Instuitional Investor - Greenline Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Greenline Wealth Management Llc |
| Portfolio Value | $86,700,171 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 143,828 | $6,118,428 | 7.06% | |
| 2. | NVDA | 25,556 | $4,456,938 | 5.14% | |
| 3. | AAPL | 16,935 | $4,298,060 | 4.96% | |
| 4. | J P Morgan Exchange Traded F | 48,624 | $4,109,687 | 4.74% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 70,387 | $3,860,009 | 4.45% |
Hedge Fund Resource Center 
