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The Analysis of GREENUP STREET WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, GREENUP STREET WEALTH MANAGEMENT LLC holds 127 types of securities in its portfolio with a total value $710.3M. In the most recent quarter, they have increased their positions in UITB (+445.8K shares, valued at $21.0M), AVDE (+233.8K shares, valued at $19.8M), BIV (+147.7K shares, valued at $11.4M); decreased their positions in SLQD (-410.1K shares, valued at $20.7M), AGG (-130.2K shares, valued at $12.9M), N/A (-27.4K shares, valued at $5.9M); initiated new positions in UITB (+445.8K shares, valued at $21.0M), NLR (+35.6K shares, valued at $4.7M), VMC (+15.3K shares, valued at $4.2M).

1M P&L

+16.9M+2.56%

3M P&L

-3.1M-0.46%

HY P&L

+40.6M+6.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A503.1M

80.2%

2Semiconductors21.3M

3.4%

3Software - Infrastructure17.1M

2.7%

Top Industries by Stock Count

1N/A54 stocks

47.8%

2Software - Infrastructure5 stocks

4.4%

3Drug Manufacturers - General4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVDE AMERICAN CENTY ETF TR1.1M shares27.42%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR100.6K shares-7.92%2026-03-312026-04-20

IVV ISHARES TR85.0K shares6.21%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR619.9K shares3.65%2026-03-312026-04-20

VTV VANGUARD INDEX FDS238.8K shares24.86%2026-03-312026-04-20

IVE ISHARES TR209.3K shares2.16%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS310.2K shares90.95%2026-03-312026-04-20

SLQD ISHARES TR458.3K shares-47.22%2026-03-312026-04-20

Sponsored

UITB VICTORY PORTFOLIOS II445.8K sharesnew addition2026-03-312026-04-20

VOT VANGUARD INDEX FDS55.9K shares158.16%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR127.7K shares32.96%2026-03-312026-04-20

VOE VANGUARD INDEX FDS73.2K shares347.98%2026-03-312026-04-20

TLT ISHARES TR140.5K shares-6.94%2026-03-312026-04-20

NVDA NVIDIA CORPORATION63.2K shares20.40%2026-03-312026-04-20

BLV VANGUARD BD INDEX FDS157.6K shares7.70%2026-03-312026-04-20

HYG ISHARES TR131.7K shares62.55%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC27.8K shares-29.28%2026-03-312026-04-20

AAPL APPLE INC30.6K shares38.82%2026-03-312026-04-20

META META PLATFORMS INC13.5K shares97.66%2026-03-312026-04-20

MSFT MICROSOFT CORP19.6K shares102.49%2026-03-312026-04-20

VO VANGUARD INDEX FDS23.4K shares27.94%2026-03-312026-04-20

AMZN AMAZON COM INC29.8K shares86.75%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC17.2K shares9.66%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T7.9K shares-6.88%2026-03-312026-04-20

Sponsored

NLR VANECK ETF TRUST35.6K sharesnew addition2026-03-312026-04-20

IJR ISHARES TR36.7K shares25.23%2026-03-312026-04-20

TSLA TESLA INC11.9K shares-12.23%2026-03-312026-04-20

HWM HOWMET AEROSPACE INC18.1K shares-13.53%2026-03-312026-04-20

VMC VULCAN MATLS CO15.3K sharesnew addition2026-03-312026-04-20

FDT FIRST TR EXCH TRD ALPHDX FD47.2K shares-6.57%2026-03-312026-04-20

FEM FIRST TR EXCH TRD ALPHDX FD136.8K sharesnew addition2026-03-312026-04-20

MPWR MONOLITHIC PWR SYS INC3.6K shares45.54%2026-03-312026-04-20

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP40.5K sharesnew addition2026-03-312026-04-20

FTC FIRST TR EXCHANGE-TRADED ALP24.3K shares-1.63%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP39.7K shares14.50%2026-03-312026-04-20

V VISA INC11.7K shares30.71%2026-03-312026-04-20

ALPHABET INC ALPHABET INC12.1K shares-14.86%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC21.2K shares19.99%2026-03-312026-04-20

