CENTERLINE WEALTH ADVISORS, LLC 13F Portfolio
CENTERLINE WEALTH ADVISORS, LLC runs CENTERLINE WEALTH ADVISORS, LLC and currently holds 79 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $319.16M. Their top holdings are DYNF, FBCG, JAVA, BAI, BINC. The top five represent 33.7% of reported portfolio weight. CENTERLINE WEALTH ADVISORS, LLC ranks #834 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CENTERLINE WEALTH ADVISORS, LLC initiated 8 new positions. They added to 24 existing positions. They trimmed 31 positions. Their current best-performing preview position is INTC with returns of +216.40%.
Portfolio Value
$319.16M
Alpha Score
25.2
#834 of 1000
Holdings
79
CENTERLINE WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from CENTERLINE WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
79 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DYNF BLACKROCK ETF TRUST | 8.99% | $56.94 | $70.40 | +23.64% | Trimmed -0.93% |
 FBCG FIDELITY COVINGTON TRUST | 8.02% | $48.47 | $63.94 | +31.91% | Trimmed -6.70% |
 JAVA J P MORGAN EXCHANGE TRADED F | 7.60% | $69.50 | $81.58 | +17.37% | Added +5.42% |
 BAI BLACKROCK ETF TRUST | 4.74% | $33.25 | $48.19 | +44.93% | Trimmed -40.13% |
 BINC BLACKROCK ETF TRUST II | 4.39% | $52.24 | $50.69 | -2.98% | Added +6.68% |
 IWB ISHARES TR | 3.53% | $409.50 | $425.32 | +3.86% | New Buy |
 EFV ISHARES TR | 3.41% | $71.92 | $78.16 | +8.67% | Added +25.86% |
 AAPL APPLE INC | 3.14% | $250.42 | $336.68 | +34.45% | Trimmed -0.69% |
 FBND FIDELITY MERRIMACK STR TR | 2.86% | $45.13 | $43.45 | -3.72% | Trimmed -14.83% |
 FDVV FIDELITY COVINGTON TRUST | 2.57% | $54.01 | $61.68 | +14.19% | Added +3.90% |
Showing 1-10 of 79