The Analysis of GREENUP STREET WEALTH MANAGEMENT LLC's Holdings

Currently, GREENUP STREET WEALTH MANAGEMENT LLC holds 142 types of securities in its portfolio with a total value $650.8M. In the most recent quarter, they have increased their positions in IVE (+68.0K shares, valued at $14.1M), AGG (+97.0K shares, valued at $9.7M), AVEM (+106.7K shares, valued at $8.0M); decreased their positions in IJH (-306.5K shares, valued at $20.0M), IJJ (-130.8K shares, valued at $17.0M), IJK (-98.9K shares, valued at $9.5M); initiated new positions in VOT (+21.7K shares, valued at $6.4M), VO (+18.3K shares, valued at $5.4M), FDT (+50.5K shares, valued at $3.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVDE AMERICAN CENTY ETF TR852.7K shares-0.50%2025-09-302025-10-16

QQQ INVESCO QQQ TR109.3K shares-4.65%2025-09-302025-10-16

IVV ISHARES TR80.0K shares5.14%2025-09-302025-10-16

AVEM AMERICAN CENTY ETF TR598.1K shares21.71%2025-09-302025-10-16

SLQD ISHARES TR868.4K shares21.07%2025-09-302025-10-16

IVE ISHARES TR204.9K shares49.74%2025-09-302025-10-16

VTV VANGUARD INDEX FDS191.2K shares23.98%2025-09-302025-10-16

AGG ISHARES TR155.7K shares165.30%2025-09-302025-10-16

Sponsored

TLT ISHARES TR150.9K shares-5.68%2025-09-302025-10-16

BIV VANGUARD BD INDEX FDS162.4K shares18.26%2025-09-302025-10-16

BLV VANGUARD BD INDEX FDS146.3K shares11.40%2025-09-302025-10-16

NVDA NVIDIA CORPORATION52.5K shares5.63%2025-09-302025-10-16

GOOGL ALPHABET INC39.3K shares1.29%2025-09-302025-10-16

AVUV AMERICAN CENTY ETF TR96.1K shares-33.12%2025-09-302025-10-16

HYG ISHARES TR81.0K shares24.24%2025-09-302025-10-16

VOT VANGUARD INDEX FDS21.7K sharesnew addition2025-09-302025-10-16

Sponsored

TSLA TESLA INC13.6K shares-22.28%2025-09-302025-10-16

EPI WISDOMTREE TR135.0K shares-0.94%2025-09-302025-10-16

SPY SPDR S&P 500 ETF TR8.5K shares1.57%2025-09-302025-10-16

AAPL APPLE INC22.0K shares157.30%2025-09-302025-10-16

VO VANGUARD INDEX FDS18.3K sharesnew addition2025-09-302025-10-16

META META PLATFORMS INC6.8K shares-37.28%2025-09-302025-10-16

MSFT MICROSOFT CORP9.7K shares-19.97%2025-09-302025-10-16

ETN EATON CORP PLC12.2K shares-25.19%2025-09-302025-10-16

Sponsored

JPM JPMORGAN CHASE & CO.14.3K shares6.65%2025-09-302025-10-16

TYL TYLER TECHNOLOGIES INC8.5K shares-4.49%2025-09-302025-10-16

TSM TAIWAN SEMICONDUCTOR MFG LTD15.7K shares-38.55%2025-09-302025-10-16

HWM HOWMET AEROSPACE INC21.0K shares76.32%2025-09-302025-10-16

NVS NOVARTIS AG31.2K shares-25.65%2025-09-302025-10-16

LRCX LAM RESEARCH CORP29.9K shares-2.15%2025-09-302025-10-16

FTC FIRST TR EXCHANGE-TRADED ALP24.7K shares0.21%2025-09-302025-10-16

FDT FIRST TR EXCH TRD ALPHDX FD50.5K sharesnew addition2025-09-302025-10-16

Sponsored

HCA HCA HEALTHCARE INC8.8K shares40.70%2025-09-302025-10-16

FXO FIRST TR EXCHANGE TRADED FD62.7K shares1.87%2025-09-302025-10-16

FXU FIRST TR EXCHANGE TRADED FD81.6K shares2.56%2025-09-302025-10-16

PANW PALO ALTO NETWORKS INC17.7K shares-14.20%2025-09-302025-10-16

AMZN AMAZON COM INC15.9K shares44.49%2025-09-302025-10-16

IJR ISHARES TR29.3K shares-22.49%2025-09-302025-10-16

GOOG ALPHABET INC14.2K shares21.95%2025-09-302025-10-16

ADBE ADOBE INC9.6K sharesnew addition2025-09-302025-10-16

Sponsored

SCHW SCHWAB CHARLES CORP34.7K shares-26.43%2025-09-302025-10-16

VBR VANGUARD INDEX FDS15.4K shares-4.32%2025-09-302025-10-16

FFND NORTHERN LTS FD TR II106.2K sharesnew addition2025-09-302025-10-16

SUB ISHARES TR28.9K shares-5.17%2025-09-302025-10-16

V VISA INC9.0K shares60.92%2025-09-302025-10-16

VOE VANGUARD INDEX FDS16.3K sharesnew addition2025-09-302025-10-16

APD AIR PRODS & CHEMS INC9.4K shares108.47%2025-09-302025-10-16

VB VANGUARD INDEX FDS9.9K shares-3.15%2025-09-302025-10-16

Sponsored

IJT ISHARES TR17.8K shares2.06%2025-09-302025-10-16

BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares301.06%2025-09-302025-10-16

