CIK 2111541
Greenline Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
552
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 552
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 59 | $1K–$15K | SH |
| WEC | WEC ENERGY GROUP INC | 14 | $1K–$15K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 83 | $1K–$15K | SH |
| HLI | HOULIHAN LOKEY INC | 8 | $1K–$15K | SH |
| CVCO | CAVCO INDS INC DEL | 2 | $1K–$15K | SH |
| PINS | PINTEREST INC | 56 | $1K–$15K | SH |
| HSIC | HENRY SCHEIN INC | 19 | $1K–$15K | SH |
| IR | INGERSOLL RAND INC | 18 | $1K–$15K | SH |
| VTR | VENTAS INC | 18 | $1K–$15K | SH |
| AEE | AMEREN CORP | 14 | $1K–$15K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 1 | $1K–$15K | SH |
| IPX | IPERIONX LTD | 38 | $1K–$15K | SH |
| QCOM | QUALCOMM INC | 8 | $1K–$15K | SH |
| AVEM | AMERICAN CENTY ETF TR | 17 | $1K–$15K | SH |
| INCY | INCYTE CORP | 13 | $1K–$15K | SH |
| TEAM | ATLASSIAN CORPORATION | 8 | $1K–$15K | SH |
| SHLD | GLOBAL X FDS | 20 | $1K–$15K | SH |
| AVY | AVERY DENNISON CORP | 7 | $1K–$15K | SH |
| QURE | UNIQURE NV | 52 | $1K–$15K | SH |
| PKG | PACKAGING CORP AMER | 6 | $1K–$15K | SH |
| CELH | CELSIUS HLDGS INC | 27 | $1K–$15K | SH |
| EAT | BRINKER INTL INC | 8 | $1K–$15K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 102 | $1K–$15K | SH |
| ITA | ISHARES TR | 5 | $1K–$15K | SH |
| PLD | PROLOGIS INC. | 9 | $1K–$15K | SH |
| CMS | CMS ENERGY CORP | 16 | $1K–$15K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 41 | $1K–$15K | SH |
| AVB | AVALONBAY CMNTYS INC | 6 | $1K–$15K | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 26 | $1K–$15K | SH |
| TRMB | TRIMBLE INC | 14 | $1K–$15K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 16 | $1K–$15K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 6 | $1K–$15K | SH |
| PSA | PUBLIC STORAGE OPER CO | 4 | $1K–$15K | SH |
| INTC | INTEL CORP | 25 | <$1K | SH |
| LCID | LUCID GROUP INC | 80 | <$1K | SH |
| SAIA | SAIA INC | 3 | <$1K | SH |
| NEM | NEWMONT CORP | 8 | <$1K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 8 | <$1K | SH |
| SPIP | SPDR SERIES TRUST | 30 | <$1K | SH |
| DKNG | DRAFTKINGS INC NEW | 22 | <$1K | SH |
| PHM | PULTE GROUP INC | 6 | <$1K | SH |
| AIQ | GLOBAL X FDS | 14 | <$1K | SH |
| BUG | GLOBAL X FDS | 20 | <$1K | SH |
| SITM | SITIME CORP | 2 | <$1K | SH |
| APLS | APELLIS PHARMACEUTICALS INC | 21 | <$1K | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 4 | <$1K | SH |
| KRMN | KARMAN HLDGS INC | 6 | <$1K | SH |
| DXYZ | DESTINY TECH100 INC | 15 | <$1K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 4 | <$1K | SH |
| XRPT | VOLATILITY SHS TR | 25 | <$1K | SH |