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Home > Institutional Investor > Centurion Wealth Management Llc > Profile

Instuitional Investor - Centurion Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Centurion Wealth Management Llc
Portfolio Value $348,846,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 179,519 $21,790,061 6.25%
2.
Apple Inc.
 AAPL 71,047 $14,576,643 4.18%
3.
J P Morgan Exchange Traded F
 247,901 $14,093,148 4.04%
4.
Ishares Trust
 IEF 22,498 $13,968,821 4%
5.
J P Morgan Exchange Traded F
 233,630 $12,709,474 3.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)