Greenup Street Wealth Management LLC Incresed Positions 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
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
27.6K
+ 19.87%
$85.29 - $92.57 $2.35M - $2.55M
166K $15.1M
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
AVEM
American Centy ETF Tr Avantis

ETFs
15.8K
+ 3.69%
$57.11 - $62.4 $901K - $985K
443K $26.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.6K
+ 13.41%
$117.4 - $131.02 $1.71M - $1.91M
123K $14.7M
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
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
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
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
ACN
Accenture PLC

Technology
16
+ 1.9%
$300.91 - $398.25 $4.81K - $6.37K
859 $268K
HON
Honeywell International Inc

Industrials
18
+ 0.66%
$202.75 - $226.52 $3.65K - $4.08K
2.75K $582K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
747
+ 4.85%
$121.0 - $142.28 $90.4K - $106K
16.2K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
2.89K
+ 4.0%
$554.06 - $615.85 $1.6M - $1.78M
75K $42.1M
GOOGL
Alphabet Inc.

Communication Services
2.42K
+ 6.7%
$154.33 - $206.19 $373K - $498K
38.5K $5.95M
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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