The Analysis of Greenhouse Wealth Management, LLC's Holdings


Currently, Greenhouse Wealth Management, LLC holds 61 types of securities in its portfolio with a total value $166.5M. In the most recent quarter, they have increased their positions in VTI (+791 shares, valued at $259.6K), GE (+764 shares, valued at $229.8K), JPM (+675 shares, valued at $212.9K); decreased their positions in VTV (-5.7K shares, valued at $1.1M), SPY (-1.5K shares, valued at $1.0M), IVV (-280 shares, valued at $187.4K); initiated new positions in GE (+764 shares, valued at $229.8K), JPM (+675 shares, valued at $212.9K), EA (+1.0K shares, valued at $207.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR90.9K shares-1.66%2025-09-302025-10-28history
IVV ISHARES TR22.3K shares-1.24%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS67.0K shares-7.84%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS14.7K shares-1.91%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS24.0K shares3.41%2025-09-302025-10-28history
QQQ INVESCO QQQ TR12.3K shares0.07%2025-09-302025-10-28history
VB VANGUARD INDEX FDS25.8K shares-1.04%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS85.2K shares-1.93%2025-09-302025-10-28history
Sponsored
VBR VANGUARD INDEX FDS15.9K shares-1.59%2025-09-302025-10-28history
GOOGL ALPHABET INC10.5K shares0.06%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS5.2K shares-0.14%2025-09-302025-10-28history
MSFT MICROSOFT CORP3.8K shares0.13%2025-09-302025-10-28history
IAU ISHARES GOLD TR25.2K shares0.00%2025-09-302025-10-28history
TQQQ PROSHARES TR15.6K shares0.36%2025-09-302025-10-28history
SCHA SCHWAB STRATEGIC TR57.2K shares-3.84%2025-09-302025-10-28history
AAPL APPLE INC6.2K shares0.00%2025-09-302025-10-28history
Sponsored
SCHF SCHWAB STRATEGIC TR63.8K shares0.00%2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F20.6K shares-0.37%2025-09-302025-10-28history
VOT VANGUARD INDEX FDS3.9K shares0.15%2025-09-302025-10-28history
GOOG ALPHABET INC4.6K shares0.00%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2025-09-302025-10-28history
VO VANGUARD INDEX FDS3.5K shares-5.12%2025-09-302025-10-28history
VYM VANGUARD WHITEHALL FDS7.1K shares0.59%2025-09-302025-10-28history
VGT VANGUARD WORLD FD1.3K shares-0.08%2025-09-302025-10-28history
Sponsored
SDY SPDR SERIES TRUST6.5K shares0.26%2025-09-302025-10-28history
IJR ISHARES TR7.5K shares0.34%2025-09-302025-10-28history
IWF ISHARES TR1.8K shares-0.16%2025-09-302025-10-28history
AMZN AMAZON COM INC3.5K shares0.00%2025-09-302025-10-28history
ONEQ FIDELITY COMWLTH TR8.1K shares0.00%2025-09-302025-10-28history
IWR ISHARES TR7.2K shares0.34%2025-09-302025-10-28history
SCHD SCHWAB STRATEGIC TR25.3K shares-1.83%2025-09-302025-10-28history
ORCL ORACLE CORP2.3K shares0.00%2025-09-302025-10-28history
Sponsored
LMT LOCKHEED MARTIN CORP1.0K shares0.00%2025-09-302025-10-28history
IWV ISHARES TR1.3K shares0.00%2025-09-302025-10-28history
RSG REPUBLIC SVCS INC2.2K shares0.00%2025-09-302025-10-28history
IBIT ISHARES BITCOIN TRUST ETF7.3K shares0.00%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW501 shares0.20%2025-09-302025-10-28history
IJH ISHARES TR7.1K shares0.31%2025-09-302025-10-28history
RGTI RIGETTI COMPUTING INC14.6K shares0.00%2025-09-302025-10-28history
CSCO CISCO SYS INC6.4K shares0.55%2025-09-302025-10-28history
Sponsored
RTX RTX CORPORATION2.5K shares0.00%2025-09-302025-10-28history
GM GENERAL MTRS CO6.7K shares0.25%2025-09-302025-10-28history
DIS DISNEY WALT CO3.0K shares0.24%2025-09-302025-10-28history
MO ALTRIA GROUP INC5.0K shares0.00%2025-09-302025-10-28history
F FORD MTR CO25.8K shares-3.23%2025-09-302025-10-28history
IWB ISHARES TR821 shares-0.85%2025-09-302025-10-28history
VHT VANGUARD WORLD FD1.1K shares-0.09%2025-09-302025-10-28history
IVE ISHARES TR1.3K shares0.00%2025-09-302025-10-28history
Sponsored
IUSV ISHARES TR2.7K shares-0.97%2025-09-302025-10-28history
IWD ISHARES TR1.2K shares0.33%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS3.1K shares0.00%2025-09-302025-10-28history
GE GE AEROSPACE764 sharesnew addition2025-09-302025-10-28history
NFLX NETFLIX INC190 shares0.00%2025-09-302025-10-28history
TTWO TAKE-TWO INTERACTIVE SOFTWAR850 shares0.00%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON1.2K shares-11.30%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-09-302025-10-28history
Sponsored
MDLZ MONDELEZ INTL INC3.5K shares0.00%2025-09-302025-10-28history
JPM JPMORGAN CHASE & CO.675 sharesnew addition2025-09-302025-10-28history
EA ELECTRONIC ARTS INC1.0K sharesnew addition2025-09-302025-10-28history
XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-10-28history
GWH.WS ESS TECH INC50.0K shares0.00%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available