Greenup Street Wealth Management LLC Purchases in Q1 2025

Greenup Street Wealth Management LLC

  • $454 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
128K
+ 20.28%
$49.6 - $50.28 $6.35M - $6.44M
760K $38.2M
AVDE
American Centy ETF Tr Avantis

ETFs
32.3K
+ 4.26%
$60.63 - $68.55 $1.96M - $2.21M
789K $52.3M
META
Meta Platforms, Inc.

Communication Services
9.85K
+ 1122.81%
$576.36 - $736.67 $5.68M - $7.25M
10.7K $6.18M
NVS
Novartis Ag

Healthcare
41.1K
New
$97.14 - $115.57 $3.99M - $4.75M
41.1K $4.58M
ETN
Eaton Corp PLC

Industrials
16.1K
New
$271.83 - $371.23 $4.37M - $5.97M
16.1K $4.37M
AVUV
American Centy ETF Tr Avantis

ETFs
55.2K
+ 70.49%
$84.95 - $100.62 $4.69M - $5.55M
133K $11.6M
VTV
Vanguard Value ETF

ETFs
17.2K
+ 14.14%
$167.73 - $179.21 $2.89M - $3.08M
139K $24M
PANW
Palo Alto Networks Inc

Technology
19.4K
New
$167.82 - $208.28 $3.25M - $4.04M
19.4K $3.31M
JPM
Jpmorgan Chase & CO

Financial Services
13.2K
New
$225.19 - $279.95 $2.98M - $3.7M
13.2K $3.24M
MPLX
Mplx LP

Energy
56.6K
New
$47.88 - $54.65 $2.71M - $3.09M
56.6K $3.03M
FXU
First Tr Exchange Traded Fd Ut

ETFs
73.5K
New
$37.42 - $41.14 $2.75M - $3.03M
73.5K $3.02M
FXO
First Tr Exchange Traded Fd Fi

ETFs
56.5K
New
$50.93 - $57.24 $2.88M - $3.24M
56.5K $3M
FTC
First Tr Lge Cap Growth

ETFs
22.8K
New
$127.87 - $148.89 $2.91M - $3.39M
22.8K $2.99M
FXR
First Trust Industrials/Produc

ETFs
42.5K
New
$68.3 - $79.81 $2.9M - $3.39M
42.5K $2.96M
ORCL
Oracle Corp

Technology
20.7K
New
$139.81 - $186.47 $2.89M - $3.86M
20.7K $2.89M
ELV
Elevance Health, Inc.

Healthcare
5.8K
New
$365.9 - $436.25 $2.12M - $2.53M
5.8K $2.52M
UNH
Unitedhealth Group Inc

Healthcare
4.43K
New
$461.52 - $548.18 $2.05M - $2.43M
4.43K $2.32M
HCA
Hca Healthcare, Inc.

Healthcare
6.14K
New
$296.7 - $345.55 $1.82M - $2.12M
6.14K $2.12M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
25.1K
+ 22.54%
$66.9 - $71.57 $1.68M - $1.8M
137K $9.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.8K
+ 15.03%
$73.78 - $76.59 $1.39M - $1.44M
144K $11M
VST
Vistra Corp.

Utilities
13.9K
New
$108.49 - $191.89 $1.5M - $2.66M
13.9K $1.63M
HWM
Howmet Aerospace Inc.

Industrials
12K
New
$110.79 - $139.39 $1.33M - $1.68M
12K $1.56M
AVEM
American Centy ETF Tr Avantis

ETFs
15.8K
+ 3.69%
$57.11 - $62.4 $901K - $985K
443K $26.7M
MPWR
Monolithic Power Systems Inc

Technology
2.43K
New
$565.7 - $720.25 $1.37M - $1.75M
2.43K $1.41M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.31K
New
$283.24 - $338.07 $1.22M - $1.46M
4.31K $1.27M
CVS
Cvs Health Corp

Healthcare
17.6K
New
$44.22 - $68.64 $780K - $1.21M
17.6K $1.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.6K
+ 13.41%
$117.4 - $131.02 $1.71M - $1.91M
123K $14.7M
SLB
Schlumberger Limited

Energy
19.8K
New
$38.4 - $43.74 $762K - $868K
19.8K $829K
VBR
Vanguard Small Cap Value ETF

ETFs
4.36K
+ 39.93%
$183.02 - $207.75 $797K - $905K
15.3K $2.84M
KMX
Carmax Inc

Consumer Cyclical
7.49K
+ 32.06%
$69.25 - $89.19 $519K - $668K
30.9K $2.4M
SCHW
Schwab Charles Corp

Financial Services
2.22K
+ 4.96%
$71.24 - $83.64 $158K - $186K
47K $3.68M
VZ
Verizon Communications Inc

Communication Services
6.68K
New
$37.81 - $46.49 $252K - $310K
6.68K $302K
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.38K
+ 18.51%
$50.44 - $50.7 $272K - $273K
34.5K $1.75M
VB
Vanguard Small Cap ETF

ETFs
1.84K
+ 23.28%
$217.89 - $252.64 $400K - $464K
9.72K $2.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.3K
+ 8.28%
$57.21 - $65.8 $1.33M - $1.53M
305K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
4.21K
New
$47.4 - $52.99 $200K - $223K
4.21K $214K
SUB
Ishares Short Term National Mu

ETFs
1.94K
+ 7.62%
$105.3 - $106.24 $204K - $206K
27.4K $2.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.23K
+ 16.15%
$50.87 - $51.09 $164K - $165K
23.2K $1.18M
TRV
Travelers Companies, Inc.

Financial Services
176
+ 17.22%
$232.43 - $265.13 $40.9K - $46.7K
1.2K $316K
ABBV
Abb Vie Inc.

Healthcare
37
+ 2.48%
$169.2 - $216.66 $6.26K - $8.02K
1.53K $320K
MUB
Ishares National Muni Bond ETF

ETFs
632
+ 5.51%
$104.71 - $107.69 $66.2K - $68.1K
12.1K $1.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
675
+ 33.99%
$96.3 - $112.23 $65K - $75.8K
2.66K $259K
HYG
Ishares Tr

ETFs
76
+ 0.11%
$78.51 - $80.11 $5.97K - $6.09K
67K $5.28M
PG
Procter & Gamble CO

Consumer Defensive
50
+ 2.91%
$158.56 - $176.26 $7.93K - $8.81K
1.77K $300K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.4K
+ 10.41%
$102.49 - $119.96 $348K - $408K
36.1K $3.77M
Lrcx
30.1K
New
N/A
30.1K $0
Qqq
103K
New
N/A
103K $0
OMC
Omnicom Group Inc.

Communication Services
8
+ 0.28%
$79.43 - $88.34 $635 - $707
2.85K $236K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.54%
$476.63 - $610.45 $1.43K - $1.83K
557 $275K
Activity Summary
Buys All Purchases 55 New Holdings 23 Increased Positions 32 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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