Top 50 Centerline Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 8.91% | 425.7K | $24.8M | +1.54%(+6.44K) | $56.09(+15.04%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 7.96% | 441.5K | $22.1M | -17.31%(-92.43K) | $46.71(+27.37%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 7.47% | 289.6K | $20.8M | +30.52%(+67.72K) | $67.96(+11.90%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 5.68% | 479.3K | $15.8M | +15.33%(+63.71K) | $33.65(+33.08%) | 2026-03-31 | |
| PWRD | TCW ETF TRUST | 5.28% | 150.2K | $14.7M | -0.22%(-336) | $87.27(+30.43%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.69% | 250.8K | $13.0M | -14.30%(-41.87K) | $52.76(-1.25%) | 2026-03-31 | |
| EMOP | AB ACTIVE ETFS INC | 4.68% | 296.9K | $13.0M | new | $42.27(+18.89%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.86% | 235.4K | $10.7M | -15.40%(-42.84K) | $45.78(-0.50%) | 2026-03-31 | |
| ABFL | ABACUS FCF ETF TR | 3.48% | 136.0K | $9.7M | -49.93%(-135.69K) | $71.67(+12.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.18% | 34.8K | $8.8M | -7.70%(-2.91K) | $241.71(+17.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.63% | +11.30% |
| Top 20 Holdings Unweighted | +3.02% | +9.35% |
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