Up Strategic Wealth Investment Advisors LLC Incresed Positions 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
Vanguard Malvern Fds
23.5K
+ 45.25%
N/A
75.3K $5.83B
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
288
+ 26.28%
$442.66 - $534.52 $127K - $154K
1.38K $737M
V
Visa Inc.

Financial Services
353
+ 13.79%
$306.92 - $362.71 $108K - $128K
2.91K $1.02B
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
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
Arista Networks Inc
279
+ 8.15%
N/A
3.7K $287M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.21%
$156.06 - $207.71 $1.09K - $1.45K
3.29K $514M
GOOGL
Alphabet Inc.

Communication Services
1.8K
+ 15.07%
$154.33 - $206.19 $278K - $371K
13.7K $2.12B
TSLA
Tesla, Inc.

Consumer Cyclical
362
+ 12.88%
$222.15 - $428.22 $80.4K - $155K
3.17K $822M
MSFT
Microsoft Corp

Technology
49
+ 0.61%
$375.39 - $447.2 $18.4K - $21.9K
8.13K $3.05B
AAPL
Apple Inc.

Technology
1.08K
+ 4.69%
$209.68 - $247.1 $227K - $268K
24.2K $5.37B
NVDA
Nvidia Corp

Technology
3.71K
+ 9.4%
$106.98 - $149.43 $396K - $554K
43.1K $4.68B
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
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