Portfolio (Quarterly)
Guide ↗
GREENUP STREET WEALTH MANAGEMENT LLC
· CIK 0001909904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EPI | WISDOMTREE TR | — | 134,974 | $6.0M | 0.92% | SOLD |
| 2 | FXU | FIRST TR EXCHANGE TRADED FD | — | 81,616 | $3.7M | 0.57% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 9,641 | $3.4M | 0.52% | SOLD |
| 4 | FFND | NORTHERN LTS FD TR II | — | 106,205 | $3.2M | 0.49% | SOLD |
| 5 | SNY | SANOFI SA | Healthcare | 43,562 | $2.1M | 0.32% | SOLD |
| 6 | FISV | FISERV INC | Technology | 15,797 | $2.0M | 0.31% | SOLD |
| 7 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 6,068 | $2.0M | 0.30% | SOLD |
| 8 | CRM | SALESFORCE INC | Technology | 7,097 | $1.7M | 0.26% | SOLD |
| 9 | PEP | PEPSICO INC | Consumer Defensive | 11,274 | $1.6M | 0.24% | SOLD |
| 10 | IGIB | ISHARES TR | — | 26,001 | $1.4M | 0.22% | SOLD |
| 11 | DFAI | DIMENSIONAL ETF TRUST | — | 35,699 | $1.3M | 0.20% | SOLD |
| 12 | KMX | CARMAX INC | Consumer Cyclical | 25,587 | $1.1M | 0.18% | SOLD |
| 13 | CMCSA | COMCAST CORP NEW | Communication Services | 35,523 | $1.1M | 0.17% | SOLD |
| 14 | CVS | CVS HEALTH CORP | Healthcare | 14,259 | $1.1M | 0.17% | SOLD |
| 15 | COP | CONOCOPHILLIPS | Energy | 9,691 | $917K | 0.14% | SOLD |
| 16 | DEO | DIAGEO PLC | Consumer Defensive | 7,997 | $763K | 0.12% | SOLD |
| 17 | DGRE | WISDOMTREE TR | — | 18,974 | $544K | 0.08% | SOLD |
| 18 | IWS | ISHARES TR | — | 3,687 | $515K | 0.08% | SOLD |
| 19 | FFLS | NORTHERN LTS FD TR II | — | 19,152 | $486K | 0.07% | SOLD |
| 20 | USTB | VICTORY PORTFOLIOS II | — | 7,590 | $387K | 0.06% | SOLD |
Sector Allocation
Financial Services
41.4%
Technology
23.8%
Communication Services
9.6%
Consumer Cyclical
7.8%
Healthcare
7.4%
Industrials
4.9%
Energy
2.8%
Consumer Defensive
1.5%
Basic Materials
0.5%
Utilities
0.4%