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Fidelity msci hlth care i shares owned by Centerline Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Centerline Wealth Advisors from 13F filings

Historical chart of Centerline Wealth Advisors investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by Centerline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci hlth care i by Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 145k 66.87
2025-06-30 $8.5M 133k 63.95
2025-03-31 $8.7M 127k 68.32
2024-12-31 $8.1M 124k 65.39

More positions owned by Centerline Wealth Advisors

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core 60/40 Balan (AOR)
Fidelity Covington Trust Msci Matls Index (FMAT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Centerline Wealth Advisors

Top funds holding Fidelity msci hlth care i

Lido Advisors
Charles Schwab Investment Management
Agf Management
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Rockland Trust
Altfest L J & Co
Weatherly Asset Management
McGlone Suttner Wealth Management
Raymond James Financial
Mercer Global Advisors
Kestra Advisory Services
Advisor Group Holdings
Full Sail Capital

View all funds holding Fidelity msci hlth care i