Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $16.1B, Schwab Strategic Tr Us Large C with a value of $9.39B, Ishares Tr Russell 1000 ETF with a value of $6.93B, Apple Inc. with a value of $5.79B, and Dimensional ETF Trust with a value of $5.46B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $89.3B to 100B.

Up Strategic Wealth Investment Advisors LLC is based out at Pittsburgh, PA

Below you can find more details about Up Strategic Wealth Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $48 Billion
Technology: $17.1 Billion
Consumer Cyclical: $5.69 Billion
Healthcare: $4.68 Billion
Communication Services: $4.53 Billion
Financial Services: $4.38 Billion
Consumer Defensive: $3.97 Billion
Industrials: $1.08 Billion
Other: $621 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 16.07% of portfolio
336,096
Q4 2024 Added 39.71%
$0
$9.39 Billion 9.39% of portfolio
405,095
Q4 2024 Added 200.27%
$0
$6.93 Billion 6.93% of portfolio
21,509
Q1 2024 Added 2.02%
$3.95T
$5.79 Billion 5.79% of portfolio
23,108
Q4 2024 Added 19.27%
Dimensional ETF Trust
-
$5.46 Billion 5.46% of portfolio
-
Q4 2024 Added 3.77%
$335B
$5.3 Billion 5.3% of portfolio
39,441
Q4 2024 Added 18.98%
$0
$4.27 Billion 4.27% of portfolio
33,172
Q1 2024 Reduced 2.15%
Vanguard Malvern Fds
-
$3.93 Billion 3.93% of portfolio
-
Q4 2024 Reduced 1.24%
$3.04T
$3.41 Billion 3.41% of portfolio
8,083
Q4 2024 Added 32.9%
$2.21T
$2.72 Billion 2.72% of portfolio
12,380
Q4 2024 Added 27.1%
$1.1T
$2.26 Billion 2.26% of portfolio
11,935
Q4 2024 Added 32.61%
$458B
$1.24 Billion 1.24% of portfolio
1,351
Q4 2024 Added 9.04%
$775B
$1.2 Billion 1.2% of portfolio
5,003
Q4 2024 Added 20.73%
$532B
$1.16 Billion 1.16% of portfolio
2,209
Q4 2024 Added 12.59%
$1.07T
$1.13 Billion 1.13% of portfolio
2,810
Q4 2024 Added 10.72%
$0
$1.12 Billion 1.12% of portfolio
20,626
Q4 2024 Reduced 32.71%
$0
$1.11 Billion 1.11% of portfolio
2,054
Q3 2024 New
$394B
$1.08 Billion 1.08% of portfolio
2,769
Q4 2024 Added 12.93%
$257B
$1.04 Billion 1.04% of portfolio
11,508
Q4 2024 Added 14.91%
$0
$993 Million 0.99% of portfolio
5,667
Q2 2024 Reduced 9.73%
$1.56T
$925 Million 0.92% of portfolio
1,579
Q4 2024 Added 64.82%
$0
$875 Million 0.88% of portfolio
1,537
Q2 2024 Reduced 0.97%
$0
$853 Million 0.85% of portfolio
14,858
Q4 2023 New
$570B
$809 Million 0.81% of portfolio
2,560
Q4 2024 Added 21.04%
$0
$800 Million 0.8% of portfolio
16,569
Q2 2024 Reduced 2.32%
$88.6B
$731 Million 0.73% of portfolio
3,155
Q4 2024 Added 80.08%
$0
$704 Million 0.7% of portfolio
1,378
Q2 2024 Reduced 3.23%
$1.11T
$626 Million 0.63% of portfolio
3,286
Q4 2024 Reduced 2.43%
$403B
$605 Million 0.61% of portfolio
3,610
Q4 2024 Added 26.18%
$0
$571 Million 0.57% of portfolio
11,809
Q2 2024 Reduced 1.01%
$830B
$557 Million 0.56% of portfolio
721
Q4 2024 Reduced 21.46%
$0
$554 Million 0.55% of portfolio
941
Q2 2024 Reduced 5.33%
$224B
$532 Million 0.53% of portfolio
1,836
Q4 2024 Added 17.92%
$0
$507 Million 0.51% of portfolio
1,750
Q4 2024 Reduced 19.65%
$357B
$507 Million 0.51% of portfolio
2,851
Q4 2024 Added 23.26%
$627B
$497 Million 0.5% of portfolio
1,096
Q4 2024 Added 118.76%
$0
$481 Million 0.48% of portfolio
7,269
Q2 2024 Reduced 1.33%
$211B
$462 Million 0.46% of portfolio
3,041
Q4 2024 Reduced 8.32%
$138B
$447 Million 0.45% of portfolio
4,844
Q4 2024 Added 5.24%
$209B
$445 Million 0.44% of portfolio
855
Q4 2024 Added 15.23%
$0
$433 Million 0.43% of portfolio
1,960
Q4 2023 New
$309B
$420 Million 0.42% of portfolio
6,741
Q4 2024 Added 30.39%
$0
$407 Million 0.41% of portfolio
695
Q2 2024 Reduced 3.61%
$0
$406 Million 0.41% of portfolio
8,950
Q4 2024 New
$446B
$400 Million 0.4% of portfolio
449
Q4 2024 Added 55.36%
Arista Networks Inc
-
$378 Million 0.38% of portfolio
-
Q4 2024 New
$307B
$345 Million 0.35% of portfolio
2,382
Q4 2024 Added 63.49%
$0
$335 Million 0.33% of portfolio
3,155
Q4 2024 Reduced 19.8%
$0
$333 Million 0.33% of portfolio
4,408
Q2 2024 Reduced 11.86%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $100 Billion
  • Prior Value $89.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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