Greenup Street Wealth Management LLC Top Holdings and 13F Report (2025) About Greenup Street Wealth Management LLCInvestment ActivityGreenup Street Wealth Management LLC has $504.61 million in total holdings as of March 31, 2025.Greenup Street Wealth Management LLC owns shares of 97 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 26.99% of the portfolio was purchased this quarter.About 25.03% of the portfolio was sold this quarter.This quarter, Greenup Street Wealth Management LLC has purchased 95 new stocks and bought additional shares in 32 stocks.Greenup Street Wealth Management LLC sold shares of 39 stocks and completely divested from 21 stocks this quarter.Largest Holdings Avantis International Equity ETF $52,313,901QQQ $48,138,860iShares Core S&P 500 ETF $42,138,529iShares 0-5 Year Investment Grade Corporate Bond ETF $38,188,529Avantis Emerging Markets Equity ETF $26,670,781 Largest New Holdings this Quarter 04609E103 - QQQ $48,138,860 Holding66987V109 - Novartis $4,582,550 HoldingG29183103 - Eaton $4,368,984 Holding697435105 - Palo Alto Networks $3,306,088 Holding46625H100 - JPMorgan Chase & Co. $3,242,615 Holding Largest Purchases this Quarter QQQ 102,659 shares (about $48.14M)iShares 0-5 Year Investment Grade Corporate Bond ETF 128,062 shares (about $6.44M)Meta Platforms 9,847 shares (about $5.68M)Avantis U.S. Small Cap Value ETF 55,194 shares (about $4.81M)Novartis 41,106 shares (about $4.58M) Largest Sales this Quarter iShares S&P 500 Value ETF 29,754 shares (about $5.67M)Apple 19,633 shares (about $4.36M)iShares S&P 500 Growth ETF 44,469 shares (about $4.13M)Berkshire Hathaway 7,225 shares (about $3.85M)WisdomTree India Earnings Fund 69,572 shares (about $3.04M) 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$52,313,901$2,139,661 ▲4.3%789,40510.4%ETFQQQ$48,138,860$48,138,860 ▲New Holding102,6599.5%Invesco Qqq Tr Unit Ser 1IVViShares Core S&P 500 ETF$42,138,529$1,621,664 ▲4.0%74,9928.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$38,188,529$6,438,960 ▲20.3%759,5177.6%ManufacturingAVEMAvantis Emerging Markets Equity ETF$26,670,781$949,363 ▲3.7%443,2575.3%ETFIVEiShares S&P 500 Value ETF$24,651,838$5,670,546 ▼-18.7%129,3514.9%ETFVTVVanguard Value ETF$23,984,018$2,972,005 ▲14.1%138,8444.8%ETFIJHiShares Core S&P Mid-Cap ETF$17,776,378$1,359,384 ▲8.3%304,6503.5%ETFTLTiShares 20+ Year Treasury Bond ETF$15,132,696$2,508,522 ▲19.9%166,2383.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$14,736,764$1,742,914 ▲13.4%123,0832.9%ETFAVUVAvantis U.S. Small Cap Value ETF$11,636,532$4,811,275 ▲70.5%133,4922.3%ETFBIVVanguard Intermediate-Term Bond ETF$11,005,898$1,438,372 ▲15.0%143,7362.2%ETFBLVVanguard Long-Term Bond ETF$9,621,419$1,769,937 ▲22.5%136,6291.9%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$8,446,508$283,818 ▼-3.3%101,4231.