Investments: GREENUP STREET WEALTH MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: GREENUP STREET WEALTH MANAGEMENT LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
419.593.143 $-1.692.133 $
+296,1 %
428.291.042 $+24.869.979 $
+247,4 %
441.016.366 $+46.022.992 $
+179,1 %
404.823.971 $+87.888.751 $
+480,8 %
iSHARES TRUST108.857.695 $-3.258.185 $
-2,9 %
112.115.880 $-29.368.222 $
-20,8 %
141.484.102 $+10.587.562 $
+8,1 %
130.896.540 $+4.888.192 $
+3,9 %
ISHARES TR61.281.550 $+60.949.679 $
+18.365,5 %
59.442.625 $+58.793.448 $
+9.056,6 %
58.678.640 $+58.041.699 $
+9.112,6 %
69.629.455 $+69.388.744 $
+28.826,6 %
INVESCO QQQ TRUST, SERIES 1QQQ58.078.703 $-7.792.553 $
-11,8 %
65.871.256 $+260.106 $
+0,4 %
65.611.150 $+2.385.453 $
+3,8 %
63.225.697 $+63.225.697 $
Victory Portfolios II20.959.983 $-52.971 $
-0,3 %
21.012.954 $+20.625.939 $
+5.329,5 %
387.015 $+118.888 $
+44,3 %
268.127 $-18.298 $
-6,4 %
Alphabet Inc.GOOGL11.473.299 $-1.903.332 $
-14,2 %
13.376.631 $+350.285 $
+2,7 %
13.026.346 $+4.113.326 $
+46,1 %
8.913.020 $+1.150.033 $
+14,8 %
NVIDIA CORPNVDA11.021.112 $-512.007 $
-4,4 %
11.533.119 $+1.740.052 $
+17,8 %
9.793.067 $+1.942.492 $
+24,7 %
7.850.575 $+2.621.687 $
+50,1 %
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II8.201.379 $+4.272.829 $
+108,8 %
3.928.550 $+121.385 $
+3,2 %
3.807.165 $+3.807.165 $
Apple Inc.AAPL7.753.271 $-433.292 $
-5,3 %
8.186.563 $+2.582.828 $
+46,1 %
5.603.735 $+3.848.997 $
+219,3 %
1.754.738 $-334.014 $
-16,0 %
Meta Platforms, Inc.META7.720.605 $+1.599.052 $
+26,1 %
6.121.553 $+1.107.756 $
+22,1 %
5.013.797 $-3.020.061 $
-37,6 %
8.033.858 $+1.852.578 $
+30,0 %
Tesla, Inc.TSLA4.441.023 $-3.300.270 $
-42,6 %
7.741.293 $+1.688.717 $
+27,9 %
6.052.576 $+489.613 $
+8,8 %
5.562.963 $+952.969 $
+20,7 %
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND3.930.108 $-3.727.528 $
-48,7 %
7.657.636 $+3.934.536 $
+105,7 %
3.723.100 $-3.163.831 $
-45,9 %
6.886.931 $+928.821 $
+15,6 %
MICROSOFT CORPMSFT7.249.787 $+208.468 $
+3,0 %
7.041.319 $+2.031.737 $
+40,6 %
5.009.582 $-1.001.847 $
-16,7 %
6.011.429 $+1.441.869 $
+31,6 %
AMAZON COM INCAMZN6.201.921 $-456.063 $
-6,8 %
6.657.984 $+3.156.840 $
+90,2 %
3.501.144 $+1.080.274 $
+44,6 %
2.420.870 $+255.211 $
+11,8 %
WisdomTree, Inc.WT6.510.031 $+41.946 $
+0,6 %
6.468.085 $+557.847 $
+9,4 %
Eaton Corp plcETN2.784.053 $-1.074.164 $
-27,8 %
3.858.217 $-716.040 $
-15,7 %
4.574.257 $-1.258.404 $
-21,6 %
5.832.661 $+1.463.677 $
+33,5 %
