Greenup Street Wealth Management LLC Incresed Positions in Q4 2024

Greenup Street Wealth Management LLC

  • $502 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
297K
+ 88.87%
$49.58 - $50.28 $14.7M - $14.9M
631K $31.4M
IVV
Ishares Core S&P 500 ETF

ETFs
16.6K
+ 29.89%
$570.51 - $610.59 $9.47M - $10.1M
72.1K $42.4M
IVE
Ishares S&P 500 Value ETF

ETFs
52.7K
+ 49.51%
$189.5 - $206.17 $9.98M - $10.9M
159K $30.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
81.1K
+ 141.03%
$87.1 - $98.49 $7.07M - $7.99M
139K $12.1M
TSLA
Tesla, Inc.

Consumer Cyclical
6.13K
+ 32.18%
$213.65 - $479.86 $1.31M - $2.94M
25.2K $10.2M
VTV
Vanguard Value ETF

ETFs
27K
+ 28.48%
$168.32 - $181.87 $4.54M - $4.9M
122K $20.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
22.6K
+ 26.33%
$121.89 - $135.52 $2.76M - $3.07M
109K $13.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
43.9K
+ 64.97%
$68.25 - $75.42 $3M - $3.31M
111K $7.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.8K
+ 14.12%
$61.68 - $67.87 $2.15M - $2.36M
281K $17.5M
PH
Parker Hannifin Corp

Industrials
3.3K
+ 420.79%
$621.74 - $709.46 $2.05M - $2.34M
4.08K $2.6M
AVEM
American Centy ETF Tr Avantis

ETFs
62.4K
+ 17.09%
$58.59 - $66.14 $3.66M - $4.13M
427K $25.1M
NVDA
Nvidia Corp

Technology
2.98K
+ 5.58%
$117.0 - $148.88 $348K - $443K
56.4K $7.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 16.92%
$567.81 - $607.81 $784K - $839K
9.54K $5.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.27K
+ 10.42%
$94.43 - $105.47 $498K - $556K
55.9K $5.67M
SCHW
Schwab Charles Corp

Financial Services
3.95K
+ 9.66%
$63.31 - $82.85 $250K - $327K
44.8K $3.32M
COP
Conocophillips

Energy
6.75K
+ 51.42%
$95.12 - $114.72 $642K - $775K
19.9K $1.97M
AAPL
Apple Inc.

Technology
282
+ 0.98%
$221.69 - $259.02 $62.5K - $73K
29K $7.27M
V
Visa Inc.

Financial Services
452
+ 4.45%
$273.87 - $320.91 $124K - $145K
10.6K $3.36M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.7K
+ 47.66%
$118.0 - $127.04 $319K - $343K
8.38K $1.02M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.26K
+ 12.61%
$50.35 - $50.69 $164K - $165K
29.1K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.81K
+ 61.12%
$66.77 - $71.52 $121K - $130K
4.78K $329K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.7K
+ 25.72%
$11.42 - $12.5 $157K - $172K
67.1K $773K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.07K
+ 11.55%
$50.73 - $51.08 $105K - $106K
20K $1.02M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.58K
+ 28.26%
$29.02 - $32.11 $133K - $147K
20.8K $602K
WMT
Walmart Inc.

Consumer Defensive
746
+ 25.46%
$79.1 - $95.7 $59K - $71.4K
3.68K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
256
+ 2.4%
$197.36 - $217.3 $50.5K - $55.6K
10.9K $2.16M
META
Meta Platforms, Inc.

Communication Services
10
+ 1.15%
$554.08 - $632.68 $5.54K - $6.33K
877 $517K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 1.28%
$471.27 - $550.62 $3.3K - $3.85K
554 $289K
KO
Coca Cola CO

Consumer Defensive
845
+ 25.94%
$61.74 - $71.71 $52.2K - $60.6K
4.1K $255K
FANG
Diamondback Energy, Inc.

Energy
72
+ 3.96%
$153.06 - $199.5 $11K - $14.4K
1.89K $309K
PG
Procter & Gamble CO

Consumer Defensive
27
+ 1.6%
$161.05 - $179.7 $4.35K - $4.85K
1.72K $287K
HYG
Ishares Tr

ETFs
1.28K
+ 1.95%
$78.09 - $80.04 $100K - $103K
66.9K $5.26M
WELL
Welltower Inc.

Real Estate
4
+ 0.06%
$123.11 - $139.3 $492 - $557
6.6K $832K
ABBV
Abb Vie Inc.

Healthcare
42
+ 2.9%
$164.99 - $203.87 $6.93K - $8.56K
1.49K $265K
CAT
Caterpillar Inc

Industrials
3
+ 0.27%
$360.37 - $416.88 $1.08K - $1.25K
1.1K $398K
OMC
Omnicom Group Inc.

Communication Services
61
+ 2.19%
$85.82 - $105.47 $5.24K - $6.43K
2.84K $244K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.33%
$288.47 - $316.54 $3.75K - $4.12K
3.91K $1.13M
XOM
Exxon Mobil Corp

Energy
773
+ 4.25%
$105.51 - $125.37 $81.6K - $96.9K
19K $2.04M
MDT
Medtronic PLC

Healthcare
1.5K
+ 5.48%
$79.61 - $92.24 $120K - $139K
28.9K $2.31M
ZTS
Zoetis Inc.

Healthcare
168
+ 2.08%
$162.24 - $194.42 $27.3K - $32.7K
8.24K $1.34M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.06K
+ 3.05%
$45.09 - $50.08 $273K - $303K
205K $9.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
28K
+ 40.89%
$22.63 - $47.53 $633K - $1.33M
96.4K $2.19M
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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