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,236,534$1,603,895 ▼-20.5%63,0461.2%FinanceMETAMeta Platforms$6,181,280$5,675,780 ▲1,122.8%10,7241.2%Computer and TechnologyGOOGLAlphabet$5,950,614$373,769 ▲6.7%38,4801.2%Computer and TechnologyEPIWisdomTree India Earnings Fund$5,910,238$3,041,010 ▼-34.0%135,2141.2%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,284,960$5,996 ▲0.1%66,9911.0%ETFNVDANVIDIA$5,228,888$878,544 ▼-14.4%48,2451.0%Computer and TechnologyTYLTyler Technologies$5,192,187$581 ▼0.0%8,9301.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,652,151$686,970 ▼-12.9%8,3160.9%FinanceTSLATesla$4,609,994$1,911,847 ▼-29.3%17,7880.9%Auto/Tires/TrucksNVSNovartis$4,582,550$4,582,550 ▲New Holding41,1060.9%MedicalMSFTMicrosoft$4,569,560$1,293,307 ▼-22.1%12,1720.9%Computer and TechnologyETNEaton$4,368,984$4,368,984 ▲New Holding16,0720.9%IndustrialsTSMTaiwan Semiconductor Manufacturing$4,235,992$520,576 ▼-10.9%25,5180.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,770,811$355,435 ▲10.4%36,0600.7%ETFSCHWCharles Schwab$3,681,295$174,017 ▲5.0%47,0270.7%FinancePANWPalo Alto Networks$3,306,088$3,306,088 ▲New Holding19,3740.7%Computer and TechnologyJPMJPMorgan Chase & Co.$3,242,615$3,242,615 ▲New Holding13,2180.6%FinanceMPLXMplx$3,030,276$3,030,276 ▲New Holding56,6190.6%EnergyFXUFirst Trust Utilities AlphaDEX Fund$3,015,875$3,015,875 ▲New Holding73,5400.6%ETFFXOFirst Trust Financial AlphaDEX Fund$2,996,461$2,996,461 ▲New Holding56,5370.6%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$2,991,715$2,991,715 ▲New Holding22,7680.6%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$2,961,649$2,961,649 ▲New Holding42,5280.6%ETFSUBiShares Short-Term National Muni Bond ETF$2,894,812$204,864 ▲7.6%27,4130.6%ETFORCLOracle$2,890,769$2,890,769 ▲New Holding20,6760.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,844,014$811,511 ▲39.9%15,2660.6%ETFELVElevance Health$2,522,522$2,522,522 ▲New Holding5,7990.5%MedicalKMXCarMax$2,404,434$583,712 ▲32.1%30,8570.5%Retail/WholesaleUNHUnitedHealth Group$2,321,749$2,321,749 ▲New Holding4,4320.5%MedicalLRCX$2,190,937$2,190,937 ▲New Holding30,1360.4%Lam Research CorpAMZNAmazon.com$2,165,659$1,052,196 ▼-32.7%11,3820.4%Retail/WholesaleVBVanguard Small-Cap ETF$2,154,840$406,929 ▲23.3%9,7170.4%ETFHCAHCA Healthcare$2,122,045$2,122,045 ▲New Holding6,1410.4%MedicalAAPLApple$2,088,752$4,361,211 ▼-67.6%9,4030.4%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$2,011,432$93,002 ▲4.8%16,1560.4%ETFVVisa$1,952,283$1,768,972 ▼-47.5%5,5700.4%Business ServicesGOOGAlphabet$1,812,373$27,029 ▼-1.5%11,6000.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$1,747,357$272,923 ▲18.5%34,4640.3%ETFVSTVistra$1,628,889$1,628,889 ▲New Holding13,8690.3%UtilitiesXOMExxon Mobil$1,610,906$646,789 ▼-28.6%13,5440.3%EnergyPEPPepsiCo$1,576,221$360,168 ▼-18.6%10,5120.3%Consumer StaplesHWMHowmet Aerospace$1,559,899$1,559,899 ▲New Holding12,0240.3%AerospaceMPWRMonolithic Power Systems$1,407,741$1,407,741 ▲New Holding2,4270.3%Computer and TechnologyMUBiShares National Muni