Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | NTNX | NUTANIX INC | Technology | 400 | $21K | 0.02% | SOLD |
| 182 | VEEV | VEEVA SYS INC | Healthcare | 92 | $20K | 0.02% | SOLD |
| 183 | ED | CONSOLIDATED EDISON INC | Utilities | 205 | $20K | 0.02% | SOLD |
| 184 | MP | MP MATERIALS CORP | Basic Materials | 395 | $20K | 0.02% | SOLD |
| 185 | MRVL | MARVELL TECHNOLOGY INC | Technology | 235 | $20K | 0.02% | SOLD |
| 186 | RSG | REPUBLIC SVCS INC | Industrials | 93 | $20K | 0.02% | SOLD |
| 187 | FICO | FAIR ISAAC CORP | Technology | 12 | $20K | 0.02% | SOLD |
| 188 | SOUN | SOUNDHOUND AI INC | Technology | 1,959 | $20K | 0.02% | SOLD |
| 189 | AMAT | APPLIED MATLS INC | Technology | 75 | $19K | 0.02% | SOLD |
| 190 | SHYG | ISHARES TR | — | 447 | $19K | 0.02% | SOLD |
| 191 | PEGA | PEGASYSTEMS INC | Technology | 317 | $19K | 0.02% | SOLD |
| 192 | JSMD | JANUS DETROIT STR TR | — | 230 | $19K | 0.02% | SOLD |
| 193 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 89 | $19K | 0.02% | SOLD |
| 194 | JLL | JONES LANG LASALLE INC | Real Estate | 54 | $18K | 0.02% | SOLD |
| 195 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 190 | $18K | 0.02% | SOLD |
| 196 | SYM | SYMBOTIC INC | Industrials | 299 | $18K | 0.02% | SOLD |
| 197 | PGR | PROGRESSIVE CORP | Financial Services | 78 | $18K | 0.02% | SOLD |
| 198 | KO | COCA COLA CO | Consumer Defensive | 249 | $17K | 0.02% | SOLD |
| 199 | PFRL | PGIM ETF TR | — | 348 | $17K | 0.02% | SOLD |
| 200 | DHI | D R HORTON INC | Consumer Cyclical | 119 | $17K | 0.02% | SOLD |
Sector Allocation
Technology
44.7%
Industrials
14.1%
Communication Services
12.9%
Consumer Cyclical
11.8%
Financial Services
8.7%
Healthcare
3.8%
Utilities
2.3%
Consumer Defensive
1.7%