Centurion Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Centurion Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$431K	Sell	824 -755	-48%	-$377K	0.1%	175
2026 Q1	$732K	Hold	1,579	–	–	0.17%	116
2025 Q4	$759K	Sell	1,579 -99	-6%	-$46.8K	0.17%	108
2025 Q3	$778K	Buy	1,678 +82	+5%	+$37K	0.18%	107
2025 Q2	$703K	Buy	1,596 +1,097	+220%	+$455K	0.2%	88
2025 Q1	$212K	Hold	499	–	–	0.07%	202
2024 Q4	$212K	Hold	499	–	–	0.07%	202
2024 Q3	$211K	Buy	+499	New	+$203K	0.07%	200

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return