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM5.828.578 $+1.900.711 $
+48,4 %
3.927.867 $-464.753 $
-10,6 %
4.392.620 $-1.404.411 $
-24,2 %
5.797.031 $+1.561.039 $
+36,9 %
SCHWAB CHARLES CORPSCHW3.734.651 $-1.731.963 $
-31,7 %
5.466.614 $+2.153.178 $
+65,0 %
3.313.436 $-990.986 $
-23,0 %
4.304.422 $+623.127 $
+16,9 %
TYLER TECHNOLOGIES INCTYL2.941.480 $-952.626 $
-24,5 %
3.894.106 $-568.264 $
-12,7 %
4.462.370 $-832.074 $
-15,7 %
5.294.444 $+102.257 $
+2,0 %
NOVARTIS AGNVS362.934 $+25.979 $
+7,7 %
336.955 $-3.668.247 $
-91,6 %
4.005.202 $-1.078.049 $
-21,2 %
5.083.251 $+500.701 $
+10,9 %
ORACLE CORPORCL1.802.824 $+1.196.370 $
+197,3 %
606.454 $-301.457 $
-33,2 %
907.911 $-3.628.643 $
-80,0 %
4.536.554 $+1.645.785 $
+56,9 %
JPMORGAN CHASE & COJPM514.932 $-32.081 $
-5,9 %
547.013 $-3.964.724 $
-87,9 %
4.511.737 $+623.864 $
+16,0 %
3.887.873 $+645.258 $
+19,9 %
MONOLITHIC POWER SYSTEMS INCMPWR3.941.927 $-380.937 $
-8,8 %
4.322.864 $+2.042.056 $
+89,5 %
2.280.808 $+432.935 $
+23,4 %
1.847.873 $+440.132 $
+31,3 %
Palo Alto Networks IncPANW3.399.314 $-586.622 $
-14,7 %
3.985.936 $+387.786 $
+10,8 %
3.598.150 $-616.601 $
-14,6 %
4.214.751 $+908.663 $
+27,5 %
Howmet Aerospace Inc.HWM4.179.408 $+584.912 $
+16,3 %
3.594.496 $-520.916 $
-12,7 %
4.115.412 $+1.901.617 $
+85,9 %
2.213.795 $+653.896 $
+41,9 %
Vulcan Materials COVMC4.172.138 $+4.172.138 $
LAM RESEARCH CORPLRCX519.794 $+110.868 $
+27,1 %
408.926 $-3.588.920 $
-89,8 %
3.997.846 $+1.027.751 $
+34,6 %
2.970.095 $+779.158 $
+35,6 %
QUALCOMM INC/DEQCOM549.973 $-3.429.595 $
-86,2 %
3.979.568 $+3.283.881 $
+472,0 %
695.687 $-144.427 $
-17,2 %
840.114 $-40.035 $
-4,5 %
FIRST TRUST LRGCP GWT ALPHAD3.742.004 $+3.490.528 $
+1.388,0 %
3.819.763 $+3.097.397 $
+428,8 %
3.964.775 $+255.327 $
+6,9 %
3.717.788 $+2.908.351 $
+359,3 %
HCA Healthcare, Inc.HCA3.634.626 $-102.041 $
-2,7 %
3.736.667 $+1.349.715 $
+56,5 %
2.386.952 $+264.907 $
+12,5 %
FIRST TR EXCHANGE TRADED FD3.709.448 $-54.969.192 $
-93,7 %
3.372.389 $-66.257.066 $
-95,2 %
NORTHERN LTS FD TR II3.658.221 $+2.957.399 $
+422,0 %
Nu Holdings Ltd.NU3.570.114 $+3.570.114 $
VISA INC.V3.541.702 $-20.142 $
-0,6 %
3.561.844 $+501.400 $
+16,4 %
3.060.444 $+1.082.545 $
+54,7 %
1.977.899 $+25.616 $
+1,3 %
ADOBE INC.ADBE2.422.668 $-978.147 $
-28,8 %
3.400.815 $+3.400.815 $
APPLIED MATERIALS INC /DEAMAT3.274.803 $+3.274.803 $
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKP3.108.838 $+3.108.838 $
FIRST SOLAR, INC.FSLR3.083.888 $+936.622 $
+43,6 %
2.147.266 $+2.147.266 $
