• 13F History

GREENUP STREET WEALTH MANAGEMENT LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$505M
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 97 stock holdings with total value $505M as of Q1 2025. Top holdings included AVDE, IVV, SLQD, AVEM, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 97 $505M +$136M -$126M +$9.87M AVDE, IVV, SLQD, AVEM, IVE 13F-HR 4/21/2025, 12:31 PM
Q4 2024 93 $503M +$110M -$85.9M +$23.9M QQQ, AVDE, IVV, SLQD, IVE 13F-HR 1/22/2025, 02:38 PM
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 -$58.6M +$102M QQQ, AVDE, IVV, AVEM, AGG 13F-HR 7/22/2024, 12:46 PM
Q1 2024 75 $322M +$62.3M -$63.4M -$1.14M 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 111 $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 -$31.5M +$80.6M AVDE, QQQ, IVV, IVE, AVEM 13F-HR 8/7/2023, 03:14 PM
Q1 2023 76 $285M +$94.1M -$33.2M +$60.8M AVDE, IVV, QQQ, IVE, SHY 13F-HR 5/8/2023, 04:02 PM
Q4 2022 84 $240M +$24.8M -$2.82M +$22M AVDE, IVV, IVE, ICSH, BSV 13F-HR 1/26/2023, 02:43 PM
Q3 2022 80 $222M +$48.2M -$12.4M +$35.8M AVDE, QQQ, IVV, IVE, ICSH 13F-HR 10/21/2022, 12:30 PM
Q2 2022 80 $212M +$92.9M -$11.6M +$81.3M AVDE, IVV, ICSH, QQQ, IVE 13F-HR 7/29/2022, 02:03 PM
Q1 2022 85 $181M +$51.5M -$14.4M +$37.1M IVV, AVDE, QQQ, IHI, ICSH 13F-HR 5/5/2022, 04:48 PM
Q4 2021 82 $170M IVV, AVDE, QQQ, AGG, IWP 13F-HR 2/9/2022, 01:11 PM