Up Strategic Wealth Investment Advisors LLC Purchases in Q2 2024

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 12.32%
$58.7 - $64.78 $834K - $920K
130K $8.32B
NVDA
Nvidia Corp

Technology
24.9K
+ 883.74%
$118.11 - $1224.4 $2.95M - $30.5M
27.8K $3.43B
VEA
Vanguard Ftse Developed Market

ETFs
15.6K
+ 11.06%
$47.83 - $51.21 $745K - $798K
157K $7.73B
AAPL
Apple Inc.

Technology
714
+ 5.49%
$165.0 - $216.67 $118K - $155K
13.7K $2.89B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.28K
New
$64.09 - $68.74 $466K - $500K
7.28K $478M
GOOGL
Alphabet Inc.

Communication Services
490
+ 8.24%
$150.53 - $185.41 $73.8K - $90.9K
6.43K $1.17B
Dimensional ETF Trust
4.67K
+ 15.18%
N/A
35.4K $2.2B
MSFT
Microsoft Corp

Technology
361
+ 8.89%
$389.33 - $452.85 $141K - $163K
4.42K $1.98B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.3K
+ 8.72%
$40.79 - $41.97 $257K - $264K
78.5K $3.26B
T
At&T Inc.

Communication Services
11.4K
New
$16.09 - $19.11 $184K - $218K
11.4K $218M
KO
Coca Cola CO

Consumer Defensive
3.37K
New
$58.06 - $64.15 $196K - $216K
3.37K $215M
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 4.25%
$173.67 - $197.85 $45.8K - $52.2K
6.47K $1.25B
GOOG
Alphabet Inc.

Communication Services
160
+ 5.42%
$151.94 - $186.86 $24.3K - $29.9K
3.11K $570M
EEM
Ishares Msci Emerging Markets

ETFs
1.2K
+ 20.89%
$39.71 - $43.79 $47.7K - $52.6K
6.95K $296M
PG
Procter & Gamble CO

Consumer Defensive
323
+ 15.74%
$155.33 - $168.56 $50.2K - $54.4K
2.38K $392M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 5.19%
$180.08 - $204.79 $31.5K - $35.8K
3.55K $717M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.22%
$439.2 - $524.63 $2.2K - $2.62K
2.24K $1.14B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
470
+ 13.57%
$93.69 - $101.79 $44K - $47.8K
3.93K $386M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
664
+ 14.92%
$60.46 - $64.81 $40.1K - $43K
5.11K $315M
QAI
Iq Hedge Multi Strategy Compos

ETFs
837
+ 8.48%
$30.36 - $31.05 $25.4K - $26K
10.7K $332M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.27K
+ 19.07%
$11.3 - $11.9 $25.7K - $27K
14.2K $164M
ABBV
Abb Vie Inc.

Healthcare
225
+ 13.65%
$154.79 - $180.76 $34.8K - $40.7K
1.87K $321M
JNJ
Johnson & Johnson

Healthcare
234
+ 18.03%
$144.38 - $157.78 $33.8K - $36.9K
1.53K $224M
SCHW
Schwab Charles Corp

Financial Services
146
+ 4.78%
$70.03 - $78.9 $10.2K - $11.5K
3.2K $236M
MA
Mastercard Inc

Financial Services
161
+ 9.97%
$441.1 - $479.43 $71K - $77.2K
1.78K $784M
TMO
Thermo Fisher Scientific Inc.

Healthcare
29
+ 6.86%
$541.52 - $599.02 $15.7K - $17.4K
452 $250M
TGT
Target Corp

Consumer Defensive
290
+ 20.97%
$141.16 - $177.82 $40.9K - $51.6K
1.67K $248M
V
Visa Inc.

Financial Services
89
+ 5.23%
$262.47 - $281.5 $23.4K - $25.1K
1.79K $470M
MCD
Mcdonalds Corp

Consumer Cyclical
112
+ 8.78%
$249.37 - $280.22 $27.9K - $31.4K
1.39K $353M
PEP
Pepsico Inc

Consumer Defensive
25
+ 0.85%
$163.33 - $183.11 $4.08K - $4.58K
2.98K $491M
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 4.03%
$325.1 - $368.03 $28.3K - $32K
2.24K $772M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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