Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | NOC | NORTHROP GRUMMAN CORP | Industrials | 14 | $8K | 0.01% | SOLD |
| 262 | FNDX | SCHWAB STRATEGIC TR | — | 288 | $8K | 0.01% | SOLD |
| 263 | XOM | EXXON MOBIL CORP | Energy | 61 | $7K | 0.01% | SOLD |
| 264 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 33 | $7K | 0.01% | SOLD |
| 265 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 45 | $7K | 0.01% | SOLD |
| 266 | C | CITIGROUP INC | Financial Services | 61 | $7K | 0.01% | SOLD |
| 267 | SANM | SANMINA CORPORATION | Technology | 48 | $7K | 0.01% | SOLD |
| 268 | SMCI | SUPER MICRO COMPUTER INC | Technology | 241 | $7K | 0.01% | SOLD |
| 269 | — | IQVIA HLDGS INC | — | 31 | $7K | 0.01% | SOLD |
| 270 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 43 | $7K | 0.01% | SOLD |
| 271 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 287 | $7K | 0.01% | SOLD |
| 272 | AZO | AUTOZONE INC | Consumer Cyclical | 2 | $7K | 0.01% | SOLD |
| 273 | TWLO | TWILIO INC | Communication Services | 47 | $7K | 0.01% | SOLD |
| 274 | — | ASTRAZENECA PLC | — | 72 | $7K | 0.01% | SOLD |
| 275 | ONTO | ONTO INNOVATION INC | Technology | 42 | $7K | 0.01% | SOLD |
| 276 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 25 | $7K | 0.01% | SOLD |
| 277 | THC | TENET HEALTHCARE CORP | Healthcare | 33 | $7K | 0.01% | SOLD |
| 278 | MCO | MOODYS CORP | Financial Services | 13 | $6K | 0.01% | SOLD |
| 279 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 128 | $6K | 0.01% | SOLD |
| 280 | SCHX | SCHWAB STRATEGIC TR | — | 238 | $6K | 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%