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  Name: GREENUP STREET WEALTH MANAGEMENT LLC
  City: Ann Arbor
  State: MI
  Zip: 48104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $398,307,000
  Total Value Change : $38,740,000
  Securities Held Change : -5
   
All Securities Held : 79
  New Positions : 9
  Closed Positions : 17
  Increased Positions : 37
  Unchanged Positions : 3
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 9 New $143.59 $9,049,000 61,256 2.27% 9,049,000 61,256 0.003    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 23 New $395.18 $4,313,000 8,245 1.08% 4,313,000 8,245 0.01    Closed - End Fund - E...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 27 New $246.86 $3,641,000 14,579 0.91% 3,641,000 14,579 0.003    Business Software & S...
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 28 New $71.46 $3,269,000 8,219 0.82% 3,269,000 8,219 0.011    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 New $898.78 $2,716,000 3,005 0.68% 2,716,000 3,005 0    Semiconductor - Speci...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 38 New $76.11 $2,270,000 24,839 0.57% 2,270,000 24,839 0.002    Specialty Eateries
   (MDT)1 Year Chart         MDT Medtronic Plc 39 New $82.84 $2,168,000 24,878 0.54% 2,168,000 24,878 0.002    Medical Appliances & ...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 58 New $106.31 $665,000 6,104 0.17% 665,000 6,104 0.001    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 70 New $258.05 $297,000 1,143 0.07% 297,000 1,143 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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