MPWR MONOLITHIC PWR SYS INC2.5K shares-1.98%2025-09-302025-10-16

FSLR FIRST SOLAR INC9.7K sharesnew addition2025-09-302025-10-16

OMC OMNICOM GROUP INC25.7K shares694.90%2025-09-302025-10-16

SNY SANOFI SA43.6K sharesnew addition2025-09-302025-10-16

FI FISERV INC15.8K sharesnew addition2025-09-302025-10-16

ELV ELEVANCE HEALTH INC FORMERLY6.1K shares1.81%2025-09-302025-10-16

Sponsored

FFOX FUNDX INVT TR68.3K sharesnew addition2025-09-302025-10-16

ICSH ISHARES TR34.7K shares20.30%2025-09-302025-10-16

MPLX MPLX LP34.4K shares-40.95%2025-09-302025-10-16

CRM SALESFORCE INC7.1K sharesnew addition2025-09-302025-10-16

PEP PEPSICO INC11.3K shares8.39%2025-09-302025-10-16

MUB ISHARES TR13.8K shares47.05%2025-09-302025-10-16

MA MASTERCARD INCORPORATED2.5K shares558.03%2025-09-302025-10-16

IGIB ISHARES TR26.0K sharesnew addition2025-09-302025-10-16

Sponsored

MDT MEDTRONIC PLC13.7K sharesnew addition2025-09-302025-10-16

DFAI DIMENSIONAL ETF TRUST35.7K sharesnew addition2025-09-302025-10-16

IVW ISHARES TR10.6K shares-5.32%2025-09-302025-10-16

FLOT ISHARES TR24.8K shares26.26%2025-09-302025-10-16

XOM EXXON MOBIL CORP11.1K shares-17.57%2025-09-302025-10-16

EFA ISHARES TR13.1K shares3.07%2025-09-302025-10-16

NFLX NETFLIX INC1.0K sharesnew addition2025-09-302025-10-16

SUSA ISHARES TR8.7K shares12.46%2025-09-302025-10-16

Sponsored

KMX CARMAX INC25.6K shares-18.74%2025-09-302025-10-16

CMCSA COMCAST CORP NEW35.5K sharesnew addition2025-09-302025-10-16

IJH ISHARES TR16.5K shares-94.89%2025-09-302025-10-16

CVS CVS HEALTH CORP14.3K shares-21.00%2025-09-302025-10-16

MCD MCDONALDS CORP3.2K shares0.96%2025-09-302025-10-16

IJJ ISHARES TR7.3K shares-94.73%2025-09-302025-10-16

COP CONOCOPHILLIPS9.7K sharesnew addition2025-09-302025-10-16

ORCL ORACLE CORP3.2K shares-84.44%2025-09-302025-10-16

Sponsored

ABBV ABBVIE INC3.7K shares124.71%2025-09-302025-10-16

AMGN AMGEN INC2.8K sharesnew addition2025-09-302025-10-16

IJS ISHARES TR7.0K shares153.64%2025-09-302025-10-16

DEO DIAGEO PLC8.0K sharesnew addition2025-09-302025-10-16

NUEM NUSHARES ETF TR20.8K shares26.95%2025-09-302025-10-16

LQD ISHARES TR6.4K shares1.10%2025-09-302025-10-16

PGX INVESCO EXCH TRADED FD TR II60.4K shares3.70%2025-09-302025-10-16

QCOM QUALCOMM INC4.2K shares-20.72%2025-09-302025-10-16

Sponsored

AVGO BROADCOM INC2.1K sharesnew addition2025-09-302025-10-16

NULG NUSHARES ETF TR6.7K shares4.72%2025-09-302025-10-16

SO SOUTHERN CO7.0K shares0.36%2025-09-302025-10-16

IWD ISHARES TR3.3K shares0.00%2025-09-302025-10-16

VTEB VANGUARD MUN BD FDS12.7K shares-22.95%2025-09-302025-10-16

PH PARKER-HANNIFIN CORP796 shares0.63%2025-09-302025-10-16

IJK ISHARES TR6.2K shares-94.06%2025-09-302025-10-16

HON HONEYWELL INTL INC2.7K shares0.44%2025-09-302025-10-16

Sponsored

JNJ JOHNSON & JOHNSON3.0K shares46.46%2025-09-302025-10-16

DGRE WISDOMTREE TR19.0K sharesnew addition2025-09-302025-10-16