VBR VANGUARD INDEX FDS15.5K shares0.08%2026-03-312026-04-20

VB VANGUARD INDEX FDS12.0K shares20.53%2026-03-312026-04-20

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT21.8K sharesnew addition2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC35.5K shares158.90%2026-03-312026-04-20

MA MASTERCARD INCORPORATED6.0K shares134.45%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY10.2K shares67.49%2026-03-312026-04-20

TYL TYLER TECHNOLOGIES INC8.6K shares0.72%2026-03-312026-04-20

IJT ISHARES TR20.2K shares13.49%2026-03-312026-04-20

DSU BLACKROCK DEBT STRATEGIES FD293.1K sharesnew addition2026-03-312026-04-20

COP CONOCOPHILLIPS21.1K shares117.66%2026-03-312026-04-20

Sponsored

EATON CORP PLC EATON CORP PLC7.8K shares-36.31%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.5K sharesnew addition2026-03-312026-04-20

AGG ISHARES TR25.5K shares-83.62%2026-03-312026-04-20

ADBE ADOBE INC10.0K shares3.38%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC20.5K shares1567.70%2026-03-312026-04-20

COIN COINBASE GLOBAL INC13.4K sharesnew addition2026-03-312026-04-20

SUB ISHARES TR21.0K shares-27.16%2026-03-312026-04-20

CMCSA COMCAST CORP NEW77.6K shares118.58%2026-03-312026-04-20

Sponsored

CRM SALESFORCE INC11.9K shares67.68%2026-03-312026-04-20

ICSH ISHARES TR42.9K shares23.85%2026-03-312026-04-20

XOM EXXON MOBIL CORP12.4K shares11.70%2026-03-312026-04-20

OMC OMNICOM GROUP INC27.0K shares5.05%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I6.4K shares-31.33%2026-03-312026-04-20

ORCL ORACLE CORP12.3K shares279.65%2026-03-312026-04-20

DIS DISNEY WALT CO18.0K sharesnew addition2026-03-312026-04-20

CRWV COREWEAVE INC19.8K sharesnew addition2026-03-312026-04-20

Sponsored

PEP PEPSICO INC9.9K shares-12.39%2026-03-312026-04-20

FLOT ISHARES TR29.0K shares16.58%2026-03-312026-04-20

EFA ISHARES TR13.5K shares3.31%2026-03-312026-04-20

MUB ISHARES TR10.7K shares-22.06%2026-03-312026-04-20

SUSA ISHARES TR8.1K shares-7.68%2026-03-312026-04-20

DXCM DEXCOM INC17.0K sharesnew addition2026-03-312026-04-20

IVW ISHARES TR9.3K shares-12.34%2026-03-312026-04-20

NFLX NETFLIX INC.10.3K shares926.27%2026-03-312026-04-20

Sponsored

IJH ISHARES TR12.8K shares-22.20%2026-03-312026-04-20

ABBV ABBVIE INC3.9K shares6.70%2026-03-312026-04-20

AMGN AMGEN INC2.3K shares-16.17%2026-03-312026-04-20

IJJ ISHARES TR5.7K shares-21.30%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP788 shares-1.01%2026-03-312026-04-20

IWD ISHARES TR3.2K shares-0.92%2026-03-312026-04-20

MCD MCDONALDS CORP2.2K shares-29.92%2026-03-312026-04-20

LQD ISHARES TR6.3K shares-1.34%2026-03-312026-04-20

Sponsored

PGX INVESCO EXCH TRADED FD TR II61.2K shares1.23%2026-03-312026-04-20

SO SOUTHERN CO6.8K shares-2.98%2026-03-312026-04-20

HON HONEYWELL INTL INC2.7K shares-0.59%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.4K shares-17.43%2026-03-312026-04-20

NUEM NUSHARES ETF TR15.8K shares-23.92%2026-03-312026-04-20

QCOM QUALCOMM INC4.3K shares2.13%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-77.74%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares-91.85%2026-03-312026-04-20

