Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | AFRM | AFFIRM HLDGS INC | Technology | 347 | $26K | 0.03% | SOLD |
| 162 | — | SANDISK CORP | — | 109 | $26K | 0.03% | SOLD |
| 163 | DGRO | ISHARES TR | — | 360 | $25K | 0.03% | SOLD |
| 164 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 168 | $24K | 0.03% | SOLD |
| 165 | INCM | FRANKLIN TEMPLETON ETF TR | — | 858 | $24K | 0.03% | SOLD |
| 166 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 283 | $23K | 0.02% | SOLD |
| 167 | LII | LENNOX INTL INC | Industrials | 47 | $23K | 0.02% | SOLD |
| 168 | AGYS | AGILYSYS INC | Technology | 189 | $23K | 0.02% | SOLD |
| 169 | TMUS | T-MOBILE US INC | Communication Services | 109 | $22K | 0.02% | SOLD |
| 170 | GWW | WW GRAINGER INC | Industrials | 22 | $22K | 0.02% | SOLD |
| 171 | NEE | NEXTERA ENERGY INC | Utilities | 270 | $22K | 0.02% | SOLD |
| 172 | LNG | CHENIERE ENERGY INC | Energy | 110 | $21K | 0.02% | SOLD |
| 173 | DFIV | DIMENSIONAL ETF TRUST | — | 428 | $21K | 0.02% | SOLD |
| 174 | DUK | DUKE ENERGY CORP NEW | Utilities | 181 | $21K | 0.02% | SOLD |
| 175 | — | BEONE MEDICINES LTD | — | 70 | $21K | 0.02% | SOLD |
| 176 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 263 | $21K | 0.02% | SOLD |
| 177 | MDB | MONGODB INC | Technology | 50 | $21K | 0.02% | SOLD |
| 178 | TDTF | FLEXSHARES TR | — | 868 | $21K | 0.02% | SOLD |
| 179 | AMGN | AMGEN INC | Healthcare | 63 | $21K | 0.02% | SOLD |
| 180 | RBLX | ROBLOX CORP | Technology | 255 | $21K | 0.02% | 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%