Greenup Street Wealth Management LLC Top Holdings and 13F Report (2025) About Greenup Street Wealth Management LLCInvestment ActivityGreenup Street Wealth Management LLC has $650.82 million in total holdings as of September 30, 2025.Greenup Street Wealth Management LLC owns shares of 142 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 19.19% of the portfolio was purchased this quarter.About 13.35% of the portfolio was sold this quarter.This quarter, Greenup Street Wealth Management LLC has purchased 103 new stocks and bought additional shares in 55 stocks.Greenup Street Wealth Management LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avantis International Equity ETF $67,279,736Invesco QQQ $65,611,150iShares Core S&P 500 ETF $53,577,713Avantis Emerging Markets Equity ETF $44,921,588iShares 0-5 Year Investment Grade Corporate Bond ETF $44,138,279 Largest New Holdings this Quarter 922908538 - Vanguard Mid-Cap Growth ETF $6,363,309 Holding922908629 - Vanguard Mid-Cap ETF $5,374,832 Holding33737J174 - First Trust Developed Markets ex-US AlphaDEX Fund $3,807,165 Holding00724F101 - Adobe $3,400,815 Holding66538F231 - One Global ETF $3,171,760 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 68,046 shares (about $14.05M)iShares Core U.S. Aggregate Bond ETF 96,988 shares (about $9.72M)Avantis Emerging Markets Equity ETF 106,690 shares (about $8.01M)iShares 0-5 Year Investment Grade Corporate Bond ETF 151,092 shares (about $7.68M)Vanguard Value ETF 36,980 shares (about $6.90M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 306,487 shares (about $20.00M)iShares S&P Mid-Cap 400 Value ETF 130,831 shares (about $16.97M)iShares S&P Mid-Cap 400 Growth ETF 98,878 shares (about $9.48M)Oracle 17,522 shares (about $4.93M)Avantis U.S. Small Cap Value ETF 47,575 shares (about $4.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenup Street Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVDEAvantis International Equity ETF$67,279,736$337,376 ▼-0.5%852,72210.3%ETFQQQInvesco QQQ$65,611,150$3,199,358 ▼-4.6%109,28510.1%FinanceIVViShares Core S&P 500 ETF$53,577,713$2,616,975 ▲5.1%80,0508.2%ETFAVEMAvantis Emerging Markets Equity ETF$44,921,588$8,013,490 ▲21.7%598,0776.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$44,138,279$7,680,006 ▲21.1%868,3516.8%ManufacturingIVEiShares S&P 500 Value ETF$42,304,623$14,052,185 ▲49.7%204,8556.5%ETFVTVVanguard Value ETF$35,661,382$6,896,404 ▲24.0%191,2245.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,605,085$9,723,028 ▲165.3%155,6622.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$13,490,410$813,089 ▼-5.7%150,9502.1%ETFBIVVanguard Intermediate-Term Bond ETF$12,682,820$1,958,105 ▲18.3%162,4131.9%ETFBLVVanguard Long-Term Bond ETF$10,367,286$1,060,768 ▲11.4%146,3271.6%ETFNVDANVIDIA$9,793,067$521,867 ▲5.6%52,4871.5%Computer and TechnologyGOOGLAlphabet$9,564,412$121,549 ▲1.3%39,3441.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$9,560,664$4,735,145 ▼-33.1%96,0581.