Centurion Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$313M
Signature - Title
Jill Grimes - CCO
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Centurion Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centurion Wealth Management LLC reported 217 stock holdings with total value $313M as of Q3 2024. Top holdings included GSLC, AAPL, IVV, JEPI, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 217 $313M +$82.4M -$33.1M +$49.3M GSLC, AAPL, IVV, JEPI, IUSB 13F-HR 11/7/2024, 10:37 AM
Q1 2024 190 $252M +$33.8M -$29.6M +$4.17M IVV, TFLO, AAPL, GSLC, JEPI 13F-HR 4/29/2024, 08:50 PM
Q4 2023 172 $234M +$25.3M -$11.9M +$13.4M IVV, AAPL, TFLO, GSLC, FVD 13F-HR 1/24/2024, 06:03 PM
Q3 2023 154 $204M +$27M -$21.8M +$5.22M IVV, AAPL, TFLO, GSLC, FVD 13F-HR 10/31/2023, 09:07 PM
Q2 2023 154 $207M +$7.5M -$5.82M +$1.68M AAPL, IVV, GSLC, FVD, IUSB 13F-HR 7/21/2023, 10:43 AM
Q1 2023 151 $195M +$29M -$20.1M +$8.87M IVV, AAPL, FVD, GSLC, IUSB 13F-HR 5/10/2023, 05:21 PM
Q4 2022 155 $176M $0 $0 IVV, AAPL, FVD, GSLC, IUSB Restatement 2/23/2023, 10:53 AM