Up Strategic Wealth Investment Advisors LLC Purchases in Q1 2025

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
87.6K
+ 26.06%
$47.4 - $52.99 $4.15M - $4.64M
424K $21.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
159K
+ 39.32%
$21.75 - $24.28 $3.46M - $3.87M
564K $12.5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
69K
New
$25.81 - $28.52 $1.78M - $1.97M
69K $1.9B
Vanguard Malvern Fds
23.5K
+ 45.25%
N/A
75.3K $5.83B
XOM
Exxon Mobil Corp

Energy
4.48K
New
$105.44 - $118.93 $472K - $532K
4.48K $532M
LLY
Eli Lilly & CO

Healthcare
482
+ 66.85%
$725.72 - $929.72 $350K - $448K
1.2K $994M
JNJ
Johnson & Johnson

Healthcare
2.03K
+ 141.48%
$142.06 - $167.7 $288K - $340K
3.46K $573M
NEE
Nextera Energy Inc

Utilities
4.5K
New
$66.96 - $76.16 $301K - $343K
4.5K $319M
WFC
Wells Fargo & Company

Financial Services
3.44K
New
$66.78 - $81.42 $230K - $280K
3.44K $247M
CMCSA
Comcast Corp

Communication Services
6.67K
New
$33.19 - $38.23 $221K - $255K
6.67K $246M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
288
+ 26.28%
$442.66 - $534.52 $127K - $154K
1.38K $737M
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
New
$117.15 - $158.79 $166K - $226K
1.42K $226M
AMGN
Amgen Inc

Healthcare
683
New
$258.59 - $327.36 $177K - $224K
683 $213M
V
Visa Inc.

Financial Services
353
+ 13.79%
$306.92 - $362.71 $108K - $128K
2.91K $1.02B
INTU
Intuit Inc

Technology
336
New
$555.63 - $630.23 $187K - $212K
336 $206M
EEM
Ishares Msci Emerging Markets

ETFs
4.68K
New
$40.81 - $45.34 $191K - $212K
4.68K $204M
PEP
Pepsico Inc

Consumer Defensive
1.29K
+ 42.52%
$142.64 - $156.42 $184K - $202K
4.33K $650M
RTX
Raytheon Technologies Corp

Industrials
1.03K
+ 45.76%
$114.1 - $135.66 $117K - $139K
3.27K $433M
ABBV
Abb Vie Inc.

Healthcare
302
+ 10.59%
$169.2 - $216.66 $51.1K - $65.4K
3.15K $661M
UNH
Unitedhealth Group Inc

Healthcare
214
+ 9.71%
$461.52 - $548.18 $98.8K - $117K
2.42K $1.27B
MA
Mastercard Inc

Financial Services
165
+ 7.47%
$504.67 - $576.31 $83.3K - $95.1K
2.37K $1.3B
ABC
Amerisourcebergen Corp

Healthcare
202
+ 15.36%
N/A
1.52K $422M
COST
Costco Wholesale Corp

Consumer Defensive
91
+ 6.74%
$890.62 - $1076.86 $81K - $98K
1.44K $1.36B
T
At&T Inc.

Communication Services
1.68K
+ 11.87%
$21.56 - $28.28 $36.1K - $47.4K
15.8K $446M
GILD
Gilead Sciences, Inc.

Healthcare
180
+ 3.72%
$89.14 - $117.41 $16K - $21.1K
5.02K $563M
NFLX
Netflix Inc

Communication Services
84
+ 18.71%
$828.4 - $1058.6 $69.6K - $88.9K
533 $497M
META
Meta Platforms, Inc.

Communication Services
158
+ 10.01%
$576.36 - $736.67 $91.1K - $116K
1.74K $1B
ABT
Abbott Laboratories

Healthcare
120
+ 5.07%
$111.1 - $140.22 $13.3K - $16.8K
2.49K $330M
BAC
Bank Of America Corp

Financial Services
1.53K
+ 31.36%
$39.61 - $47.74 $60.5K - $72.9K
6.4K $267M
WM
Waste Management Inc

Industrials
43
+ 3.03%
$200.54 - $233.78 $8.62K - $10.1K
1.46K $338M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.47%
$279.74 - $321.29 $7.55K - $8.67K
1.86K $582M
WMT
Walmart Inc.

Consumer Defensive
849
+ 7.38%
$84.5 - $105.05 $71.7K - $89.2K
12.4K $1.08B
UNP
Union Pacific Corp

Industrials
127
+ 9.67%
$225.21 - $254.42 $28.6K - $32.3K
1.44K $340M
BR
Broadridge Financial Solutions, Inc.

Technology
60
+ 6.15%
$221.46 - $244.83 $13.3K - $14.7K
1.04K $251M
ACN
Accenture PLC

Technology
204
+ 23.86%
$300.91 - $398.25 $61.4K - $81.2K
1.06K $330M
CSCO
Cisco Systems, Inc.

Technology
225
+ 4.6%
$58.74 - $64.87 $13.2K - $14.6K
5.11K $316M
ISRG
Intuitive Surgical Inc

Healthcare
71
+ 16.86%
$476.63 - $610.45 $33.8K - $43.3K
492 $244M
SCHW
Schwab Charles Corp

Financial Services
78
+ 2.07%
$71.24 - $83.64 $5.56K - $6.52K
3.84K $300M
Blackrock Inc
43
+ 17.99%
N/A
282 $267M
TXN
Texas Instruments Inc

Technology
170
+ 12.59%
N/A
1.52K $273M
AXP
American Express CO

Financial Services
147
+ 19.5%
$255.39 - $325.87 $37.5K - $47.9K
901 $242M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.8K
+ 15.29%
$11.22 - $11.8 $20.2K - $21.2K
13.6K $152M
CAT
Caterpillar Inc

Industrials
110
+ 16.85%
$326.75 - $407.63 $35.9K - $44.8K
763 $252M
QCOM
Qualcomm Inc

Technology
20
+ 1.37%
$151.94 - $175.86 $3.04K - $3.52K
1.48K $227M
ORCL
Oracle Corp

Technology
345
+ 18.2%
$139.81 - $186.47 $48.2K - $64.3K
2.24K $313M
MRK
Merck & Co., Inc.

Healthcare
204
+ 6.43%
$83.01 - $101.02 $16.9K - $20.6K
3.38K $303M
NKE
Nike, Inc.

Consumer Cyclical
238
+ 7.72%
$63.29 - $81.72 $15.1K - $19.4K
3.32K $211M
AMZN
Amazon Com Inc

Consumer Cyclical
1.65K
+ 13.31%
$190.26 - $242.06 $314K - $399K
14K $2.67B
AVGO
Broadcom Inc.

Technology
751
+ 23.8%
$167.43 - $244.7 $126K - $184K
3.91K $654M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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