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 301–350 of 552
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VMC | VULCAN MATLS CO | 53 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 55 | $1K–$15K | SH |
| BAC | BANK AMERICA CORP | 266 | $1K–$15K | SH |
| IOO | ISHARES TR | 114 | $1K–$15K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 182 | $1K–$15K | SH |
| UFPT | UFP TECHNOLOGIES INC | 64 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 183 | $1K–$15K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 75 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 24 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC | 185 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC | 108 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 358 | $1K–$15K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 373 | $1K–$15K | SH |
| CSW | CSW INDUSTRIALS INC | 44 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 112 | $1K–$15K | SH |
| SO | SOUTHERN CO | 148 | $1K–$15K | SH |
| CTRE | CARETRUST REIT INC | 352 | $1K–$15K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 89 | $1K–$15K | SH |
| OSIS | OSI SYSTEMS INC | 49 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC | 64 | $1K–$15K | SH |
| TER | TERADYNE INC | 63 | $1K–$15K | SH |
| RGTI | RIGETTI COMPUTING INC | 549 | $1K–$15K | SH |
| AME | AMETEK INC | 59 | $1K–$15K | SH |
| ESE | ESCO TECHNOLOGIES INC | 62 | $1K–$15K | SH |
| TMDX | TRANSMEDICS GROUP INC | 99 | $1K–$15K | SH |
| EOG | EOG RES INC | 115 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC | 51 | $1K–$15K | SH |
| CMI | CUMMINS INC | 22 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP | 94 | $1K–$15K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 73 | $1K–$15K | SH |
| CVX | CHEVRON CORP NEW | 71 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP | 22 | $1K–$15K | SH |
| CBRE | CBRE GROUP INC | 67 | $1K–$15K | SH |
| EFV | ISHARES TR | 150 | $1K–$15K | SH |
| REZ | ISHARES TR | 126 | $1K–$15K | SH |
| KORP | AMERICAN CENTY ETF TR | 218 | $1K–$15K | SH |
| ACHR | ARCHER AVIATION INC | 1K | $1K–$15K | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 684 | $1K–$15K | SH |
| MIRM | MIRUM PHARMACEUTICALS INC | 126 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC | 54 | $1K–$15K | SH |
| CCL | CARNIVAL CORP | 315 | $1K–$15K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 182 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 29 | $1K–$15K | SH |
| VS | VERSUS SYSTEMS INC | 7K | $1K–$15K | SH |
| HUBS | HUBSPOT INC | 21 | $1K–$15K | SH |
| QBTS | D-WAVE QUANTUM INC | 313 | $1K–$15K | SH |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 233 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 86 | $1K–$15K | SH |
| NOC | NORTHROP GRUMMAN CORP | 14 | $1K–$15K | SH |
| FNDX | SCHWAB STRATEGIC TR | 288 | $1K–$15K | SH |