Up Strategic Wealth Investment Advisors LLC Purchases in Q2 2025

Up Strategic Wealth Investment Advisors LLC

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
80.3K
+ 14.23%
$19.6 - $24.44 $1.57M - $1.96M
645K $15.8B
MSFT
Microsoft Corp

Technology
1.25K
+ 15.32%
$354.56 - $497.45 $442K - $620K
9.38K $4.66B
META
Meta Platforms, Inc.

Communication Services
367
+ 21.13%
$484.66 - $738.09 $178K - $271K
2.1K $1.55B
AVGO
Broadcom Inc.

Technology
207
+ 5.3%
$146.29 - $275.65 $30.3K - $57.1K
4.11K $1.13B
Vanguard Malvern Fds
5.61K
+ 7.45%
N/A
80.9K $6.28B
TSLA
Tesla, Inc.

Consumer Cyclical
797
+ 25.13%
$221.86 - $362.89 $177K - $289K
3.97K $1.26B
JPM
Jpmorgan Chase & CO

Financial Services
726
+ 14.79%
$210.28 - $289.91 $153K - $210K
5.63K $1.63B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.82K
+ 9.89%
$24.38 - $30.18 $166K - $206K
75.8K $2.28B
NOW
Service Now, Inc.

Technology
290
New
$721.65 - $1040.18 $209K - $302K
290 $298M
AMAT
Applied Materials Inc

Technology
1.59K
New
$126.95 - $183.52 $202K - $292K
1.59K $291M
IBM
International Business Machines Corp

Technology
922
New
$221.03 - $294.78 $204K - $272K
922 $272M
TXN
Texas Instruments Inc

Technology
1.05K
+ 69.01%
N/A
2.57K $533M
HD
Home Depot, Inc.

Consumer Cyclical
651
+ 27.77%
$335.24 - $380.78 $218K - $248K
3K $1.1B
UBER
Uber Technologies, Inc

Technology
2.53K
New
$64.62 - $93.3 $163K - $236K
2.53K $236M
GE
General Electric CO

Industrials
879
New
$166.81 - $257.39 $147K - $226K
879 $226M
NFLX
Netflix Inc

Communication Services
7
+ 1.31%
$855.86 - $1339.13 $5.99K - $9.37K
540 $723M
CEG
Constellation Energy Corp

Utilities
684
New
$170.96 - $322.76 $117K - $221K
684 $221M
ORCL
Oracle Corp

Technology
182
+ 8.12%
$122.82 - $218.63 $22.4K - $39.8K
2.42K $530M
DIS
Walt Disney CO

Communication Services
1.74K
New
$81.72 - $124.01 $142K - $216K
1.74K $216M
PGR
Progressive Corp

Financial Services
808
New
$255.27 - $288.74 $206K - $233K
808 $216M
PLTR
Palantir Technologies Inc.

Technology
1.55K
New
$74.01 - $144.25 $114K - $223K
1.55K $211M
TGT
Target Corp

Consumer Defensive
2.09K
New
$88.76 - $105.77 $186K - $221K
2.09K $206M
CRM
Salesforce, Inc.

Technology
745
New
$236.26 - $291.15 $176K - $217K
745 $203M
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
New
$4164.15 - $5789.24 $146K - $203K
35 $203M
ADI
Analog Devices Inc

Technology
850
New
$164.6 - $238.02 $140K - $202K
850 $202M
Linde PLC
431
New
N/A
431 $202M
VST
Vistra Corp.

Utilities
16
+ 0.88%
$98.07 - $195.04 $1.57K - $3.12K
1.83K $354M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 2.18%
$416.06 - $551.64 $12.5K - $16.5K
1.41K $777M
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 20.81%
$53.19 - $69.38 $56.6K - $73.8K
6.18K $429M
SCHW
Schwab Charles Corp

Financial Services
288
+ 7.5%
$69.06 - $91.24 $19.9K - $26.3K
4.13K $376M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 2.55%
$498.8 - $620.9 $12K - $14.9K
965 $599M
XOM
Exxon Mobil Corp

Energy
973
+ 21.73%
$99.93 - $119.04 $97.2K - $116K
5.45K $588M
QCOM
Qualcomm Inc

Technology
273
+ 18.51%
$124.66 - $159.48 $34K - $43.5K
1.75K $278M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.84%
$149.23 - $184.95 $1.79K - $2.22K
1.43K $261M
NKE
Nike, Inc.

Consumer Cyclical
34
+ 1.02%
$53.27 - $72.04 $1.81K - $2.45K
3.36K $238M
ABT
Abbott Laboratories

Healthcare
80
+ 3.22%
$123.95 - $138.08 $9.92K - $11K
2.57K $349M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.45%
$68.37 - $73.9 $2.05K - $2.22K
6.77K $479M
TMO
Thermo Fisher Scientific Inc.

Healthcare
102
+ 12.73%
$390.26 - $489.06 $39.8K - $49.9K
903 $366M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.66%
$713.71 - $898.95 $14.3K - $18K
1.22K $953M
Activity Summary
Buys All Purchases 40 New Holdings 15 Increased Positions 25 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email