Up Strategic Wealth Investment Advisors LLC Portfolio Holdings by Sector
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX VEA IWB ITOT DFCF OMFL RSP VEU 28 stocks |
$41.6 Million
65.21% of portfolio
|
  8  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$3.68 Million
5.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.89 Million
4.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.98 Million
3.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$1.83 Million
2.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.74 Million
2.73% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$1.25 Million
1.96% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.25 Million
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$1.2 Million
1.88% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.14 Million
1.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$772,475
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$717,012
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$705,524
1.11% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$582,637
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$391,722
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$353,464
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$296,001
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$249,956
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$240,861
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$235,735
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$218,370
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$216,542
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$206,123
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
TELA 1 stocks |
$51,700
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|