Greenup Street Wealth Management LLC Reduced Holdings in Q1 2025

Greenup Street Wealth Management LLC

  • $454 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-29.8K
- 18.7%
$185.78 - $198.58 $5.53M - $5.91M
129K $24.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.38K
- 29.31%
$222.15 - $428.22 $1.64M - $3.16M
17.8K $4.61M
AAPL
Apple Inc.

Technology
-19.6K
- 67.62%
$209.68 - $247.1 $4.12M - $4.85M
9.4K $2.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-44.5K
- 79.59%
$92.45 - $106.69 $4.11M - $4.74M
11.4K $1.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
-69.6K
- 33.97%
$40.08 - $45.85 $2.79M - $3.19M
135K $5.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.23K
- 85.34%
$442.66 - $534.52 $3.2M - $3.86M
1.24K $660K
NVDA
Nvidia Corp

Technology
-8.11K
- 14.38%
$106.98 - $149.43 $867K - $1.21M
48.2K $5.23M
PH
Parker Hannifin Corp

Industrials
-3.26K
- 79.84%
$591.65 - $707.05 $1.93M - $2.3M
823 $500K
MSFT
Microsoft Corp

Technology
-3.45K
- 22.06%
$375.39 - $447.2 $1.29M - $1.54M
12.2K $4.57M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-75K
- 77.74%
$22.46 - $23.26 $1.68M - $1.74M
21.5K $497K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-16.2K
- 20.46%
$95.85 - $99.25 $1.55M - $1.61M
63K $6.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.14K
- 10.94%
$165.25 - $224.62 $518K - $704K
25.5K $4.24M
V
Visa Inc.

Financial Services
-5.05K
- 47.54%
$306.92 - $362.71 $1.55M - $1.83M
5.57K $1.95M
QCOM
Qualcomm Inc

Technology
-8.96K
- 60.98%
$151.94 - $175.86 $1.36M - $1.57M
5.73K $880K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.41K
- 3.25%
$81.62 - $96.63 $278K - $329K
101K $8.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 12.87%
$551.42 - $612.93 $677K - $753K
8.32K $4.65M
XOM
Exxon Mobil Corp

Energy
-5.44K
- 28.65%
$105.44 - $118.93 $573K - $647K
13.5K $1.61M
GOOG
Alphabet Inc.

Communication Services
-173
- 1.47%
$156.06 - $207.71 $27K - $35.9K
11.6K $1.81M
PEP
Pepsico Inc

Consumer Defensive
-2.4K
- 18.6%
$142.64 - $156.42 $343K - $376K
10.5K $1.58M
WELL
Welltower Inc.

Real Estate
-3.24K
- 49.02%
$124.05 - $156.86 $402K - $508K
3.37K $515K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-11.2K
- 16.65%
$11.22 - $11.8 $125K - $132K
55.9K $627K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-5.08K
- 24.44%
$28.11 - $30.42 $143K - $154K
15.7K $458K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.15K
- 15.73%
$105.1 - $109.61 $121K - $126K
6.18K $671K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-415
- 4.96%
$113.22 - $126.36 $47K - $52.4K
7.96K $914K
WMT
Walmart Inc.

Consumer Defensive
-1.03K
- 28.13%
$84.5 - $105.05 $87.4K - $109K
2.64K $231K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.58K
- 23.91%
$49.25 - $50.66 $78K - $80.2K
5.04K $249K
FANG
Diamondback Energy, Inc.

Energy
-404
- 21.39%
$139.9 - $180.18 $56.5K - $72.8K
1.49K $237K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.58K
- 15.11%
$74.85 - $84.89 $118K - $134K
8.86K $724K
JNJ
Johnson & Johnson

Healthcare
-739
- 27.37%
$142.06 - $167.7 $105K - $124K
1.96K $325K
IWD
Ishares Russell 1000 Val ETF

ETFs
-159
- 4.65%
$182.82 - $196.21 $29.1K - $31.2K
3.26K $614K
USTB
Victory Portfolios Ii Victorys

ETFs
-411
- 6.78%
$50.08 - $50.71 $20.6K - $20.8K
5.66K $286K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-159
- 2.47%
$33.28 - $36.41 $5.29K - $5.79K
6.28K $214K
SPH
Suburban Propane Partners LP

Utilities
-4.2K
- 19.35%
$17.64 - $22.2 $74.1K - $93.2K
17.5K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
-294
- 7.52%
$279.74 - $321.29 $82.2K - $94.5K
3.62K $1.13M
KO
Coca Cola CO

Consumer Defensive
-368
- 8.97%
$60.81 - $72.32 $22.4K - $26.6K
3.74K $267K
CVX
Chevron Corp

Energy
-135
- 6.04%
$146.71 - $167.97 $19.8K - $22.7K
2.1K $351K
TYL
Tyler Technologies Inc

Technology
-1
- 0.01%
$553.41 - $646.74 $553 - $647
8.93K $5.19M
SO
Southern CO

Utilities
-31
- 0.44%
$80.96 - $92.96 $2.51K - $2.88K
6.96K $640K
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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