Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | MMM | 3M CO | Industrials | 105 | $17K | 0.02% | SOLD |
| 202 | CME | CME GROUP INC | Financial Services | 61 | $17K | 0.02% | SOLD |
| 203 | GRMN | GARMIN LTD | Technology | 82 | $17K | 0.02% | SOLD |
| 204 | SOXX | ISHARES TR | — | 54 | $16K | 0.02% | SOLD |
| 205 | CB | CHUBB LIMITED | Financial Services | 52 | $16K | 0.02% | SOLD |
| 206 | AVAV | AEROVIRONMENT INC | Industrials | 67 | $16K | 0.02% | SOLD |
| 207 | GILD | GILEAD SCIENCES INC | Healthcare | 132 | $16K | 0.02% | SOLD |
| 208 | FERG | FERGUSON ENTERPRISES INC | Industrials | 73 | $16K | 0.02% | SOLD |
| 209 | CIEN | CIENA CORP | Technology | 68 | $16K | 0.02% | SOLD |
| 210 | LEU | CENTRUS ENERGY CORP | Energy | 64 | $16K | 0.02% | SOLD |
| 211 | IREN | IREN LIMITED | Financial Services | 410 | $15K | 0.02% | SOLD |
| 212 | ROKU | ROKU INC | Communication Services | 141 | $15K | 0.02% | SOLD |
| 213 | VMC | VULCAN MATLS CO | Basic Materials | 53 | $15K | 0.02% | SOLD |
| 214 | CRM | SALESFORCE INC | Technology | 55 | $15K | 0.01% | SOLD |
| 215 | BAC | BANK AMERICA CORP | Financial Services | 266 | $15K | 0.01% | SOLD |
| 216 | IOO | ISHARES TR | — | 114 | $14K | 0.01% | SOLD |
| 217 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 182 | $14K | 0.01% | SOLD |
| 218 | UFPT | UFP TECHNOLOGIES INC | Healthcare | 64 | $14K | 0.01% | SOLD |
| 219 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 183 | $14K | 0.01% | SOLD |
| 220 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 75 | $14K | 0.01% | 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%