Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q2 2025

Up Strategic Wealth Investment Advisors LLC

  • $128 Billion
  • Q2 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
80.3K
+ 14.23%
$19.6 - $24.44 $1.57M - $1.96M
645K $15.8B
1.25K
+ 15.32%
$354.56 - $497.45 $442K - $620K
9.38K $4.66B
367
+ 21.13%
$484.66 - $738.09 $178K - $271K
2.1K $1.55B
207
+ 5.3%
$146.29 - $275.65 $30.3K - $57.1K
4.11K $1.13B
VANGUARD MALVERN FDS
5.61K
+ 7.45%
N/A
80.9K $6.28B
797
+ 25.13%
$221.86 - $362.89 $177K - $289K
3.97K $1.26B
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
290
New
$721.65 - $1040.18 $209K - $302K
290 $298M
1.59K
New
$126.95 - $183.52 $202K - $292K
1.59K $291M
1.98K
New
$78.21 - $143.81 $155K - $285K
1.98K $281M
922
New
$221.03 - $294.78 $204K - $272K
922 $272M
2.53K
New
$64.62 - $93.3 $163K - $236K
2.53K $236M
879
New
$166.81 - $257.39 $147K - $226K
879 $226M
View all

Top Sells

Reduced Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
-1.06K
- 4.37%
$172.42 - $223.89 $182K - $237K
23.1K $4.75B
-214
- 8.85%
$274.35 - $599.47 $58.7K - $128K
2.2K $688M
-1.29K
- 29.83%
$128.02 - $151.37 $166K - $196K
3.04K $402M
-1.13K
- 32.5%
$157.66 - $172.39 $178K - $194K
2.34K $373M
-518
- 22.49%
$133.73 - $168.51 $69.3K - $87.3K
1.79K $256M
-521
- 15.07%
$146.36 - $159.82 $76.3K - $83.3K
2.94K $449M
View all
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
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