Centerline Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Centerline Wealth Advisors, LLCInvestment ActivityCenterline Wealth Advisors, LLC has $170.59 million in total holdings as of December 31, 2024.Centerline Wealth Advisors, LLC owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings Fidelity Blue Chip Growth ETF $18,330,803iShares Flexible Income Active ETF $17,361,415Fidelity Total Bond ETF $15,492,310iShares Core 60/40 Balanced Allocation ETF $14,672,923Vanguard Mid-Cap ETF $12,890,985 Sector AllocationMap of 500 Largest Holdings ofCenterline Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFBCGFidelity Blue Chip Growth ETF$18,330,803396,08710.7%ETFBINCiShares Flexible Income Active ETF$17,361,415337,42910.2%ETFFBNDFidelity Total Bond ETF$15,492,310345,1619.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$14,672,923252,9668.6%ETFVOVanguard Mid-Cap ETF$12,890,98549,0007.6%ETFAAPLApple$11,041,05844,1216.5%Computer and TechnologyCGGRCapital Group Growth ETF$10,899,210294,2616.4%ETFVEAVanguard FTSE Developed Markets ETF$9,190,402192,0695.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,564,644167,0235.0%ETFFHLCFidelity MSCI Health Care Index ETF$8,119,239124,1714.8%ETFFMATFidelity MSCI Materials Index ETF$7,639,146158,5284.5%ETFIYWiShares U.S. Technology ETF$5,835,56136,5673.4%ManufacturingICVTiShares Convertible Bond ETF$5,511,41364,8383.2%ETFNETZTCW Transform Systems ETF$4,998,69468,8422.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,875,99692,3402.9%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$4,534,54151,8942.7%ETFPEPPepsiCo$1,655,17310,8851.0%Consumer StaplesMETAMeta Platforms$1,203,7392,0560.7%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,059,15313,8250.6%ETFBRK.BBerkshire Hathaway$927,8642,0970.5%FinanceMSFTMicrosoft$818,1411,9580.5%Computer and TechnologyLLYEli Lilly and Company$731,0849470.4%MedicalJPMJPMorgan Chase & Co.$623,5152,6130.4%FinanceUPSUnited Parcel Service$470,0073,7270.3%TransportationIBMInternational Business Machines$457,8132,0830.3%Computer and TechnologyPGProcter & Gamble$352,3592,1020.2%Consumer StaplesGEGeneral Electric$333,4131,9990.2%TransportationCHDNChurchill Downs$313,8392,3570.2%Consumer DiscretionaryORCLOracle$295,4321,7730.2%Computer and TechnologyABNBAirbnb$264,7912,0150.2%Consumer DiscretionaryDISWalt Disney$248,9542,2360.1%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$235,7301,0140.1%ETFGOOGLAlphabet$218,0761,1520.1%Computer and TechnologyVUGVanguard Growth ETF$213,4295200.1%ETFJNJJohnson & Johnson$213,1321,4740.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