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,576,738$1,283,375 ▲24.2%81,0041.0%ETFVOTVanguard Mid-Cap Growth ETF$6,363,309$6,363,309 ▲New Holding21,6591.0%ETFTSLATesla$6,052,576$1,735,279 ▼-22.3%13,6100.9%Auto/Tires/TrucksEPIWisdomTree India Earnings Fund$5,965,856$56,664 ▼-0.9%134,9740.9%FinanceSPYSPDR S&P 500 ETF Trust$5,633,025$87,267 ▲1.6%8,4560.9%FinanceAAPLApple$5,603,735$3,425,849 ▲157.3%22,0070.9%Computer and TechnologyVOVanguard Mid-Cap ETF$5,374,832$5,374,832 ▲New Holding18,2980.8%ETFMETAMeta Platforms$5,013,797$2,980,224 ▼-37.3%6,8270.8%Computer and TechnologyMSFTMicrosoft$5,009,582$1,249,806 ▼-20.0%9,6720.8%Computer and TechnologyETNEaton$4,574,257$1,540,471 ▼-25.2%12,2220.7%IndustrialsJPMJPMorgan Chase & Co.$4,511,737$281,372 ▲6.7%14,3030.7%FinanceTYLTyler Technologies$4,462,370$209,778 ▼-4.5%8,5300.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,392,620$2,755,721 ▼-38.6%15,7280.7%Computer and TechnologyHWMHowmet Aerospace$4,115,412$1,781,409 ▲76.3%20,9720.6%AerospaceNVSNovartis$4,005,202$1,381,790 ▼-25.7%31,2320.6%MedicalLAM RESEARCH CORP$3,997,846$87,838 ▼-2.1%29,8570.6%COM NEWFTCFirst Trust Large Cap Growth AlphaDEX Fund$3,964,775$8,354 ▲0.2%24,6780.6%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$3,807,165$3,807,165 ▲New Holding50,5130.6%ManufacturingHCAHCA Healthcare$3,736,667$1,080,893 ▲40.7%8,7670.6%MedicalFXOFirst Trust Financials AlphaDEX Fund$3,723,100$68,299 ▲1.9%62,6890.6%ETFFXUFirst Trust Utilities AlphaDEX Fund$3,709,448$92,763 ▲2.6%81,6160.6%ETFPANWPalo Alto Networks$3,598,150$595,585 ▼-14.2%17,6710.6%Computer and TechnologyAMZNAmazon.com$3,501,144$1,078,120 ▲44.5%15,9450.5%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$3,478,326$1,009,120 ▼-22.5%29,2710.5%ETFGOOGAlphabet$3,461,934$623,021 ▲21.9%14,2140.5%Computer and TechnologyADBEAdobe$3,400,815$3,400,815 ▲New Holding9,6410.5%Computer and TechnologySCHWCharles Schwab$3,313,436$1,190,496 ▼-26.4%34,7070.5%FinanceVBRVanguard Small-Cap Value ETF$3,223,462$145,468 ▼-4.3%15,4450.5%ETFFFNDOne Global ETF$3,171,760$3,171,760 ▲New Holding106,2050.5%ETFSUBiShares Short-Term National Muni Bond ETF$3,084,875$168,179 ▼-5.2%28,8900.5%ETFVVisa$3,060,444$1,158,633 ▲60.9%8,9650.5%Business ServicesVOEVanguard Mid-Cap Value ETF$2,852,423$2,852,423 ▲New Holding16,3390.4%ETFAPDAir Products and Chemicals$2,556,182$1,330,044 ▲108.5%9,3730.4%Basic MaterialsVBVanguard Small-Cap ETF$2,526,532$82,133 ▼-3.1%9,9360.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,518,717$50,799 ▲2.1%17,8000.4%ETFBRK.BBerkshire Hathaway$2,478,147$1,860,244 ▲301.1%4,9290.4%FinanceMPWRMonolithic Power Systems$2,280,808$46,040 ▼-2.0%2,4770.4%Computer and TechnologyFSLRFirst Solar$2,147,266$2,147,266 ▲New Holding9,7370.3%EnergyOMCOmnicom Group$2,095,928$1,832,255 ▲694.9%25,7070.3%Business ServicesSNYSanofi$2,056,120$2,056,120 ▲New Holding43,5620.3%MedicalFIFiserv$2,036,757$2,036,757 ▲New Holding15,7970.3%Business ServicesELVElevance Health$1,960,802$34,899 ▲1.8%6,0680.3%MedicalFUNDX INVT TR$1,877,990$1,877,990 ▲New Holding68,3280.3%FUTURE FUND OPPOICSHiShares