Medtronic plcMDT3.075.377 $+1.522.348 $
+98,0 %
1.553.029 $+247.345 $
+18,9 %
1.305.684 $+1.305.684 $
MPLX LPMPLX263.077 $-2.201.414 $
-89,3 %
2.464.491 $+745.605 $
+43,4 %
1.718.886 $-1.282.994 $
-42,7 %
3.001.880 $-28.396 $
-0,9 %
Mastercard IncMA2.975.713 $+2.737.601 $
+1.149,7 %
238.112 $-1.206.758 $
-83,5 %
1.444.870 $+1.227.683 $
+565,3 %
217.187 $+217.187 $
Elevance Health, Inc.ELV2.975.127 $+1.014.325 $
+51,7 %
1.960.802 $-357.542 $
-15,4 %
2.318.344 $-204.178 $
-8,1 %
BLACKROCK DEBT STRATEGIES FUND, INC.DSU2.811.071 $+40.976 $
+1,5 %
2.770.095 $+2.770.095 $
CONOCOPHILLIPSCOP2.784.234 $+1.867.576 $
+203,7 %
916.658 $+916.658 $
COCA COLA COKO500.831 $-2.272.526 $
-81,9 %
2.773.357 $+2.515.913 $
+977,3 %
257.444 $-8.646 $
-3,2 %
266.090 $-1.480 $
-0,6 %
Vistra Corp.VST2.707.875 $+1.078.986 $
+66,2 %
ELI LILLY & CoLLY2.703.557 $+2.703.557 $
Bluerock Private Real Estate FundBPRE467.526 $-2.108.016 $
-81,8 %
2.575.542 $+2.575.542 $
Air Products & Chemicals, Inc.APD1.869.505 $+876.423 $
+88,3 %
993.082 $-1.563.100 $
-61,1 %
2.556.182 $+1.287.985 $
+101,6 %
1.268.197 $-3.311 $
-0,3 %
Seagate Technology Holdings plcSTX2.531.726 $+2.531.726 $
BERKSHIRE HATHAWAY INCBRK-B525.478 $-313.587 $
-37,4 %
839.065 $-1.639.082 $
-66,1 %
2.478.147 $+1.880.999 $
+315,0 %
597.148 $-63.932 $
-9,7 %
GILEAD SCIENCES, INC.GILD2.382.191 $+2.382.191 $
Blackstone Inc.BX2.356.890 $+208.161 $
+9,7 %
2.148.729 $+1.938.697 $
+923,0 %
210.032 $+210.032 $
Coinbase Global, Inc.COIN2.343.404 $+2.343.404 $
DEXCOM INCDXCM1.065.582 $-1.193.855 $
-52,8 %
2.259.437 $+2.259.437 $
COMCAST CORPCMCSA2.229.174 $+1.113.032 $
+99,7 %
1.116.142 $+1.116.142 $
Salesforce, Inc.CRM2.221.387 $+539.324 $
+32,1 %
1.682.063 $+1.682.063 $
CARMAX INCKMX1.148.070 $-968.270 $
-45,8 %
2.116.340 $-288.094 $
-12,0 %
EXXON MOBIL CORPXOM2.103.216 $+1.891.683 $
+894,3 %
211.533 $-1.039.804 $
-83,1 %
1.251.337 $-200.025 $
-13,8 %
1.451.362 $-159.544 $
-9,9 %
OMNICOM GROUP INC.OMC2.033.752 $+1.747.331 $
+610,1 %
286.421 $-1.809.507 $
-86,3 %
2.095.928 $+1.863.274 $
+800,9 %
232.654 $-3.639 $
-1,5 %
GENERAL DYNAMICS CORPGD2.089.671 $+1.861.415 $
+815,5 %
228.256 $+228.256 $
SanofiSNY2.056.120 $+2.056.120 $
FISERV INCFISV2.036.757 $+2.036.757 $
NATIONAL BANK OF CANADA /FI/248.901 $-8.788 $
-3,4 %
257.689 $-1.620.301 $
-86,3 %
1.877.990 $+1.877.990 $
Walt Disney CoDIS1.730.638 $+1.730.638 $
PEPSICO INCPEP1.533.864 $-49.474 $
-3,1 %
1.583.338 $+209.962 $
+15,3 %
1.373.376 $-202.845 $
-12,9 %
