Centerline Wealth Advisors, LLC Portfolio Holdings by Sector

Centerline Wealth Advisors, LLC

$276 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBCG DYNF TTAC JAVA NETZ IEMG FBND IYW 33 stocks	$206 Million 90.54% of portfolio	20	13	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$10.3 Million 4.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.8 Million 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1.51 Million 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.38 Million 0.61% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$1.02 Million 0.45% of portfolio	-	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$1 Million 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$897,060 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$737,388 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts

Information Technology Services \| Technology IBM 1 stocks	$614,424 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$443,786 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$370,480 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$296,200 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$273,232 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$253,394 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$239,528 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$235,461 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology INTC 1 stocks	$224,843 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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