Instuitional Investor - Greenline Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Greenline Wealth Management Llc |
| Portfolio Value | $96,615,611 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 139,045 | $6,067,944 | 6.28% | |
| 2. | NVDA | 24,540 | $4,576,655 | 4.74% | |
| 3. | J P Morgan Exchange Traded F | 46,589 | $4,323,463 | 4.47% | |
| 4. | AAPL | 15,417 | $4,191,143 | 4.34% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 31,673 | $3,779,276 | 3.91% |
Hedge Fund Resource Center 
