Up Strategic Wealth Investment Advisors LLC Sells in Q2 2025

Up Strategic Wealth Investment Advisors LLC

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.06K
- 4.37%
$172.42 - $223.89 $182K - $237K
23.1K $4.75B
UNH
Unitedhealth Group Inc

Healthcare
-214
- 8.85%
$274.35 - $599.47 $58.7K - $128K
2.2K $688M
PEP
Pepsico Inc

Consumer Defensive
-1.29K
- 29.83%
$128.02 - $151.37 $166K - $196K
3.04K $402M
PG
Procter & Gamble CO

Consumer Defensive
-1.13K
- 32.5%
$157.66 - $172.39 $178K - $194K
2.34K $373M
CVX
Chevron Corp

Energy
-518
- 22.49%
$133.73 - $168.51 $69.3K - $87.3K
1.79K $256M
JNJ
Johnson & Johnson

Healthcare
-521
- 15.07%
$146.36 - $159.82 $76.3K - $83.3K
2.94K $449M
ABBV
Abb Vie Inc.

Healthcare
-76
- 2.41%
$170.16 - $206.27 $12.9K - $15.7K
3.08K $571M
MCD
Mcdonalds Corp

Consumer Cyclical
-161
- 8.64%
$285.55 - $321.23 $46K - $51.7K
1.7K $497M
GILD
Gilead Sciences, Inc.

Healthcare
-559
- 11.13%
$96.91 - $113.0 $54.2K - $63.2K
4.47K $495M
UNP
Union Pacific Corp

Industrials
-186
- 12.91%
$208.27 - $238.46 $38.7K - $44.4K
1.26K $289M
NEE
Nextera Energy Inc

Utilities
-300
- 6.67%
$64.11 - $75.0 $19.2K - $22.5K
4.2K $292M
BR
Broadridge Financial Solutions, Inc.

Technology
-114
- 11.01%
$217.22 - $246.25 $24.8K - $28.1K
921 $224M
CMCSA
Comcast Corp

Communication Services
-509
- 7.63%
$32.84 - $36.72 $16.7K - $18.7K
6.16K $220M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-975
- 12.27%
$29.76 - $32.32 $29K - $31.5K
6.97K $225M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.82K
- 13.42%
$10.78 - $11.28 $19.6K - $20.5K
11.7K $131M
V
Visa Inc.

Financial Services
-98
- 3.36%
$308.27 - $373.31 $30.2K - $36.6K
2.82K $999M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.28K
- 10.05%
$48.43 - $57.78 $62.2K - $74.2K
11.5K $664M
WM
Waste Management Inc

Industrials
-54
- 3.7%
$216.47 - $242.1 $11.7K - $13.1K
1.41K $322M
BAC
Bank Of America Corp

Financial Services
-1.02K
- 15.98%
$34.39 - $47.46 $35.2K - $48.6K
5.38K $254M
Arista Networks Inc
-859
- 23.2%
N/A
2.84K $291M
Blackrock Inc
-22
- 7.8%
N/A
260 $273M
ABC
Amerisourcebergen Corp

Healthcare
-89
- 5.87%
N/A
1.43K $428M
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 3.95%
$908.13 - $1056.85 $51.8K - $60.2K
1.39K $1.37B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-46
- 1.46%
$83.8 - $101.39 $3.85K - $4.66K
3.11K $315M
RTX
Raytheon Technologies Corp

Industrials
-193
- 5.91%
$113.75 - $148.48 $22K - $28.7K
3.08K $449M
WFC
Wells Fargo & Company

Financial Services
-140
- 4.07%
$60.98 - $80.12 $8.54K - $11.2K
3.3K $264M
EEM
Ishares Msci Emerging Markets

ETFs
-76
- 1.62%
$38.52 - $48.28 $2.93K - $3.67K
4.6K $222M
MA
Mastercard Inc

Financial Services
-20
- 0.84%
$479.92 - $590.74 $9.6K - $11.8K
2.35K $1.32B
CAT
Caterpillar Inc

Industrials
-55
- 7.21%
$273.94 - $388.21 $15.1K - $21.4K
708 $275M
AXP
American Express CO

Financial Services
-50
- 5.55%
$231.39 - $318.98 $11.6K - $15.9K
851 $271M
VTI
Vanguard Total Stock Market Et

ETFs
-63
- 3.6%
$243.75 - $303.93 $15.4K - $19.1K
1.69K $513M
GOOG
Alphabet Inc.

Communication Services
-81
- 2.46%
$146.58 - $180.01 $11.9K - $14.6K
3.21K $570M
WMT
Walmart Inc.

Consumer Defensive
-432
- 3.5%
$81.79 - $99.98 $35.3K - $43.2K
11.9K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.38K
- 9.84%
$167.32 - $223.3 $231K - $308K
12.6K $2.77B
GOOGL
Alphabet Inc.

Communication Services
-780
- 5.68%
$144.7 - $178.6 $113K - $139K
13K $2.28B
Dimensional ETF Trust
-2.58K
- 3.62%
N/A
68.7K $4.73B
NVDA
Nvidia Corp

Technology
-399
- 0.92%
$94.31 - $157.99 $37.6K - $63K
42.7K $6.75B
VEA
Vanguard Ftse Developed Market

ETFs
-1.81K
- 0.43%
$45.65 - $57.01 $82.8K - $103K
422K $24.1B
Activity Summary
Buys All Purchases 40 New Holdings 15 Increased Positions 25 Sells All Sells 39 Reductions 39 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