Greenup Street Wealth Management LLC Incresed Positions in Q3 2024

Greenup Street Wealth Management LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
NVDA
Nvidia Corp

Technology
17.5K
+ 48.75%
$98.91 - $134.91 $1.73M - $2.36M
53.4K $6.48M
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
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
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
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
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
TRV
Travelers Companies, Inc.

Financial Services
18
+ 1.77%
$201.87 - $242.35 $3.63K - $4.36K
1.03K $241K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 5.43%
$160.76 - $177.82 $14K - $15.5K
1.69K $292K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.63%
$47.6 - $53.31 $1.33K - $1.49K
4.44K $234K
SPH
Suburban Propane Partners LP

Utilities
1.68K
+ 8.07%
$16.66 - $19.3 $27.9K - $32.3K
22.4K $402K
HON
Honeywell International Inc

Industrials
21
+ 0.7%
$196.73 - $220.21 $4.13K - $4.62K
3.03K $625K
FANG
Diamondback Energy, Inc.

Energy
60
+ 3.41%
$168.46 - $210.94 $10.1K - $12.7K
1.82K $313K
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
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