Up Strategic Wealth Investment Advisors LLC Reduced Holdings in Q3 2025

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-24.4K
- 35.59%
N/A
44.2K $3.2B
META
Meta Platforms, Inc.

Communication Services
-222
- 10.55%
$695.21 - $791.73 $154K - $176K
1.88K $1.35B
NFLX
Netflix Inc

Communication Services
-100
- 18.52%
$1147.87 - $1297.18 $115K - $130K
440 $529M
MA
Mastercard Inc

Financial Services
-235
- 9.98%
$550.18 - $598.96 $129K - $141K
2.12K $1.19B
TXN
Texas Instruments Inc

Technology
-233
- 9.07%
N/A
2.34K $409M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 4.19%
$915.95 - $994.57 $53.1K - $57.7K
1.33K $1.27B
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 16.48%
$65.67 - $71.67 $73.3K - $80K
5.66K $379M
AMZN
Amazon Com Inc

Consumer Cyclical
-234
- 1.85%
$211.65 - $238.24 $49.5K - $55.7K
12.4K $2.68B
V
Visa Inc.

Financial Services
-165
- 5.86%
$332.09 - $358.86 $54.8K - $59.2K
2.65K $916M
PG
Procter & Gamble CO

Consumer Defensive
-296
- 12.65%
$150.47 - $161.22 $44.5K - $47.7K
2.04K $301M
RTX
Raytheon Technologies Corp

Industrials
-572
- 18.6%
$144.19 - $167.33 $82.5K - $95.7K
2.5K $393M
QCOM
Qualcomm Inc

Technology
-331
- 18.94%
$145.84 - $173.55 $48.3K - $57.4K
1.42K $231M
NEE
Nextera Energy Inc

Utilities
-1.32K
- 31.52%
$69.77 - $77.54 $92.4K - $103K
2.88K $247M
T
At&T Inc.

Communication Services
-32
- 0.23%
$26.94 - $29.62 $862 - $948
13.7K $356M
NOW
Service Now, Inc.

Technology
-4
- 1.38%
$850.86 - $1044.69 $3.4K - $4.18K
286 $258M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-279
- 30.9%
$404.94 - $499.99 $113K - $139K
624 $329M
MSFT
Microsoft Corp

Technology
-353
- 3.76%
$491.09 - $535.64 $173K - $189K
9.03K $4.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 6.65%
$459.11 - $506.91 $42.2K - $46.6K
1.29K $641M
CSCO
Cisco Systems, Inc.

Technology
-375
- 6.07%
$66.2 - $71.79 $24.8K - $26.9K
5.8K $403M
WFC
Wells Fargo & Company

Financial Services
-451
- 13.66%
$77.05 - $85.16 $34.7K - $38.4K
2.85K $246M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-543
- 7.79%
$32.26 - $33.68 $17.5K - $18.3K
6.43K $217M
UBER
Uber Technologies, Inc

Technology
-52
- 2.06%
$86.91 - $99.57 $4.52K - $5.18K
2.48K $234M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.06K
- 26.78%
$293.94 - $444.72 $312K - $473K
2.91K $1.26B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-118
- 3.31%
$72.04 - $77.35 $8.5K - $9.13K
3.45K $264M
EEM
Ishares Msci Emerging Markets

ETFs
-392
- 8.52%
$48.07 - $53.4 $18.8K - $20.9K
4.21K $227M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-18
- 0.15%
$11.15 - $11.87 $201 - $214
11.7K $136M
VTI
Vanguard Total Stock Market Et

ETFs
-88
- 5.22%
$303.93 - $329.86 $26.7K - $29K
1.6K $525M
SCHW
Schwab Charles Corp

Financial Services
-4
- 0.1%
$91.03 - $98.69 $364 - $395
4.12K $389M
OMFL
Invesco Exchange Traded Self I

ETFs
-155
- 1.35%
$57.41 - $60.45 $8.9K - $9.37K
11.3K $678M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-79
- 2.54%
$100.63 - $112.27 $7.95K - $8.87K
3.03K $337M
VST
Vistra Corp.

Utilities
-27
- 1.48%
$182.0 - $217.92 $4.91K - $5.88K
1.8K $380M
HD
Home Depot, Inc.

Consumer Cyclical
-87
- 2.9%
$357.4 - $423.42 $31.1K - $36.8K
2.91K $1.13B
GILD
Gilead Sciences, Inc.

Healthcare
-8
- 0.18%
$108.22 - $120.47 $866 - $964
4.46K $527M
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 3.11%
$282.78 - $316.06 $49.5K - $55.3K
5.46K $1.67B
Blackrock Inc
-1
- 0.38%
N/A
259 $311M
JNJ
Johnson & Johnson

Healthcare
-221
- 7.52%
$155.17 - $185.42 $34.3K - $41K
2.72K $519M
ABBV
Abb Vie Inc.

Healthcare
-225
- 7.31%
$184.85 - $231.54 $41.6K - $52.1K
2.85K $645M
ORCL
Oracle Corp

Technology
-344
- 14.2%
$218.96 - $328.33 $75.3K - $113K
2.08K $631M
GOOG
Alphabet Inc.

Communication Services
-489
- 15.22%
$175.16 - $255.24 $85.7K - $125K
2.72K $685M
VEA
Vanguard Ftse Developed Market

ETFs
-13.2K
- 3.13%
$56.02 - $60.3 $739K - $796K
409K $24.7B
GOOGL
Alphabet Inc.

Communication Services
-631
- 4.87%
$174.36 - $254.72 $110K - $161K
12.3K $3.09B
NVDA
Nvidia Corp

Technology
-21
- 0.05%
$153.3 - $186.58 $3.22K - $3.92K
42.7K $7.68B
AAPL
Apple Inc.

Technology
-192
- 0.83%
$202.38 - $256.87 $38.9K - $49.3K
22.9K $5.72B
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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