Up Strategic Wealth Investment Advisors LLC Portfolio Holdings by Sector
Up Strategic Wealth Investment Advisors LLC
- $112 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA SCHX IWB ITOT SCHE VOO RSP VEU 23 stocks |
$56.3 Million
55.49% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM 4 stocks |
$5.83 Million
5.74% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.37 Million
5.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$3.64 Million
3.58% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.37 Million
3.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ GILD MRK AMGN 6 stocks |
$3.31 Million
3.26% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.67 Million
2.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$2.56 Million
2.53% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2.45 Million
2.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1.72 Million
1.69% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.27 Million
1.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.13 Million
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$917,684
0.9% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$859,053
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$822,056
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$737,091
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA 2 stocks |
$692,337
0.68% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$590,483
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$581,946
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN BR 2 stocks |
$581,398
0.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$497,039
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$480,970
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT TELA 2 stocks |
$451,898
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$432,880
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$421,863
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$398,578
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$340,422
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$338,237
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$319,005
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$315,585
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$300,439
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$251,638
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$243,673
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$240,332
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$225,556
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$212,919
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$210,881
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$206,301
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$204,429
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|