Greenup Street Wealth Management LLC Purchases in Q3 2024

Greenup Street Wealth Management LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
199K
New
$47.41 - $50.82 $9.42M - $10.1M
199K $10M
AVDE
American Centy ETF Tr Avantis

ETFs
70.5K
+ 9.8%
$60.09 - $67.67 $4.23M - $4.77M
790K $52.9M
IVE
Ishares S&P 500 Value ETF

ETFs
20.3K
+ 23.63%
$181.06 - $197.17 $3.68M - $4.01M
106K $21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.7K
+ 37.12%
$57.32 - $62.65 $3.83M - $4.18M
247K $15.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
42.3K
+ 1744.33%
$95.81 - $109.03 $4.06M - $4.62M
44.8K $4.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.9K
+ 359.47%
$75.32 - $84.37 $2.93M - $3.28M
49.7K $4.16M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28.7K
+ 18.92%
$74.26 - $78.84 $2.13M - $2.26M
180K $14.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.99K
+ 76.14%
$405.19 - $478.57 $2.02M - $2.39M
11.5K $5.31M
VTV
Vanguard Value ETF

ETFs
6.59K
+ 7.48%
$159.75 - $174.57 $1.05M - $1.15M
94.7K $16.5M
ADSK
Autodesk, Inc.

Technology
9.5K
New
$245.83 - $245.83 $2.34M - $2.34M
9.5K $2.34M
CRM
Salesforce, Inc.

Technology
7.22K
New
$238.42 - $276.53 $1.72M - $2M
7.22K $1.98M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9.56K
+ 12.52%
$111.9 - $124.28 $1.07M - $1.19M
85.9K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
11.2K
+ 49.92%
$161.02 - $200.0 $1.81M - $2.24M
33.7K $6.28M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
30.4K
+ 9.99%
$49.07 - $50.44 $1.49M - $1.53M
334K $16.9M
LMT
Lockheed Martin Corp

Industrials
2.14K
+ 102.54%
$460.3 - $584.56 $984K - $1.25M
4.22K $2.47M
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.7K
+ 8.72%
$84.81 - $93.54 $909K - $1M
134K $12.3M
COP
Conocophillips

Energy
13.1K
New
$102.3 - $116.61 $1.34M - $1.53M
13.1K $1.38M
AAPL
Apple Inc.

Technology
2.69K
+ 10.33%
$207.23 - $234.82 $558K - $632K
28.8K $6.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.58K
+ 2.78%
$96.25 - $101.98 $441K - $467K
169K $17.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
10.3K
+ 18.04%
$69.16 - $76.64 $714K - $792K
67.6K $5.08M
MCD
Mcdonalds Corp

Consumer Cyclical
2.68K
+ 221.45%
$245.82 - $304.51 $660K - $817K
3.9K $1.19M
HYG
Ishares Tr

ETFs
8.65K
+ 15.18%
$76.72 - $80.36 $664K - $695K
65.6K $5.27M
XLV
Select Sector Spdr Fund Health

ETFs
2.63K
+ 5.13%
$143.3 - $157.24 $377K - $414K
54K $8.31M
V
Visa Inc.

Financial Services
2.21K
+ 27.72%
$253.74 - $291.56 $560K - $643K
10.2K $2.79M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
53.4K
New
$11.52 - $12.52 $615K - $668K
53.4K $659K
HYD
Vaneck High Yield Muni ETF

ETFs
12.1K
New
$51.46 - $53.07 $621K - $640K
12.1K $639K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.1K
+ 19.29%
$45.2 - $47.87 $500K - $530K
68.4K $3.25M
NVS
Novartis Ag

Healthcare
2.11K
+ 6.23%
$106.13 - $120.89 $224K - $255K
36K $4.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
878
+ 1.55%
$89.91 - $101.33 $78.9K - $89K
57.5K $5.64M
SUB
Ishares Short Term National Mu

ETFs
3.44K
+ 15.03%
$104.3 - $106.3 $359K - $366K
26.3K $2.8M
JNJ
Johnson & Johnson

Healthcare
440
+ 2.31%
$145.48 - $167.38 $64K - $73.6K
19.5K $3.16M
VB
Vanguard Small Cap ETF

ETFs
820
+ 10.07%
$214.77 - $237.72 $176K - $195K
8.96K $2.13M
PANW
Palo Alto Networks Inc

Technology
945
+ 13.7%
$294.18 - $368.01 $278K - $348K
7.85K $2.68M
RTX
Raytheon Technologies Corp

Industrials
1.04K
+ 11.89%
$99.55 - $123.34 $104K - $129K
9.82K $1.19M
ZTS
Zoetis Inc.

Healthcare
413
+ 5.39%
$172.58 - $196.48 $71.3K - $81.1K
8.08K $1.58M
SCHQ
Schwab Strategic Tr Long Term

ETFs
5.21K
+ 19.44%
$32.17 - $35.98 $168K - $187K
32K $1.12M
WMT
Walmart Inc.

Consumer Defensive
2.93K
New
$66.91 - $81.4 $196K - $239K
2.93K $236K
KO
Coca Cola CO

Consumer Defensive
3.26K
New
$62.69 - $73.01 $204K - $238K
3.26K $234K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.97K
New
$60.84 - $67.51 $181K - $200K
2.97K $200K
GOOG
Alphabet Inc.

Communication Services
2.06K
+ 21.15%
$149.54 - $192.66 $307K - $396K
11.8K $1.97M
MSFT
Microsoft Corp

Technology
799
+ 7.54%
$395.15 - $467.56 $316K - $374K
11.4K $4.9M
WELL
Welltower Inc.

Real Estate
26
+ 0.4%
$104.0 - $129.74 $2.7K - $3.37K
6.6K $844K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.07K
+ 8.7%
$50.32 - $50.75 $104K - $105K
25.8K $1.31M
META
Meta Platforms, Inc.

Communication Services
83
+ 10.59%
$453.41 - $572.44 $37.6K - $47.5K
867 $496K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.58K
+ 9.67%
$50.63 - $51.11 $79.9K - $80.7K
17.9K $914K
CAT
Caterpillar Inc

Industrials
18
+ 1.67%
$316.8 - $391.12 $5.7K - $7.04K
1.1K $428K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.14K
+ 13.98%
$49.93 - $51.15 $56.9K - $58.3K
9.29K $474K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
229
+ 1.43%
$26.13 - $31.72 $5.98K - $7.26K
16.2K $502K
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.9%
$163.84 - $199.33 $2.13K - $2.59K
1.45K $286K
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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