CoreWeave, Inc.CRWV1.534.737 $+1.534.737 $
UNITEDHEALTH GROUP INCUNH232.763 $-1.225.373 $
-84,0 %
1.458.136 $-863.613 $
-37,2 %
Airbnb, Inc.ABNB1.401.107 $+1.401.107 $
CVS HEALTH CorpCVS1.074.949 $-170.144 $
-13,7 %
1.245.093 $+50.015 $
+4,2 %
NETFLIX INCNFLX987.794 $+64.274 $
+7,0 %
923.520 $-277.185 $
-23,1 %
1.200.705 $+1.200.705 $
MCDONALDS CORPMCD689.854 $+25.719 $
+3,9 %
664.135 $-298.572 $
-31,0 %
962.707 $+45.821 $
+5,0 %
916.886 $-212.498 $
-18,8 %
AbbVie Inc.ABBV858.778 $-14.367 $
-1,6 %
873.145 $+16.130 $
+1,9 %
857.015 $+551.265 $
+180,3 %
305.750 $-14.643 $
-4,6 %
AMGEN INCAMGN826.478 $+65.432 $
+8,6 %
761.046 $-29.656 $
-3,8 %
790.702 $+790.702 $
VANGUARD MUN BD FDS283.176 $-382.236 $
-57,4 %
722.366 $+489.239 $
+209,9 %
636.941 $+434.333 $
+214,4 %
809.437 $+559.502 $
+223,9 %
DIAGEO PLCDEO763.154 $+763.154 $
Parker-Hannifin CorpPH705.124 $+15.459 $
+2,2 %
689.665 $+86.475 $
+14,3 %
603.190 $+50.700 $
+9,2 %
552.490 $+52.230 $
+10,4 %
INVESCO EXCH TRADED FD TR II665.412 $-3.076.592 $
-82,2 %
649.177 $+420.952 $
+184,4 %
700.822 $-3.263.953 $
-82,3 %
648.414 $+447.928 $
+223,4 %
Broadcom Inc.AVGO488.789 $+31.767 $
+7,0 %
457.022 $-233.647 $
-33,8 %
690.669 $+690.669 $
SLB LIMITED/NVSLB686.035 $-143.569 $
-17,3 %
SOUTHERN COSO659.097 $+64.948 $
+10,9 %
594.149 $-72.902 $
-10,9 %
667.051 $+22.989 $
+3,6 %
644.062 $+3.665 $
+0,6 %
HONEYWELL INTERNATIONAL INCHON612.247 $+81.732 $
+15,4 %
530.515 $-43.195 $
-7,5 %
573.710 $-58.087 $
-9,2 %
631.797 $+49.491 $
+8,5 %
JOHNSON & JOHNSONJNJ597.359 $+114.729 $
+23,8 %
482.630 $-66.211 $
-12,1 %
548.841 $+240.116 $
+77,8 %
308.725 $-16.505 $
-5,1 %
HOME DEPOT, INC.HD295.463 $-222 $
-0,1 %
295.685 $-229.842 $
-43,7 %
525.527 $+525.527 $
RYAN SPECIALTY HOLDINGS, INC.RYAN397.603 $-36.426 $
-8,4 %
434.029 $-89.562 $
-17,1 %
523.591 $+523.591 $
CHEVRON CORPCVX509.181 $+192.337 $
+60,7 %
316.844 $-183.178 $
-36,6 %
500.022 $+207.207 $
+70,8 %
292.815 $-58.651 $
-16,7 %
BlackRock Finance, Inc.341.420 $-115.135 $
-25,2 %
456.555 $+9.223 $
+2,1 %
447.332 $+128.031 $
+40,1 %
319.301 $+319.301 $
Booking Holdings Inc.BKNG289.981 $-136.949 $
-32,1 %
426.930 $-3.158 $
-0,7 %
430.088 $-22.702 $
-5,0 %
452.790 $+92.474 $
+25,7 %
Walmart Inc.WMT443.834 $+79.711 $
+21,9 %
364.123 $-86.586 $
-19,2 %
450.709 $+225.800 $
+100,4 %
224.909 $-7.089 $
-3,1 %
VERIZON COMMUNICATIONS INCVZ449.361 $+124.680 $
+38,4 %
324.681 $-38.807 $
-10,7 %
363.488 $+37.782 $
+11,6 %
325.706 $+22.825 $
+7,5 %
SUBURBAN PROPANE PARTNERS LPSPH427.392 $+134.460 $
