Centurion Wealth Management LLC Diversified Active

CIK: 0001951368 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 25, 2024

Total Value ($000): $234,005 (100.0% shares, 0.0% debt)

Holdings (172)

IVV ISHARES TR 8.6%
Value ($000) $20,111 Shares 42,107 Est. Cost $399.23 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $14,690 Shares 76,298 Est. Cost $140.70 Unrealized +29.9%
TFLO ISHARES TR 6.1%
Value ($000) $14,233 Shares 282,007 Est. Cost $50.69 Unrealized
GSLC GOLDMAN SACHS ETF TR 5.9%
Value ($000) $13,814 Shares 147,251 Est. Cost $79.58 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 5.0%
Value ($000) $11,680 Shares 287,959 Est. Cost $39.90 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 4.4%
Value ($000) $10,234 Shares 186,137 Est. Cost $54.61 Unrealized
IUSB ISHARES TR 3.9%
Value ($000) $9,035 Shares 196,114 Est. Cost $45.15 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.3%
Value ($000) $7,755 Shares 132,957 Est. Cost $58.02 Unrealized
NOBL PROSHARES TR 2.8%
Value ($000) $6,597 Shares 69,298 Est. Cost $90.49 Unrealized
QUAL ISHARES TR 2.2%
Value ($000) $5,209 Shares 35,403 Est. Cost $125.79 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $4,928 Shares 13,106 Est. Cost $234.28 Unrealized +49.5%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $4,427 Shares 8,938 Est. Cost $14.65 Unrealized +216.2%
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $4,314 Shares 9,876 Est. Cost $389.25 Unrealized
MBB ISHARES TR 1.6%
Value ($000) $3,664 Shares 38,950 Est. Cost $93.34 Unrealized
BND VANGUARD BD INDEX FDS 1.5%
Value ($000) $3,555 Shares 48,338 Est. Cost $72.63 Unrealized
EFV ISHARES TR 1.4%
Value ($000) $3,189 Shares 61,208 Est. Cost $46.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value ($000) $2,931 Shares 17,200 Est. Cost $154.55 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,446 Shares 16,099 Est. Cost $100.29 Unrealized +39.8%
TLT ISHARES TR 1.0%
Value ($000) $2,375 Shares 24,019 Est. Cost $91.07 Unrealized
EFG ISHARES TR 1.0%
Value ($000) $2,374 Shares 24,512 Est. Cost $86.88 Unrealized
VTEB VANGUARD MUN BD FDS 0.9%
Value ($000) $2,145 Shares 42,017 Est. Cost $49.92 Unrealized
LQD ISHARES TR 0.9%
Value ($000) $2,136 Shares 19,298 Est. Cost $105.17 Unrealized
USMV ISHARES TR 0.9%
Value ($000) $2,109 Shares 27,027 Est. Cost $72.25 Unrealized
FISV FISERV INC 0.8%
Value ($000) $1,782 Shares 13,417 Est. Cost $99.59 Unrealized +23.2%
DGRO ISHARES TR 0.8%
Value ($000) $1,777 Shares 33,010 Est. Cost $50.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,590 Shares 3,344 Est. Cost $386.72 Unrealized
IYW ISHARES TR 0.7%
Value ($000) $1,585 Shares 12,912 Est. Cost $91.77 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1,504 Shares 20,032 Est. Cost $64.45 Unrealized
LVHD LEGG MASON ETF INVT 0.6%
Value ($000) $1,493 Shares 41,082 Est. Cost $37.60 Unrealized
MADISON COVERED CALL & EQUIT 0.6%
Value ($000) $1,448 Shares 192,255 Est. Cost $7.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,442 Shares 4,044 Est. Cost $299.52 Unrealized +17.2%
V VISA INC 0.6%
Value ($000) $1,402 Shares 5,384 Est. Cost $197.19 Unrealized +23.1%
IEMG ISHARES INC 0.6%
Value ($000) $1,344 Shares 26,565 Est. Cost $48.10 Unrealized
OEF ISHARES TR 0.6%
Value ($000) $1,323 Shares 5,920 Est. Cost $223.40 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.6%
Value ($000) $1,314 Shares 39,440 Est. Cost $29.85 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,287 Shares 28,222 Est. Cost $45.08 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,284 Shares 9,194 Est. Cost $94.34 Unrealized +41.4%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,217 Shares 15,724 Est. Cost $75.32 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.5%
Value ($000) $1,153 Shares 149,996 Est. Cost $8.99 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,137 Shares 14,331 Est. Cost $70.98 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,133 Shares 2,766 Est. Cost $409.49 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,085 Shares 2 Est. Cost $448761.72 Unrealized +19.0%
