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Up Strategic Wealth Investment Advisors

Latest statistics and disclosures from Up Strategic Wealth Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002011649

Tip: Access up to 7 years of quarterly data

Positions held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Up Strategic Wealth Investment Advisors

Up Strategic Wealth Investment Advisors holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	11.7	$7.2M	115k	62.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.6	$7.1M	141k	50.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	10.1	$6.2M	22k	288.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.3	$3.8M	33k	115.30	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.0	$3.0M	72k	41.95	View chart
NVIDIA Corporation (NVDA)	4.2	$2.6M	2.8k	903.56	View chart
Apple (AAPL)	3.7	$2.2M	13k	171.48	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.3	$2.0M	37k	55.23	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	3.2	$1.9M	31k	62.64	View chart
Microsoft Corporation (MSFT)	2.8	$1.7M	4.1k	420.72	View chart
Amazon (AMZN)	1.8	$1.1M	6.2k	180.38	View chart
UnitedHealth (UNH)	1.8	$1.1M	2.2k	494.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$1.1M	6.3k	169.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$897k	5.9k	150.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$871k	15k	58.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.4	$864k	1.6k	556.40	View chart
Costco Wholesale Corporation (COST)	1.4	$834k	1.1k	732.63	View chart
Home Depot (HD)	1.4	$827k	2.2k	383.60	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	1.3	$784k	17k	46.19	View chart
Mastercard Incorporated Cl A (MA)	1.3	$778k	1.6k	481.57	View chart
JPMorgan Chase & Co. (JPM)	1.1	$675k	3.4k	200.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$632k	1.4k	444.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$600k	2.3k	259.90	View chart
Eli Lilly & Co. (LLY)	0.9	$561k	721.00	777.79	View chart
Wal-Mart Stores (WMT)	0.9	$548k	9.1k	60.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$523k	994.00	525.73	View chart
Pepsi (PEP)	0.8	$517k	3.0k	175.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$502k	12k	42.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$500k	7.4k	67.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$482k	5.1k	94.66	View chart
Visa Com Cl A (V)	0.8	$475k	1.7k	279.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$449k	3.0k	152.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$412k	2.0k	210.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$399k	5.0k	79.86	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.6	$382k	15k	24.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$377k	721.00	523.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$372k	4.5k	81.78	View chart
McDonald's Corporation (MCD)	0.6	$360k	1.3k	281.95	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$352k	3.5k	101.50	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$335k	14k	23.85	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.5	$334k	14k	23.80	View chart
Procter & Gamble Company (PG)	0.5	$333k	2.1k	162.28	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	0.5	$305k	9.9k	30.89	View chart
Abbvie (ABBV)	0.5	$300k	1.6k	182.10	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$282k	4.4k	63.33	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$274k	5.0k	54.80	View chart
Vistra Energy (VST)	0.4	$273k	3.9k	69.65	View chart
Thermo Fisher Scientific (TMO)	0.4	$246k	423.00	581.21	View chart
Target Corporation (TGT)	0.4	$245k	1.4k	177.21	View chart
Waste Management (WM)	0.4	$241k	1.1k	213.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$236k	5.7k	41.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$234k	4.0k	58.11	View chart
Nike CL B (NKE)	0.4	$231k	2.5k	93.98	View chart
Texas Instruments Incorporated (TXN)	0.4	$227k	1.3k	174.21	View chart
Union Pacific Corporation (UNP)	0.4	$224k	911.00	245.93	View chart
Charles Schwab Corporation (SCHW)	0.4	$221k	3.1k	72.34	View chart
Johnson & Johnson (JNJ)	0.3	$205k	1.3k	158.19	View chart
Merck & Co (MRK)	0.3	$205k	1.6k	131.94	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$141k	12k	11.88	View chart
Tela Bio (TELA)	0.1	$62k	11k	5.67	View chart

Past Filings by Up Strategic Wealth Investment Advisors

SEC 13F filings are viewable for Up Strategic Wealth Investment Advisors going back to 2024

Up Strategic Wealth Investment Advisors 2024 Q1 filed May 15, 2024

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