Centerline Wealth Advisors, LLC Portfolio Holdings

Centerline Wealth Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Trust Ii with a value of $17.8B, Fidelity Merrimack Str Tr Tota with a value of $16.1B, Fidelity Covington Tr Blue Chi with a value of $15.5B, Ishares Tr Core Growth Allocat with a value of $14.6B, and Vanguard Mid Cap ETF with a value of $12.5B.

Examining the 13F form we can see an decrease of $2.88B in the current position value, from $171B to 168B.

Centerline Wealth Advisors, LLC is based out at Louisville, KY

Below you can find more details about Centerline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.