Bond ETF$1,275,937$66,638 ▲5.5%12,1010.3%ETFAPDAir Products and Chemicals$1,271,508$1,271,508 ▲New Holding4,3110.3%Basic MaterialsCVSCVS Health$1,195,078$1,195,078 ▲New Holding17,6390.2%MedicalFLOTiShares Floating Rate Bond ETF$1,184,722$164,739 ▲16.2%23,2070.2%ETFMCDMcDonald's$1,129,384$91,850 ▼-7.5%3,6150.2%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,058,633$4,128,056 ▼-79.6%11,4040.2%ETFSUSAiShares MSCI USA ESG Select ETF$914,453$47,676 ▼-5.0%7,9600.2%ETFQCOMQUALCOMM$880,149$1,375,761 ▼-61.0%5,7290.2%Computer and TechnologySLBSchlumberger$829,604$829,604 ▲New Holding19,8460.2%EnergyEFAiShares MSCI EAFE ETF$724,291$128,970 ▼-15.1%8,8620.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$671,233$125,333 ▼-15.7%6,1750.1%FinanceBRK.BBerkshire Hathaway$661,080$3,848,753 ▼-85.3%1,2410.1%FinanceSOSouthern$640,397$2,851 ▼-0.4%6,9640.1%UtilitiesPGXInvesco Preferred ETF$627,509$125,318 ▼-16.6%55,9270.1%ETFIWDiShares Russell 1000 Value ETF$614,154$29,917 ▼-4.6%3,2640.1%ETFHONHoneywell International$582,306$3,813 ▲0.7%2,7490.1%Multi-Sector ConglomeratesWELLWelltower$515,833$496,064 ▼-49.0%3,3660.1%FinancePHParker-Hannifin$500,260$1,981,589 ▼-79.8%8230.1%IndustrialsSCHZSchwab U.S. Aggregate Bond ETF$497,250$1,736,160 ▼-77.7%21,4700.1%ETFNUEMNuveen ESG Emerging Markets Equity ETF$458,979$148,449 ▼-24.4%15,6910.1%ETFACWIiShares MSCI ACWI ETF$374,3100.0%3,2160.1%ManufacturingSPHSuburban Propane Partners$367,806$88,243 ▼-19.3%17,5060.1%EnergyBKNGBooking$360,3160.0%780.1%Retail/WholesaleCVXChevron$351,466$22,594 ▼-6.0%2,1000.1%EnergyJNJJohnson & Johnson$325,230$122,562 ▼-27.4%1,9610.1%MedicalABBVAbbVie$320,393$7,753 ▲2.5%1,5290.1%MedicalTRVTravelers Companies$316,997$46,571 ▲17.2%1,1980.1%FinanceVZVerizon Communications$302,881$302,881 ▲New Holding6,6770.1%Computer and TechnologyPGProcter & Gamble$301,057$8,524 ▲2.9%1,7660.1%Consumer StaplesUSTBVictoryShares Short-Term Bond ETF$286,425$20,817 ▼-6.8%5,6550.1%ETFISRGIntuitive Surgical$276,197$1,488 ▲0.5%5570.1%MedicalACNAccenture$268,069$4,993 ▲1.9%8590.1%Computer and TechnologyKOCoca-Cola$267,570$26,363 ▼-9.0%3,7350.1%Consumer StaplesPDECInnovator U.S. Equity Power Buffer ETF - December$262,9360.0%6,9930.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$259,413$65,804 ▲34.0%2,6610.1%ETFVTEBVanguard Tax-Exempt Bond ETF$249,935$78,548 ▼-23.9%5,0370.0%ETFFANGDiamondback Energy$237,421$64,591 ▼-21.4%1,4850.0%EnergyOMCOmnicom Group$236,293$663 ▲0.3%2,8500.0%Business ServicesWMTWalmart$231,998$90,797 ▼-28.1%2,6420.0%Retail/WholesaleNUMVNuveen ESG Mid-Cap Value ETF$214,907$5,439 ▼-2.5%6,2820.0%ETFVEAVanguard FTSE Developed Markets ETF$214,068$214,068 ▲New Holding4,2110.0%ETFQQQInvesco QQQ$0$57,470,163 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$3,786,747 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$3,701,433 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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