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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CARMAX INC

KMX|143130102

Shares:30.9K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$504.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.4K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$504.6M)

LAM RESEARCH CORP

LRCX|512807306

Shares:30.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$504.6M)

AMAZON COM INC

AMZN|023135106

Shares:11.4K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$504.6M)

922908751

VB|922908751

Shares:9.7K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$504.6M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:6.1K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$504.6M)

Apple Inc.

AAPL|037833100

Shares:9.4K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$504.6M)

464287887

IJT|464287887

Shares:16.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$504.6M)

VISA INC.

V|92826C839

Shares:5.6K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$504.6M)

Alphabet Inc.

GOOG|02079K107

Shares:11.6K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$504.6M)

46434V878

Shares:34.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$504.6M)

Vistra Corp.

VST|92840M102

Shares:13.9K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:13.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.6M)

PEPSICO INC

PEP|713448108

Shares:10.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.6M)

Howmet Aerospace Inc.

HWM|443201108

Shares:12.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.6M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:2.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$504.6M)

464288414

MUB|464288414

Shares:12.1K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$504.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:4.3K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$504.6M)

CVS HEALTH Corp

CVS|126650100

Shares:17.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$504.6M)

46429B655

Shares:23.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$504.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARMAX INC(KMXcusip143130102)	30.9K	QoQ +32.05% (+7.5K) YoY NEW(+30.9K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$504.6M)	QoQ +25.86% (+$494.0K) YoY NEW(+$2.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$504.6M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
LAM RESEARCH CORP(LRCXcusip512807306)	30.1K	QoQ NEW(+30.1K) YoY NEW(+30.1K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$504.6M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
AMAZON COM INC(AMZNcusip023135106)	11.4K	QoQ -32.69% (-5.5K) YoY -47.18% (-10.2K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$504.6M)	QoQ -41.63% (-$1.5M) YoY -44.29% (-$1.7M)
(VBcusip922908751)	9.7K	QoQ +23.28% (+1.8K) YoY +59.11% (+3.6K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$504.6M)	QoQ +13.78% (+$261.0K) YoY +54.33% (+$758.7K)
HCA Healthcare, Inc.(HCAcusip40412C101)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$504.6M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Apple Inc.(AAPLcusip037833100)	9.4K	QoQ -67.61% (-19.6K) YoY -31.35% (-4.3K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$504.6M)	QoQ -71.27% (-$5.2M) YoY -11.08% (-$260.4K)
(IJTcusip464287887)	16.2K	QoQ +4.84% (-747) YoY NEW(+16.2K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$504.6M)	QoQ -3.56% (-$74.4K) YoY NEW(+$2.0M)
VISA INC.(Vcusip92826C839)	5.6K	QoQ -47.53% (-5.0K) YoY -40.64% (-3.8K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$504.6M)	QoQ -41.81% (-$1.4M) YoY -25.46% (-$666.8K)
Alphabet Inc.(GOOGcusip02079K107)	11.6K	QoQ -1.46% (-173) YoY +36.69% (+3.1K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$504.6M)	QoQ -19.16% (-$429.8K) YoY +40.25% (+$520.2K)
(cusip46434V878)✕	34.5K	QoQ +18.51% (+5.4K) YoY +58.45% (+12.7K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$504.6M)	QoQ +19.14% (+$280.8K) YoY +58.89% (+$647.7K)
Vistra Corp.(VSTcusip92840M102)	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	13.5K	QoQ -28.64% (-5.4K) YoY -4.48% (-636)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.6M)	QoQ -21.10% (-$431.0K) YoY -2.27% (-$37.5K)
PEPSICO INC(PEPcusip713448108)	10.5K	QoQ -18.59% (-2.4K) YoY NEW(+10.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.6M)	QoQ -19.73% (-$387.5K) YoY NEW(+$1.6M)
Howmet Aerospace Inc.(HWMcusip443201108)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$504.6M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(MUBcusip464288414)	12.1K	QoQ +5.51% (+632) YoY -10.60% (-1.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$504.6M)	QoQ +4.41% (+$53.9K) YoY -12.39% (-$180.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$504.6M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
CVS HEALTH Corp(CVScusip126650100)	17.6K	QoQ NEW(+17.6K) YoY -44.18% (-14.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$504.6M)	QoQ NEW(+$1.2M) YoY -52.58% (-$1.3M)
(cusip46429B655)✕	23.2K	QoQ +16.15% (+3.2K) YoY +59.79% (+8.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$504.6M)	QoQ +16.54% (+$168.1K) YoY +59.76% (+$443.2K)