Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 42 | $3K | 0.00% | SOLD |
| 342 | ADMA | ADMA BIOLOGICS INC | Healthcare | 174 | $3K | 0.00% | SOLD |
| 343 | MO | ALTRIA GROUP INC | Consumer Defensive | 54 | $3K | 0.00% | SOLD |
| 344 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 16 | $3K | 0.00% | SOLD |
| 345 | PL | PLANET LABS PBC | Industrials | 156 | $3K | 0.00% | SOLD |
| 346 | EQIX | EQUINIX INC | Real Estate | 4 | $3K | 0.00% | SOLD |
| 347 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 34 | $3K | 0.00% | SOLD |
| 348 | PODD | INSULET CORP | Healthcare | 10 | $3K | 0.00% | SOLD |
| 349 | DDOG | DATADOG INC | Technology | 21 | $3K | 0.00% | SOLD |
| 350 | ZS | ZSCALER INC | Technology | 13 | $3K | 0.00% | SOLD |
| 351 | MDT | MEDTRONIC PLC | Healthcare | 30 | $3K | 0.00% | SOLD |
| 352 | BOXX | EA SERIES TRUST | — | 25 | $3K | 0.00% | SOLD |
| 353 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 53 | $3K | 0.00% | SOLD |
| 354 | OLMA | OLEMA PHARMACEUTICALS INC | Healthcare | 111 | $3K | 0.00% | SOLD |
| 355 | VLO | VALERO ENERGY CORP | Energy | 17 | $3K | 0.00% | SOLD |
| 356 | SCHA | SCHWAB STRATEGIC TR | — | 97 | $3K | 0.00% | SOLD |
| 357 | AIR | AAR CORP | Industrials | 33 | $3K | 0.00% | SOLD |
| 358 | SCHI | SCHWAB STRATEGIC TR | — | 119 | $3K | 0.00% | SOLD |
| 359 | ACN | ACCENTURE PLC IRELAND | Technology | 10 | $3K | 0.00% | SOLD |
| 360 | OKTA | OKTA INC | Technology | 31 | $3K | 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%