Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $89.3 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.7B, Schwab Strategic Tr Us Large C with a value of $9.15B, Ishares Tr Russell 1000 ETF with a value of $6.76B, Dimensional ETF Trust with a value of $5.28B, and Apple Inc. with a value of $4.51B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $66B to 89.3B.

Up Strategic Wealth Investment Advisors LLC is based out at Pittsburgh, PA

Below you can find more details about Up Strategic Wealth Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $89.3 Billion
ETFs: $46.6 Billion
Technology: $12.8 Billion
Healthcare: $4.43 Billion
Consumer Cyclical: $4.17 Billion
Consumer Defensive: $3.61 Billion
Communication Services: $3.33 Billion
Financial Services: $3.09 Billion
Industrials: $846 Million
Other: $1.04 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$4.51 Billion 5.05% of portfolio
19,374
Q3 2024 Added 41.16%
$366B
$4.03 Billion 4.51% of portfolio
33,150
Q3 2024 Added 19.37%
$3.08T
$2.62 Billion 2.93% of portfolio
6,082
Q3 2024 Added 37.54%
$2.02T
$1.81 Billion 2.03% of portfolio
9,740
Q3 2024 Added 50.52%
$1T
$1.49 Billion 1.67% of portfolio
9,000
Q3 2024 Added 39.9%
$559B
$1.41 Billion 1.57% of portfolio
2,406
Q3 2024 Added 7.55%
$423B
$1.1 Billion 1.23% of portfolio
1,239
Q3 2024 Added 8.97%
$420B
$994 Million 1.11% of portfolio
2,452
Q3 2024 Added 9.27%
$491B
$969 Million 1.08% of portfolio
1,962
Q3 2024 Added 10.47%
$718B
$874 Million 0.98% of portfolio
4,144
Q3 2024 Added 16.9%
$713B
$813 Million 0.91% of portfolio
918
Q3 2024 Added 27.32%
$240B
$809 Million 0.91% of portfolio
10,015
Q3 2024 Added 10.07%
$1.07T
$664 Million 0.74% of portfolio
2,538
Q3 2024 New
$507B
$582 Million 0.65% of portfolio
2,115
Q3 2024 Added 18.16%
$1.03T
$563 Million 0.63% of portfolio
3,368
Q3 2024 Added 8.3%
$221B
$564 Million 0.63% of portfolio
3,317
Q3 2024 Added 11.46%
$409B
$496 Million 0.55% of portfolio
2,861
Q3 2024 Added 20.46%
$212B
$474 Million 0.53% of portfolio
1,557
Q3 2024 Added 12.26%
$202B
$459 Million 0.51% of portfolio
742
Q3 2024 Added 64.16%
$304B
$457 Million 0.51% of portfolio
2,313
Q3 2024 Added 23.49%
$113B
$386 Million 0.43% of portfolio
4,603
Q3 2024 New
$276B
$372 Million 0.42% of portfolio
5,170
Q3 2024 Added 53.28%
$177B
$338 Million 0.38% of portfolio
2,786
Q3 2024 Added 29.16%
$38.4B
$327 Million 0.37% of portfolio
1,452
Q3 2024 New
$177B
$323 Million 0.36% of portfolio
1,564
Q3 2024 Added 20.31%
$407B
$314 Million 0.35% of portfolio
1,938
Q3 2024 Added 26.5%
$66.4B
$302 Million 0.34% of portfolio
1,752
Q3 2024 New
$124B
$298 Million 0.33% of portfolio
776
Q3 2024 New
$508B
$289 Million 0.32% of portfolio
2,467
Q3 2024 New
$164B
$289 Million 0.32% of portfolio
13,140
Q3 2024 Added 14.99%
$152B
$282 Million 0.32% of portfolio
3,341
Q3 2024 New
$56B
$276 Million 0.31% of portfolio
1,774
Q3 2024 Added 6.04%
$227B
$258 Million 0.29% of portfolio
731
Q3 2024 New
$69.4B
$257 Million 0.29% of portfolio
2,166
Q3 2024 New
$90.9B
$255 Million 0.29% of portfolio
1,228
Q3 2024 Added 8.77%
$147B
$254 Million 0.28% of portfolio
1,029
Q3 2024 Added 12.95%
$253B
$238 Million 0.27% of portfolio
2,094
Q3 2024 New
$519B
$229 Million 0.26% of portfolio
1,346
Q3 2024 New
$614B
$231 Million 0.26% of portfolio
501
Q3 2024 New
$192B
$232 Million 0.26% of portfolio
5,544
Q3 2024 New
$147B
$234 Million 0.26% of portfolio
3,605
Q3 2024 Added 12.69%
$94.6B
$225 Million 0.25% of portfolio
2,548
Q3 2024 New
$35.1B
$223 Million 0.25% of portfolio
1,037
Q3 2024 New
$316B
$215 Million 0.24% of portfolio
1,457
Q3 2024 New
$155B
$201 Million 0.23% of portfolio
212
Q3 2024 New
$399B
$205 Million 0.23% of portfolio
289
Q3 2024 New
$55.4M
$27.8 Million 0.03% of portfolio
11,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $89.3 Billion
  • Prior Value $66 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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