Up Strategic Wealth Investment Advisors LLC New Holdings in Q2 2025

Up Strategic Wealth Investment Advisors LLC

$128 Billion
Q2 2025

Stock	Shares change	Price Range	Shares Held	Trade History
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
AMD Advanced Micro Devices Inc Technology	1.98K New	$78.21 - $143.81 $155K - $285K	1.98K $281M
IBM International Business Machines Corp Technology	922 New	$221.03 - $294.78 $204K - $272K	922 $272M
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
CEG Constellation Energy Corp Utilities	684 New	$170.96 - $322.76 $117K - $221K	684 $221M
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

Activity Summary All Purchases 40 New Holdings 15 Increased Positions 25 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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