Portfolio (Quarterly)
Guide ↗
Greenline Partners, LLC
· CIK 0001697323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBDR | ISHARES TR | — | 123,877 | $3.0M | 0.34% | SOLD |
| 2 | UPS | UNITED PARCEL SERVICE INC | Industrials | 3,626 | $360K | 0.04% | SOLD |
| 3 | VHT | VANGUARD WORLD FD | — | 844 | $243K | 0.03% | SOLD |
| 4 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 410 | $232K | 0.03% | SOLD |
| 5 | XONE | BONDBLOXX ETF TRUST | — | 4,645 | $230K | 0.03% | SOLD |
| 6 | VRSN | VERISIGN INC | Technology | 833 | $202K | 0.02% | SOLD |
| 7 | ABT | ABBOTT LABS | Healthcare | 1,608 | $201K | 0.02% | SOLD |
Sector Allocation
Financial Services
31.0%
Energy
25.5%
Basic Materials
20.4%
Technology
7.1%
Consumer Cyclical
5.0%
Healthcare
3.6%
Consumer Defensive
3.6%
Communication Services
2.1%
Industrials
1.5%
Utilities
0.1%