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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$3.43 Billion 5.2% of portfolio
27,771
Q2 2024 Added 883.74%
$3.66T
$2.89 Billion 4.38% of portfolio
13,725
Q2 2024 Added 5.49%
$3.17T
$1.98 Billion 2.99% of portfolio
4,422
Q2 2024 Added 8.89%
$2.14T
$1.25 Billion 1.89% of portfolio
6,471
Q2 2024 Added 4.25%
$1.08T
$1.17 Billion 1.77% of portfolio
6,433
Q2 2024 Added 8.24%
$566B
$1.14 Billion 1.73% of portfolio
2,237
Q2 2024 Added 0.22%
$405B
$966 Million 1.46% of portfolio
1,137
Q2 2024 Reduced 0.09%
$494B
$784 Million 1.19% of portfolio
1,776
Q2 2024 Added 9.97%
$409B
$772 Million 1.17% of portfolio
2,244
Q2 2024 Added 4.03%
$693B
$717 Million 1.09% of portfolio
3,545
Q2 2024 Added 5.19%
$758B
$653 Million 0.99% of portfolio
721
Q1 2024 Added 7.77%
$228B
$616 Million 0.93% of portfolio
9,099
Q1 2024 Added 200.0%
$1.11T
$570 Million 0.86% of portfolio
3,110
Q2 2024 Added 5.42%
$226B
$491 Million 0.74% of portfolio
2,976
Q2 2024 Added 0.85%
$500B
$470 Million 0.71% of portfolio
1,790
Q2 2024 Added 5.23%
$387B
$392 Million 0.59% of portfolio
2,375
Q2 2024 Added 15.74%
$355B
$321 Million 0.49% of portfolio
1,873
Q2 2024 Added 13.65%
$177B
$253 Million 0.38% of portfolio
1,300
Q4 2023 New
$218B
$250 Million 0.38% of portfolio
452
Q2 2024 Added 6.86%
$69.5B
$248 Million 0.38% of portfolio
1,673
Q2 2024 Added 20.97%
$90.5B
$241 Million 0.36% of portfolio
1,129
Q4 2023 New
$133B
$236 Million 0.36% of portfolio
3,199
Q2 2024 Added 4.78%
$410B
$224 Million 0.34% of portfolio
1,532
Q2 2024 Added 18.03%
$275B
$215 Million 0.33% of portfolio
3,373
Q2 2024 New
$177B
$217 Million 0.33% of portfolio
2,157
Q2 2024 New
$157B
$218 Million 0.33% of portfolio
11,427
Q2 2024 New
$149B
$206 Million 0.31% of portfolio
911
Q4 2023 New
$57.3M
$51.7 Million 0.08% of portfolio
11,000
Q4 2023 New

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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