Greenhouse Wealth Management, LLC Closed Holding Positions

Greenhouse Wealth Management, LLC

  • $148 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 16, 2022
4,765
$45.75 - $56.69 $218K - $270K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
955
$145.08 - $221.87 $139K - $212K
NLS
Nautilus, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
10,000
$15.64 - $18.37 $156K - $184K
Ishares Comex Gold Trust
Q2 2021 Filed on Jul 19, 2021
127,500
N/A
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
6,418
$82.62 - $126.92 $530K - $815K
CPRT
Copart Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
800
$103.99 - $122.18 $83.2K - $97.7K
NFLX
Netflix Inc

Communication Services
Q1 2021 Filed on May 04, 2021
190
$493.33 - $586.34 $93.7K - $111K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on May 04, 2021
1,632
$61.43 - $67.25 $100K - $110K
MMM
3 M CO

Industrials
Q1 2021 Filed on May 04, 2021
560
$165.2 - $195.74 $92.5K - $110K
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on May 04, 2021
182
$195.37 - $218.88 $35.6K - $39.8K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on May 04, 2021
1,420
$62.24 - $69.91 $88.4K - $99.3K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2021 Filed on May 04, 2021
341
$271.66 - $300.39 $92.6K - $102K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
265
$250.93 - $305.25 $66.5K - $80.9K
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on May 04, 2021
500
$161.03 - $192.69 $80.5K - $96.3K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2021 Filed on May 04, 2021
675
$125.65 - $157.65 $84.8K - $106K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2021 Filed on May 04, 2021
789
$108.96 - $140.05 $86K - $110K
VV
Vanguard Large Cap ETF

ETFs
Q1 2021 Filed on May 04, 2021
436
$173.39 - $186.2 $75.6K - $81.2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
455
$226.09 - $304.79 $103K - $139K
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
2,000
$48.15 - $53.85 $96.3K - $108K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
1,335
$79.06 - $90.99 $106K - $121K
SO
Southern CO

Utilities
Q1 2021 Filed on May 04, 2021
673
$56.72 - $62.32 $38.2K - $41.9K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2021 Filed on May 04, 2021
1,849
$67.07 - $76.85 $124K - $142K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on May 04, 2021
80,999
$65.18 - $69.88 $5.28M - $5.66M
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on May 04, 2021
850
$161.62 - $213.34 $137K - $181K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
1,710
$88.0 - $103.81 $150K - $178K
CMCSA
Comcast Corp

Communication Services
Q1 2021 Filed on May 04, 2021
2,991
$48.42 - $58.04 $145K - $174K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2021 Filed on May 04, 2021
868
$165.49 - $180.21 $144K - $156K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
1,000
$127.21 - $148.97 $127K - $149K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on May 04, 2021
734
$113.37 - $130.38 $83.2K - $95.7K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on May 04, 2021
252
$421.2 - $501.64 $106K - $126K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2021 Filed on May 04, 2021
3,912
$30.78 - $34.63 $120K - $135K
WDC
Western Digital Corp

Technology
Q1 2021 Filed on May 04, 2021
2,100
$49.47 - $72.21 $104K - $152K
INTC
Intel Corp

Technology
Q1 2021 Filed on May 04, 2021
1,534
$49.67 - $65.78 $76.2K - $101K
T
At&T Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
3,896
$21.06 - $23.21 $82K - $90.4K
XLF
Financial Sector Spdr

ETFs
Q1 2021 Filed on May 04, 2021
3,275
$28.95 - $34.77 $94.8K - $114K
VFH
Vanguard Financial ETF

ETFs
Q1 2021 Filed on May 04, 2021
995
$71.74 - $86.71 $71.4K - $86.3K
CVS
Cvs Health Corp

Healthcare
Q1 2021 Filed on May 04, 2021
377
$68.13 - $76.3 $25.7K - $28.8K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
160
$210.93 - $241.27 $33.7K - $38.6K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
1,151
$31.99 - $40.78 $36.8K - $46.9K
AXP
American Express CO

Financial Services
Q1 2021 Filed on May 04, 2021
327
$114.09 - $150.27 $37.3K - $49.1K
V
Visa Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
179
$193.25 - $226.15 $34.6K - $40.5K
CNO
Cno Financial Group, Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
1,000
$21.21 - $26.39 $21.2K - $26.4K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 04, 2021
500
$65.65 - $75.45 $32.8K - $37.7K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on May 04, 2021
305
$109.92 - $130.34 $33.5K - $39.8K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2021 Filed on May 04, 2021
100
$52.97 - $58.45 $5.3K - $5.85K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
225
$122.15 - $140.16 $27.5K - $31.5K
WMT
Walmart Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
179
$127.53 - $148.97 $22.8K - $26.7K
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on May 04, 2021
297
$74.85 - $85.84 $22.2K - $25.5K
DVY
Ishares Tr

ETFs
Q1 2021 Filed on May 04, 2021
261
$94.76 - $115.39 $24.7K - $30.1K
Track This Portfolio

Track Greenhouse Wealth Management, LLC Portfolio

Follow Greenhouse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenhouse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenhouse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email