Centerline Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Centerline Wealth Advisors, LLCInvestment ActivityCenterline Wealth Advisors, LLC has $167.72 million in total holdings as of December 31, 2024.Centerline Wealth Advisors, LLC owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Centerline Wealth Advisors, LLC has purchased 35 new stocks and bought additional shares in 15 stocks.Centerline Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Flexible Income Active ETF $17,837,485Fidelity Total Bond ETF $16,120,065Fidelity Blue Chip Growth ETF $15,450,124iShares Core 60/40 Balanced Allocation ETF $14,555,708Vanguard Mid-Cap ETF $12,472,206 Largest New Holdings this Quarter 460690100 - Interpublic Group of Companies $982,486 Holding988498101 - Yum! Brands $258,070 Holding191216100 - Coca-Cola $257,746 Holding Largest Purchases this Quarter Interpublic Group of Companies 36,174 shares (about $982.49K)Fidelity MSCI Materials Index ETF 9,510 shares (about $459.52K)iShares MSCI Emerging Markets ex China ETF 7,823 shares (about $430.97K)Fidelity Total Bond ETF 7,962 shares (about $363.47K)iShares 20+ Year Treasury Bond ETF 2,866 shares (about $260.89K) Largest Sales this Quarter Capital Group Growth ETF 20,410 shares (about $699.04K)Fidelity Blue Chip Growth ETF 9,544 shares (about $381.47K)Berkshire Hathaway 411 shares (about $218.89K)Vanguard Mid-Cap ETF 774 shares (about $200.17K)iShares Convertible Bond ETF 1,030 shares (about $86.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenterline Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBINCiShares Flexible Income Active ETF$17,837,485$162,954 ▲0.9%340,54010.6%ETFFBNDFidelity Total Bond ETF$16,120,065$363,465 ▲2.3%353,1239.6%ETFFBCGFidelity Blue Chip Growth ETF$15,450,124$381,474 ▼-2.4%386,5439.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$14,555,708$7,542 ▼-0.1%252,8358.7%ETFVOVanguard Mid-Cap ETF$12,472,206$200,172 ▼-1.6%48,2267.4%ETFVEAVanguard FTSE Developed Markets ETF$9,956,747$193,866 ▲2.0%195,8835.9%ETFAAPLApple$9,788,014$12,662 ▼-0.1%44,0645.8%Computer and TechnologyCGGRCapital Group Growth ETF$9,379,397$699,043 ▼-6.9%273,8515.6%ETFFHLCFidelity MSCI Health Care Index ETF$8,688,362$205,028 ▲2.4%127,1725.2%ETFFMATFidelity MSCI Materials Index ETF$8,119,579$459,522 ▲6.0%168,0384.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,117,955$26,087 ▼-0.3%166,4884.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,517,980$430,969 ▲8.5%100,1633.3%ManufacturingICVTiShares Convertible Bond ETF$5,334,958$86,118 ▼-1.6%63,8083.2%ETFIYWiShares U.S. Technology ETF$5,137,857$2,387 ▲0.0%36,5843.1%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$4,984,799$260,892 ▲5.5%54,7603.0%ETFNETZTCW Transform Systems ETF$4,810,159$8,718 ▲0.2%68,9672.9%ETFPEPPepsiCo$1,632,0970.0%10,8851.0%Consumer StaplesMETAMeta Platforms$1,161,773$23,051 ▼-1.9%2,0160.7%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,150,717$93,101 ▲8.8%15,0420.7%ETFIPGInterpublic Group of Companies$982,486$982,486 ▲New Holding36,1740.6%Business ServicesBRK.BBerkshire Hathaway$897,930$218,890 ▼-19.6%1,6860.5%FinanceLLYEli Lilly and Company$759,011$23,125 ▼-3.0%9190.5%MedicalMSFTMicrosoft$702,355$32,659 ▼-4.4%1,8710.4%Computer and TechnologyJPMJPMorgan Chase & Co.$626,952$13,981 ▼-2.2%2,5560.4%FinanceIBMInternational Business Machines$518,286$249 ▲0.0%2,0840.3%Computer and TechnologyUPSUnited Parcel Service$410,088$110 ▲0.0%3,7280.2%TransportationGEGE Aerospace$375,081$25,019 ▼-6.3%1,8740.2%IndustrialsPGProcter & Gamble$337,821$20,453 ▼-5.7%1,9820.2%Consumer StaplesCHDNChurchill Downs$264,034$2,222 ▲0.8%2,3770.2%Consumer DiscretionaryYUMYum! Brands$258,070$258,070 ▲New Holding1,6400.2%Retail/WholesaleKOCoca-Cola$257,746$257,746 ▲New Holding3,5990.2%Consumer StaplesORCLOracle$242,032$5,873 ▼-2.4%1,7310.1%Computer and TechnologyDISWalt Disney$223,593$2,863 ▲1.3%2,2650.1%Consumer DiscretionaryABNBAirbnb$218,253$22,458 ▼-9.3%1,8270.1%Consumer DiscretionaryJNJJohnson & Johnson$217,804$26,707 ▼-10.9%1,3130.1%MedicalXLKTechnology Select Sector SPDR Fund$209,694$413 ▲0.2%1,0160.1%ETFGOOGLAlphabet$0$218,076 ▼-100.0%00.0%Computer and TechnologyVUGVanguard Growth ETF$0$213,429 ▼-100.0%00.0%ETFShowing 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. 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