Ultra Short-Term Bond Active ETF$1,758,817$296,841 ▲20.3%34,6560.3%ETFMPLXMplx$1,718,886$1,192,111 ▼-41.0%34,4120.3%EnergyCRMSalesforce$1,682,063$1,682,063 ▲New Holding7,0970.3%Computer and TechnologyPEPPepsiCo$1,583,338$122,605 ▲8.4%11,2740.2%Consumer StaplesMUBiShares National Muni Bond ETF$1,466,696$469,304 ▲47.1%13,7730.2%ETFMAMastercard$1,444,870$1,225,295 ▲558.0%2,5400.2%Business ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,406,395$1,406,395 ▲New Holding26,0010.2%ManufacturingMDTMedtronic$1,305,684$1,305,684 ▲New Holding13,7090.2%MedicalDFAIDimensional International Core Equity Market ETF$1,297,659$1,297,659 ▲New Holding35,6990.2%ETFIVWiShares S&P 500 Growth ETF$1,283,616$72,191 ▼-5.3%10,6330.2%ETFFLOTiShares Floating Rate Bond ETF$1,268,889$263,903 ▲26.3%24,8390.2%ETFXOMExxon Mobil$1,251,337$266,662 ▼-17.6%11,0980.2%EnergyEFAiShares MSCI EAFE ETF$1,222,027$36,414 ▲3.1%13,0880.2%FinanceNFLXNetflix$1,200,705$1,200,705 ▲New Holding1,0010.2%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$1,186,467$131,438 ▲12.5%8,7470.2%ETFKMXCarMax$1,148,070$264,774 ▼-18.7%25,5870.2%Retail/WholesaleCMCSAComcast$1,116,142$1,116,142 ▲New Holding35,5230.2%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$1,076,094$20,001,748 ▼-94.9%16,4890.2%ETFCVSCVS Health$1,074,949$285,794 ▼-21.0%14,2590.2%MedicalMCDMcDonald's$962,707$9,117 ▲1.0%3,1680.1%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$943,920$16,970,455 ▼-94.7%7,2770.1%ETFCOPConocoPhillips$916,658$916,658 ▲New Holding9,6910.1%EnergyORCLOracle$907,911$4,928,258 ▼-84.4%3,2280.1%Computer and TechnologyABBVAbbVie$857,015$475,631 ▲124.7%3,7010.1%MedicalAMGNAmgen$790,702$790,702 ▲New Holding2,8020.1%MedicalIJSiShares S&P Small-Cap 600 Value ETF$774,998$469,444 ▲153.6%7,0080.1%ETFDEODiageo$763,154$763,154 ▲New Holding7,9970.1%Consumer StaplesNUEMNuveen ESG Emerging Markets Equity ETF$742,851$157,714 ▲27.0%20,8140.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$709,596$7,691 ▲1.1%6,3660.1%FinancePGXInvesco Preferred ETF$700,822$25,033 ▲3.7%60,4160.1%ETFQCOMQUALCOMM$695,687$181,824 ▼-20.7%4,1820.1%Computer and TechnologyAVGOBroadcom$690,669$690,669 ▲New Holding2,0940.1%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$670,838$30,235 ▲4.7%6,7450.1%ETFSOSouthern$667,051$2,369 ▲0.4%7,0390.1%UtilitiesIWDiShares Russell 1000 Value ETF$664,5180.0%3,2640.1%ETFVTEBVanguard Tax-Exempt Bond ETF$636,941$189,665 ▼-22.9%12,7210.1%ETFPHParker-Hannifin$603,190$3,789 ▲0.6%7960.1%IndustrialsIJKiShares S&P Mid-Cap 400 Growth ETF$598,280$9,481,765 ▼-94.1%6,2390.1%ETFHONHoneywell International$573,710$2,526 ▲0.4%2,7250.1%Multi-Sector ConglomeratesJNJJohnson & Johnson$548,841$174,109 ▲46.5%2,9600.1%MedicalDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$544,175$544,175 ▲New Holding18,9740.1%ManufacturingHDHome Depot$525,527$525,527 ▲New Holding1,2970.1%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$514,964$514,964 ▲New Holding3,6870.1%ETFShowing largest 100 holdings. 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