JMST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,085 Shares 21,383 Est. Cost $50.54 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,068 Shares 1,618 Est. Cost $474.04 Unrealized +21.0%
BLACKROCK ENHANCED GLOBAL DI 0.4%
Value ($000) $1,048 Shares 105,684 Est. Cost $9.56 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,044 Shares 7,407 Est. Cost $96.99 Unrealized +38.8%
TSLA TESLA INC 0.4%
Value ($000) $1,001 Shares 4,028 Est. Cost $189.77 Unrealized +25.2%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $974 Shares 4,104 Est. Cost $191.20 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $912 Shares 5,818 Est. Cost $156.60 Unrealized -8.3%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $903 Shares 4,692 Est. Cost $145.47 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $885 Shares 8,849 Est. Cost $98.11 Unrealized -0.5%
IJR ISHARES TR 0.4%
Value ($000) $845 Shares 7,804 Est. Cost $95.76 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $815 Shares 7,744 Est. Cost $84.80 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $815 Shares 4,790 Est. Cost $118.19 Unrealized +22.6%
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $779 Shares 16,807 Est. Cost $45.70 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $725 Shares 14,355 Est. Cost $49.27 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $691 Shares 7,658 Est. Cost $91.60 Unrealized -5.9%
KO COCA COLA CO 0.3%
Value ($000) $679 Shares 11,526 Est. Cost $55.06 Unrealized -3.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $677 Shares 11,149 Est. Cost $73.82 Unrealized -27.6%
META META PLATFORMS INC 0.3%
Value ($000) $669 Shares 1,891 Est. Cost $175.51 Unrealized +84.3%
BLACKROCK INC 0.3%
Value ($000) $630 Shares 776 Est. Cost $708.90 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $622 Shares 6,988 Est. Cost $85.59 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $608 Shares 13,875 Est. Cost $31.31 Unrealized +28.1%
GOVT ISHARES TR 0.3%
Value ($000) $608 Shares 26,397 Est. Cost $22.85 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $581 Shares 5,205 Est. Cost $107.91 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $580 Shares 2,204 Est. Cost $150.40 Unrealized +48.7%
TIP ISHARES TR 0.2%
Value ($000) $577 Shares 5,371 Est. Cost $103.72 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.2%
Value ($000) $571 Shares 4,597 Est. Cost $105.27 Unrealized +10.6%
ICVT ISHARES TR 0.2%
Value ($000) $568 Shares 7,232 Est. Cost $70.55 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $564 Shares 1,908 Est. Cost $206.59 Unrealized +21.6%
IXC ISHARES TR 0.2%
Value ($000) $562 Shares 14,371 Est. Cost $39.11 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $554 Shares 9,997 Est. Cost $55.41 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $549 Shares 941 Est. Cost $345.79 Unrealized +66.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $542 Shares 1,827 Est. Cost $245.59 Unrealized +5.3%
SHY ISHARES TR 0.2%
Value ($000) $526 Shares 6,408 Est. Cost $81.59 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $520 Shares 2,003 Est. Cost $228.84 Unrealized +2.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $518 Shares 1,215 Est. Cost $331.99 Unrealized +19.6%
FIRST TR ENHANCED EQUITY INC 0.2%
Value ($000) $511 Shares 27,992 Est. Cost $15.76 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $507 Shares 1,829 Est. Cost $245.77 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $498 Shares 9,919 Est. Cost $50.13 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $491 Shares 3,605 Est. Cost $103.72 Unrealized +24.3%
IEFA ISHARES TR 0.2%
Value ($000) $483 Shares 6,871 Est. Cost $61.64 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $479 Shares 984 Est. Cost $29.72 Unrealized +46.9%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $479 Shares 6,962 Est. Cost $70.43 Unrealized -20.3%
LOW LOWES COS INC 0.2%
Value ($000) $478 Shares 2,147 Est. Cost $188.18 Unrealized +3.5%
