Greenup Street Wealth Management LLC Reduced Holdings in Q4 2024

Greenup Street Wealth Management LLC

  • $502 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-39.1K
- 25.82%
$481.22 - $538.17 $18.8M - $21.1M
112K $57.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-90.2K
- 53.22%
$96.64 - $101.23 $8.71M - $9.13M
79.3K $7.68M
AVDE
American Centy ETF Tr Avantis

ETFs
-32.6K
- 4.12%
$60.9 - $66.69 $1.98M - $2.17M
757K $46.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-55.4K
- 30.7%
$74.5 - $78.37 $4.12M - $4.34M
125K $9.34M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-42.8K
- 95.56%
$104.59 - $118.05 $4.47M - $5.05M
1.99K $215K
XLV
Select Sector Spdr Fund Health

ETFs
-26.4K
- 48.98%
$136.28 - $154.74 $3.6M - $4.09M
27.5K $3.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-39.3K
- 79.0%
$75.1 - $82.99 $2.95M - $3.26M
10.4K $789K
AVUV
American Centy ETF Tr Avantis

ETFs
-30.9K
- 28.31%
$94.37 - $106.41 $2.92M - $3.29M
78.3K $7.56M
JNJ
Johnson & Johnson

Healthcare
-16.8K
- 86.17%
$143.34 - $165.86 $2.41M - $2.79M
2.7K $390K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-28.8K
- 21.58%
$90.66 - $99.46 $2.61M - $2.87M
105K $9.53M
CMCSA
Comcast Corp

Communication Services
-45.5K
- 49.02%
$37.39 - $45.14 $1.7M - $2.05M
47.3K $1.78M
CRM
Salesforce, Inc.

Technology
-6.52K
- 90.27%
$270.87 - $367.87 $1.77M - $2.4M
703 $235K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.08K
- 26.64%
$442.29 - $483.08 $1.36M - $1.49M
8.47K $3.84M
CVX
Chevron Corp

Energy
-6.98K
- 75.75%
$141.15 - $162.53 $986K - $1.13M
2.24K $323K
ADBE
Adobe Inc.

Technology
-798
- 14.73%
$437.39 - $552.96 $349K - $441K
4.62K $2.05M
VB
Vanguard Small Cap ETF

ETFs
-1.08K
- 12.07%
$233.76 - $261.58 $253K - $283K
7.88K $1.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.67K
- 28.7%
$49.79 - $51.14 $133K - $136K
6.62K $331K
SUB
Ishares Short Term National Mu

ETFs
-863
- 3.28%
$104.94 - $106.2 $90.6K - $91.7K
25.5K $2.69M
MUB
Ishares National Muni Bond ETF

ETFs
-636
- 5.25%
$105.78 - $108.7 $67.3K - $69.1K
11.5K $1.22M
SPH
Suburban Propane Partners LP

Utilities
-719
- 3.21%
$17.0 - $19.85 $12.2K - $14.3K
21.7K $373K
IWD
Ishares Russell 1000 Val ETF

ETFs
-36
- 1.04%
$183.23 - $199.79 $6.6K - $7.19K
3.42K $633K
HON
Honeywell International Inc

Industrials
-295
- 9.75%
$202.84 - $236.0 $59.8K - $69.6K
2.73K $616K
TRV
Travelers Companies, Inc.

Financial Services
-11
- 1.06%
$225.97 - $266.66 $2.49K - $2.93K
1.02K $246K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.27%
$4100.99 - $5300.34 $4.1K - $5.3K
78 $387K
GOOGL
Alphabet Inc.

Communication Services
-3.56K
- 8.99%
$161.86 - $196.66 $577K - $701K
36.1K $6.83M
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
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