Greenup Street Wealth Management LLC Incresed Positions in Q2 2025

Greenup Street Wealth Management LLC

  • $571 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
67.6K
+ 8.56%
$59.32 - $74.36 $4.01M - $5.03M
857K $63.4M
AVEM
American Centy ETF Tr Avantis

ETFs
48.1K
+ 10.86%
$53.08 - $68.54 $2.55M - $3.3M
491K $33.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 1.53%
$498.8 - $620.9 $573K - $713K
76.1K $47.3M
VTV
Vanguard Value ETF

ETFs
15.4K
+ 11.09%
$153.67 - $176.74 $2.37M - $2.72M
154K $27.3M
NVDA
Nvidia Corp

Technology
1.45K
+ 3.0%
$94.31 - $157.99 $136K - $228K
49.7K $7.85M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15K
+ 12.21%
$103.88 - $123.68 $1.56M - $1.86M
138K $17.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.3K
+ 6.02%
$51.16 - $62.02 $938K - $1.14M
323K $20M
IVE
Ishares S&P 500 Value ETF

ETFs
7.46K
+ 5.77%
$168.34 - $195.42 $1.26M - $1.46M
137K $26.7M
META
Meta Platforms, Inc.

Communication Services
161
+ 1.5%
$484.66 - $738.09 $78K - $119K
10.9K $8.03M
ORCL
Oracle Corp

Technology
74
+ 0.36%
$122.82 - $218.63 $9.09K - $16.2K
20.8K $4.54M
ETN
Eaton Corp PLC

Industrials
266
+ 1.66%
$246.52 - $356.99 $65.6K - $95K
16.3K $5.83M
AVUV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 7.6%
$75.17 - $91.21 $762K - $925K
144K $13.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.69K
+ 3.64%
$73.7 - $90.98 $272K - $336K
105K $9.56M
VST
Vistra Corp.

Utilities
103
+ 0.74%
$98.07 - $195.04 $10.1K - $20.1K
14K $2.71M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 6.31%
$152.44 - $204.64 $186K - $250K
20.6K $4.21M
GOOGL
Alphabet Inc.

Communication Services
364
+ 0.95%
$144.7 - $178.6 $52.7K - $65K
38.8K $6.85M
FTC
First Tr Lge Cap Growth

ETFs
1.86K
+ 8.16%
$116.97 - $150.97 $217K - $281K
24.6K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
193
+ 1.46%
$210.28 - $289.91 $40.6K - $56K
13.4K $3.89M
SCHW
Schwab Charles Corp

Financial Services
150
+ 0.32%
$69.06 - $91.24 $10.4K - $13.7K
47.2K $4.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.5K
+ 227.75%
$48.13 - $49.85 $552K - $572K
16.5K $809K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.04K
+ 0.77%
$41.3 - $47.52 $43K - $49.5K
136K $6.47M
NVS
Novartis Ag

Healthcare
901
+ 2.19%
$101.96 - $121.01 $91.9K - $109K
42K $5.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.11%
$496.48 - $617.85 $4.47K - $5.56K
8.33K $5.14M
FXR
First Trust Industrials/Produc

ETFs
3.78K
+ 8.89%
$60.85 - $74.22 $230K - $281K
46.3K $3.44M
FXO
First Tr Exchange Traded Fd Fi

ETFs
5K
+ 8.85%
$45.9 - $56.06 $230K - $280K
61.5K $3.45M
MPWR
Monolithic Power Systems Inc

Technology
100
+ 4.12%
$455.19 - $737.73 $45.5K - $73.8K
2.53K $1.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.84K
+ 43.29%
$72.96 - $90.39 $280K - $347K
12.7K $1.14M
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.04K
+ 8.21%
$37.86 - $43.29 $228K - $261K
79.6K $3.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 4.72%
$90.56 - $109.49 $154K - $186K
37.8K $4.13M
SUB
Ishares Short Term National Mu

ETFs
3.05K
+ 11.13%
$104.77 - $106.34 $320K - $325K
30.5K $3.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.29K
+ 7.95%
$108.87 - $133.04 $140K - $171K
17.4K $2.32M
VBR
Vanguard Small Cap Value ETF

ETFs
876
+ 5.74%
$162.76 - $195.77 $143K - $171K
16.1K $3.15M
VB
Vanguard Small Cap ETF

ETFs
542
+ 5.58%
$193.73 - $237.37 $105K - $129K
10.3K $2.43M
HCA
Hca Healthcare, Inc.

Healthcare
90
+ 1.47%
$317.61 - $387.52 $28.6K - $34.9K
6.23K $2.39M
GOOG
Alphabet Inc.

Communication Services
56
+ 0.48%
$146.58 - $180.01 $8.21K - $10.1K
11.7K $2.07M
TYL
Tyler Technologies Inc

Technology
1
+ 0.01%
$521.68 - $592.84 $522 - $593
8.93K $5.29M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
704
+ 4.49%
$25.97 - $33.21 $18.3K - $23.4K
16.4K $544K
CVS
Cvs Health Corp

Healthcare
411
+ 2.33%
$60.04 - $70.18 $24.7K - $28.8K
18.1K $1.25M
SPH
Suburban Propane Partners LP

Utilities
4.2K
+ 23.99%
$17.75 - $21.62 $74.6K - $90.8K
21.7K $402K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.08%
$451.58 - $565.94 $2.71K - $3.4K
563 $305K
VEA
Vanguard Ftse Developed Market

ETFs
11
+ 0.26%
$45.65 - $57.01 $502 - $627
4.22K $240K
V
Visa Inc.

Financial Services
1
+ 0.02%
$308.27 - $373.31 $308 - $373
5.57K $1.98M
VZ
Verizon Communications Inc

Communication Services
850
+ 12.73%
$41.67 - $45.62 $35.4K - $38.8K
7.53K $325K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
258
+ 4.11%
$30.28 - $36.05 $7.81K - $9.3K
6.54K $235K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.33K
+ 4.17%
$10.78 - $11.28 $25.1K - $26.3K
58.3K $648K
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
+ 1.98%
$105.23 - $109.61 $12.8K - $13.4K
6.3K $690K
IJS
Ishares S&P Smallcap 600 Value

ETFs
102
+ 3.83%
$83.54 - $100.04 $8.52K - $10.2K
2.76K $274K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.58%
$233.83 - $276.34 $1.64K - $1.93K
1.21K $322K
SO
Southern CO

Utilities
50
+ 0.72%
$84.91 - $92.56 $4.25K - $4.63K
7.01K $644K
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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