Greenup-Street-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  null,
  null,
  "MPLX",
  "ACN",
  "ABBV",
  "APD",
  "GOOGL",
  "AVDE",
  "AVEM",
  "KMX",
  null,
  null,
  null,
  "HON",
  "MCD",
  "QCOM",
  null,
  "ISRG",
  "HWM",
  null,
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "LRCX",
  null,
  "MSFT",
  "NVS",
  "OMC",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  "PANW",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "VZ",
  null,
  null,
  null,
  "SLB",
  "TRV",
  "TYL",
  "BIV",
  "SCHW",
  "SPH",
  "TSM",
  "AMZN",
  null,
  "IVE",
  "HCA",
  null,
  null,
  null,
  "VEA",
  "BLV",
  "VTEB",
  "VBR",
  "VB",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WELL",
  null,
  "SO",
  null,
  "BRK-B",
  "CVX",
  "KO",
  "CVS",
  "FANG",
  "IJT",
  "IJJ",
  "EFA",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 97
Total Value: 504609450
Accession Number: 0001909904-25-000001
Form Type: 13F-HR
CIK: greenup-street-wealth-management
Manager Name: Greenup-Street-Wealth-Management

Data Enrichment

75% identified

73 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $504.6M total value

97 positions • $504.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TYLER TECHNOLOGIES INC

Shares:8.9K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$504.6M)

SPDR S&P 500 ETF TRUST

Shares:8.3K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$504.6M)

Tesla, Inc.

Shares:17.8K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$504.6M)

NOVARTIS AG

Shares:41.1K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$504.6M)

MICROSOFT CORP

Shares:12.2K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$504.6M)

Eaton Corp plc

Shares:16.1K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$504.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Shares:25.5K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$504.6M)

464287804

Shares:36.1K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$504.6M)

SCHWAB CHARLES CORP

Shares:47.0K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$504.6M)

Palo Alto Networks Inc

Shares:19.4K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$504.6M)

JPMORGAN CHASE & CO

Shares:13.2K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$504.6M)

MPLX LP

Shares:56.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$504.6M)

33734X184

Shares:73.5K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$504.6M)

33734X135

Shares:56.5K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$504.6M)

33735K108

Shares:22.8K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$504.6M)

33734X150

Shares:42.5K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$504.6M)

464288158

Shares:27.4K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$504.6M)

ORACLE CORP

Shares:20.7K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$504.6M)

922908611

Shares:15.3K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$504.6M)

Elevance Health, Inc.

Shares:5.8K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$504.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TYLER TECHNOLOGIES INC(TYLcusip902252105)	8.9K	QoQ -0.01% (-1) YoY NEW(+8.9K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$504.6M)	QoQ +0.82% (-$42.4K) YoY NEW(+$5.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.3K	QoQ -12.86% (-1.2K) YoY +714.49% (+7.3K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$504.6M)	QoQ -16.83% (-$941.6K) YoY +983.53% (+$4.2M)
Tesla, Inc.(TSLAcusip88160R101)	17.8K	QoQ -29.31% (-7.4K) YoY +164.26% (+11.1K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$504.6M)	QoQ -54.63% (-$5.6M) YoY +289.58% (+$3.4M)
NOVARTIS AG(NVScusip66987V109)	41.1K	QoQ NEW(+41.1K) YoY NEW(+41.1K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$504.6M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
MICROSOFT CORP(MSFTcusip594918104)	12.2K	QoQ -22.05% (-3.4K) YoY +1.65% (-198)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$504.6M)	QoQ -30.58% (-$2.0M) YoY -9.29% (-$468.3K)
Eaton Corp plc(ETNcusipG29183103)	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$504.6M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	25.5K	QoQ -10.94% (-3.1K) YoY +40.33% (+7.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$504.6M)	QoQ -25.14% (-$1.4M) YoY +71.22% (+$1.8M)
(IJRcusip464287804)	36.1K	QoQ +10.40% (+3.4K) YoY +49.02% (+11.9K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$504.6M)	QoQ +0.20% (+$7.6K) YoY +41.00% (+$1.1M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	47.0K	QoQ +4.96% (+2.2K) YoY -12.93% (-7.0K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$504.6M)	QoQ +11.01% (+$365.4K) YoY -5.78% (-$225.9K)
Palo Alto Networks Inc(PANWcusip697435105)	19.4K	QoQ NEW(+19.4K) YoY NEW(+19.4K)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$504.6M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$504.6M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
MPLX LP(MPLXcusip55336V100)	56.6K	QoQ NEW(+56.6K) YoY NEW(+56.6K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$504.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip33734X184)✕	73.5K	QoQ NEW(+73.5K) YoY NEW(+73.5K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$504.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip33734X135)✕	56.5K	QoQ NEW(+56.5K) YoY NEW(+56.5K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$504.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip33735K108)✕	22.8K	QoQ NEW(+22.8K) YoY NEW(+22.8K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$504.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip33734X150)✕	42.5K	QoQ NEW(+42.5K) YoY NEW(+42.5K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$504.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip464288158)✕	27.4K	QoQ +7.61% (+1.9K) YoY +20.99% (+4.8K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$504.6M)	QoQ +7.73% (+$207.9K) YoY +21.99% (+$521.9K)
ORACLE CORP(ORCLcusip68389X105)	20.7K	QoQ NEW(+20.7K) YoY NEW(+20.7K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$504.6M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(VBRcusip922908611)	15.3K	QoQ +39.92% (+4.4K) YoY +224.39% (+10.6K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$504.6M)	QoQ +31.53% (+$681.9K) YoY +214.90% (+$1.9M)
Elevance Health, Inc.(ELVcusip036752103)	5.8K	QoQ NEW(+5.8K) YoY -30.75% (-2.6K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$504.6M)	QoQ NEW(+$2.5M) YoY -41.91% (-$1.8M)