Instuitional Investor - Greenline Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Greenline Wealth Management Llc |
| Portfolio Value | $121,684,994 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 157,584 | $7,765,760 | 6.38% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 34,895 | $5,636,873 | 4.63% | |
| 3. | NVDA | 27,131 | $5,428,708 | 4.46% | |
| 4. | AAPL | 16,771 | $4,852,770 | 3.99% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 78,441 | $4,729,202 | 3.89% |
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