Greenup Street Wealth Management LLC Top Holdings and 13F Report (2025) About Greenup Street Wealth Management LLCInvestment ActivityGreenup Street Wealth Management LLC has $574.57 million in total holdings as of June 30, 2025.Greenup Street Wealth Management LLC owns shares of 103 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 15.32% of the portfolio was purchased this quarter.About 9.57% of the portfolio was sold this quarter.This quarter, Greenup Street Wealth Management LLC has purchased 97 new stocks and bought additional shares in 63 stocks.Greenup Street Wealth Management LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis International Equity ETF $63,426,421Invesco QQQ $63,225,697iShares Core S&P 500 ETF $47,275,242iShares 0-5 Year Investment Grade Corporate Bond ETF $36,286,157Avantis Emerging Markets Equity ETF $33,679,661 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $63,225,697 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $605,164 Holding78351F107 - Ryan Specialty $523,591 Holding464287234 - iShares MSCI Emerging Markets ETF $319,301 Holding404280406 - HSBC $227,841 Holding Largest Purchases this Quarter Invesco QQQ 114,614 shares (about $63.23M)Avantis International Equity ETF 67,593 shares (about $5.00M)Avantis Emerging Markets Equity ETF 48,130 shares (about $3.30M)Vanguard Value ETF 15,400 shares (about $2.72M)iShares S&P Mid-Cap 400 Value ETF 15,025 shares (about $1.86M) Largest Sales this Quarter iShares 0-5 Year Investment Grade Corporate Bond ETF 42,258 shares (about $2.14M)iShares 20+ Year Treasury Bond ETF 6,190 shares (about $546.27K)Vanguard Intermediate-Term Bond ETF 6,398 shares (about $494.82K)iShares Core U.S. Aggregate Bond ETF 4,372 shares (about $433.70K)Vanguard Long-Term Bond ETF 5,274 shares (about $366.75K) 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$63,426,421$5,002,558 ▲8.6%856,99811.0%ETFQQQInvesco QQQ$63,225,697$63,225,697 ▲New Holding114,61411.0%FinanceIVViShares Core S&P 500 ETF$47,275,242$712,792 ▲1.5%76,1408.2%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$36,286,157$2,137,834 ▼-5.6%717,2596.3%ManufacturingAVEMAvantis Emerging Markets Equity ETF$33,679,661$3,298,830 ▲10.9%491,3875.9%ETFVTVVanguard Value ETF$27,261,102$2,721,798 ▲11.1%154,2444.7%ETFIVEiShares S&P 500 Value ETF$26,735,189$1,457,441 ▲5.8%136,8094.7%ETFIJHiShares Core S&P Mid-Cap ETF$20,031,000$1,136,580 ▲6.0%322,9763.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$17,067,445$1,856,796 ▲12.2%138,1083.0%ETFTLTiShares 20+ Year Treasury Bond ETF$14,124,231$546,267 ▼-3.7%160,0482.5%ETFAVUVAvantis U.S. Small Cap Value ETF$13,084,930$923,843 ▲7.6%143,6332.3%ETFBIVVanguard Intermediate-Term Bond ETF$10,621,754$494,823 ▼-4.5%137,3381.