Sponsored
The Analysis of Greenline Partners, LLC's Holdings & P&L
Currently, Greenline Partners, LLC holds 144 types of securities in its portfolio with a total value $930.3M. In the most recent quarter, they have increased their positions in N/A (+14.8K shares, valued at $8.8M), VXUS (+89.7K shares, valued at $6.9M), IAUM (+54.3K shares, valued at $2.5M); decreased their positions in GLDM (-63.7K shares, valued at $5.9M), VBIL (-32.3K shares, valued at $2.4M), SCCO (-13.9K shares, valued at $2.4M); initiated new positions in GNR (+5.8K shares, valued at $435.8K), N/A (+4.8K shares, valued at $275.5K).
1M P&L
+23.9M+2.97%
3M P&L
+20.9M+2.58%
HY P&L
+109.7M+15.23%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A508.6M
61.4%
2Oil & Gas Midstream71.2M
8.6%
3Other Industrial Metals & Mining33.2M
4.0%
Top Industries by Stock Count
1N/A54 stocks
40.9%
2Oil & Gas Midstream9 stocks
6.8%
3Drug Manufacturers - General5 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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VXUS
13.59%VANGUARD STAR FDS
Shares749.7K
Event2026-03-31
Filed2026-05-15
VTI
1.79%VANGUARD INDEX FDS
Shares173.8K
Event2026-03-31
Filed2026-05-15
GLDM
-10.74%WORLD GOLD TR
Shares529.3K
Event2026-03-31
Filed2026-05-15
AVDV
2.14%AMERICAN CENTY ETF TR
Shares411.9K
Event2026-03-31
Filed2026-05-15
AVUV
2.59%AMERICAN CENTY ETF TR
Shares326.4K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
7.02%BERKSHIRE HATHAWAY INC DEL
Shares73.2K
Event2026-03-31
Filed2026-05-15
PICK
0.01%ISHARES INC
Shares508.0K
Event2026-03-31
Filed2026-05-15
VDE
4.03%VANGUARD WORLD FD
Shares163.2K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
50.44%VANGUARD INDEX FDS
Shares44.1K
Event2026-03-31
Filed2026-05-15
VPL
-0.93%VANGUARD INTL EQUITY INDEX F
Shares250.4K
Event2026-03-31
Filed2026-05-15
VWO
0.00%VANGUARD INTL EQUITY INDEX F
Shares447.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-0.11%ALPHABET INC
Shares71.8K
Event2026-03-31
Filed2026-05-15
ENB
0.19%ENBRIDGE INC
Shares309.4K
Event2026-03-31
Filed2026-05-15
LNG
1.89%CHENIERE ENERGY INC
Shares58.7K
Event2026-03-31
Filed2026-05-15
TRP
-5.64%TC ENERGY CORP
Shares258.0K
Event2026-03-31
Filed2026-05-15
SCCO
-12.88%SOUTHERN COPPER CORP
Shares94.0K
Event2026-03-31
Filed2026-05-15
VGK
-1.96%VANGUARD INTL EQUITY INDEX F
Shares188.2K
Event2026-03-31
Filed2026-05-15
SCHP
-1.16%SCHWAB STRATEGIC TR
Shares580.6K
Event2026-03-31
Filed2026-05-15
DFSV
0.46%DIMENSIONAL ETF TRUST
Shares388.4K
Event2026-03-31
Filed2026-05-15
RIO
0.24%RIO TINTO PLC
Shares144.8K
Event2026-03-31
Filed2026-05-15
WMB
-1.08%WILLIAMS COS INC
Shares165.9K
Event2026-03-31
Filed2026-05-15
AAPL
-3.10%APPLE INC
Shares44.0K
Event2026-03-31
Filed2026-05-15
ALB
-9.39%ALBEMARLE CORP
Shares59.2K