Sponsored

IJK ISHARES TR5.1K shares-17.97%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.8K shares-87.76%2026-03-312026-04-20

CVX CHEVRON CORPORATION2.5K shares-23.57%2026-03-312026-04-20

KO COCA COLA CO6.6K shares69.65%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.6K shares-24.59%2026-03-312026-04-20

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD28.1K sharesnew addition2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC9.0K shares8.23%2026-03-312026-04-20

WMT WALMART INC3.6K shares-18.34%2026-03-312026-04-20

Sponsored

NULG NUSHARES ETF TR4.7K shares-30.13%2026-03-312026-04-20

SPH SUBURBAN PROPANE PARTNERS L21.7K shares0.00%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS683 shares78.33%2026-03-312026-04-20

SPYM SPDR SERIES TRUST5.0K shares76.20%2026-03-312026-04-20

NVS NOVARTIS AG2.4K shares-92.39%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.2K shares1.08%2026-03-312026-04-20

EEM ISHARES TR6.0K shares-28.23%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS5.2K shares53.18%2026-03-312026-04-20

Sponsored

IJS ISHARES TR2.8K shares-60.20%2026-03-312026-04-20

PDEC INNOVATOR ETFS TRUST7.6K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.6K shares-38.37%2026-03-312026-04-20

ACWI ISHARES TR2.2K shares0.00%2026-03-312026-04-20

HD HOME DEPOT INC898 shares-30.76%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC69 shares-13.75%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS5.7K shares-55.38%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC594 shares6.83%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO1.9K shares4.12%2026-03-312026-04-20

MPLX MPLX LP4.6K shares-86.60%2026-03-312026-04-20

IEV ISHARES TR3.9K shares20.89%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE913 sharesnew addition2026-03-312026-04-20

ABT ABBOTT LABORATORIES2.5K shares1.33%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR10.2K shares13.84%2026-03-312026-04-20

FFOX FUNDX INVT TR9.4K shares-86.17%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS3.0K sharesnew addition2026-03-312026-04-20

Sponsored

IBM INTERNATIONAL BUSINESS MACHS984 shares3.58%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC2.4K sharesnew addition2026-03-312026-04-20

UHS UNIVERSAL HLTH SVCS INC1.3K shares0.08%2026-03-312026-04-20

CSCO CISCO SYS INC2.8K shares-43.09%2026-03-312026-04-20

GEV GE VERNOVA INC245 sharesnew addition2026-03-312026-04-20

SPG SIMON PPTY GROUP INC NEW1.1K sharesnew addition2026-03-312026-04-20

IEFA ISHARES TR2.2K sharesnew addition2026-03-312026-04-20

AVDE

AMERICAN CENTY ETF TR

27.42%

Shares1.1M

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-7.92%

Shares100.6K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

6.21%

Shares85.0K

Event2026-03-31

Filed2026-04-20

AVEM

AMERICAN CENTY ETF TR

3.65%

Shares619.9K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

24.86%

Shares238.8K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

2.16%

Shares209.3K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

90.95%

Shares310.2K

Event2026-03-31

Filed2026-04-20

SLQD

ISHARES TR

-47.22%

Shares458.3K

Event2026-03-31

Filed2026-04-20

UITB

VICTORY PORTFOLIOS II

New

Shares445.8K

Event2026-03-31

Filed2026-04-20

VOT

VANGUARD INDEX FDS

158.16%

Shares55.9K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

32.96%

Shares127.7K

Event2026-03-31

Filed2026-04-20

VOE

VANGUARD INDEX FDS

347.98%

Shares73.2K

Event2026-03-31

Filed2026-04-20

TLT

ISHARES TR

-6.94%

Shares140.5K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

20.40%

Shares63.2K

Event2026-03-31

Filed2026-04-20

BLV

VANGUARD BD INDEX FDS

7.70%

Shares157.6K

Event2026-03-31

Filed2026-04-20

HYG

ISHARES TR

62.55%

Shares131.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-29.28%

Shares27.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

38.82%

Shares30.6K

Event2026-03-31

Filed2026-04-20