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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 $319,654,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 159,793 $18,404,921 5.76%
2.
Apple Inc.
 AAPL 72,746 $18,217,070 5.7%
3.
Ishares Trust
 IEF 29,063 $17,108,734 5.35%
4.
J P Morgan Exchange Traded F
 217,116 $12,491,234 3.91%
5.
Nvidia Corp
 NVDA 88,514 $11,886,510 3.72%
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)