Centerline Wealth Advisors, LLC Portfolio Holdings

Centerline Wealth Advisors, LLC

  • $168 Billion
  • Q1 2025

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.

Portfolio value $168 Billion
ETFs: $130 Billion
Technology: $11.3 Billion
Communication Services: $2.37 Billion
Consumer Defensive: $2.23 Billion
Financial Services: $1.52 Billion
Healthcare: $977 Million
Industrials: $785 Million
Consumer Cyclical: $740 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $168 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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