+45,9 %
292.932 $-111.890 $
-27,6 %
404.822 $+2.605 $
+0,6 %
402.217 $+34.411 $
+9,4 %
SPDR SER TR379.644 $-60.901.906 $
-99,4 %
233.127 $-16.207 $
-6,5 %
220.534 $-3.437.687 $
-94,0 %
200.486 $-3.171.903 $
-94,1 %
CrowdStrike Holdings, Inc.CRWD357.664 $+357.664 $
TRAVELERS COMPANIES, INC.TRV355.168 $+5.164 $
+1,5 %
350.004 $+13.638 $
+4,1 %
336.366 $+14.071 $
+4,4 %
322.295 $+5.298 $
+1,7 %
Merck & Co., Inc.MRK307.432 $+60.202 $
+24,4 %
247.230 $-100.807 $
-29,0 %
348.037 $+348.037 $
CISCO SYSTEMS, INC.CSCO218.861 $+15.097 $
+7,4 %
203.764 $-135.422 $
-39,9 %
339.186 $+339.186 $
ABBOTT LABORATORIESABT257.994 $-62.501 $
-19,5 %
320.495 $-11.684 $
-3,5 %
332.179 $+332.179 $
VANGUARD TAX-MANAGED INTL FD331.871 $-3.487.892 $
-91,3 %
228.225 $+20.430 $
+9,8 %
202.608 $-445.806 $
-68,8 %
240.711 $-3.477.077 $
-93,5 %
Brookstone Capital Management324.658 $-6.722 $
-2,0 %
331.380 $+10.389 $
+3,2 %
320.991 $+15.354 $
+5,0 %
305.637 $+42.701 $
+16,2 %
INTUITIVE SURGICAL INCISRG274.030 $-53.275 $
-16,3 %
327.305 $+78.435 $
+31,5 %
248.870 $-56.891 $
-18,6 %
305.761 $+29.564 $
+10,7 %
BANK OF AMERICA CORP /DE/BAC310.577 $+310.577 $
INTERNATIONAL BUSINESS MACHINES CORPIBM238.611 $-46.504 $
-16,3 %
285.115 $+16.949 $
+6,3 %
268.166 $+268.166 $
CITIGROUP INCC285.031 $+285.031 $
UNIVERSAL HEALTH SERVICES INCUHS233.310 $-50.688 $
-17,8 %
283.998 $+17.689 $
+6,6 %
266.309 $+266.309 $
PROCTER & GAMBLE CoPG270.388 $+25.698 $
+10,5 %
244.690 $-31.619 $
-11,4 %
276.309 $-5.618 $
-2,0 %
281.927 $-19.130 $
-6,4 %
HORTON D R INC /DE/DHI275.920 $+275.920 $
HSBC HOLDINGS PLCHSBC255.127 $-8.919 $
-3,4 %
264.046 $+36.205 $
+15,9 %
227.841 $+227.841 $
BOEING COBA259.924 $+259.924 $
GENERAL ELECTRIC COGE259.112 $+259.112 $
AMERICAN EXPRESS COAXP251.991 $+251.991 $
SCHWAB STRATEGIC TR251.476 $-128.168 $
-33,8 %
249.334 $-59.193.291 $
-99,6 %
207.795 $-12.739 $
-5,8 %
DuPont de Nemours, Inc.DD248.735 $+248.735 $
PFIZER INCPFE239.007 $+239.007 $
Accenture plcACN238.410 $-29.659 $
-11,1 %
UNITED PARCEL SERVICE INCUPS237.015 $+237.015 $
BP PLCBP229.849 $+229.849 $
GE Vernova Inc.GEV213.563 $+213.563 $
SIMON PROPERTY GROUP INC.SPG206.835 $+206.835 $
DOMINION ENERGY, INCD203.909 $+203.909 $
Diamondback Energy, Inc.FANG203.899 $+1.783 $
+0,9 %
202.116 $-35.305 $
-14,9 %
BlackRock Fund Advisors203.571 $+203.571 $
419.593.143 $-1.692.133 $
+296,1 %
428.291.042 $+24.869.979 $
+247,4 %
441.016.366 $+46.022.992 $
+179,1 %
404.823.971 $+87.888.751 $
+480,8 %
Erweitert ×