Event2026-03-31
Filed2026-05-15
VALE
0.65%VALE S A
Shares665.5K
Event2026-03-31
Filed2026-05-15
STIP
-0.58%ISHARES TR
Shares99.0K
Event2026-03-31
Filed2026-05-15
VBIL
-19.47%VANGUARD INSTL INDEX FD
Shares133.7K
Event2026-03-31
Filed2026-05-15
CB
11.27%CHUBB LTD SWITZ
Shares29.8K
Event2026-03-31
Filed2026-05-15
AMZN
1.44%AMAZON COM INC
Shares46.3K
Event2026-03-31
Filed2026-05-15
BHP
1.25%BHP BILLITON LIMITED
Shares124.8K
Event2026-03-31
Filed2026-05-15
DISV
0.52%DIMENSIONAL ETF TRUST
Shares226.5K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares99.8K
Event2026-03-31
Filed2026-05-15
VPU
4.85%VANGUARD WORLD FD
Shares42.6K
Event2026-03-31
Filed2026-05-15
SCHO
8.59%SCHWAB STRATEGIC TR
Shares345.2K
Event2026-03-31
Filed2026-05-15
MSFT
-1.43%MICROSOFT CORP
Shares22.0K
Event2026-03-31
Filed2026-05-15
IAUM
46.78%ISHARES GOLD TR
Shares170.5K
Event2026-03-31
Filed2026-05-15
FCX
3.24%FREEPORT MCMORAN INC
Shares135.0K
Event2026-03-31
Filed2026-05-15
JNJ
-1.97%JOHNSON & JOHNSON
Shares30.0K
Event2026-03-31
Filed2026-05-15
MKL
0.00%MARKEL GROUP INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
META
-2.97%META PLATFORMS INC
Shares12.1K
Event2026-03-31
Filed2026-05-15
VDC
10.50%VANGUARD WORLD FD
Shares30.5K
Event2026-03-31
Filed2026-05-15
CNQ
-1.34%CANADIAN NAT RES LTD MED TER
Shares140.4K
Event2026-03-31
Filed2026-05-15
WMT
-7.86%WALMART INC
Shares52.7K
Event2026-03-31
Filed2026-05-15
CVX
-1.02%CHEVRON CORPORATION
Shares31.1K
Event2026-03-31
Filed2026-05-15
XOM
0.00%EXXON MOBIL CORP
Shares34.3K
Event2026-03-31
Filed2026-05-15
CACC
0.00%CREDIT ACCEP CORP MICH
Shares13.4K
Event2026-03-31
Filed2026-05-15
WRB
57.39%BERKLEY W R CORP
Shares85.5K
Event2026-03-31
Filed2026-05-15
V
-2.30%VISA INC
Shares17.5K
Event2026-03-31
Filed2026-05-15
OXY
-0.26%OCCIDENTAL PETE CORP
Shares77.3K
Event2026-03-31
Filed2026-05-15
IWV
0.00%ISHARES TR
Shares13.2K
Event2026-03-31
Filed2026-05-15
MA
-0.46%MASTERCARD INCORPORATED
Shares9.7K
Event2026-03-31
Filed2026-05-15
EOG
0.00%EOG RES INC
Shares31.6K
Event2026-03-31
Filed2026-05-15
VT
0.66%VANGUARD INTL EQUITY INDEX F
Shares32.6K
Event2026-03-31
Filed2026-05-15
JPM
0.00%JPMORGAN CHASE & CO
Shares14.8K
Event2026-03-31
Filed2026-05-15
XME
-1.96%SPDR SERIES TRUST
Shares39.8K
Event2026-03-31
Filed2026-05-15
IUSG
0.00%ISHARES TR
Shares27.6K
Event2026-03-31
Filed2026-05-15
HD
-1.92%HOME DEPOT INC
Shares12.3K
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares43.7K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
-2.23%BLACKROCK INC
Shares4.1K
Event2026-03-31
Filed2026-05-15
XLE
-1.42%SELECT SECTOR SPDR TR
Shares61.9K
Event2026-03-31
Filed2026-05-15
EPD
15.23%ENTERPRISE PRODS PARTNERS L
Shares99.6K
Event2026-03-31
Filed2026-05-15
XBI
0.00%SPDR SERIES TRUST
Shares28.7K
Event2026-03-31
