Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $66 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $8.32B, Vanguard Ftse Developed Market with a value of $7.73B, Ishares Tr Russell 1000 ETF with a value of $6.4B, Ishares Core S&P Total U.S. St with a value of $3.94B, and Nvidia Corp with a value of $3.43B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $61.1B to 66B.

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 $66 Billion
ETFs: $42.5 Billion
Technology: $8.55 Billion
Consumer Defensive: $2.93 Billion
Healthcare: $2.64 Billion
Consumer Cyclical: $2.38 Billion
Financial Services: $2.21 Billion
Communication Services: $1.96 Billion
Industrials: $664 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.32 Billion 12.6% of portfolio
129,522
Q2 2024 Added 12.32%
$0
$7.73 Billion 11.72% of portfolio
156,509
Q2 2024 Added 11.06%
$0
$6.4 Billion 9.69% of portfolio
21,509
Q1 2024 Added 2.02%
$0
$3.94 Billion 5.97% of portfolio
33,172
Q1 2024 Reduced 2.15%
$256B
$3.43 Billion 5.2% of portfolio
27,771
Q2 2024 Added 883.74%
$0
$3.26 Billion 4.94% of portfolio
78,532
Q2 2024 Added 8.72%
$3.55T
$2.89 Billion 4.38% of portfolio
13,725
Q2 2024 Added 5.49%
Dimensional ETF Trust
-
$2.2 Billion 3.33% of portfolio
-
Q2 2024 Added 15.18%
$2.99T
$1.98 Billion 2.99% of portfolio
4,422
Q2 2024 Added 8.89%
$0
$1.56 Billion 2.37% of portfolio
29,797
Q2 2024 Reduced 18.28%
$1.75T
$1.25 Billion 1.89% of portfolio
6,471
Q2 2024 Added 4.25%
$901B
$1.17 Billion 1.77% of portfolio
6,433
Q2 2024 Added 8.24%
$558B
$1.14 Billion 1.73% of portfolio
2,237
Q2 2024 Added 0.22%
$388B
$966 Million 1.46% of portfolio
1,137
Q2 2024 Reduced 0.09%
$0
$931 Million 1.41% of portfolio
5,667
Q2 2024 Reduced 9.73%
$0
$871 Million 1.32% of portfolio
14,858
Q4 2023 New
$454B
$784 Million 1.19% of portfolio
1,776
Q2 2024 Added 9.97%
$369B
$772 Million 1.17% of portfolio
2,244
Q2 2024 Added 4.03%
$0
$740 Million 1.12% of portfolio
16,569
Q2 2024 Reduced 2.32%
$623B
$717 Million 1.09% of portfolio
3,545
Q2 2024 Added 5.19%
$0
$660 Million 1.0% of portfolio
1,378
Q2 2024 Reduced 3.23%
$858B
$653 Million 0.99% of portfolio
721
Q1 2024 Added 7.77%
$208B
$616 Million 0.93% of portfolio
9,099
Q1 2024 Added 200.0%
$0
$583 Million 0.88% of portfolio
2,178
Q2 2024 Reduced 5.71%
$926B
$570 Million 0.86% of portfolio
3,110
Q2 2024 Added 5.42%
$0
$515 Million 0.78% of portfolio
941
Q2 2024 Reduced 5.33%
$0
$491 Million 0.74% of portfolio
7,269
Q2 2024 Reduced 1.33%
$244B
$491 Million 0.74% of portfolio
2,976
Q2 2024 Added 0.85%
$0
$485 Million 0.74% of portfolio
11,809
Q2 2024 Reduced 1.01%
$0
$478 Million 0.72% of portfolio
7,276
Q2 2024 New
$457B
$470 Million 0.71% of portfolio
1,790
Q2 2024 Added 5.23%
$0
$443 Million 0.67% of portfolio
4,727
Q2 2024 Reduced 7.13%
$0
$398 Million 0.6% of portfolio
1,960
Q4 2023 New
$416B
$392 Million 0.59% of portfolio
2,375
Q2 2024 Added 15.74%
$0
$386 Million 0.59% of portfolio
3,934
Q2 2024 Added 13.57%
$0
$383 Million 0.58% of portfolio
15,409
Q4 2023 New
$0
$378 Million 0.57% of portfolio
695
Q2 2024 Reduced 3.61%
$0
$371 Million 0.56% of portfolio
4,548
Q1 2024 Reduced 11.66%
$213B
$353 Million 0.54% of portfolio
1,387
Q2 2024 Added 8.78%
$0
$345 Million 0.52% of portfolio
4,408
Q2 2024 Reduced 11.86%
$0
$335 Million 0.51% of portfolio
14,054
Q4 2023 New
$0
$333 Million 0.5% of portfolio
14,030
Q4 2023 New
$0
$332 Million 0.5% of portfolio
10,712
Q2 2024 Added 8.48%
$342B
$321 Million 0.49% of portfolio
1,873
Q2 2024 Added 13.65%
$0
$315 Million 0.48% of portfolio
5,113
Q2 2024 Added 14.92%
$0
$296 Million 0.45% of portfolio
6,950
Q2 2024 Added 20.89%
$177B
$253 Million 0.38% of portfolio
1,300
Q4 2023 New
$240B
$250 Million 0.38% of portfolio
452
Q2 2024 Added 6.86%
$69.6B
$248 Million 0.38% of portfolio
1,673
Q2 2024 Added 20.97%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $66 Billion
  • Prior Value $61.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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