The Analysis of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holdings
Currently, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds 87 types of securities in its portfolio with a total value $133.4M. In the most recent quarter, they have increased their positions in SCHX (+34.5K shares, valued at $909.4K), VCRB (+9.3K shares, valued at $733.0K), IDEV (+7.3K shares, valued at $586.2K); decreased their positions in DFVX (-24.4K shares, valued at $1.8M), VEA (-13.2K shares, valued at $797.2K), TSLA (-1.1K shares, valued at $462.6K); initiated new positions in IDEV (+7.3K shares, valued at $586.2K), MRK (+3.2K shares, valued at $272.9K), MS (+1.3K shares, valued at $213.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS408.7K shares-3.13%2025-09-302025-11-19
SCHX SCHWAB STRATEGIC TR679.2K shares5.35%2025-09-302025-11-19 IWB ISHARES TR21.5K shares0.00%2025-09-302025-11-19 NVDA NVIDIA CORPORATION42.7K shares-0.05%2025-09-302025-11-19 VCRB VANGUARD MALVERN FDS90.2K shares11.51%2025-09-302025-11-19 AAPL APPLE INC22.9K shares-0.83%2025-09-302025-11-19 ITOT ISHARES TR33.2K shares0.00%2025-09-302025-11-19 MSFT MICROSOFT CORP9.0K shares-3.76%2025-09-302025-11-19 DFVX DIMENSIONAL ETF TRUST44.2K shares-35.59%2025-09-302025-11-19 GOOGL ALPHABET INC12.3K shares-4.87%2025-09-302025-11-19 AMZN AMAZON COM INC12.4K shares-1.85%2025-09-302025-11-19 SCHE SCHWAB STRATEGIC TR76.3K shares0.68%2025-09-302025-11-19 JPM JPMORGAN CHASE & CO.5.5K shares-3.11%2025-09-302025-11-19 AVGO BROADCOM INC4.1K shares0.12%2025-09-302025-11-19 META META PLATFORMS INC1.9K shares-10.55%2025-09-302025-11-19 WMT WALMART INC11.9K shares0.00%2025-09-302025-11-19 COST COSTCO WHSL CORP NEW1.3K shares-4.19%2025-09-302025-11-19 TSLA TESLA INC2.9K shares-26.78%2025-09-302025-11-19 VOO VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-19 MA MASTERCARD INCORPORATED2.1K shares-9.98%2025-09-302025-11-19 HD HOME DEPOT INC2.9K shares-2.90%2025-09-302025-11-19 RSP INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2025-09-302025-11-19 VEU VANGUARD INTL EQUITY INDEX F14.9K shares0.00%2025-09-302025-11-19 UNH UNITEDHEALTH GROUP INC2.9K shares32.40%2025-09-302025-11-19 LLY ELI LILLY & CO1.3K shares3.76%2025-09-302025-11-19 V VISA INC2.6K shares-5.86%2025-09-302025-11-19 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.00%2025-09-302025-11-19 EQAL INVESCO EXCH TRADED FD TR II16.6K shares0.00%2025-09-302025-11-19 QQQ INVESCO QQQ TR1.4K shares0.00%2025-09-302025-11-19 GOOG ALPHABET INC2.7K shares-15.22%2025-09-302025-11-19 OMFL INVESCO EXCH TRD SLF IDX FD11.3K shares-1.35%2025-09-302025-11-19 ABBV ABBVIE INC2.9K shares-7.31%2025-09-302025-11-19 IVV ISHARES TR965 shares0.00%2025-09-302025-11-19 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-6.65%2025-09-302025-11-19 ORCL ORACLE CORP2.1K shares-14.20%2025-09-302025-11-19 XLF SELECT SECTOR SPDR TR11.8K shares0.00%2025-09-302025-11-19 IXUS ISHARES TR7.3K shares0.00%2025-09-302025-11-19 IDEV ISHARES TR7.3K sharesnew