Centerline Wealth Advisors, LLC Reduced Holdings in Q2 2025

Centerline Wealth Advisors, LLC

  • $204 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
-102K
- 40.37%
$53.36 - $61.57 $5.45M - $6.29M
151K $9.28B
VO
Vanguard Mid Cap ETF

ETFs
-7.34K
- 15.23%
$228.54 - $279.83 $1.68M - $2.05M
40.9K $11.4B
CGGR
Capital Group Growth ETF Shs C

ETFs
-67.8K
- 24.74%
$30.53 - $40.65 $2.07M - $2.75M
206K $8.38B
AAPL
Apple Inc.

Technology
-59
- 0.13%
$172.42 - $223.89 $10.2K - $13.2K
44K $9.03B
PEP
Pepsico Inc

Consumer Defensive
-65
- 0.6%
$128.02 - $151.37 $8.32K - $9.84K
10.8K $1.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-95
- 5.63%
$483.48 - $539.8 $45.9K - $51.3K
1.59K $773M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.44%
$713.71 - $898.95 $2.85K - $3.6K
915 $713M
PG
Procter & Gamble CO

Consumer Defensive
-76
- 3.83%
$157.66 - $172.39 $12K - $13.1K
1.91K $304M
CHDN
Churchill Downs Inc

Consumer Cyclical
-47
- 1.98%
$87.99 - $111.79 $4.14K - $5.25K
2.33K $235M
ABNB
Airbnb, Inc.

Consumer Cyclical
-205
- 11.22%
$105.69 - $140.64 $21.7K - $28.8K
1.62K $215M
JPM
Jpmorgan Chase & CO

Financial Services
-41
- 1.6%
$210.28 - $289.91 $8.62K - $11.9K
2.52K $729M
ORCL
Oracle Corp

Technology
-3
- 0.17%
$122.82 - $218.63 $368 - $656
1.73K $378M
MSFT
Microsoft Corp

Technology
-4
- 0.21%
$354.56 - $497.45 $1.42K - $1.99K
1.87K $929M
META
Meta Platforms, Inc.

Communication Services
-19
- 0.94%
$484.66 - $738.09 $9.21K - $14K
2K $1.47B
VEA
Vanguard Ftse Developed Market

ETFs
-12.3K
- 6.29%
$45.65 - $57.01 $562K - $702K
184K $10.5B
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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