GREENUP STREET WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$484M
Signature - Title
Ryan Westerbeck - Consultant
Location
Ann Arbor, MI
Summary
This page shows a list of all the recent 13F filings made by GREENUP STREET WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GREENUP STREET WEALTH MANAGEMENT LLC reported 84 stock holdings with total value $484M as of Q3 2024. Top holdings included QQQ, AVDE, IVV, AVEM, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $484M +$61.5M -$22.7M +$38.7M QQQ, AVDE, IVV, AVEM, IVE 13F-HR 10/16/2024, 03:34 PM
Q2 2024 85 $425M +$160M -$123M +$37.7M QQQ, AVDE, IVV, AVEM, AGG 13F-HR 7/22/2024, 12:46 PM
Q1 2024 79 $386M +$76.6M -$63.4M +$13.2M AVDE, IVV, AVEM, IVE, SLQD 13F-HR 5/6/2024, 11:30 AM
Q4 2023 82 $360M +$122M -$91.3M +$30.4M AVDE, IVV, IVE, AVEM, VTV 13F-HR 2/8/2024, 04:10 PM
Q3 2023 82 $306M +$46.6M -$97.9M -$51.3M AVDE, QQQ, IVV, IVE, AVEM 13F-HR 11/8/2023, 04:49 PM
Q2 2023 94 $366M +$112M -$46.9M +$65.3M AVDE, QQQ, IVV, IVE, AVEM 13F-HR 8/7/2023, 03:14 PM
Q1 2023 76 $285M +$94.1M -$60.5M +$33.6M AVDE, IVV, QQQ, IVE, SHY 13F-HR 5/8/2023, 04:02 PM
Q4 2022 79 $238M +$24.8M -$23.5M +$1.31M AVDE, IVV, IVE, ICSH, BSV 13F-HR 1/26/2023, 03:43 PM
Q3 2022 75 $220M +$47.1M -$23.1M +$24M AVDE, QQQ, IVV, IVE, ICSH 13F-HR 10/21/2022, 12:30 PM
Q2 2022 76 $212M +$92.4M -$35.6M +$56.8M AVDE, IVV, ICSH, QQQ, IVE 13F-HR 7/29/2022, 02:03 PM
Q1 2022 79 $180M +$50.9M -$29.4M +$21.6M IVV, AVDE, QQQ, IHI, ICSH 13F-HR 5/5/2022, 04:48 PM
Q4 2021 80 $166M $0 $0 IVV, AVDE, QQQ, AGG, IWP 13F-HR 2/9/2022, 02:11 PM