HD HOME DEPOT INC1.3K sharesnew addition2025-09-302025-10-16

IWS ISHARES TR3.7K sharesnew addition2025-09-302025-10-16

CVX CHEVRON CORP NEW3.2K shares57.46%2025-09-302025-10-16

NORTHERN LTS FD TR II NORTHERN LTS FD TR II19.2K sharesnew addition2025-09-302025-10-16

WMT WALMART INC4.4K shares90.13%2025-09-302025-10-16

EEM ISHARES TR8.4K shares26.56%2025-09-302025-10-16

Sponsored

RYAN RYAN SPECIALTY HOLDINGS INC7.7K shares0.00%2025-09-302025-10-16

BKNG BOOKING HOLDINGS INC80 shares2.56%2025-09-302025-10-16

SPH SUBURBAN PROPANE PARTNERS L21.7K shares0.00%2025-09-302025-10-16

USTB VICTORY PORTFOLIOS II7.6K shares43.86%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC8.3K shares9.87%2025-09-302025-10-16

CRWD CROWDSTRIKE HLDGS INC729 sharesnew addition2025-09-302025-10-16

MRK MERCK & CO INC4.1K sharesnew addition2025-09-302025-10-16

CSCO CISCO SYS INC5.0K sharesnew addition2025-09-302025-10-16

Sponsored

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-09-302025-10-16

ABT ABBOTT LABS2.5K sharesnew addition2025-09-302025-10-16

PDEC INNOVATOR ETFS TRUST7.6K shares0.00%2025-09-302025-10-16

BAC BANK AMERICA CORP6.0K sharesnew addition2025-09-302025-10-16

ACWI ISHARES TR2.2K shares0.00%2025-09-302025-10-16

C CITIGROUP INC2.8K sharesnew addition2025-09-302025-10-16

PG PROCTER AND GAMBLE CO1.8K shares1.58%2025-09-302025-10-16

DHI D R HORTON INC1.6K sharesnew addition2025-09-302025-10-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS950 sharesnew addition2025-09-302025-10-16

UHS UNIVERSAL HLTH SVCS INC1.3K sharesnew addition2025-09-302025-10-16

HSBC HSBC HLDGS PLC3.7K shares-0.75%2025-09-302025-10-16

BA BOEING CO1.2K sharesnew addition2025-09-302025-10-16

KO COCA COLA CO3.9K shares3.22%2025-09-302025-10-16

AXP AMERICAN EXPRESS CO759 sharesnew addition2025-09-302025-10-16

ISRG INTUITIVE SURGICAL INC556 shares-1.24%2025-09-302025-10-16

DD DUPONT DE NEMOURS INC3.2K sharesnew addition2025-09-302025-10-16

Sponsored

PFE PFIZER INC9.4K sharesnew addition2025-09-302025-10-16

VOO VANGUARD INDEX FDS383 shares1.32%2025-09-302025-10-16

UNH UNITEDHEALTH GROUP INC674 shares-85.58%2025-09-302025-10-16

BP BP PLC6.7K sharesnew addition2025-09-302025-10-16

GD GENERAL DYNAMICS CORP669 sharesnew addition2025-09-302025-10-16

SPYM SPDR SERIES TRUST2.8K shares2.07%2025-09-302025-10-16

USHY ISHARES TR5.7K sharesnew addition2025-09-302025-10-16

BX BLACKSTONE INC1.2K sharesnew addition2025-09-302025-10-16

Sponsored

IEV ISHARES TR3.2K shares-4.55%2025-09-302025-10-16

SCHF SCHWAB STRATEGIC TR8.9K sharesnew addition2025-09-302025-10-16

D DOMINION ENERGY INC3.3K sharesnew addition2025-09-302025-10-16

FANG DIAMONDBACK ENERGY INC1.4K shares-3.13%2025-09-302025-10-16

VEA VANGUARD TAX-MANAGED FDS3.4K shares-19.92%2025-09-302025-10-16

REET ISHARES TR7.8K sharesnew addition2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available