Centerline Wealth Advisors, LLC Reduced Holdings in Q4 2025

Centerline Wealth Advisors, LLC

  • $276 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-188K
- 40.3%
$46.2 - $46.85 $8.68M - $8.8M
278K $12.8B
AOR
Ishares Tr Core Growth Allocat

ETFs
-125K
- 85.17%
$63.43 - $65.6 $7.95M - $8.22M
21.8K $1.42B
VO
Vanguard Mid Cap ETF

ETFs
-26.6K
- 65.53%
$286.27 - $296.23 $7.6M - $7.87M
14K $4.05B
Blackrock ETF Trust Ii
-143K
- 32.89%
N/A
293K $15.4B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-110K
- 75.54%
$68.19 - $73.27 $7.47M - $8.02M
35.5K $2.63B
VEA
Vanguard Ftse Developed Market

ETFs
-120K
- 65.37%
$59.18 - $62.09 $7.1M - $7.45M
63.5K $3.97B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-127K
- 72.86%
$49.2 - $52.74 $6.25M - $6.7M
47.4K $2.52B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-62K
- 83.78%
$88.67 - $92.06 $5.5M - $5.71M
12K $1.05B
CGGR
Capital Group Growth ETF Shs C

ETFs
-122K
- 63.2%
$43.04 - $45.68 $5.24M - $5.56M
70.9K $3.15B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-42.5K
- 66.65%
$98.1 - $103.73 $4.17M - $4.41M
21.3K $2.09B
IYW
Ishares Dj Us Tech ETF

ETFs
-5.77K
- 13.31%
$192.8 - $211.27 $1.11M - $1.22M
37.6K $7.51B
AAPL
Apple Inc.

Technology
-4.06K
- 9.71%
$245.27 - $275.25 $996K - $1.12M
37.8K $10.3B
AOA
Ishares Tr Core Aggressive All

ETFs
-3.12K
- 40.16%
$86.51 - $90.12 $270K - $281K
4.64K $416M
ORCL
Oracle Corp

Technology
-3
- 0.15%
$217.57 - $313.0 $653 - $939
1.96K $381M
FDVV
Fidelity High Dividend ETF

ETFs
-4.04K
- 4.24%
$54.66 - $56.68 $221K - $229K
91.3K $5.18B
MSFT
Microsoft Corp

Technology
-9
- 0.43%
$496.82 - $542.07 $4.47K - $4.88K
2.06K $998M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 3.3%
$475.68 - $513.11 $23.8K - $25.7K
1.47K $737M
DIS
Walt Disney CO

Communication Services
-10
- 0.38%
$105.69 - $116.65 $1.06K - $1.17K
2.6K $296M
GOOGL
Alphabet Inc.

Communication Services
-156
- 18.31%
$236.57 - $291.31 $36.9K - $45.4K
696 $218M
KO
Coca Cola CO

Consumer Defensive
-18
- 0.5%
$66.1 - $71.61 $1.19K - $1.29K
3.61K $252M
Ge Vernova Inc
-4
- 0.88%
N/A
448 $293M
LLY
Eli Lilly & CO

Healthcare
-265
- 27.49%
$799.57 - $1025.28 $212K - $272K
699 $751M
INTC
Intel Corp

Technology
-50
- 0.81%
$34.71 - $41.53 $1.74K - $2.08K
6.09K $225M
IBM
International Business Machines Corp

Technology
-14
- 0.67%
$275.97 - $314.98 $3.86K - $4.41K
2.07K $614M
JNJ
Johnson & Johnson

Healthcare
-8
- 0.62%
$185.98 - $199.58 $1.49K - $1.6K
1.28K $265M
Activity Summary
Buys All Purchases 30 New Holdings 16 Increased Positions 14 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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