Up Strategic Wealth Investment Advisors LLC Incresed Positions in Q3 2024

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
84.1K
+ 53.71%
$47.6 - $53.31 $4M - $4.48M
241K $12.7B
Dimensional ETF Trust
45.1K
+ 127.34%
N/A
80.6K $5.28B
AAPL
Apple Inc.

Technology
5.65K
+ 41.16%
$207.23 - $234.82 $1.17M - $1.33M
19.4K $4.51B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.39K
+ 4.16%
$61.11 - $67.85 $329K - $366K
135K $9.15B
MSFT
Microsoft Corp

Technology
1.66K
+ 37.54%
$395.15 - $467.56 $656K - $776K
6.08K $2.62B
NVDA
Nvidia Corp

Technology
5.38K
+ 19.37%
$98.91 - $134.91 $532K - $726K
33.2K $4.03B
AMZN
Amazon Com Inc

Consumer Cyclical
3.27K
+ 50.52%
$161.02 - $200.0 $526K - $654K
9.74K $1.81B
GOOGL
Alphabet Inc.

Communication Services
2.57K
+ 39.9%
$148.65 - $191.18 $382K - $491K
9K $1.49B
UNH
Unitedhealth Group Inc

Healthcare
169
+ 7.55%
$488.01 - $604.18 $82.5K - $102K
2.41K $1.41B
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 9.27%
$333.64 - $405.2 $69.4K - $84.3K
2.45K $994M
WMT
Walmart Inc.

Consumer Defensive
916
+ 10.07%
$66.91 - $81.4 $61.3K - $74.6K
10K $809M
MA
Mastercard Inc

Financial Services
186
+ 10.47%
$429.6 - $500.99 $79.9K - $93.2K
1.96K $969M
LLY
Eli Lilly & CO

Healthcare
197
+ 27.32%
$772.14 - $960.02 $152K - $189K
918 $813M
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 53.28%
$62.69 - $73.01 $113K - $131K
5.17K $372M
JPM
Jpmorgan Chase & CO

Financial Services
599
+ 16.9%
$194.9 - $224.8 $117K - $135K
4.14K $874M
ABBV
Abb Vie Inc.

Healthcare
440
+ 23.49%
$163.84 - $199.33 $72.1K - $87.7K
2.31K $457M
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 8.97%
$801.83 - $917.05 $81.8K - $93.5K
1.24K $1.1B
RTX
Raytheon Technologies Corp

Industrials
629
+ 29.16%
$99.55 - $123.34 $62.6K - $77.6K
2.79K $338M
MCD
Mcdonalds Corp

Consumer Cyclical
170
+ 12.26%
$245.82 - $304.51 $41.8K - $51.8K
1.56K $474M
V
Visa Inc.

Financial Services
325
+ 18.16%
$253.74 - $291.56 $82.5K - $94.8K
2.12K $582M
PG
Procter & Gamble CO

Consumer Defensive
486
+ 20.46%
$160.76 - $177.82 $78.1K - $86.4K
2.86K $496M
JNJ
Johnson & Johnson

Healthcare
406
+ 26.5%
$145.48 - $167.38 $59.1K - $68K
1.94K $314M
PEP
Pepsico Inc

Consumer Defensive
341
+ 11.46%
$161.9 - $179.3 $55.2K - $61.1K
3.32K $564M
T
At&T Inc.

Communication Services
1.71K
+ 14.99%
$18.21 - $22.28 $31.2K - $38.2K
13.1K $289M
TXN
Texas Instruments Inc

Technology
264
+ 20.31%
$194.6 - $194.6 $51.4K - $51.4K
1.56K $323M
OMFL
Invesco Exchange Traded Self I

ETFs
856
+ 2.87%
$47.65 - $52.99 $40.8K - $45.4K
30.7K $1.62B
UNP
Union Pacific Corp

Industrials
118
+ 12.95%
$221.78 - $256.09 $26.2K - $30.2K
1.03K $254M
TGT
Target Corp

Consumer Defensive
101
+ 6.04%
$133.47 - $159.25 $13.5K - $16.1K
1.77K $276M
WM
Waste Management Inc

Industrials
99
+ 8.77%
$196.96 - $223.45 $19.5K - $22.1K
1.23K $255M
QAI
Iq Hedge Multi Strategy Compos

ETFs
12
+ 0.11%
$30.5 - $32.13 $366 - $386
10.7K $344M
SCHW
Schwab Charles Corp

Financial Services
406
+ 12.69%
$61.74 - $76.08 $25.1K - $30.9K
3.61K $234M
GOOG
Alphabet Inc.

Communication Services
258
+ 8.3%
$149.54 - $192.66 $38.6K - $49.7K
3.37K $563M
Activity Summary
Buys All Purchases 55 New Holdings 22 Increased Positions 33 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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