Greenup Street Wealth Management LLC Reduced Holdings in Q3 2024

Greenup Street Wealth Management LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.42K
- 90.68%
$523.84 - $572.02 $2.84M - $3.1M
557 $317K
GOOGL
Alphabet Inc.

Communication Services
-5.61K
- 12.4%
$148.65 - $191.18 $833K - $1.07M
39.6K $6.57M
ELV
Elevance Health, Inc.

Healthcare
-2.56K
- 29.48%
$500.12 - $562.29 $1.28M - $1.44M
6.13K $3.19M
ADBE
Adobe Inc.

Technology
-1.95K
- 26.49%
$508.13 - $586.55 $992K - $1.15M
5.42K $2.81M
AVUV
American Centy ETF Tr Avantis

ETFs
-17.3K
- 13.67%
$88.24 - $99.7 $1.53M - $1.72M
109K $10.5M
XOM
Exxon Mobil Corp

Energy
-7.66K
- 29.62%
$109.72 - $119.0 $841K - $912K
18.2K $2.13M
CVX
Chevron Corp

Energy
-2.63K
- 22.2%
$137.88 - $161.97 $363K - $426K
9.22K $1.36M
SCHW
Schwab Charles Corp

Financial Services
-27
- 0.07%
$61.74 - $76.08 $1.67K - $2.05K
40.9K $2.65M
SBUX
Starbucks Corp

Consumer Cyclical
-8.24K
- 30.45%
$72.51 - $98.6 $597K - $812K
18.8K $1.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.18K
- 5.42%
$520.18 - $576.82 $1.65M - $1.83M
55.5K $32M
CMCSA
Comcast Corp

Communication Services
-8.11K
- 8.03%
$37.33 - $41.78 $303K - $339K
92.8K $3.88M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.31K
- 10.92%
$179.99 - $201.6 $235K - $263K
10.7K $2.14M
MUB
Ishares National Muni Bond ETF

ETFs
-622
- 4.89%
$106.13 - $108.7 $66K - $67.6K
12.1K $1.31M
ISRG
Intuitive Surgical Inc

Healthcare
-91
- 14.26%
$416.14 - $494.01 $37.9K - $45K
547 $268K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.25%
$3305.62 - $4268.05 $3.31K - $4.27K
79 $332K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-49
- 0.86%
$108.44 - $120.37 $5.31K - $5.9K
5.67K $682K
IWD
Ishares Russell 1000 Val ETF

ETFs
-70
- 1.98%
$173.36 - $189.8 $12.1K - $13.3K
3.46K $656K
PH
Parker Hannifin Corp

Industrials
-3
- 0.38%
$501.01 - $635.92 $1.5K - $1.91K
784 $495K
SPY
Spdr S&P 500 ETF Trust

ETFs
-150
- 1.8%
$517.38 - $573.86 $77.6K - $86.1K
8.16K $4.68M
AVEM
American Centy ETF Tr Avantis

ETFs
-16.5K
- 4.31%
$57.2 - $65.59 $942K - $1.08M
365K $23.6M
MDT
Medtronic PLC

Healthcare
-316
- 1.14%
$76.84 - $91.03 $24.3K - $28.8K
27.4K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.63K
- 19.55%
$191.76 - $263.26 $887K - $1.22M
19K $4.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.55K
- 1.01%
$434.77 - $502.96 $673K - $779K
152K $74M
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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