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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 $234,005,042
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,107 $20,111,394 8.59%
2.
Apple Inc.
 AAPL 76,298 $14,689,573 6.27%
3.
Ishares Tr
 282,007 $14,232,898 6.08%
4.
Goldman Sachs Etf Tr
 147,251 $13,813,574 5.9%
5.
First Tr Value Line Divid In
 287,959 $11,679,631 4.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)