Greenline Wealth Management LLC
Top Portfolio Positions
56 positions ·
$40,268,939 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
25,556 | $4,456,966 | 11.07% | |
| AAPL |
Apple Inc.
Technology
|
16,935 | $4,297,933 | 10.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,646 | $2,098,900 | 5.21% | |
| MSFT |
Microsoft Corp
Technology
|
5,433 | $2,011,133 | 4.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,962 | $2,001,992 | 4.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,413 | $1,952,679 | 4.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,023 | $1,879,220 | 4.67% | |
| AVGO |
Broadcom Inc.
Technology
|
5,762 | $1,783,396 | 4.43% | |
| 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
Holdings in VS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,679 | 7,130 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||