Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | VRSK | VERISK ANALYTICS INC | Industrials | 28 | $6K | 0.01% | SOLD |
| 282 | ARKQ | ARK ETF TR | — | 55 | $6K | 0.01% | SOLD |
| 283 | PSX | PHILLIPS 66 | Energy | 49 | $6K | 0.01% | SOLD |
| 284 | ITW | ILLINOIS TOOL WKS INC | Industrials | 25 | $6K | 0.01% | SOLD |
| 285 | — | FLUTTER ENTMT PLC | — | 29 | $6K | 0.01% | SOLD |
| 286 | GRAL | GRAIL INC | Healthcare | 72 | $6K | 0.01% | SOLD |
| 287 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 43 | $6K | 0.01% | SOLD |
| 288 | EBAY | EBAY INC. | Consumer Cyclical | 70 | $6K | 0.01% | SOLD |
| 289 | NUTX | NUTEX HEALTH INC | Healthcare | 36 | $6K | 0.01% | SOLD |
| 290 | BMI | BADGER METER INC | Technology | 34 | $6K | 0.01% | SOLD |
| 291 | CACI | CACI INTL INC | Technology | 11 | $6K | 0.01% | SOLD |
| 292 | SPXC | SPX TECHNOLOGIES INC | Industrials | 28 | $6K | 0.01% | SOLD |
| 293 | ROL | ROLLINS INC | Consumer Cyclical | 93 | $6K | 0.01% | SOLD |
| 294 | WAB | WABTEC | Industrials | 26 | $6K | 0.01% | SOLD |
| 295 | TOST | TOAST INC | Technology | 157 | $6K | 0.01% | SOLD |
| 296 | QXO | QXO INC | Industrials | 278 | $5K | 0.01% | SOLD |
| 297 | AFL | AFLAC INC | Financial Services | 49 | $5K | 0.01% | SOLD |
| 298 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 33 | $5K | 0.01% | SOLD |
| 299 | ROST | ROSS STORES INC | Consumer Cyclical | 29 | $5K | 0.01% | SOLD |
| 300 | QTUM | ETF SER SOLUTIONS | — | 48 | $5K | 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%