Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | ALL | ALLSTATE CORP | Financial Services | 25 | $5K | 0.01% | SOLD |
| 302 | CNP | CENTERPOINT ENERGY INC | Utilities | 135 | $5K | 0.01% | SOLD |
| 303 | CVLT | COMMVAULT SYS INC | Technology | 41 | $5K | 0.01% | SOLD |
| 304 | HUBB | HUBBELL INC | Industrials | 11 | $5K | 0.01% | SOLD |
| 305 | BA | BOEING CO | Industrials | 23 | $5K | 0.01% | SOLD |
| 306 | NU | NU HLDGS LTD | Financial Services | 295 | $5K | 0.01% | SOLD |
| 307 | AMSC | AMERICAN SUPERCONDUCTOR CORP | Industrials | 169 | $5K | 0.01% | SOLD |
| 308 | IYW | ISHARES TR | — | 24 | $5K | 0.01% | SOLD |
| 309 | XPO | XPO INC | Industrials | 35 | $5K | 0.01% | SOLD |
| 310 | — | EXPAND ENERGY CORPORATION | — | 43 | $5K | 0.01% | SOLD |
| 311 | T | AT&T INC | Communication Services | 191 | $5K | 0.01% | SOLD |
| 312 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 32 | $5K | 0.01% | SOLD |
| 313 | CSL | CARLISLE COS INC | Industrials | 14 | $4K | 0.01% | SOLD |
| 314 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 110 | $4K | 0.01% | SOLD |
| 315 | ENSG | ENSIGN GROUP INC | Healthcare | 25 | $4K | 0.01% | SOLD |
| 316 | TRV | TRAVELERS COMPANIES INC | Financial Services | 15 | $4K | 0.01% | SOLD |
| 317 | NVO | NOVO-NORDISK A S | Healthcare | 84 | $4K | 0.00% | SOLD |
| 318 | DTE | DTE ENERGY CO | Utilities | 33 | $4K | 0.00% | SOLD |
| 319 | AON | AON PLC | Financial Services | 12 | $4K | 0.00% | SOLD |
| 320 | NVT | NVENT ELECTRIC PLC | Industrials | 41 | $4K | 0.00% | 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%