Centerline Wealth Advisors, LLC Portfolio Holdings by Sector

Centerline Wealth Advisors, LLC

$168 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBND FBCG AOR VO VEA CGGR FHLC FMAT 16 stocks	$130 Million 86.74% of portfolio	10	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.79 Million 6.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.89 Million 1.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$1.16 Million 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$982,486 0.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$976,815 0.65% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$944,387 0.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$897,930 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$626,952 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$518,286 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$410,088 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$375,081 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$337,821 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$264,034 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$258,070 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$223,593 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$218,253 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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