Greenup Street Wealth Management LLC Reduced Holdings in Q2 2025

Greenup Street Wealth Management LLC

  • $571 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-42.3K
- 5.56%
$49.79 - $50.59 $2.1M - $2.14M
717K $36.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.19K
- 3.72%
$83.97 - $92.85 $520K - $575K
160K $14.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-5.27K
- 3.86%
$66.5 - $71.25 $351K - $376K
131K $9.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.37K
- 6.93%
$96.84 - $99.46 $423K - $435K
58.7K $5.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.4K
- 4.45%
$75.05 - $77.34 $480K - $495K
137K $10.6M
AAPL
Apple Inc.

Technology
-850
- 9.04%
$172.42 - $223.89 $147K - $190K
8.55K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
-2.74K
- 22.6%
$102.31 - $105.8 $280K - $289K
9.37K $978K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.66K
- 16.41%
$50.48 - $50.71 $286K - $287K
28.8K $1.46M
MCD
Mcdonalds Corp

Consumer Cyclical
-477
- 13.2%
$285.55 - $321.23 $136K - $153K
3.14K $916K
PEP
Pepsico Inc

Consumer Defensive
-111
- 1.06%
$128.02 - $151.37 $14.2K - $16.8K
10.4K $1.37M
XOM
Exxon Mobil Corp

Energy
-81
- 0.6%
$99.93 - $119.04 $8.09K - $9.64K
13.5K $1.45M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.06K
- 32.84%
$103.59 - $128.6 $109K - $136K
2.16K $277K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.97%
$483.48 - $539.8 $5.8K - $6.48K
1.23K $597K
CVX
Chevron Corp

Energy
-55
- 2.62%
$133.73 - $168.51 $7.36K - $9.27K
2.05K $292K
QCOM
Qualcomm Inc

Technology
-454
- 7.92%
$124.66 - $159.48 $56.6K - $72.4K
5.28K $840K
FANG
Diamondback Energy, Inc.

Energy
-14
- 0.94%
$119.25 - $161.49 $1.67K - $2.26K
1.47K $202K
ACN
Accenture PLC

Technology
-61
- 7.1%
$279.23 - $323.21 $17K - $19.7K
798 $238K
HYG
Ishares Tr

ETFs
-1.79K
- 2.68%
$75.75 - $80.65 $136K - $145K
65.2K $5.26M
USTB
Victory Portfolios Ii Victorys

ETFs
-379
- 6.7%
$50.21 - $50.82 $19K - $19.3K
5.28K $268K
WMT
Walmart Inc.

Consumer Defensive
-342
- 12.94%
$81.79 - $99.98 $28K - $34.2K
2.3K $224K
HON
Honeywell International Inc

Industrials
-36
- 1.31%
$182.86 - $232.88 $6.58K - $8.38K
2.71K $631K
PH
Parker Hannifin Corp

Industrials
-32
- 3.89%
$517.23 - $700.54 $16.6K - $22.4K
791 $552K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-182
- 2.29%
$101.97 - $126.75 $18.6K - $23.1K
7.78K $985K
IVW
Ishares S&P 500 Growth ETF

ETFs
-173
- 1.52%
$82.96 - $110.1 $14.4K - $19K
11.2K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-347
- 3.05%
$167.32 - $223.3 $58.1K - $77.5K
11K $2.42M
HWM
Howmet Aerospace Inc.

Industrials
-130
- 1.08%
$112.33 - $186.13 $14.6K - $24.2K
11.9K $2.21M
TSLA
Tesla, Inc.

Consumer Cyclical
-276
- 1.55%
$221.86 - $362.89 $61.2K - $100K
17.5K $5.56M
MSFT
Microsoft Corp

Technology
-87
- 0.71%
$354.56 - $497.45 $30.8K - $43.3K
12.1K $6.01M
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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