Greenup Street Wealth Management LLC Portfolio Holdings

Greenup Street Wealth Management LLC

  • $571 Million
  • Q2 2025

Greenup Street Wealth Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $571 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $63.4M, Invesco Qqq Trust, Series 1 with a value of $63.2M, Ishares Core S&P 500 ETF with a value of $47.3M, Ishares 0 5 Year Investment Gr with a value of $36.3M, and American Centy ETF Tr Avantis with a value of $33.7M.

Examining the 13F form we can see an increase of $117M in the current position value, from $454M to 571M.

Below you can find more details about Greenup Street Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $571 Million
ETFs: $456 Million
Technology: $38.4 Million
Communication Services: $17.5 Million
Healthcare: $13.4 Million
Financial Services: $12.1 Million
Consumer Cyclical: $11.5 Million
Industrials: $9.23 Million
Energy: $5.63 Million
Other: $7.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.4 Million 11.1% of portfolio
856,998
Q2 2025 Added 8.56%
$0
$63.2 Million 11.07% of portfolio
114,614
Q2 2025 New
$0
$47.3 Million 8.28% of portfolio
76,140
Q2 2025 Added 1.53%
$0
$36.3 Million 6.35% of portfolio
717,259
Q2 2025 Reduced 5.56%
$0
$33.7 Million 5.9% of portfolio
491,387
Q2 2025 Added 10.86%
$0
$27.3 Million 4.77% of portfolio
154,244
Q2 2025 Added 11.09%
$0
$26.7 Million 4.68% of portfolio
136,809
Q2 2025 Added 5.77%
$0
$20 Million 3.51% of portfolio
322,976
Q2 2025 Added 6.02%
$0
$17.1 Million 2.99% of portfolio
138,108
Q2 2025 Added 12.21%
$0
$14.1 Million 2.47% of portfolio
160,048
Q2 2025 Reduced 3.72%
$0
$13.1 Million 2.29% of portfolio
143,633
Q2 2025 Added 7.6%
$0
$10.6 Million 1.86% of portfolio
137,338
Q2 2025 Reduced 4.45%
$0
$9.56 Million 1.67% of portfolio
105,117
Q2 2025 Added 3.64%
$0
$9.13 Million 1.6% of portfolio
131,355
Q2 2025 Reduced 3.86%
$1.78T
$8.03 Million 1.41% of portfolio
10,885
Q2 2025 Added 1.5%
$456B
$7.85 Million 1.37% of portfolio
49,690
Q2 2025 Added 3.0%
$0
$6.47 Million 1.13% of portfolio
136,256
Q2 2025 Added 0.77%
$3.95T
$6.01 Million 1.05% of portfolio
12,085
Q2 2025 Reduced 0.71%
$145B
$5.83 Million 1.02% of portfolio
16,338
Q2 2025 Added 1.66%
$0
$5.82 Million 1.02% of portfolio
58,674
Q2 2025 Reduced 6.93%
$1.27T
$5.8 Million 1.01% of portfolio
25,595
Q2 2025 Added 0.3%
$1.08T
$5.56 Million 0.97% of portfolio
17,512
Q2 2025 Reduced 1.55%
$23.5B
$5.29 Million 0.93% of portfolio
8,931
Q2 2025 Added 0.01%
$0
$5.26 Million 0.92% of portfolio
65,197
Q2 2025 Reduced 2.68%
$0
$5.14 Million 0.9% of portfolio
8,325
Q2 2025 Added 0.11%
$257B
$5.08 Million 0.89% of portfolio
42,007
Q2 2025 Added 2.19%
$684B
$4.54 Million 0.79% of portfolio
20,750
Q2 2025 Added 0.36%
$179B
$4.3 Million 0.75% of portfolio
47,177
Q2 2025 Added 0.32%
$52.5B
$4.21 Million 0.74% of portfolio
20,596
Q2 2025 Added 6.31%
$0
$4.13 Million 0.72% of portfolio
37,763
Q2 2025 Added 4.72%
$859B
$3.89 Million 0.68% of portfolio
13,411
Q2 2025 Added 1.46%
$0
$3.72 Million 0.65% of portfolio
24,626
Q2 2025 Added 8.16%
$0
$3.44 Million 0.6% of portfolio
46,309
Q2 2025 Added 8.89%
$0
$3.45 Million 0.6% of portfolio
61,539
Q2 2025 Added 8.85%
$0
$3.37 Million 0.59% of portfolio
79,575
Q2 2025 Added 8.21%
$0
$3.24 Million 0.57% of portfolio
30,465
Q2 2025 Added 11.13%
$0
$3.15 Million 0.55% of portfolio
16,142
Q2 2025 Added 5.74%
$50.2B
$3 Million 0.53% of portfolio
58,278
Q2 2025 Added 2.93%
$87.2B
$2.71 Million 0.47% of portfolio
13,972
Q2 2025 Added 0.74%
$0
$2.43 Million 0.43% of portfolio
10,259
Q2 2025 Added 5.58%
$112B
$2.39 Million 0.42% of portfolio
6,231
Q2 2025 Added 1.47%
$2.26T
$2.42 Million 0.42% of portfolio
11,035
Q2 2025 Reduced 3.05%
$70.7B
$2.32 Million 0.41% of portfolio
5,960
Q2 2025 Added 2.78%
$0
$2.32 Million 0.41% of portfolio
17,441
Q2 2025 Added 7.95%
$75.1B
$2.21 Million 0.39% of portfolio
11,894
Q2 2025 Reduced 1.08%
$8.95B
$2.12 Million 0.37% of portfolio
31,488
Q2 2025 Added 2.04%
$1.24T
$2.07 Million 0.36% of portfolio
11,656
Q2 2025 Added 0.48%
$551B
$1.98 Million 0.35% of portfolio
5,571
Q2 2025 Added 0.02%
$39.5B
$1.85 Million 0.32% of portfolio
2,527
Q2 2025 Added 4.12%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $571 Million
  • Prior Value $454 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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