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 251–300 of 552
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INCM | FRANKLIN TEMPLETON ETF TR | 858 | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 41 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 283 | $15K–$50K | SH |
| LII | LENNOX INTL INC | 47 | $15K–$50K | SH |
| AGYS | AGILYSYS INC | 189 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC | 109 | $15K–$50K | SH |
| GWW | WW GRAINGER INC | 22 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 270 | $15K–$50K | SH |
| LNG | CHENIERE ENERGY INC | 110 | $15K–$50K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 428 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 181 | $15K–$50K | SH |
| ONC | BEONE MEDICINES LTD | 70 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 263 | $15K–$50K | SH |
| MDB | MONGODB INC | 50 | $15K–$50K | SH |
| TDTF | FLEXSHARES TR | 868 | $15K–$50K | SH |
| AMGN | AMGEN INC | 63 | $15K–$50K | SH |
| RBLX | ROBLOX CORP | 255 | $15K–$50K | SH |
| NTNX | NUTANIX INC | 400 | $15K–$50K | SH |
| VEEV | VEEVA SYS INC | 92 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 205 | $15K–$50K | SH |
| MP | MP MATERIALS CORP | 395 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 235 | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC | 93 | $15K–$50K | SH |
| FICO | FAIR ISAAC CORP | 12 | $15K–$50K | SH |
| SOUN | SOUNDHOUND AI INC | 2K | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC | 75 | $15K–$50K | SH |
| SHYG | ISHARES TR | 447 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 71 | $15K–$50K | SH |
| PEGA | PEGASYSTEMS INC | 317 | $15K–$50K | SH |
| JSMD | JANUS DETROIT STR TR | 230 | $15K–$50K | SH |
| PNC | PNC FINL SVCS GROUP INC | 89 | $15K–$50K | SH |
| JLL | JONES LANG LASALLE INC | 54 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 190 | $15K–$50K | SH |
| SYM | SYMBOTIC INC | 299 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 78 | $15K–$50K | SH |
| KO | COCA COLA CO | 249 | $15K–$50K | SH |
| PFRL | PGIM ETF TR | 348 | $15K–$50K | SH |
| DHI | D R HORTON INC | 119 | $15K–$50K | SH |
| MMM | 3M CO | 105 | $15K–$50K | SH |
| CME | CME GROUP INC | 61 | $15K–$50K | SH |
| GRMN | GARMIN LTD | 82 | $15K–$50K | SH |
| SOXX | ISHARES TR | 54 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 52 | $15K–$50K | SH |
| AVAV | AEROVIRONMENT INC | 67 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 132 | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC | 73 | $15K–$50K | SH |
| CIEN | CIENA CORP | 68 | $15K–$50K | SH |
| LEU | CENTRUS ENERGY CORP | 64 | $15K–$50K | SH |
| IREN | IREN LIMITED | 410 | $15K–$50K | SH |
| ROKU | ROKU INC | 141 | $15K–$50K | SH |