Greenup Street Wealth Management LLC Portfolio Holdings

Greenup Street Wealth Management LLC

  • $571 Million
  • Q2 2025

Greenup Street Wealth Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $571 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $63.4M, Invesco Qqq Trust, Series 1 with a value of $63.2M, Ishares Core S&P 500 ETF with a value of $47.3M, Ishares 0 5 Year Investment Gr with a value of $36.3M, and American Centy ETF Tr Avantis with a value of $33.7M.

Examining the 13F form we can see an increase of $117M in the current position value, from $454M to 571M.

Below you can find more details about Greenup Street Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $571 Million
ETFs: $456 Million
Technology: $38.4 Million
Communication Services: $17.5 Million
Healthcare: $13.4 Million
Financial Services: $12.1 Million
Consumer Cyclical: $11.5 Million
Industrials: $9.23 Million
Energy: $5.63 Million
Other: $7.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$8.03 Million 1.41% of portfolio
10,885
Q2 2025 Added 1.5%
$456B
$7.85 Million 1.37% of portfolio
49,690
Q2 2025 Added 3.0%
$1.21T
$6.85 Million 1.2% of portfolio
38,844
Q2 2025 Added 0.95%
$3.95T
$6.01 Million 1.05% of portfolio
12,085
Q2 2025 Reduced 0.71%
$145B
$5.83 Million 1.02% of portfolio
16,338
Q2 2025 Added 1.66%
$1.27T
$5.8 Million 1.01% of portfolio
25,595
Q2 2025 Added 0.3%
$1.08T
$5.56 Million 0.97% of portfolio
17,512
Q2 2025 Reduced 1.55%
$23.5B
$5.29 Million 0.93% of portfolio
8,931
Q2 2025 Added 0.01%
$257B
$5.08 Million 0.89% of portfolio
42,007
Q2 2025 Added 2.19%
$684B
$4.54 Million 0.79% of portfolio
20,750
Q2 2025 Added 0.36%
$179B
$4.3 Million 0.75% of portfolio
47,177
Q2 2025 Added 0.32%
$52.5B
$4.21 Million 0.74% of portfolio
20,596
Q2 2025 Added 6.31%
$859B
$3.89 Million 0.68% of portfolio
13,411
Q2 2025 Added 1.46%
$50.2B
$3 Million 0.53% of portfolio
58,278
Q2 2025 Added 2.93%
$87.2B
$2.71 Million 0.47% of portfolio
13,972
Q2 2025 Added 0.74%
$112B
$2.39 Million 0.42% of portfolio
6,231
Q2 2025 Added 1.47%
$70.7B
$2.32 Million 0.41% of portfolio
5,960
Q2 2025 Added 2.78%
$75.1B
$2.21 Million 0.39% of portfolio
11,894
Q2 2025 Reduced 1.08%
$8.95B
$2.12 Million 0.37% of portfolio
31,488
Q2 2025 Added 2.04%
$1.24T
$2.07 Million 0.36% of portfolio
11,656
Q2 2025 Added 0.48%
$551B
$1.98 Million 0.35% of portfolio
5,571
Q2 2025 Added 0.02%
$39.5B
$1.85 Million 0.32% of portfolio
2,527
Q2 2025 Added 4.12%
$3.69T
$1.75 Million 0.31% of portfolio
8,553
Q2 2025 Reduced 9.04%
$245B
$1.46 Million 0.26% of portfolio
4,674
Q2 2025 Added 5.46%
$442B
$1.45 Million 0.25% of portfolio
13,463
Q2 2025 Reduced 0.6%
$202B
$1.37 Million 0.24% of portfolio
10,401
Q2 2025 Reduced 1.06%
$64.2B
$1.27 Million 0.22% of portfolio
4,496
Q2 2025 Added 4.29%
$86B
$1.25 Million 0.22% of portfolio
18,050
Q2 2025 Added 2.33%
$222B
$916,000 0.16% of portfolio
3,138
Q2 2025 Reduced 13.2%
$173B
$840,000 0.15% of portfolio
5,275
Q2 2025 Reduced 7.92%
$46.7B
$686,000 0.12% of portfolio
20,297
Q2 2025 Added 2.27%
$146B
$631,000 0.11% of portfolio
2,713
Q2 2025 Reduced 1.31%
$102B
$644,000 0.11% of portfolio
7,014
Q2 2025 Added 0.72%
$621B
$597,000 0.1% of portfolio
1,229
Q2 2025 Reduced 0.97%
$96.6B
$552,000 0.1% of portfolio
791
Q2 2025 Reduced 3.89%
$6.65B
$523,000 0.09% of portfolio
7,701
Q2 2025 New
$217B
$451,000 0.08% of portfolio
78
Q4 2024 Reduced 1.27%
$1.16B
$402,000 0.07% of portfolio
21,706
Q2 2025 Added 23.99%
$61.9B
$322,000 0.06% of portfolio
1,205
Q2 2025 Added 0.58%
$182B
$325,000 0.06% of portfolio
7,527
Q2 2025 Added 12.73%
$351B
$305,000 0.05% of portfolio
1,647
Q2 2025 Added 7.72%
$169B
$305,000 0.05% of portfolio
563
Q2 2025 Added 1.08%
$306B
$266,000 0.05% of portfolio
3,761
Q2 2025 Added 0.7%
$452B
$308,000 0.05% of portfolio
2,021
Q2 2025 Added 3.06%
$368B
$281,000 0.05% of portfolio
1,770
Q2 2025 Added 0.23%
$302B
$292,000 0.05% of portfolio
2,045
Q2 2025 Reduced 2.62%
$259B
$227,000 0.04% of portfolio
3,748
Q2 2025 New
$281B
$224,000 0.04% of portfolio
2,300
Q2 2025 Reduced 12.94%
$548B
$216,000 0.04% of portfolio
386
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $571 Million
  • Prior Value $454 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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