Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | HYG | ISHARES TR | — | 437 | $35K | 0.04% | SOLD |
| 142 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 108 | $34K | 0.04% | SOLD |
| 143 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 136 | $34K | 0.04% | SOLD |
| 144 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 112 | $33K | 0.03% | SOLD |
| 145 | WGS | GENEDX HOLDINGS CORP | Healthcare | 252 | $33K | 0.03% | SOLD |
| 146 | PSTG | PURE STORAGE INC | Technology | 482 | $32K | 0.03% | SOLD |
| 147 | FVAL | FIDELITY COVINGTON TRUST | — | 447 | $32K | 0.03% | SOLD |
| 148 | RS | RELIANCE INC | Basic Materials | 111 | $32K | 0.03% | SOLD |
| 149 | ECL | ECOLAB INC | Basic Materials | 122 | $32K | 0.03% | SOLD |
| 150 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 102 | $32K | 0.03% | SOLD |
| 151 | RWJ | INVESCO EXCH TRADED FD TR II | — | 637 | $31K | 0.03% | SOLD |
| 152 | SPYG | SPDR SERIES TRUST | — | 290 | $31K | 0.03% | SOLD |
| 153 | SE | SEA LTD | Consumer Cyclical | 238 | $30K | 0.03% | SOLD |
| 154 | AER | AERCAP HOLDINGS NV | Industrials | 208 | $30K | 0.03% | SOLD |
| 155 | POWL | POWELL INDS INC | Industrials | 92 | $29K | 0.03% | SOLD |
| 156 | SNOW | SNOWFLAKE INC | Technology | 131 | $29K | 0.03% | SOLD |
| 157 | CRWV | COREWEAVE INC | Technology | 397 | $28K | 0.03% | SOLD |
| 158 | JBL | JABIL INC | Technology | 124 | $28K | 0.03% | SOLD |
| 159 | PTGX | PROTAGONIST THERAPEUTICS INC | Healthcare | 304 | $27K | 0.03% | SOLD |
| 160 | DIS | DISNEY WALT CO | Communication Services | 230 | $26K | 0.03% | 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%