Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | VTR | VENTAS INC | Real Estate | 18 | $1K | 0.00% | SOLD |
| 422 | AEE | AMEREN CORP | Utilities | 14 | $1K | 0.00% | SOLD |
| 423 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 1 | $1K | 0.00% | SOLD |
| 424 | IPX | IPERIONX LTD | Basic Materials | 38 | $1K | 0.00% | SOLD |
| 425 | QCOM | QUALCOMM INC | Technology | 8 | $1K | 0.00% | SOLD |
| 426 | INCY | INCYTE CORP | Healthcare | 13 | $1K | 0.00% | SOLD |
| 427 | TEAM | ATLASSIAN CORPORATION | Technology | 8 | $1K | 0.00% | SOLD |
| 428 | SHLD | GLOBAL X FDS | — | 20 | $1K | 0.00% | SOLD |
| 429 | AVY | AVERY DENNISON CORP | Industrials | 7 | $1K | 0.00% | SOLD |
| 430 | QURE | UNIQURE NV | Healthcare | 52 | $1K | 0.00% | SOLD |
| 431 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 6 | $1K | 0.00% | SOLD |
| 432 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 27 | $1K | 0.00% | SOLD |
| 433 | EAT | BRINKER INTL INC | Consumer Cyclical | 8 | $1K | 0.00% | SOLD |
| 434 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 102 | $1K | 0.00% | SOLD |
| 435 | ITA | ISHARES TR | — | 5 | $1K | 0.00% | SOLD |
| 436 | PLD | PROLOGIS INC. | Real Estate | 9 | $1K | 0.00% | SOLD |
| 437 | CMS | CMS ENERGY CORP | Utilities | 16 | $1K | 0.00% | SOLD |
| 438 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 41 | $1K | 0.00% | SOLD |
| 439 | AVB | AVALONBAY CMNTYS INC | Real Estate | 6 | $1K | 0.00% | SOLD |
| 440 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 26 | $1K | 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%