Centerline Wealth Advisors, LLC New Holdings in Q4 2024

Centerline Wealth Advisors, LLC

  • $171 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
396K
New
$42.05 - $48.31 $16.7M - $19.1M
396K $18.3B
Blackrock ETF Trust Ii
337K
New
N/A
337K $17.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
345K
New
$44.87 - $46.86 $15.5M - $16.2M
345K $15.5B
AOR
Ishares Tr Core Growth Allocat

ETFs
253K
New
$57.32 - $59.66 $14.5M - $15.1M
253K $14.7B
VO
Vanguard Mid Cap ETF

ETFs
49K
New
$261.5 - $284.63 $12.8M - $13.9M
49K $12.9B
AAPL
Apple Inc.

Technology
44.1K
New
$221.69 - $259.02 $9.78M - $11.4M
44.1K $11B
CGGR
Capital Group Growth ETF Shs C

ETFs
294K
New
$34.49 - $39.24 $10.1M - $11.5M
294K $10.9B
VEA
Vanguard Ftse Developed Market

ETFs
192K
New
$47.57 - $52.44 $9.14M - $10.1M
192K $9.19B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
167K
New
$49.03 - $53.35 $8.19M - $8.91M
167K $8.56B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
124K
New
$64.85 - $73.04 $8.05M - $9.07M
124K $8.12B
IYW
Ishares Dj Us Tech ETF

ETFs
36.6K
New
$148.14 - $166.23 $5.42M - $6.08M
36.6K $5.84B
ICVT
Ishares Tr Convertible Bond Et

ETFs
64.8K
New
$83.09 - $89.28 $5.39M - $5.79M
64.8K $5.51B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
68.8K
New
$72.28 - $78.42 $4.98M - $5.4M
68.8K $5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
92.3K
New
$55.45 - $61.08 $5.12M - $5.64M
92.3K $4.88B
TLT
Ishares Barclays 20+ Year Trea

ETFs
51.9K
New
$87.1 - $98.49 $4.52M - $5.11M
51.9K $4.53B
PEP
Pepsico Inc

Consumer Defensive
10.9K
New
$151.29 - $176.1 $1.65M - $1.92M
10.9K $1.66B
META
Meta Platforms, Inc.

Communication Services
2.06K
New
$554.08 - $632.68 $1.14M - $1.3M
2.06K $1.2B
AOA
Ishares Tr Core Aggressive All

ETFs
13.8K
New
$76.61 - $79.88 $1.06M - $1.1M
13.8K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.1K
New
$442.29 - $483.08 $927K - $1.01M
2.1K $928M
MSFT
Microsoft Corp

Technology
1.96K
New
$406.35 - $454.46 $796K - $890K
1.96K $818M
LLY
Eli Lilly & CO

Healthcare
947
New
$727.2 - $932.06 $689K - $883K
947 $731M
JPM
Jpmorgan Chase & CO

Financial Services
2.61K
New
$205.18 - $250.29 $536K - $654K
2.61K $624M
UPS
United Parcel Service Inc

Industrials
3.73K
New
$122.65 - $138.35 $457K - $516K
3.73K $470M
IBM
International Business Machines Corp

Technology
2.08K
New
$204.9 - $238.04 $427K - $496K
2.08K $458M
PG
Procter & Gamble CO

Consumer Defensive
2.1K
New
$161.05 - $179.7 $339K - $378K
2.1K $352M
GE
General Electric CO

Industrials
2K
New
$159.95 - $194.23 $320K - $388K
2K $333M
CHDN
Churchill Downs Inc

Consumer Cyclical
2.36K
New
$129.55 - $147.45 $305K - $348K
2.36K $314M
ORCL
Oracle Corp

Technology
1.77K
New
$165.41 - $192.43 $293K - $341K
1.77K $295M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.02K
New
$125.36 - $147.37 $253K - $297K
2.02K $265M
DIS
Walt Disney CO

Communication Services
2.24K
New
$92.39 - $117.6 $207K - $263K
2.24K $249M
XLK
Technology Sector Spdr

ETFs
1.01K
New
$220.26 - $241.44 $223K - $245K
1.01K $236M
GOOGL
Alphabet Inc.

Communication Services
1.15K
New
$161.86 - $196.66 $186K - $227K
1.15K $218M
VUG
Vanguard Growth ETF

ETFs
520
New
$378.79 - $428.11 $197K - $223K
520 $213M
JNJ
Johnson & Johnson

Healthcare
1.47K
New
$143.34 - $165.86 $211K - $244K
1.47K $213M
Activity Summary
Buys All Purchases 35 New Holdings 35 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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