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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.4 Million 11.1% of portfolio
856,998
Q2 2025 Added 8.56%
$0
$63.2 Million 11.07% of portfolio
114,614
Q2 2025 New
$0
$47.3 Million 8.28% of portfolio
76,140
Q2 2025 Added 1.53%
$0
$36.3 Million 6.35% of portfolio
717,259
Q2 2025 Reduced 5.56%
$0
$33.7 Million 5.9% of portfolio
491,387
Q2 2025 Added 10.86%
$0
$27.3 Million 4.77% of portfolio
154,244
Q2 2025 Added 11.09%
$0
$26.7 Million 4.68% of portfolio
136,809
Q2 2025 Added 5.77%
$0
$20 Million 3.51% of portfolio
322,976
Q2 2025 Added 6.02%
$0
$17.1 Million 2.99% of portfolio
138,108
Q2 2025 Added 12.21%
$0
$14.1 Million 2.47% of portfolio
160,048
Q2 2025 Reduced 3.72%
$0
$13.1 Million 2.29% of portfolio
143,633
Q2 2025 Added 7.6%
$0
$10.6 Million 1.86% of portfolio
137,338
Q2 2025 Reduced 4.45%
$0
$9.56 Million 1.67% of portfolio
105,117
Q2 2025 Added 3.64%
$0
$9.13 Million 1.6% of portfolio
131,355
Q2 2025 Reduced 3.86%
$0
$6.47 Million 1.13% of portfolio
136,256
Q2 2025 Added 0.77%
$0
$5.82 Million 1.02% of portfolio
58,674
Q2 2025 Reduced 6.93%
$0
$5.14 Million 0.9% of portfolio
8,325
Q2 2025 Added 0.11%
$0
$4.13 Million 0.72% of portfolio
37,763
Q2 2025 Added 4.72%
$0
$3.72 Million 0.65% of portfolio
24,626
Q2 2025 Added 8.16%
$0
$3.44 Million 0.6% of portfolio
46,309
Q2 2025 Added 8.89%
$0
$3.45 Million 0.6% of portfolio
61,539
Q2 2025 Added 8.85%
$0
$3.37 Million 0.59% of portfolio
79,575
Q2 2025 Added 8.21%
$0
$3.24 Million 0.57% of portfolio
30,465
Q2 2025 Added 11.13%
$0
$3.15 Million 0.55% of portfolio
16,142
Q2 2025 Added 5.74%
$0
$2.43 Million 0.43% of portfolio
10,259
Q2 2025 Added 5.58%
$0
$2.32 Million 0.41% of portfolio
17,441
Q2 2025 Added 7.95%
$0
$1.46 Million 0.26% of portfolio
28,807
Q2 2025 Reduced 16.41%
$0
$1.24 Million 0.22% of portfolio
11,231
Q2 2025 Reduced 1.52%
$0
$1.14 Million 0.2% of portfolio
12,698
Q2 2025 Added 43.29%
$0
$1 Million 0.18% of portfolio
19,673
Q2 2025 Reduced 15.23%
$0
$985,000 0.17% of portfolio
7,778
Q2 2025 Reduced 2.29%
$0
$978,000 0.17% of portfolio
9,366
Q2 2025 Reduced 22.6%
$0
$809,000 0.14% of portfolio
16,509
Q2 2025 Added 227.75%
$0
$690,000 0.12% of portfolio
6,297
Q2 2025 Added 1.98%
$0
$605,000 0.11% of portfolio
6,441
Q2 2025 New
$0
$633,000 0.11% of portfolio
3,264
Q1 2025 Reduced 4.65%
$0
$648,000 0.11% of portfolio
58,258
Q2 2025 Added 4.17%
$0
$544,000 0.1% of portfolio
16,395
Q2 2025 Added 4.49%
$0
$319,000 0.06% of portfolio
6,619
Q2 2025 New
$0
$277,000 0.05% of portfolio
2,160
Q2 2025 Reduced 32.84%
$0
$274,000 0.05% of portfolio
2,763
Q2 2025 Added 3.83%
$0
$268,000 0.05% of portfolio
5,276
Q2 2025 Reduced 6.7%
$0
$235,000 0.04% of portfolio
6,540
Q2 2025 Added 4.11%
$0
$240,000 0.04% of portfolio
4,222
Q2 2025 Added 0.26%
$0
$211,000 0.04% of portfolio
3,340
Q2 2025 New
$0
$214,000 0.04% of portfolio
378
Q2 2025 New
$0
$200,000 0.04% of portfolio
2,758
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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