Portfolio (Quarterly)
Guide ↗
GREENUP STREET WEALTH MANAGEMENT LLC
· CIK 0001909904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FTC | FIRST TR EXCHANGE-TRADED ALP | — | 23,892 | $3.8M | 0.55% | SOLD |
| 2 | FXO | FIRST TR EXCHANGE TRADED FD | — | 62,361 | $3.8M | 0.54% | SOLD |
| 3 | HCA | HCA HEALTHCARE INC | Healthcare | 7,785 | $3.6M | 0.53% | SOLD |
| 4 | NU | NU HLDGS LTD | Financial Services | 213,268 | $3.6M | 0.52% | SOLD |
| 5 | FSLR | FIRST SOLAR INC | Energy | 11,805 | $3.1M | 0.45% | SOLD |
| 6 | GILD | GILEAD SCIENCES INC | Healthcare | 19,408 | $2.4M | 0.34% | SOLD |
| 7 | DXCM | DEXCOM INC | Healthcare | 34,043 | $2.3M | 0.33% | SOLD |
| 8 | GD | GENERAL DYNAMICS CORP | Industrials | 6,207 | $2.1M | 0.30% | SOLD |
| 9 | ABNB | AIRBNB INC | Consumer Cyclical | 10,324 | $1.4M | 0.20% | SOLD |
| 10 | APD | AIR PRODS & CHEMS INC | Basic Materials | 4,020 | $993K | 0.14% | SOLD |
| 11 | HON | HONEYWELL INTL INC | Industrials | 2,719 | $531K | 0.08% | SOLD |
| 12 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 7,701 | $398K | 0.06% | SOLD |
| 13 | PDEC | INNOVATOR ETFS TRUST | — | 7,639 | $331K | 0.05% | SOLD |
| 14 | OMC | OMNICOM GROUP INC | Communication Services | 3,547 | $286K | 0.04% | SOLD |
| 15 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,303 | $284K | 0.04% | SOLD |
| 16 | IJS | ISHARES TR | — | 2,269 | $258K | 0.04% | SOLD |
| 17 | HSBC | HSBC HLDGS PLC | Financial Services | 3,243 | $255K | 0.04% | SOLD |
Sector Allocation
Financial Services
49.6%
Technology
25.1%
Communication Services
8.7%
Consumer Cyclical
5.5%
Healthcare
4.3%
Industrials
2.8%
Energy
1.5%
Consumer Defensive
1.1%
Basic Materials
0.9%
Utilities
0.4%