Portfolio (Quarterly)
Guide ↗
Greenline Wealth Management LLC
· CIK 0002111541| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | TRMB | TRIMBLE INC | Technology | 14 | $1K | 0.00% | SOLD |
| 442 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 16 | $1K | 0.00% | SOLD |
| 443 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 6 | $1K | 0.00% | SOLD |
| 444 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 4 | $1K | 0.00% | SOLD |
| 445 | INTC | INTEL CORP | Technology | 25 | $923.0 | 0.00% | SOLD |
| 446 | LCID | LUCID GROUP INC | Consumer Cyclical | 80 | $846.0 | 0.00% | SOLD |
| 447 | SAIA | SAIA INC | Industrials | 3 | $829.0 | 0.00% | SOLD |
| 448 | NEM | NEWMONT CORP | Basic Materials | 8 | $811.0 | 0.00% | SOLD |
| 449 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 8 | $792.0 | 0.00% | SOLD |
| 450 | SPIP | SPDR SERIES TRUST | — | 30 | $779.0 | 0.00% | SOLD |
| 451 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 22 | $758.0 | 0.00% | SOLD |
| 452 | PHM | PULTE GROUP INC | Consumer Cyclical | 6 | $704.0 | 0.00% | SOLD |
| 453 | AIQ | GLOBAL X FDS | — | 14 | $688.0 | 0.00% | SOLD |
| 454 | BUG | GLOBAL X FDS | — | 20 | $609.0 | 0.00% | SOLD |
| 455 | SITM | SITIME CORP | Technology | 2 | $571.0 | 0.00% | SOLD |
| 456 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 21 | $537.0 | 0.00% | SOLD |
| 457 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 4 | $473.0 | — | SOLD |
| 458 | KRMN | KARMAN HLDGS INC | Industrials | 6 | $470.0 | — | SOLD |
| 459 | DXYZ | DESTINY TECH100 INC | — | 15 | $459.0 | — | SOLD |
| 460 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 4 | $214.0 | — | 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%