Long-term investor
Centerline Wealth Advisors, LLC @centerlinewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802059).
Record
- Tracked since 2025-06-30 (448 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +18.4% · all +18.4%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 09290C103 · 9.0% · long · since 2025-06-30
- 316092352 · 8.0% · long · since 2025-06-30
- 46641Q167 · 7.6% · long · since 2025-06-30
- 00039J780 · 4.8% · long · since 2026-03-31
- 09290C780 · 4.7% · long · since 2025-12-31
- 29287L205 · 4.4% · long · since 2025-06-30
- 092528603 · 4.4% · long · since 2025-06-30
- 092528876 · 4.2% · long · since 2025-12-31
- 89628W302 · 3.5% · long · since 2025-12-31
- 464287622 · 3.5% · long · since 2026-06-30
- 464288877 · 3.4% · long · since 2025-09-30
- AAPL · 3.1% · long · since 2025-06-30