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
VGLT
Vanguard Long Term Treasury Et

ETFs
821
+ 15.04%
$57.73 - $61.4 $47.4K - $50.4K
6.28K $372M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$54.97 - $63.91 $55 - $63.9
11.2K $713M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
5.2K
+ 7.82%
$3.64 - $3.96 $18.9K - $20.6K
71.7K $284M
ENB
Enbridge Inc

Energy
672
+ 8.76%
$33.33 - $37.21 $22.4K - $25K
8.34K $302M
EMQQ
Emqq Emerging Markets Internet

ETFs
571
+ 4.72%
$28.79 - $31.56 $16.4K - $18K
12.7K $397M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.32%
$232.51 - $255.87 $930 - $1.02K
1.25K $311M
MDT
Medtronic PLC

Healthcare
80
+ 2.69%
$82.84 - $88.09 $6.63K - $7.05K
3.05K $266M
GIS
General Mills Inc

Consumer Defensive
21
+ 0.52%
$62.34 - $69.97 $1.31K - $1.47K
4.06K $284M
MELI
Mercadolibre Inc

Consumer Cyclical
19
+ 13.87%
$1499.51 - $1817.98 $28.5K - $34.5K
156 $236M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
360
+ 3.63%
$50.23 - $50.49 $18.1K - $18.2K
10.3K $519M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.14%
$137.1 - $157.55 $274 - $315
1.44K $225M
PEP
Pepsico Inc

Consumer Defensive
20
+ 0.98%
$162.04 - $175.01 $3.24K - $3.5K
2.07K $362M
TIP
Ishares Tr Tips Bd ETF

ETFs
115
+ 2.14%
$105.69 - $108.04 $12.2K - $12.4K
5.49K $589M
TXN
Texas Instruments Inc

Technology
30
+ 1.72%
$156.85 - $175.27 $4.71K - $5.26K
1.78K $309M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.09%
$155.22 - $162.74 $776 - $814
5.82K $921M
SHOP
Shopify Inc.

Technology
151
+ 3.18%
$71.82 - $90.72 $10.8K - $13.7K
4.9K $378M
DUK
Duke Energy Corp

Utilities
91
+ 3.13%
$90.65 - $99.39 $8.25K - $9.04K
2.99K $290M
LYG
Lloyds Banking Group PLC

Financial Services
788
+ 4.04%
$2.02 - $2.63 $1.59K - $2.07K
20.3K $52.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
187
+ 3.27%
$46.54 - $47.74 $8.7K - $8.93K
5.91K $278M
PM
Philip Morris International Inc.

Consumer Defensive
106
+ 4.67%
$88.98 - $96.29 $9.43K - $10.2K
2.38K $218M
UPS
United Parcel Service Inc

Industrials
124
+ 7.44%
$139.08 - $161.22 $17.2K - $20K
1.79K $266M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 0.02%
$50.95 - $51.48 $51 - $51.5
5.15K $264M
PFE
Pfizer Inc

Healthcare
420
+ 3.3%
$25.89 - $29.73 $10.9K - $12.5K
13.2K $365M
SUB
Ishares Short Term National Mu

ETFs
10
+ 0.26%
$104.73 - $105.42 $1.05K - $1.05K
3.85K $403M
ADBE
Adobe Inc.

Technology
107
+ 14.23%
$492.46 - $634.76 $52.7K - $67.9K
859 $433M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
702
+ 0.37%
$7.08 - $7.5 $4.97K - $5.27K
193K $1.41B
TSLA
Tesla, Inc.

Consumer Cyclical
259
+ 6.43%
$162.5 - $248.42 $42.1K - $64.3K
4.29K $754M
AAPL
Apple Inc.

Technology
3
+ 0.0%
$169.0 - $195.18 $507 - $586
76.3K $13.1B
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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