Centerline Wealth Advisors, LLC Portfolio Holdings by Sector

Centerline Wealth Advisors, LLC

$204 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBCG FBND VO VEA DYNF AOR IEMG FMAT 20 stocks	$162 Million 89.05% of portfolio	16	4	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.03 Million 4.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.68 Million 0.93% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$1.47 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.31 Million 0.72% of portfolio	-	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$885,540 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$772,860 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$729,096 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$713,270 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$614,913 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$482,349 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$376,491 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$369,523 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$303,629 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$280,159 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$243,015 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$235,349 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$219,467 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$214,655 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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