Greenup Street Wealth Management LLC Purchases in Q4 2024

Greenup Street Wealth Management LLC

  • $502 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
297K
+ 88.87%
$49.58 - $50.28 $14.7M - $14.9M
631K $31.4M
IVV
Ishares Core S&P 500 ETF

ETFs
16.6K
+ 29.89%
$570.51 - $610.59 $9.47M - $10.1M
72.1K $42.4M
IVE
Ishares S&P 500 Value ETF

ETFs
52.7K
+ 49.51%
$189.5 - $206.17 $9.98M - $10.9M
159K $30.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
81.1K
+ 141.03%
$87.1 - $98.49 $7.07M - $7.99M
139K $12.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28.7K
New
$172.07 - $207.36 $4.93M - $5.94M
28.7K $5.66M
TSLA
Tesla, Inc.

Consumer Cyclical
6.13K
+ 32.18%
$213.65 - $479.86 $1.31M - $2.94M
25.2K $10.2M
TYL
Tyler Technologies Inc

Technology
8.93K
New
$576.64 - $635.69 $5.15M - $5.68M
8.93K $5.15M
VTV
Vanguard Value ETF

ETFs
27K
+ 28.48%
$168.32 - $181.87 $4.54M - $4.9M
122K $20.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32.7K
New
$113.92 - $127.38 $3.72M - $4.16M
32.7K $3.76M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.7K
New
$417.69 - $450.94 $3.63M - $3.92M
8.7K $3.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
22.6K
+ 26.33%
$121.89 - $135.52 $2.76M - $3.07M
109K $13.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
43.9K
+ 64.97%
$68.25 - $75.42 $3M - $3.31M
111K $7.63M
EXC
Exelon Corp

Utilities
60.4K
New
$36.22 - $40.97 $2.19M - $2.47M
60.4K $2.27M
QCOM
Qualcomm Inc

Technology
14.7K
New
$150.4 - $178.04 $2.21M - $2.61M
14.7K $2.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.8K
+ 14.12%
$61.68 - $67.87 $2.15M - $2.36M
281K $17.5M
PH
Parker Hannifin Corp

Industrials
3.3K
+ 420.79%
$621.74 - $709.46 $2.05M - $2.34M
4.08K $2.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15.4K
New
$134.53 - $150.65 $2.07M - $2.32M
15.4K $2.09M
PEP
Pepsico Inc

Consumer Defensive
12.9K
New
$151.29 - $176.1 $1.95M - $2.27M
12.9K $1.96M
KMX
Carmax Inc

Consumer Cyclical
23.4K
New
$71.11 - $87.2 $1.66M - $2.04M
23.4K $1.91M
MSFT
Microsoft Corp

Technology
4.23K
+ 37.1%
$406.35 - $454.46 $1.72M - $1.92M
15.6K $6.58M
DIS
Walt Disney CO

Communication Services
14.8K
New
$92.39 - $117.6 $1.37M - $1.74M
14.8K $1.65M
BSX
Boston Scientific Corp

Healthcare
18.3K
New
$83.62 - $91.5 $1.53M - $1.67M
18.3K $1.63M
AVEM
American Centy ETF Tr Avantis

ETFs
62.4K
+ 17.09%
$58.59 - $66.14 $3.66M - $4.13M
427K $25.1M
WFC
Wells Fargo & Company

Financial Services
21.5K
New
$54.98 - $77.35 $1.18M - $1.66M
21.5K $1.51M
NVDA
Nvidia Corp

Technology
2.98K
+ 5.58%
$117.0 - $148.88 $348K - $443K
56.4K $7.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 16.92%
$567.81 - $607.81 $784K - $839K
9.54K $5.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.27K
+ 10.42%
$94.43 - $105.47 $498K - $556K
55.9K $5.67M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.33K
New
$106.56 - $113.11 $781K - $829K
7.33K $782K
SCHW
Schwab Charles Corp

Financial Services
3.95K
+ 9.66%
$63.31 - $82.85 $250K - $327K
44.8K $3.32M
COP
Conocophillips

Energy
6.75K
+ 51.42%
$95.12 - $114.72 $642K - $775K
19.9K $1.97M
AAPL
Apple Inc.

Technology
282
+ 0.98%
$221.69 - $259.02 $62.5K - $73K
29K $7.27M
SO
Southern CO

Utilities
7K
New
$81.5 - $94.15 $570K - $659K
7K $575K
V
Visa Inc.

Financial Services
452
+ 4.45%
$273.87 - $320.91 $124K - $145K
10.6K $3.36M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.7K
+ 47.66%
$118.0 - $127.04 $319K - $343K
8.38K $1.02M
USTB
Victory Portfolios Ii Victorys

ETFs
6.07K
New
$50.06 - $50.85 $304K - $308K
6.07K $304K
ACN
Accenture PLC

Technology
843
New
$343.9 - $376.86 $290K - $318K
843 $296K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.44K
New
$34.46 - $38.29 $222K - $247K
6.44K $224K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.26K
+ 12.61%
$50.35 - $50.69 $164K - $165K
29.1K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.81K
+ 61.12%
$66.77 - $71.52 $121K - $130K
4.78K $329K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.7K
+ 25.72%
$11.42 - $12.5 $157K - $172K
67.1K $773K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.07K
+ 11.55%
$50.73 - $51.08 $105K - $106K
20K $1.02M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.58K
+ 28.26%
$29.02 - $32.11 $133K - $147K
20.8K $602K
WMT
Walmart Inc.

Consumer Defensive
746
+ 25.46%
$79.1 - $95.7 $59K - $71.4K
3.68K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
256
+ 2.4%
$197.36 - $217.3 $50.5K - $55.6K
10.9K $2.16M
KO
Coca Cola CO

Consumer Defensive
845
+ 25.94%
$61.74 - $71.71 $52.2K - $60.6K
4.1K $255K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.15%
$554.08 - $632.68 $5.54K - $6.33K
877 $517K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 1.28%
$471.27 - $550.62 $3.3K - $3.85K
554 $289K
Great Basin Gold LTD
10.3K
New
N/A
10.3K $0
Gcdp Ii Reit Feeder LLC
905K
New
N/A
905K $0
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greenup Street Wealth Management LLC Portfolio

Follow Greenup Street Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenup Street Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenup Street Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email