Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $21.5B, Schwab Strategic Tr Us Large C with a value of $12.5B, Ishares Tr Russell 1000 ETF with a value of $6.6B, Vanguard Malvern Fds with a value of $5.83B, and Apple Inc. with a value of $5.37B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $100B to 112B.

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 $112 Billion
ETFs: $57 Billion
Technology: $15.7 Billion
Healthcare: $6.09 Billion
Financial Services: $5.56 Billion
Consumer Cyclical: $5.14 Billion
Communication Services: $4.83 Billion
Consumer Defensive: $4.4 Billion
Industrials: $1.36 Billion
Other: $1.45 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$5.37 Billion 4.78% of portfolio
24,191
Q1 2025 Added 4.69%
$336B
$4.68 Billion 4.16% of portfolio
43,147
Q1 2025 Added 9.4%
$3.38T
$3.05 Billion 2.71% of portfolio
8,132
Q1 2025 Added 0.61%
$2.09T
$2.67 Billion 2.37% of portfolio
14,028
Q1 2025 Added 13.31%
$957B
$2.12 Billion 1.89% of portfolio
13,734
Q1 2025 Added 15.07%
$447B
$1.36 Billion 1.21% of portfolio
1,442
Q1 2025 Added 6.74%
$555B
$1.3 Billion 1.16% of portfolio
2,374
Q1 2025 Added 7.47%
$257B
$1.27 Billion 1.13% of portfolio
2,418
Q1 2025 Added 9.71%
$785B
$1.2 Billion 1.07% of portfolio
4,908
Q1 2025 Reduced 1.9%
$262B
$1.08 Billion 0.96% of portfolio
12,357
Q1 2025 Added 7.38%
$592B
$1.02 Billion 0.91% of portfolio
2,913
Q1 2025 Added 13.79%
$1.25T
$1 Billion 0.89% of portfolio
1,737
Q1 2025 Added 10.01%
$697B
$994 Million 0.88% of portfolio
1,203
Q1 2025 Added 66.85%
$388B
$859 Million 0.76% of portfolio
2,344
Q1 2025 Reduced 15.35%
$1.08T
$822 Million 0.73% of portfolio
3,172
Q1 2025 Added 12.88%
$694B
$737 Million 0.66% of portfolio
1,384
Q1 2025 Added 26.28%
$94.2B
$654 Million 0.58% of portfolio
3,906
Q1 2025 Added 23.8%
$181B
$650 Million 0.58% of portfolio
4,334
Q1 2025 Added 42.52%
$385B
$590 Million 0.53% of portfolio
3,465
Q1 2025 Reduced 4.02%
$231B
$582 Million 0.52% of portfolio
1,863
Q1 2025 Added 1.47%
$391B
$573 Million 0.51% of portfolio
3,458
Q1 2025 Added 141.48%
$126B
$563 Million 0.5% of portfolio
5,024
Q1 2025 Added 3.72%
$453B
$532 Million 0.47% of portfolio
4,477
Q1 2025 New
$1.01T
$514 Million 0.46% of portfolio
3,293
Q1 2025 Added 0.21%
$524B
$497 Million 0.44% of portfolio
533
Q1 2025 Added 18.71%
$310B
$483 Million 0.43% of portfolio
6,741
Q4 2024 Added 30.39%
$195B
$446 Million 0.4% of portfolio
15,781
Q1 2025 Added 11.87%
$199B
$433 Million 0.38% of portfolio
3,268
Q1 2025 Added 45.76%
$38.4B
$422 Million 0.38% of portfolio
1,517
Q1 2025 Added 15.36%
$159B
$399 Million 0.35% of portfolio
801
Q1 2025 Reduced 6.32%
$278B
$385 Million 0.34% of portfolio
2,303
Q1 2025 Reduced 3.32%
$93.6B
$338 Million 0.3% of portfolio
1,461
Q1 2025 Added 3.03%
$142B
$340 Million 0.3% of portfolio
1,441
Q1 2025 Added 9.67%
$204B
$330 Million 0.29% of portfolio
1,059
Q1 2025 Added 23.86%
$234B
$330 Million 0.29% of portfolio
2,488
Q1 2025 Added 5.07%
$430B
$313 Million 0.28% of portfolio
2,241
Q1 2025 Added 18.2%
$264B
$316 Million 0.28% of portfolio
5,114
Q1 2025 Added 4.6%
$146B
$319 Million 0.28% of portfolio
4,500
Q1 2025 New
$189B
$303 Million 0.27% of portfolio
3,377
Q1 2025 Added 6.43%
$160B
$300 Million 0.27% of portfolio
3,838
Q1 2025 Added 2.07%
$356B
$267 Million 0.24% of portfolio
6,401
Q1 2025 Added 31.36%
$177B
$273 Million 0.24% of portfolio
1,520
Q1 2025 Added 12.59%
$224B
$242 Million 0.22% of portfolio
901
Q1 2025 Added 19.5%
$198B
$244 Million 0.22% of portfolio
492
Q1 2025 Added 16.86%
$156B
$246 Million 0.22% of portfolio
6,668
Q1 2025 New
$287B
$247 Million 0.22% of portfolio
3,441
Q1 2025 New
$37.1B
$251 Million 0.22% of portfolio
1,035
Q1 2025 Added 6.15%
$185B
$252 Million 0.22% of portfolio
763
Q1 2025 Added 16.85%
$169B
$240 Million 0.21% of portfolio
473
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $112 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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