HD HOME DEPOT INC 0.2%
Value ($000) $477 Shares 1,378 Est. Cost $281.13 Unrealized +4.5%
AMGN AMGEN INC 0.2%
Value ($000) $454 Shares 1,577 Est. Cost $242.73 Unrealized +5.1%
IFRA ISHARES TR 0.2%
Value ($000) $454 Shares 11,274 Est. Cost $36.84 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $449 Shares 752 Est. Cost $417.30 Unrealized +38.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $444 Shares 9,449 Est. Cost $53.47 Unrealized -24.9%
CVS CVS HEALTH CORP 0.2%
Value ($000) $423 Shares 5,362 Est. Cost $82.03 Unrealized -20.3%
ETN EATON CORP PLC 0.2%
Value ($000) $420 Shares 1,742 Est. Cost $215.55 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.2%
Value ($000) $419 Shares 12,426 Est. Cost $29.91 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.2%
Value ($000) $416 Shares 19,905 Est. Cost $18.23 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $413 Shares 3,787 Est. Cost $92.86 Unrealized +4.3%
ESGU ISHARES TR 0.2%
Value ($000) $406 Shares 3,869 Est. Cost $91.90 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $405 Shares 3,837 Est. Cost $104.44 Unrealized
LCTU BLACKROCK ETF TRUST 0.2%
Value ($000) $404 Shares 7,727 Est. Cost $52.34 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $403 Shares 51,810 Est. Cost $7.64 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $373 Shares 12,093 Est. Cost $30.73 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $370 Shares 4,752 Est. Cost $57.90 Unrealized +10.3%
PFE PFIZER INC 0.2%
Value ($000) $367 Shares 12,740 Est. Cost $39.37 Unrealized -32.9%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $359 Shares 1,592 Est. Cost $149.19 Unrealized +33.1%
PLD PROLOGIS INC. 0.2%
Value ($000) $354 Shares 2,659 Est. Cost $111.61 Unrealized -5.4%
DSI ISHARES TR 0.2%
Value ($000) $352 Shares 3,865 Est. Cost $84.91 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $348 Shares 2,048 Est. Cost $160.89 Unrealized -4.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $348 Shares 152 Est. Cost $32.14 Unrealized +29.5%
PAVE GLOBAL X FDS 0.1%
Value ($000) $340 Shares 9,873 Est. Cost $26.56 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $338 Shares 3,518 Est. Cost $90.61 Unrealized +1.7%
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $336 Shares 5,459 Est. Cost $61.29 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $320 Shares 551 Est. Cost $474.64 Unrealized +7.6%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $316 Shares 1,168 Est. Cost $252.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $312 Shares 689 Est. Cost $426.75 Unrealized -2.2%
BALL BALL CORP 0.1%
Value ($000) $306 Shares 5,326 Est. Cost $52.90 Unrealized -5.4%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $305 Shares 1,511 Est. Cost $174.02 Unrealized +3.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $300 Shares 2,587 Est. Cost $109.26 Unrealized +0.4%
SPBO SPDR SER TR 0.1%
Value ($000) $299 Shares 10,168 Est. Cost $29.41 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $297 Shares 1,745 Est. Cost $151.73 Unrealized -4.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $297 Shares 8,042 Est. Cost $27.21 Unrealized +3.7%
INVESCO SR INCOME TR 0.1%
Value ($000) $295 Shares 71,836 Est. Cost $3.93 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $294 Shares 1,367 Est. Cost $39.39 Unrealized 0.0%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $293 Shares 6,926 Est. Cost $42.28 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.1%
Value ($000) $292 Shares 39,450 Est. Cost $7.10 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $291 Shares 82 Est. Cost $2435.24 Unrealized +26.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $290 Shares 1,243 Est. Cost $228.99 Unrealized -3.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $282 Shares 2,903 Est. Cost $84.89 Unrealized -1.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $280 Shares 1,160 Est. Cost $226.15 Unrealized +0.8%
EFAV ISHARES TR 0.1%
