.22%
$700.29 - $1047.39 $37.8K - $56.6K
335 $325M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
18.2K
+ 59.84%
$5.18 - $5.64 $94.1K - $102K
48.5K $270M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
500
+ 9.61%
$109.98 - $120.99 $55K - $60.5K
5.71K $690M
HD
Home Depot, Inc.

Consumer Cyclical
144
+ 10.45%
$338.26 - $395.2 $48.7K - $56.9K
1.52K $584M
XLK
Technology Sector Spdr

ETFs
118
+ 2.51%
$184.12 - $211.02 $21.7K - $24.9K
4.81K $1B
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 8.81%
$58.91 - $61.24 $59.9K - $62.2K
12.5K $767M
TTD
Trade Desk, Inc.

Technology
236
+ 6.67%
$63.76 - $88.93 $15K - $21K
3.77K $330M
MA
Mastercard Inc

Financial Services
6
+ 0.49%
$418.77 - $488.64 $2.51K - $2.93K
1.22K $588M
IFRA
Ishares Tr

ETFs
603
+ 5.35%
$38.14 - $43.36 $23K - $26.1K
11.9K $515M
LVHD
Franklin U.S. Low Volatility H

ETFs
1.05K
+ 2.57%
$34.51 - $36.86 $36.4K - $38.9K
42.1K $1.55B
AIQ
Global X Funds Global X Artifi

ETFs
1.02K
+ 14.63%
$29.87 - $34.22 $30.5K - $34.9K
7.99K $271M
CVX
Chevron Corp

Energy
214
+ 13.24%
$141.82 - $157.74 $30.3K - $33.8K
1.83K $289M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.2K
+ 393.82%
$56.98 - $284.98 $410K - $2.05M
9.03K $549M
WMT
Walmart Inc.

Consumer Defensive
3.5K
+ 201.79%
$58.61 - $175.86 $205K - $615K
5.23K $315M
LAMR
Lamar Advertising CO

Real Estate
85
+ 3.72%
$101.03 - $120.58 $8.59K - $10.2K
2.37K $283M
D
Dominion Energy, Inc

Utilities
390
+ 4.13%
$44.15 - $49.19 $17.2K - $19.2K
9.84K $484M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.15K
+ 2.75%
$50.36 - $51.06 $58.1K - $58.9K
43.2K $2.18B
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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