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Home > Institutional Investor > Centerline Wealth Advisors, Llc > Profile

Instuitional Investor - Centerline Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Centerline Wealth Advisors, Llc
Portfolio Value $319,163,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust
 DYNF 421,743 $28,682,756 8.99%
2.
Fidelity Covington Trust
 FENY 411,896 $25,582,847 8.02%
3.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
 305,286 $24,242,769 7.6%
4.
Ab Active Etfs Inc
 294,072 $15,359,387 4.81%
5.
Blackrock Etf Trust
 DYNF 286,945 $15,127,751 4.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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