Value ($000) $277 Shares 3,993 Est. Cost $63.60 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $276 Shares 7,671 Est. Cost $31.84 Unrealized -7.7%
IAU ISHARES GOLD TR 0.1%
Value ($000) $276 Shares 7,060 Est. Cost $37.30 Unrealized
WMT WALMART INC 0.1%
Value ($000) $273 Shares 1,733 Est. Cost $45.92 Unrealized +12.5%
EAGG ISHARES TR 0.1%
Value ($000) $273 Shares 5,719 Est. Cost $47.74 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $267 Shares 2,530 Est. Cost $73.61 Unrealized +45.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $265 Shares 6,437 Est. Cost $39.24 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $264 Shares 5,147 Est. Cost $49.82 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $263 Shares 4,042 Est. Cost $59.53 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $262 Shares 1,667 Est. Cost $148.08 Unrealized -9.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $261 Shares 2,540 Est. Cost $86.54 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.1%
Value ($000) $258 Shares 66,505 Est. Cost $3.90 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $255 Shares 3,537 Est. Cost $80.31 Unrealized -8.5%
ADVENT CONV & INCOME FD 0.1%
Value ($000) $247 Shares 21,729 Est. Cost $10.71 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $246 Shares 28,032 Est. Cost $8.56 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $245 Shares 2,971 Est. Cost $73.68 Unrealized -3.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $243 Shares 2,285 Est. Cost $106.28 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $241 Shares 1,348 Est. Cost $153.18 Unrealized +6.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $241 Shares 1,616 Est. Cost $152.53 Unrealized -9.7%
EFA ISHARES TR 0.1%
Value ($000) $235 Shares 3,121 Est. Cost $65.82 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $225 Shares 1,453 Est. Cost $137.22 Unrealized -1.1%
AIQ GLOBAL X FDS 0.1%
Value ($000) $217 Shares 6,973 Est. Cost $31.18 Unrealized
XT ISHARES TR 0.1%
Value ($000) $216 Shares 3,609 Est. Cost $47.34 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $215 Shares 137 Est. Cost $1417.24 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $215 Shares 5,708 Est. Cost $31.00 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $214 Shares 2,272 Est. Cost $86.11 Unrealized -2.8%
SDY SPDR SER TR 0.1%
Value ($000) $213 Shares 1,704 Est. Cost $124.97 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $213 Shares 281 Est. Cost $757.24 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $210 Shares 9,710 Est. Cost $21.64 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $209 Shares 25,374 Est. Cost $8.21 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $208 Shares 374 Est. Cost $469.47 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $207 Shares 1,442 Est. Cost $143.68 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $207 Shares 1,984 Est. Cost $104.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $203 Shares 1,286 Est. Cost $157.79 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $196 Shares 13,451 Est. Cost $13.62 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $189 Shares 14,696 Est. Cost $12.67 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $168 Shares 24,925 Est. Cost $6.76 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $160 Shares 11,559 Est. Cost $11.87 Unrealized
NUVEEN CR STRATEGIES INCOME 0.1%
Value ($000) $158 Shares 30,354 Est. Cost $5.12 Unrealized
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value ($000) $155 Shares 13,682 Est. Cost $11.36 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.1%
Value ($000) $152 Shares 18,843 Est. Cost $8.01 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $107 Shares 13,869 Est. Cost $7.55 Unrealized
ALLSPRING GLOBAL DIVIDEND OP 0.0%
Value ($000) $104 Shares 24,051 Est. Cost $4.37 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $47 Shares 19,482 Est. Cost $2.21 Unrealized
BLACKSKY TECHNOLOGY INC 0.0%
Value ($000) $14 Shares 10,250 Est. Cost $1.54 Unrealized