Greenline Partners, LLC is a RIA/Wealth based in New York, NY led by Lucuk Alexander Ivan, reporting $1.1B in AUM as of Q3 2025 with 49% ETF concentration and minimal technology exposure.
Largest long holdings in Greenline Partners, LLC's portfolio (41.6% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $56.3M | 6.98% | -$11.2M Sold | — 736.6K shares | |
ETF ETF | $56.2M | 6.96% | -$513.3K Sold | — 171.2K shares | |
ETF ETF | $41.6M | 5.15% | +$4.0M Bought | — 565.6K shares | |
ETF ETF | $33.0M | 4.09% | +$2.2M Bought | — 370.8K shares | |
Insurance - Diversified Financial Services | $32.1M | 3.97% | +$3.7M Bought | 0.00% 63.8K shares | |
ETF ETF | $28.9M | 3.59% | +$3.1M Bought | — 290.8K shares | |
ETF ETF | $24.2M | 3.00% | +$325.1 Bought | — 447.4K shares | |
ETF ETF | $23.2M | 2.88% | -$1.5M Sold | — 522.4K shares | |
ETF ETF | $22.2M | 2.75% | — | — 252.8K shares | |
Internet Content & Information Communication Services | $17.9M | 2.21% | +$93.8K Bought | 0.00% 73.3K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Greenline Partners, LLC's latest filing
| Position | Shares Δ |
|---|---|
+54.4% | |
+51.7% | |
+51.68% | |
+42.46% | |
+38.11% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Portfolio insights and performance metrics for Greenline Partners, LLC
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