StockDriftsStockDriftsTop 50 Greenline Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.06% | 143.8K | $6.1M | +3.44%(+4.78K) | $42.84(+14.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.14% | 25.6K | $4.5M | +4.14%(+1.02K) | $186.30(+4.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.96% | 16.9K | $4.3M | +9.85%(+1.52K) | $263.21(+17.26%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.74% | 48.6K | $4.1M | +4.37%(+2.04K) | $93.08(+1.96%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.45% | 70.4K | $3.9M | +24.20%(+13.71K) | $54.86(+9.67%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.34% | 33.6K | $3.8M | +6.05%(+1.92K) | $119.93(+25.76%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 3.04% | 18.2K | $2.6M | -8.53%(-1.69K) | $136.85(+19.22%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.51% | 46.3K | $2.2M | +3.05%(+1.37K) | $47.45(-1.50%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.42% | 5.6K | $2.1M | +0.93%(+52) | $446.88(-11.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.32% | 5.4K | $2.0M | +7.73%(+390) | $495.48(-21.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -22.78% | -53.95% |
| Top 20 Holdings Unweighted | -23.55% | -55.31% |
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