Portfolio (Quarterly)
Guide ↗
GREENUP STREET WEALTH MANAGEMENT LLC
· CIK 0001909904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IEV | ISHARES TR | — | 3,467.0 | $253K | 0.03% | -909.0 | -20.8% | $72.85 | -0.6% |
| 42 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 573.0 | $228K | 0.03% | -5.0 | -0.9% | $398.00 | -1.2% |
| 43 | SPYM | SPDR SERIES TRUST | — | 2,281.0 | $200K | 0.02% | -625.0 | -21.5% | $87.88 | +2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
50.3%
Technology
25.4%
Communication Services
7.5%
Consumer Cyclical
5.6%
Healthcare
4.4%
Industrials
2.8%
Energy
1.5%
Consumer Defensive
1.1%
Basic Materials
1.0%
Utilities
0.4%