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 $137.7M. In the most recent quarter, they have increased their positions in DFEM (+35.2K shares, valued at $1.3M), SCHX (+39.5K shares, valued at $1.1M), XOM (+3.0K shares, valued at $451.0K); decreased their positions in NVDA (-6.6K shares, valued at $1.2M), AAPL (-3.4K shares, valued at $947.6K), SCHE (-20.3K shares, valued at $711.0K); initiated new positions in DFEM (+35.2K shares, valued at $1.3M), XOM (+3.0K shares, valued at $451.0K), AMGN (+648 shares, valued at $249.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS407.5K shares-0.29%2025-12-312026-02-10
SCHX SCHWAB STRATEGIC TR718.7K shares5.81%2025-12-312026-02-10 IWB ISHARES TR21.5K shares0.00%2025-12-312026-02-10 VCRB VANGUARD MALVERN FDS91.1K shares1.02%2025-12-312026-02-10 NVDA NVIDIA CORPORATION36.2K shares-15.38%2025-12-312026-02-10 AAPL APPLE INC19.5K shares-14.85%2025-12-312026-02-10 ITOT ISHARES TR33.2K shares0.00%2025-12-312026-02-10 ALPHABET INC ALPHABET INC11.8K shares-4.56%2025-12-312026-02-10 MSFT MICROSOFT CORP8.6K shares-4.64%2025-12-312026-02-10 DFVX DIMENSIONAL ETF TRUST40.2K shares-9.08%2025-12-312026-02-10 AMZN AMAZON COM INC12.1K shares-2.92%2025-12-312026-02-10 SCHE SCHWAB STRATEGIC TR56.0K shares-26.66%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.5.5K shares0.00%2025-12-312026-02-10 WMT WALMART INC11.5K shares-3.63%2025-12-312026-02-10 BROADCOM INC BROADCOM INC4.1K shares-1.29%2025-12-312026-02-10 LLY ELI LILLY & CO1.3K shares0.16%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW1.3K shares0.98%2025-12-312026-02-10 DFEM DIMENSIONAL ETF TRUST35.2K sharesnew addition2025-12-312026-02-10 META META PLATFORMS INC1.9K shares0.00%2025-12-312026-02-10 VEU VANGUARD INTL EQUITY INDEX F14.9K shares0.00%2025-12-312026-02-10 MA MASTERCARD INCORPORATED2.1K shares0.47%2025-12-312026-02-10 TSLA TESLA INC2.8K shares-3.44%2025-12-312026-02-10 HD HOME DEPOT INC2.9K shares0.00%2025-12-312026-02-10 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.00%2025-12-312026-02-10 V VISA INC2.7K shares2.83%2025-12-312026-02-10 GILD GILEAD SCIENCES INC4.5K shares0.00%2025-12-312026-02-10 IVV ISHARES TR965 shares0.00%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON2.7K shares0.00%2025-12-312026-02-10 XLF SELECT SECTOR SPDR TR11.8K shares0.00%2025-12-312026-02-10 IDEV ISHARES TR7.3K shares0.00%2025-12-312026-02-10 ABBV ABBVIE INC2.9K shares0.00%2025-12-312026-02-10 PG PROCTER AND GAMBLE CO3.7K shares82.97%2025-12-312026-02-10 OMFL INVESCO EXCH TRD SLF IDX FD9.4K shares-17.24%2025-12-312026-02-10 MCD MCDONALDS CORP1.8K shares0.68%2025-12-312026-02-10 EQAL INVESCO EXCH TRADED FD TR II9.8K shares-41.11%2025-12-312026-02-10 VTI VANGUARD INDEX FDS1.6K shares-2.50%2025-12-312026-02-10 TXN TEXAS INSTRS INC2.4K shares1.88%2025-12-312026-02-10 CENCORA INC CENCORA INC1.5K shares0.00%2025-12-312026-02-10 IWM ISHARES TR2.0K shares0.00%2025-12-312026-02-10 CAT CATERPILLAR INC708 shares0.00%2025-12-312026-02-10 AMAT APPLIED MATLS INC1.6K shares0.00%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.6K shares-42.71%2025-12-312026-02-10 RTX RTX CORPORATION2.5K shares0.00%2025-12-312026-02-10 CSCO CISCO SYS INC5.8K shares0.00%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR695 shares0.00%2025-12-312026-02-10 IXUS ISHARES TR5.0K shares-30.64%2025-12-312026-02-10 KO COCA COLA CO5.8K shares2.00%2025-12-312026-02-10 EFA ISHARES TR4.4K shares0.00%2025-12-312026-02-10 XOM EXXON MOBIL CORP3.0K sharesnew addition2025-12-312026-02-10 SCHW SCHWAB CHARLES CORP4.1K shares0.00%2025-12-312026-02-10 CVX CHEVRON CORP NEW2.3K shares0.04%2025-12-312026-02-10 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-12-312026-02-10 UNH UNITEDHEALTH GROUP INC1.4K shares-52.50%2025-12-312026-02-10 NFLX NETFLIX INC4.4K shares909.55%2025-12-312026-02-10 VIOO VANGUARD ADMIRAL FDS INC3.0K shares-2.41%2025-12-312026-02-10 NEE NEXTERA ENERGY INC4.0K shares37.45%2025-12-312026-02-10 T AT&T INC12.7K shares-6.74%2025-12-312026-02-10 TMO THERMO FISHER SCIENTIFIC INC624 shares0.00%2025-12-312026-02-10 AXP AMERICAN EXPRESS CO851 shares0.00%2025-12-312026-02-10 BAC BANK AMERICA CORP5.4K shares0.00%2025-12-312026-02-10 ORCL ORACLE CORP2.1K shares-0.29%2025-12-312026-02-10 SCZ ISHARES TR3.5K shares0.00%2025-12-312026-02-10 GE AEROSPACE GE AEROSPACE880 shares0.11%2025-12-312026-02-10 IBM INTERNATIONAL BUSINESS MACHS935 shares1.41%2025-12-312026-02-10 ADI ANALOG DEVICES INC869 shares2.24%2025-12-312026-02-10 WFC WELLS FARGO CO NEW2.9K shares0.00%2025-12-312026-02-10 VST VISTRA CORP1.8K shares-2.72%2025-12-312026-02-10 WM WASTE MGMT INC DEL1.1K shares-21.45%2025-12-312026-02-10 AMGN AMGEN INC648 sharesnew addition2025-12-312026-02-10 EEM ISHARES TR4.0K shares-3.80%2025-12-312026-02-10 MTB M & T BK CORP1.0K sharesnew addition2025-12-312026-02-10 INTC INTEL CORP4.7K sharesnew addition2025-12-312026-02-10 MS MORGAN STANLEY1.3K shares0.00%2025-12-312026-02-10 UNP UNION PAC CORP906 shares-29.05%2025-12-312026-02-10 APH AMPHENOL CORP NEW1.6K shares0.00%2025-12-312026-02-10 LMT LOCKHEED MARTIN CORP351 sharesnew addition2025-12-312026-02-10 PEP PEPSICO INC1.3K sharesnew addition2025-12-312026-02-10 LOW LOWES COS INC760 sharesnew addition2025-12-312026-02-10 PNC PNC FINL SVCS GROUP INC828 sharesnew addition2025-12-312026-02-10 PGX INVESCO EXCH TRADED FD TR II11.7K shares0.00%2025-12-312026-02-10 TELA TELA BIO INC99.9K shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available