Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $66 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $8.32B, Vanguard Ftse Developed Market with a value of $7.73B, Ishares Tr Russell 1000 ETF with a value of $6.4B, Ishares Core S&P Total U.S. St with a value of $3.94B, and Nvidia Corp with a value of $3.43B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $61.1B to 66B.

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 $66 Billion
ETFs: $42.5 Billion
Technology: $8.55 Billion
Consumer Defensive: $2.93 Billion
Healthcare: $2.64 Billion
Consumer Cyclical: $2.38 Billion
Financial Services: $2.21 Billion
Communication Services: $1.96 Billion
Industrials: $664 Million
Other: $0

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 60
  • Current Value $66 Billion
  • Prior Value $61.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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