Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $89.3 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 $12.7B, Schwab Strategic Tr Us Large C with a value of $9.15B, Ishares Tr Russell 1000 ETF with a value of $6.76B, Dimensional ETF Trust with a value of $5.28B, and Apple Inc. with a value of $4.51B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $66B to 89.3B.

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 $89.3 Billion
ETFs: $46.6 Billion
Technology: $12.8 Billion
Healthcare: $4.43 Billion
Consumer Cyclical: $4.17 Billion
Consumer Defensive: $3.61 Billion
Communication Services: $3.33 Billion
Financial Services: $3.09 Billion
Industrials: $846 Million
Other: $1.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 14.22% of portfolio
240,565
Q3 2024 Added 53.71%
$0
$9.15 Billion 10.24% of portfolio
134,909
Q3 2024 Added 4.16%
$0
$6.76 Billion 7.57% of portfolio
21,509
Q1 2024 Added 2.02%
Dimensional ETF Trust
-
$5.28 Billion 5.91% of portfolio
-
Q3 2024 Added 127.34%
$3.67T
$4.51 Billion 5.05% of portfolio
19,374
Q3 2024 Added 41.16%
$0
$4.17 Billion 4.66% of portfolio
33,172
Q1 2024 Reduced 2.15%
Vanguard Malvern Fds
-
$4.16 Billion 4.65% of portfolio
-
Q3 2024 New
$366B
$4.03 Billion 4.51% of portfolio
33,150
Q3 2024 Added 19.37%
$3.08T
$2.62 Billion 2.93% of portfolio
6,082
Q3 2024 Added 37.54%
$2.02T
$1.81 Billion 2.03% of portfolio
9,740
Q3 2024 Added 50.52%
$0
$1.62 Billion 1.82% of portfolio
30,653
Q3 2024 Added 2.87%
$1T
$1.49 Billion 1.67% of portfolio
9,000
Q3 2024 Added 39.9%
$559B
$1.41 Billion 1.57% of portfolio
2,406
Q3 2024 Added 7.55%
$423B
$1.1 Billion 1.23% of portfolio
1,239
Q3 2024 Added 8.97%
$0
$1.08 Billion 1.21% of portfolio
2,054
Q3 2024 New
$0
$1.02 Billion 1.14% of portfolio
5,667
Q2 2024 Reduced 9.73%
$491B
$969 Million 1.08% of portfolio
1,962
Q3 2024 Added 10.47%
$0
$936 Million 1.05% of portfolio
14,858
Q4 2023 New
$718B
$874 Million 0.98% of portfolio
4,144
Q3 2024 Added 16.9%
$0
$876 Million 0.98% of portfolio
1,537
Q2 2024 Reduced 0.97%
$713B
$813 Million 0.91% of portfolio
918
Q3 2024 Added 27.32%
$240B
$809 Million 0.91% of portfolio
10,015
Q3 2024 Added 10.07%
$0
$806 Million 0.9% of portfolio
16,569
Q2 2024 Reduced 2.32%
$0
$673 Million 0.75% of portfolio
1,378
Q2 2024 Reduced 3.23%
$1.07T
$664 Million 0.74% of portfolio
2,538
Q3 2024 New
$0
$617 Million 0.69% of portfolio
2,178
Q2 2024 Reduced 5.71%
$507B
$582 Million 0.65% of portfolio
2,115
Q3 2024 Added 18.16%
$1.03T
$563 Million 0.63% of portfolio
3,368
Q3 2024 Added 8.3%
$221B
$564 Million 0.63% of portfolio
3,317
Q3 2024 Added 11.46%
$1.27T
$548 Million 0.61% of portfolio
958
Q3 2024 New
$0
$543 Million 0.61% of portfolio
941
Q2 2024 Reduced 5.33%
$0
$535 Million 0.6% of portfolio
11,809
Q2 2024 Reduced 1.01%
$0
$528 Million 0.59% of portfolio
7,269
Q2 2024 Reduced 1.33%
$409B
$496 Million 0.55% of portfolio
2,861
Q3 2024 Added 20.46%
$212B
$474 Million 0.53% of portfolio
1,557
Q3 2024 Added 12.26%
$202B
$459 Million 0.51% of portfolio
742
Q3 2024 Added 64.16%
$304B
$457 Million 0.51% of portfolio
2,313
Q3 2024 Added 23.49%
$0
$426 Million 0.48% of portfolio
3,934
Q2 2024 Added 13.57%
$0
$433 Million 0.48% of portfolio
1,960
Q4 2023 New
$0
$399 Million 0.45% of portfolio
695
Q2 2024 Reduced 3.61%
$0
$387 Million 0.43% of portfolio
15,409
Q4 2023 New
$113B
$386 Million 0.43% of portfolio
4,603
Q3 2024 New
$276B
$372 Million 0.42% of portfolio
5,170
Q3 2024 Added 53.28%
$0
$369 Million 0.41% of portfolio
4,408
Q2 2024 Reduced 11.86%
$0
$346 Million 0.39% of portfolio
5,113
Q2 2024 Added 14.92%
$0
$344 Million 0.39% of portfolio
10,724
Q3 2024 Added 0.11%
$177B
$338 Million 0.38% of portfolio
2,786
Q3 2024 Added 29.16%
$0
$342 Million 0.38% of portfolio
14,054
Q4 2023 New
$0
$342 Million 0.38% of portfolio
14,030
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $89.3 Billion
  • Prior Value $66 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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