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$9,563,565$336,081 ▲3.6%105,1171.7%ETFBLVVanguard Long-Term Bond ETF$9,134,447$366,755 ▼-3.9%131,3551.6%ETFMETAMeta Platforms$8,033,858$118,829 ▲1.5%10,8851.4%Computer and TechnologyNVDANVIDIA$7,850,575$228,297 ▲3.0%49,6901.4%Computer and TechnologyGOOGLAlphabet$6,845,429$64,147 ▲0.9%38,8441.2%Computer and TechnologyEPIWisdomTree India Earnings Fund$6,468,085$49,464 ▲0.8%136,2561.1%FinanceMSFTMicrosoft$6,011,429$43,276 ▼-0.7%12,0851.0%Computer and TechnologyETNEaton$5,832,661$94,962 ▲1.7%16,3381.0%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$5,820,412$433,699 ▼-6.9%58,6741.0%FinanceTSMTaiwan Semiconductor Manufacturing$5,797,031$17,440 ▲0.3%25,5951.0%Computer and TechnologyTSLATesla$5,562,963$87,676 ▼-1.6%17,5121.0%Auto/Tires/TrucksTYLTyler Technologies$5,294,444$593 ▲0.0%8,9310.9%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,258,135$144,686 ▼-2.7%65,1970.9%ETFSPYSPDR S&P 500 ETF Trust$5,143,825$5,561 ▲0.1%8,3250.9%FinanceNVSNovartis$5,083,251$109,030 ▲2.2%42,0070.9%MedicalORCLOracle$4,536,554$16,179 ▲0.4%20,7500.8%Computer and TechnologySCHWCharles Schwab$4,304,422$13,686 ▲0.3%47,1770.7%FinancePANWPalo Alto Networks$4,214,751$250,069 ▲6.3%20,5960.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,127,147$186,122 ▲4.7%37,7630.7%ETFJPMJPMorgan Chase & Co.$3,887,873$55,951 ▲1.5%13,4110.7%FinanceFTCFirst Trust Large Cap Growth AlphaDEX Fund$3,717,788$280,502 ▲8.2%24,6260.6%ETFFXOFirst Trust Financials AlphaDEX Fund$3,449,877$280,412 ▲8.8%61,5390.6%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$3,437,054$280,626 ▲8.9%46,3090.6%ETFFXUFirst Trust Utilities AlphaDEX Fund$3,372,389$255,763 ▲8.2%79,5750.6%ETFSUBiShares Short-Term National Muni Bond ETF$3,239,649$324,550 ▲11.1%30,4650.6%ETFVBRVanguard Small-Cap Value ETF$3,147,876$170,830 ▲5.7%16,1420.5%ETFMPLXMplx$3,001,880$85,455 ▲2.9%58,2780.5%EnergyLAM RESEARCH CORP$2,970,095$36,697 ▲1.3%30,5130.5%COM NEWVSTVistra$2,707,875$19,962 ▲0.7%13,9720.5%UtilitiesVBVanguard Small-Cap ETF$2,431,295$128,449 ▲5.6%10,2590.4%ETFAMZNAmazon.com$2,420,870$76,125 ▼-3.0%11,0350.4%Retail/WholesaleHCAHCA Healthcare$2,386,952$34,477 ▲1.5%6,2310.4%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$2,320,405$170,960 ▲8.0%17,4410.4%ETFELVElevance Health$2,318,344$62,626 ▲2.8%5,9600.4%MedicalHWMHowmet Aerospace$2,213,795$24,197 ▼-1.1%11,8940.4%AerospaceKMXCarMax$2,116,340$42,410 ▲2.0%31,4880.4%Retail/WholesaleGOOGAlphabet$2,067,591$9,934 ▲0.5%11,6560.4%Computer and TechnologyVVisa$1,977,899$355 ▲0.0%5,5710.3%Business ServicesMPWRMonolithic Power Systems$1,847,873$73,125 ▲4.1%2,5270.3%Computer and TechnologyAAPLApple$1,754,738$174,386 ▼-9.0%8,5530.3%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$1,460,801$286,866 ▼-16.4%28,8070.3%ETFUNHUnitedHealth Group$1,458,136$75,496 ▲5.5%4,6740.3%MedicalXOMExxon Mobil$1,451,362$8,732 ▼-0.6%13,4630.3%EnergyPEPPepsiCo$1,373,376$14,657 ▼-1.1%10,4010.2%Consumer StaplesAPDAir Products and Chemicals$1,268,197$52,183 ▲4.3%4,4960.2%Basic MaterialsCVSCVS Health$1,245,093$28,351 ▲2.3%18,0500.2%MedicalIVWiShares S&P 500 Growth ETF$1,236,534$19,047 ▼-1.5%11,2310.2%ETFEFAiShares MSCI EAFE ETF$1,135,075$342,900 ▲43.3%12,6980.2%FinanceFLOTiShares Floating Rate Bond ETF$1,003,707$180,303 ▼-15.2%19,6730.2%ETFSUSAiShares MSCI USA ESG Select ETF$985,924$23,070 ▼-2.3%7,7780.2%ETFMUBiShares National Muni Bond ETF$978,568$285,755 ▼-22.6%9,3660.2%ETFMCDMcDonald's$916,886$139,374 ▼-13.2%3,1380.2%Retail/WholesaleQCOMQUALCOMM$840,114$72,306 ▼-7.9%5,2750.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$809,437$562,473 ▲227.8%16,5090.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$690,194$13,372 ▲2.0%6,2970.1%FinanceSLBSchlumberger$686,035$15,244 ▲2.3%20,2970.1%EnergyPGXInvesco Preferred ETF$648,414$25,944 ▲4.2%58,2580.1%ETFSOSouthern$644,062$4,591 ▲0.7%7,0140.1%UtilitiesIWDiShares Russell 1000 Value ETF$633,9670.0%3,2640.1%ETFHONHoneywell International$631,797$8,384 ▼-1.3%2,7130.1%Multi-Sector ConglomeratesNULGNuveen ESG Large-Cap Growth ETF$605,164$605,164 ▲New Holding6,4410.1%ETFBRK.BBerkshire Hathaway$597,148$5,831 ▼-1.0%1,2290.1%FinancePHParker-Hannifin$552,490$22,351 ▼-3.9%7910.1%IndustrialsNUEMNuveen ESG Emerging Markets Equity ETF$544,482$23,380 ▲4.5%16,3950.1%ETFRYANRyan Specialty$523,591$523,591 ▲New Holding7,7010.1%FinanceBKNGBooking$452,7900.0%780.1%Retail/WholesaleSPHSuburban Propane Partners$402,217$77,827 ▲24.0%21,7060.1%EnergyVZVerizon Communications$325,706$36,781 ▲12.7%7,5270.1%Computer and TechnologyTRVTravelers Companies$322,295$1,872 ▲0.6%1,2050.1%FinanceEEMiShares MSCI Emerging Markets ETF$319,301$319,301 ▲New Holding6,6190.1%FinanceJNJJohnson & Johnson$308,725$9,166 ▲3.1%2,0210.1%MedicalISRGIntuitive Surgical$305,761$3,259 ▲1.1%5630.1%MedicalABBVAbbVie$305,750$21,906 ▲7.7%1,6470.1%MedicalPDECInnovator U.S. Equity Power Buffer ETF - December$305,637$25,847 ▲9.2%7,6390.1%ETFCVXChevron$292,815$7,875 ▼-2.6%2,0450.1%EnergyPGProcter & Gamble$281,927$637 ▲0.2%1,7700.0%Consumer StaplesACWIiShares MSCI ACWI ETF$277,776$135,802 ▼-32.8%2,1600.0%ManufacturingIJSiShares S&P Small-Cap 600 Value ETF$274,872$10,147 ▲3.8%2,7630.0%ETFUSTBVictoryShares Short-Term Bond ETF$268,127$19,261 ▼-6.7%5,2760.0%ETFKOCocaCola$266,090$1,839 ▲0.7%3,7610.0%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$240,711$627 ▲0.3%4,2220.0%ETFACNAccenture$238,410$18,224 ▼-7.1%7980.0%Computer and TechnologyNUMVNuveen ESG Mid-Cap Value ETF$235,754$9,300 ▲4.1%6,5400.0%ETFOMCOmnicom Group$232,654$27,625 ▲13.5%3,2340.0%Business ServicesHSBCHSBC$227,841$227,841 ▲New Holding3,7480.0%FinanceWMTWalmart$224,909$33,443 ▼-12.9%2,3000.0%Retail/WholesaleMAMastercard$217,187$217,187 ▲New Holding3860.0%Business ServicesVOOVanguard S&P 500 ETF$214,753$214,753 ▲New Holding3780.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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