Filed2026-05-15
IUSV
0.00%ISHARES TR
Shares35.7K
Event2026-03-31
Filed2026-05-15
DE
-0.66%DEERE & CO
Shares6.0K
Event2026-03-31
Filed2026-05-15
PAYC
0.00%PAYCOM SOFTWARE INC
Shares26.4K
Event2026-03-31
Filed2026-05-15
VCSH
-15.89%VANGUARD SCOTTSDALE FDS
Shares39.9K
Event2026-03-31
Filed2026-05-15
IBB
0.00%ISHARES TR
Shares16.8K
Event2026-03-31
Filed2026-05-15
INTC
0.00%INTEL CORP
Shares62.7K
Event2026-03-31
Filed2026-05-15
COST
-6.56%COSTCO WHOLESALE CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-15
NVDA
0.00%NVIDIA CORPORATION
Shares14.2K
Event2026-03-31
Filed2026-05-15
COP
-1.31%CONOCOPHILLIPS
Shares18.5K
Event2026-03-31
Filed2026-05-15
SCHW
-2.91%SCHWAB CHARLES CORP
Shares24.3K
Event2026-03-31
Filed2026-05-15
SCHR
-16.29%SCHWAB STRATEGIC TR
Shares91.7K
Event2026-03-31
Filed2026-05-15
FNV
0.00%FRANCO NEV CORP
Shares9.1K
Event2026-03-31
Filed2026-05-15
PKX
-12.92%POSCO HOLDINGS INC
Shares37.8K
Event2026-03-31
Filed2026-05-15
GLD
0.00%SPDR GOLD TR
Shares5.0K
Event2026-03-31
Filed2026-05-15
EFA
0.00%ISHARES TR
Shares20.9K
Event2026-03-31
Filed2026-05-15
IVV
0.00%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-15
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares13.8K
Event2026-03-31
Filed2026-05-15
KMX
0.00%CARMAX INC
Shares42.5K
Event2026-03-31
Filed2026-05-15
SOBO
-0.81%SOUTH BOW CORP
Shares49.5K
Event2026-03-31
Filed2026-05-15
MPLX
11.24%MPLX LP
Shares27.2K
Event2026-03-31
Filed2026-05-15
GS
0.00%GOLDMAN SACHS GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
PFE
-3.54%PFIZER INC
Shares52.8K
Event2026-03-31
Filed2026-05-15
NVO
0.00%NOVO-NORDISK A S
Shares39.5K
Event2026-03-31
Filed2026-05-15
UNH
-16.89%UNITEDHEALTH GROUP INC
Shares5.3K
Event2026-03-31
Filed2026-05-15
SCHE
0.18%SCHWAB STRATEGIC TR
Shares42.9K
Event2026-03-31
Filed2026-05-15
SU
0.00%SUNCOR ENERGY INC NEW
Shares21.2K
Event2026-03-31
Filed2026-05-15
SQM
0.00%SOCIEDAD QUIMICA Y MINERA DE
Shares16.7K
Event2026-03-31
Filed2026-05-15
AMGN
0.00%AMGEN INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares20.6K
Event2026-03-31
Filed2026-05-15
RGLD
-1.96%ROYAL GOLD INC
Shares5.0K
Event2026-03-31
Filed2026-05-15
ADM
-1.78%ARCHER DANIELS MIDLAND CO
Shares17.4K
Event2026-03-31
Filed2026-05-15
PAA
73.19%PLAINS ALL AMERN PIPELINE L
Shares54.8K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
0.00%KKR & CO INC
Shares12.8K
Event2026-03-31
Filed2026-05-15
ET
69.47%ENERGY TRANSFER L P
Shares60.7K
Event2026-03-31
Filed2026-05-15
ADP
-5.19%AUTOMATIC DATA PROCESSING IN
Shares5.7K
Event2026-03-31
Filed2026-05-15
DEO
0.00%DIAGEO PLC
Shares15.2K
Event2026-03-31
Filed2026-05-15
IEMG
0.00%ISHARES INC
Shares16.0K
Event2026-03-31
Filed2026-05-15
NEM
-2.80%NEWMONT CORP
Shares9.9K
Event2026-03-31
Filed2026-05-15
EBAY
0.00%EBAY INC.
