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CENTERLINE WEALTH ADVISORS, LLC 13F portfolio summary

CENTERLINE WEALTH ADVISORS, LLC of CENTERLINE WEALTH ADVISORS, LLC has 71 current stock holdings with a reported portfolio value of $278.0M. The portfolio 1 year return is +14.35%. Top holdings include UPS (0.00%), ICVT (0.00%), QQQ (0.00%), DYNF (9.87%), FBCG (8.82%).

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CENTERLINE WEALTH ADVISORS, LLC

CENTERLINE WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

CENTERLINE WEALTH ADVISORS, LLC runs CENTERLINE WEALTH ADVISORS, LLC and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $278.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CENTERLINE WEALTH ADVISORS, LLC ranks #958 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CENTERLINE WEALTH ADVISORS, LLC's portfolio at CENTERLINE WEALTH ADVISORS, LLC has delivered returns of +14.35%. Their 3-year annualized return is +11.45%. Looking at the 5-year horizon, CENTERLINE WEALTH ADVISORS, LLC has achieved +11.45% annualized returns at CENTERLINE WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.35%
#891/1000
3 Year
+11.45%
#960/1000
5 Year
+11.45%
#955/1000

Portfolio Value

$278.00M

Alpha Score

10.8

#958 of 1000

Holdings

71

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change