addition2025-09-302025-11-19 MCD MCDONALDS CORP1.8K shares4.29%2025-09-302025-11-19 NFLX NETFLIX INC440 shares-18.52%2025-09-302025-11-19 GILD GILEAD SCIENCES INC4.5K shares-0.18%2025-09-302025-11-19 VTI VANGUARD INDEX FDS1.6K shares-5.22%2025-09-302025-11-19 JNJ JOHNSON & JOHNSON2.7K shares-7.52%2025-09-302025-11-19 IWM ISHARES TR2.0K shares0.00%2025-09-302025-11-19 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-09-302025-11-19 COR CENCORA INC1.5K shares1.68%2025-09-302025-11-19 SPY SPDR S&P 500 ETF TR695 shares0.00%2025-09-302025-11-19 EFA ISHARES TR4.4K shares0.00%2025-09-302025-11-19 TXN TEXAS INSTRS INC2.3K shares-9.07%2025-09-302025-11-19 CSCO CISCO SYS INC5.8K shares-6.07%2025-09-302025-11-19 RTX RTX CORPORATION2.5K shares-18.60%2025-09-302025-11-19 SCHW SCHWAB CHARLES CORP4.1K shares-0.10%2025-09-302025-11-19 VST VISTRA CORP1.8K shares-1.48%2025-09-302025-11-19 KO COCA COLA CO5.7K shares-16.48%2025-09-302025-11-19 CAT CATERPILLAR INC708 shares0.00%2025-09-302025-11-19 AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-11-19 T AT&T INC13.7K shares-0.23%2025-09-302025-11-19 CVX CHEVRON CORP NEW2.3K shares31.20%2025-09-302025-11-19 VIOO VANGUARD ADMIRAL FDS INC3.0K shares-2.54%2025-09-302025-11-19 TMO THERMO FISHER SCIENTIFIC INC624 shares-30.90%2025-09-302025-11-19 BLK BLACKROCK INC259 shares-0.38%2025-09-302025-11-19 WM WASTE MGMT INC DEL1.4K shares3.06%2025-09-302025-11-19 PG PROCTER AND GAMBLE CO2.0K shares-12.65%2025-09-302025-11-19 UNP UNION PAC CORP1.3K shares1.75%2025-09-302025-11-19 ABT ABBOTT LABS2.2K shares-14.95%2025-09-302025-11-19 AXP AMERICAN EXPRESS CO851 shares0.00%2025-09-302025-11-19 BAC BANK AMERICA CORP5.4K shares0.00%2025-09-302025-11-19 PLTR PALANTIR TECHNOLOGIES INC1.5K shares0.00%2025-09-302025-11-19 CEG CONSTELLATION ENERGY CORP684 shares0.00%2025-09-302025-11-19 MRK MERCK & CO INC3.2K sharesnew addition2025-09-302025-11-19 GE GE AEROSPACE879 shares0.00%2025-09-302025-11-19 SCZ ISHARES TR3.5K shares-3.31%2025-09-302025-11-19 IBM INTERNATIONAL BUSINESS MACHS922 shares0.00%2025-09-302025-11-19 NOW SERVICENOW INC286 shares-1.38%2025-09-302025-11-19 NEE NEXTERA ENERGY INC2.9K shares-31.52%2025-09-302025-11-19 WFC WELLS FARGO CO NEW2.9K shares-13.66%2025-09-302025-11-19 UBER UBER TECHNOLOGIES INC2.5K shares-2.06%2025-09-302025-11-19 QCOM QUALCOMM INC1.4K shares-18.94%2025-09-302025-11-19 EEM ISHARES TR4.2K shares-8.52%2025-09-302025-11-19 PM PHILIP MORRIS INTL INC1.4K shares0.00%2025-09-302025-11-19 QAI NEW YORK LIFE INVESTMENTS ET6.4K shares-7.79%2025-09-302025-11-19 MS MORGAN STANLEY1.3K sharesnew addition2025-09-302025-11-19 APH AMPHENOL CORP NEW1.6K sharesnew addition2025-09-302025-11-19 ADI ANALOG DEVICES INC850 shares0.00%2025-09-302025-11-19 CVS CVS HEALTH CORP2.5K sharesnew addition2025-09-302025-11-19 TELA TELA BIO INC99.9K shares0.00%2025-09-302025-11-19 PGX INVESCO EXCH TRADED FD TR II11.7K shares-0.15%2025-09-302025-11-19 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available