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CIK: 0002011649
Total reported value
$167.9M
$167.9M
79 檔
22.9%
As reported in its official Q3 2024 Form 13F filing, Up Strategic Wealth Investment Advisors LLC's tracked investment portfolio stood at $167.9M with 79 total positions.
During Q3 2024, Up Strategic Wealth Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.22% | +0.26% | +53.71% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.24% | +0.23% | +4.16% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.57% | -0.02% | — | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 5.91% | +0.07% | +127.34% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.12% | +41.16% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.66% | -0.02% | — | |
| 7 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.65% | -0.08% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.51% | -0.96% | +19.37% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | +0.24% | +37.54% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.11% | +50.52% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.82% | — | +2.87% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | -0.41% | +39.90% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.57% | +0.02% | +7.55% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.11% | +8.97% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.01% | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.14% | +0.01% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | +0.13% | +9.27% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | +0.12% | +10.47% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | -0.02% | — | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.98% | -0.01% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.14% | +16.90% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.11% | +27.32% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.19% | +10.07% | |
| 24 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.90% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.01% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.19% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.01% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.13% | +18.16% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.13% | EXIT | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.12% | +8.30% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.09% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | +0.03% | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.59% | -0.01% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | +0.10% | +20.46% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | — | +12.26% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | +0.02% | +64.16% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.06% | +23.49% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | — | — | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.48% | -0.01% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.03% | — | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.43% | — | — | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | -0.03% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +53.28% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.39% | — | — | |
| 47 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.39% | — | +0.11% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.38% | — | — | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.38% | — | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.38% | +0.05% | +29.16% |
According to official SEC Form 13F filings, Up Strategic Wealth Investment Advisors LLC reported a total U.S. public equity portfolio value of $167.9M across 79 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHX, IWB) accounted for 22.9% of total reported equity market value during Q3 2024.
During Q3 2024, Up Strategic Wealth Investment Advisors LLC's top holdings by market value included VEA (14.2%)、SCHX (10.2%)、IWB (7.6%). The largest single position, VEA, represented 14.2% of total portfolio value.
In Q3 2024, Up Strategic Wealth Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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