Shares11.6K
Event2026-03-31
Filed2026-05-15
SCHF
0.49%SCHWAB STRATEGIC TR
Shares40.6K
Event2026-03-31
Filed2026-05-15
PG
-5.92%PROCTER & GAMBLE CO
Shares6.7K
Event2026-03-31
Filed2026-05-15
BARRICK MNG CORP
-2.89%BARRICK MNG CORP
Shares23.5K
Event2026-03-31
Filed2026-05-15
CAT
0.00%CATERPILLAR INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
NVR
0.00%NVR INC
Shares125
Event2026-03-31
Filed2026-05-15
VO
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-05-15
XLP
0.00%SELECT SECTOR SPDR TR
Shares8.8K
Event2026-03-31
Filed2026-05-15
ENFR
-57.78%ALPS ETF TR
Shares18.5K
Event2026-03-31
Filed2026-05-15
BKNG
0.00%BOOKING HOLDINGS INC
Shares163
Event2026-03-31
Filed2026-05-15
LPLA
0.00%LPL FINL HLDGS INC
Shares2.3K
Event2026-03-31
Filed2026-05-15
MGC
0.00%VANGUARD WORLD FD
Shares2.8K
Event2026-03-31
Filed2026-05-15
T
-14.35%AT&T INC
Shares22.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
0.00%ALPHABET INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
SCHB
0.33%SCHWAB STRATEGIC TR
Shares25.1K
Event2026-03-31
Filed2026-05-15
AEM
-7.39%AGNICO EAGLE MINES LTD
Shares3.0K
Event2026-03-31
Filed2026-05-15
IXUS
-24.95%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-05-15
LTPZ
-59.51%PIMCO ETF TR
Shares11.9K
Event2026-03-31
Filed2026-05-15
PM
0.00%PHILIP MORRIS INTL INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
GOVT
-23.95%ISHARES TR
Shares26.2K
Event2026-03-31
Filed2026-05-15
VBR
0.00%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-05-15
LOW
0.00%LOWES COS INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
SRE
-7.99%SEMPRA
Shares5.8K
Event2026-03-31
Filed2026-05-15
TJX
-3.35%TJX COS INC NEW
Shares3.3K
Event2026-03-31
Filed2026-05-15
BAC
-20.18%BANK AMERICA CORP
Shares10.7K
Event2026-03-31
Filed2026-05-15
HDV
0.00%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-15
DFAT
0.25%DIMENSIONAL ETF TRUST
Shares7.3K
Event2026-03-31
Filed2026-05-15
SMH
0.00%VANECK ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-15
GNR
NewSPDR INDEX SHS FDS
Shares5.8K
Event2026-03-31
Filed2026-05-15
ABBV
-1.51%ABBVIE INC
Shares2.0K
Event2026-03-31
Filed2026-05-15
PEP
41.65%PEPSICO INC
Shares2.7K
Event2026-03-31
Filed2026-05-15
BP
-2.93%BP PLC
Shares8.8K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
-20.23%MERCK & CO INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
SHEL
0.62%SHELL PLC
Shares3.9K
Event2026-03-31
Filed2026-05-15
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.6K
Event2026-03-31
Filed2026-05-15
IBIT
29.27%ISHARES BITCOIN TRUST ETF
Shares8.8K
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR
0.00%ETFS GOLD TR
Shares7.1K
Event2026-03-31
Filed2026-05-15
VYM
0.10%VANGUARD WHITEHALL FDS
Shares2.1K
Event2026-03-31
Filed2026-05-15
FLKR
0.00%FRANKLIN TEMPLETON ETF TR
Shares7.7K
Event2026-03-31
Filed2026-05-15
UNP
0.00%UNION PAC CORP
Shares1.2K
Event2026-03-31
Filed2026-05-15
MO
-22.71%ALTRIA GROUP INC
Shares4.2K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
NewUNILEVER PLC
Shares4.8K
Event2026-03-31
Filed2026-05-15
MCD
0.00%MCDONALDS CORP
Shares866
Event2026-03-31
Filed2026-05-15
ETH
0.01%GRAYSCALE ETHEREUM STAKING
Shares13.3K
Event2026-03-31
Filed2026-05-15
QS
50.00%QUANTUMSCAPE CORP
Shares15.0K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available