Greenline Wealth Management LLC
Top Portfolio Positions
57 positions ·
$40,403,778 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
25,556 | $4,456,966 | 11.03% | |
| AAPL |
Apple Inc.
Technology
|
16,935 | $4,297,933 | 10.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,646 | $2,098,900 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
5,433 | $2,011,133 | 4.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,962 | $2,001,992 | 4.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,413 | $1,952,679 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,023 | $1,879,220 | 4.65% | |
| AVGO |
Broadcom Inc.
Technology
|
5,762 | $1,783,396 | 4.41% | |
| GE |
General Electric Co
Industrials
|
4,108 | $1,165,727 | 2.89% | |
| VRT |
Vertiv Holdings Co
Industrials
|
4,186 | $1,048,927 | 2.60% |
Portfolio Trend
2 quarters · across all stocks
Holdings in HURA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,099 | 36,927 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||