Top 50 Greenup Street Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 12.98% | 1.09M | $92.2M | -6.26%(-72.53K) | $65.14(+40.27%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.18% | 100.6K | $58.1M | -6.16%(-6.60K) | $362.03(+97.42%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.82% | 85.0K | $55.5M | +0.60%(+506) | $488.93(+52.53%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 7.03% | 619.9K | $50.0M | -3.37%(-21.64K) | $60.72(+56.26%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.59% | 238.8K | $46.8M | +6.22%(+13.97K) | $165.13(+26.19%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.22% | 209.3K | $44.2M | +4.46%(+8.93K) | $183.14(+22.66%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.37% | 310.2K | $23.9M | +2.96%(+8.91K) | $77.48(-1.11%) | 2026-03-31 | |
| SLQD | ISHARES TR | 3.26% | 458.3K | $23.1M | -1.70%(-7.92K) | $49.88(+0.94%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 2.95% | 445.8K | $21.0M | +0.46%(+2.06K) | $47.43(-1.61%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 2.03% | 55.9K | $14.4M | +165.15%(+34.83K) | $276.11(+4.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.42% | +38.32% |
| Top 20 Holdings Unweighted | +9.70% | +32.00% |
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