Portfolio (Quarterly)
Guide ↗
Greenline Partners, LLC
· CIK 0001697323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBDR | ISHARES TR | — | 123,877 | $3.0M | 0.34% | SOLD |
| 2 | UPS | UNITED PARCEL SERVICE INC | Industrials | 3,626 | $360K | 0.04% | SOLD |
| 3 | VHT | VANGUARD WORLD FD | — | 844 | $243K | 0.03% | SOLD |
| 4 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 410 | $232K | 0.03% | SOLD |
| 5 | XONE | BONDBLOXX ETF TRUST | — | 4,645 | $230K | 0.03% | SOLD |
| 6 | VRSN | VERISIGN INC | Technology | 833 | $202K | 0.02% | SOLD |
| 7 | ABT | ABBOTT LABS | Healthcare | 1,608 | $201K | 0.02% | SOLD |
Sector Allocation
Financial Services
29.4%
Energy
24.8%
Basic Materials
19.2%
Communication Services
7.0%
Technology
6.7%
Consumer Cyclical
4.7%
Consumer Defensive
3.4%
Healthcare
3.3%
Industrials
1.4%
Utilities
0.1%