Centerline Wealth Advisors, LLC Portfolio Holdings by Sector

Centerline Wealth Advisors, LLC

$230 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBCG FBND VO VEA IEMG DYNF FHLC AOR 22 stocks	$184 Million 89.14% of portfolio	11	11	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$10.6 Million 5.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.75 Million 0.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1.64 Million 0.79% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.62 Million 0.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$1.01 Million 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$974,784 0.47% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$877,842 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$762,657 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$589,099 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$389,501 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$346,244 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$311,696 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$299,246 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$292,882 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$254,600 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$221,412 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology INTC 1 stocks	$206,108 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$204,224 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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