Portfolio (Quarterly)
Guide ↗
GREENUP STREET WEALTH MANAGEMENT LLC
· CIK 0001909904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 729 | $358K | 0.06% | SOLD |
| 22 | BAC | BANK AMERICA CORP | Financial Services | 6,020 | $311K | 0.05% | SOLD |
| 23 | C | CITIGROUP INC | Financial Services | 2,808 | $285K | 0.04% | SOLD |
| 24 | DHI | D R HORTON INC | Consumer Cyclical | 1,628 | $276K | 0.04% | SOLD |
| 25 | BA | BOEING CO | Industrials | 1,204 | $260K | 0.04% | SOLD |
| 26 | AXP | AMERICAN EXPRESS CO | Financial Services | 759 | $252K | 0.04% | SOLD |
| 27 | DD | DUPONT DE NEMOURS INC | Basic Materials | 3,193 | $249K | 0.04% | SOLD |
| 28 | PFE | PFIZER INC | Healthcare | 9,380 | $239K | 0.04% | SOLD |
| 29 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 674 | $233K | 0.04% | SOLD |
| 30 | BP | BP PLC | Energy | 6,670 | $230K | 0.04% | SOLD |
| 31 | USHY | ISHARES TR | — | 5,667 | $214K | 0.03% | SOLD |
| 32 | D | DOMINION ENERGY INC | Utilities | 3,333 | $204K | 0.03% | SOLD |
| 33 | FANG | DIAMONDBACK ENERGY INC | Energy | 1,425 | $204K | 0.03% | SOLD |
| 34 | REET | ISHARES TR | — | 7,841 | $200K | 0.03% | 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%