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CIK: 0002011649
Total reported value
$167.9M
$167.9M
79 檔
26.0%
At the close of Q4 2024, Up Strategic Wealth Investment Advisors LLC disclosed equity holdings valued at approximately $167.9M, spread across 79 reported holdings.
During Q4 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 | 16.07% | +0.26% | +39.71% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.39% | +0.23% | +200.27% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.93% | -0.02% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.79% | +0.12% | +19.27% | |
| 5 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 5.46% | +0.07% | +3.77% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 5.30% | -0.96% | +18.98% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.27% | -0.02% | — | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.93% | -0.08% | -1.24% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | +0.24% | +32.90% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | -0.11% | +27.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | -0.41% | +32.61% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.11% | +9.04% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.14% | +20.73% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | +0.12% | +12.59% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.19% | +10.72% | |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.12% | — | -32.71% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.02% | -8.40% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.01% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.13% | +12.93% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.19% | +14.91% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | +0.01% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | +0.09% | +64.82% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.01% | — | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.85% | -0.02% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.13% | +21.04% | |
| 26 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.80% | — | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | -0.04% | +80.08% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.01% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.12% | -2.43% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.10% | +26.18% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | +0.03% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | -21.46% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | — | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | — | +17.92% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.01% | -19.65% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.06% | +23.26% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.05% | +118.76% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.48% | -0.01% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.13% | EXIT | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.45% | -0.03% | +5.24% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | +0.02% | +15.23% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | — | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +30.39% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.03% | — | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.41% | — | — | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.15% | +55.36% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.38% | — | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.01% | +63.49% | |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.33% | -0.01% | -19.80% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.01% | — |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHX, IWB) accounted for 26.0% of total reported equity market value during Q4 2024.
During Q4 2024, Up Strategic Wealth Investment Advisors LLC's top holdings by market value included VEA (16.1%)、SCHX (9.4%)、IWB (6.9%). The largest single position, VEA, represented 16.1% of total portfolio value.
In Q4 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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