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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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