Up Strategic Wealth Investment Advisors LLC Purchases in Q4 2024

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
95.5K
+ 39.71%
$47.57 - $52.44 $4.54M - $5.01M
336K $16.1B
AAPL
Apple Inc.

Technology
3.73K
+ 19.27%
$221.69 - $259.02 $828K - $967K
23.1K $5.79B
NVDA
Nvidia Corp

Technology
6.29K
+ 18.98%
$117.0 - $148.88 $736K - $937K
39.4K $5.3B
AMZN
Amazon Com Inc

Consumer Cyclical
2.64K
+ 27.1%
$180.88 - $232.93 $478K - $615K
12.4K $2.72B
MSFT
Microsoft Corp

Technology
2K
+ 32.9%
$406.35 - $454.46 $813K - $909K
8.08K $3.41B
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 32.61%
$161.86 - $196.66 $475K - $577K
11.9K $2.26B
TSLA
Tesla, Inc.

Consumer Cyclical
272
+ 10.72%
$213.65 - $479.86 $58.1K - $131K
2.81K $1.13B
AVGO
Broadcom Inc.

Technology
1.4K
+ 80.08%
$159.67 - $250.0 $224K - $351K
3.16K $731M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.95K
New
$45.17 - $47.23 $404K - $423K
8.95K $406M
Arista Networks Inc
3.42K
New
N/A
3.42K $378M
JPM
Jpmorgan Chase & CO

Financial Services
859
+ 20.73%
$205.18 - $250.29 $176K - $215K
5K $1.2B
CSCO
Cisco Systems, Inc.

Technology
4.89K
New
$52.45 - $60.02 $256K - $293K
4.89K $289M
TELA
Tela Bio, Inc.

Healthcare
88.9K
+ 808.07%
$2.38 - $3.14 $212K - $279K
99.9K $302M
ABT
Abbott Laboratories

Healthcare
2.37K
New
$111.93 - $119.39 $265K - $283K
2.37K $268M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
595
+ 118.76%
$442.29 - $483.08 $263K - $287K
1.1K $497M
Blackrock Inc
239
New
N/A
239 $245M
CAT
Caterpillar Inc

Industrials
653
New
$360.37 - $416.88 $235K - $272K
653 $237M
SCHX
Schwab Strategic Tr Us Large C

ETFs
270K
+ 200.27%
$22.4 - $68.28 $6.05M - $18.4M
405K $9.39B
NOW
Service Now, Inc.

Technology
222
New
$867.18 - $1148.42 $193K - $255K
222 $235M
WMT
Walmart Inc.

Consumer Defensive
1.49K
+ 14.91%
$79.1 - $95.7 $118K - $143K
11.5K $1.04B
V
Visa Inc.

Financial Services
445
+ 21.04%
$273.87 - $320.91 $122K - $143K
2.56K $809M
AXP
American Express CO

Financial Services
754
New
$267.35 - $305.57 $202K - $230K
754 $224M
QCOM
Qualcomm Inc

Technology
1.46K
New
$150.4 - $178.04 $219K - $259K
1.46K $224M
ISRG
Intuitive Surgical Inc

Healthcare
421
New
$471.27 - $550.62 $198K - $232K
421 $220M
BAC
Bank Of America Corp

Financial Services
4.87K
New
$39.22 - $47.77 $191K - $233K
4.87K $214M
NFLX
Netflix Inc

Communication Services
160
+ 55.36%
$687.65 - $936.56 $110K - $150K
449 $400M
MA
Mastercard Inc

Financial Services
247
+ 12.59%
$491.3 - $536.15 $121K - $132K
2.21K $1.16B
Dimensional ETF Trust
3.04K
+ 3.77%
N/A
83.6K $5.46B
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 9.04%
$873.59 - $994.69 $97.8K - $111K
1.35K $1.24B
CVX
Chevron Corp

Energy
925
+ 63.49%
$141.15 - $162.53 $131K - $150K
2.38K $345M
PG
Procter & Gamble CO

Consumer Defensive
749
+ 26.18%
$161.05 - $179.7 $121K - $135K
3.61K $605M
ORCL
Oracle Corp

Technology
550
+ 40.86%
$165.41 - $192.43 $91K - $106K
1.9K $316M
HD
Home Depot, Inc.

Consumer Cyclical
317
+ 12.93%
$385.02 - $431.37 $122K - $137K
2.77K $1.08B
MRK
Merck & Co., Inc.

Healthcare
1.08K
+ 51.53%
$96.31 - $114.76 $104K - $124K
3.17K $316M
GILD
Gilead Sciences, Inc.

Healthcare
241
+ 5.24%
$83.95 - $97.9 $20.2K - $23.6K
4.84K $447M
MCD
Mcdonalds Corp

Consumer Cyclical
279
+ 17.92%
$288.47 - $316.54 $80.5K - $88.3K
1.84K $532M
ABBV
Abb Vie Inc.

Healthcare
538
+ 23.26%
$164.99 - $203.87 $88.8K - $110K
2.85K $507M
KO
Coca Cola CO

Consumer Defensive
1.57K
+ 30.39%
$61.74 - $71.71 $97K - $113K
6.74K $420M
UNP
Union Pacific Corp

Industrials
285
+ 27.7%
$223.15 - $249.32 $63.6K - $71.1K
1.31K $300M
SCHW
Schwab Charles Corp

Financial Services
155
+ 4.3%
$63.31 - $82.85 $9.81K - $12.8K
3.76K $278M
ACN
Accenture PLC

Technology
124
+ 16.96%
$343.9 - $376.86 $42.6K - $46.7K
855 $301M
T
At&T Inc.

Communication Services
966
+ 7.35%
$21.22 - $23.88 $20.5K - $23.1K
14.1K $321M
WM
Waste Management Inc

Industrials
190
+ 15.47%
$201.79 - $228.46 $38.3K - $43.4K
1.42K $286M
NKE
Nike, Inc.

Consumer Cyclical
536
+ 21.04%
$73.36 - $89.13 $39.3K - $47.8K
3.08K $233M
TMO
Thermo Fisher Scientific Inc.

Healthcare
113
+ 15.23%
$501.29 - $612.85 $56.6K - $69.3K
855 $445M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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