Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Centerline Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Centerline Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust Ii
 340,540 $17,837,485 10.64%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 353,123 $16,120,065 9.61%
3.
Fidelity Covington Trust
 386,543 $15,450,124 9.21%
4.
Ishares Tr
 252,835 $14,555,708 8.68%
5.
Vanguard Index Fds - MID CAP ETF
 48,226 $12,472,206 7.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)