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Size ($ in 1000's)
At 12/31/2023: $54,818
At 09/30/2023: $0
UP Strategic Wealth Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UP Strategic Wealth Investment Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the UP Strategic Wealth Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by UP Strategic Wealth Investment Advisors LLC.
In the UP Strategic Wealth Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by UP Strategic Wealth Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the UP Strategic Wealth Investment Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD TAX MANAGED FDS (VEA) |
139,054 |
+139,054 |
$6,661 | | VEA | 139,054 | +139,054 | $6,661 | | SCHWAB STRATEGIC TR |
106,177 |
+106,177 |
$5,988 | | SCHX | 106,177 | +106,177 | $5,988 | | ISHARES TR (IWB) |
21,084 |
+21,084 |
$5,529 | | IWB | 21,084 | +21,084 | $5,529 | | ISHARES TR (ITOT) |
33,902 |
+33,902 |
$3,568 | | ITOT | 33,902 | +33,902 | $3,568 | | DIMENSIONAL ETF TRUST (DFCF) |
70,602 |
+70,602 |
$2,994 | | DFCF | 70,602 | +70,602 | $2,994 | | APPLE INC |
13,136 |
+13,136 |
$2,529 | | AAPL | 13,136 | +13,136 | $2,529 | | INVESCO EXCH TRD SLF IDX FD |
37,922 |
+37,922 |
$1,950 | | OMFL | 37,922 | +37,922 | $1,950 | | MICROSOFT CORP |
4,065 |
+4,065 |
$1,529 | | MSFT | 4,065 | +4,065 | $1,529 | | NVIDIA CORPORATION |
2,863 |
+2,863 |
$1,418 | | NVDA | 2,863 | +2,863 | $1,418 | | DIMENSIONAL ETF TRUST (DFVX) |
21,931 |
+21,931 |
$1,231 | | DFVX | 21,931 | +21,931 | $1,231 | | UNITEDHEALTH GROUP INC |
2,232 |
+2,232 |
$1,175 | | UNH | 2,232 | +2,232 | $1,175 | | INVESCO EXCHANGE TRADED FD T (RSP) |
6,278 |
+6,278 |
$991 | | RSP | 6,278 | +6,278 | $991 | | INVESCO EXCH TRADED FD TR II (EQAL) |
21,747 |
+21,747 |
$959 | | EQAL | 21,747 | +21,747 | $959 | | AMAZON COM INC |
6,207 |
+6,207 |
$943 | | AMZN | 6,207 | +6,207 | $943 | | VANGUARD INTL EQUITY INDEX F (VEU) |
14,858 |
+14,858 |
$834 | | VEU | 14,858 | +14,858 | $834 | | ALPHABET INC |
5,943 |
+5,943 |
$830 | | GOOGL | 5,943 | +5,943 | $830 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,515 |
+1,515 |
$769 | | MDY | 1,515 | +1,515 | $769 | | COSTCO WHSL CORP NEW |
1,138 |
+1,138 |
$751 | | COST | 1,138 | +1,138 | $751 | | HOME DEPOT INC |
2,157 |
+2,157 |
$748 | | HD | 2,157 | +2,157 | $748 | | MASTERCARD INCORPORATED |
1,615 |
+1,615 |
$689 | | MA | 1,615 | +1,615 | $689 | | JPMORGAN CHASE & CO |
3,370 |
+3,370 |
$573 | | JPM | 3,370 | +3,370 | $573 | | VANGUARD INDEX FDS (VTI) |
2,391 |
+2,391 |
$567 | | VTI | 2,391 | +2,391 | $567 | | PEPSICO INC |
2,951 |
+2,951 |
$501 | | PEP | 2,951 | +2,951 | $501 | | ISHARES TR (IEF) |
5,090 |
+5,090 |
$491 | | IEF | 5,090 | +5,090 | $491 | | ISHARES TR (IXUS) |
7,367 |
+7,367 |
$478 | | IXUS | 7,367 | +7,367 | $478 | | WALMART INC |
3,033 |
+3,033 |
$478 | | WMT | 3,033 | +3,033 | $478 | | INVESCO QQQ TR |
1,134 |
+1,134 |
$464 | | QQQ | 1,134 | +1,134 | $464 | | ISHARES TR (IVV) |
946 |
+946 |
$452 | | IVV | 946 | +946 | $452 | | VISA INC |
1,724 |
+1,724 |
$449 | | V | 1,724 | +1,724 | $449 | | SELECT SECTOR SPDR TR (XLF) |
11,929 |
+11,929 |
$449 | | XLF | 11,929 | +11,929 | $449 | | ISHARES TR (SHY) |
5,148 |
+5,148 |
$422 | | SHY | 5,148 | +5,148 | $422 | | ALPHABET INC |
2,950 |
+2,950 |
$416 | | GOOG | 2,950 | +2,950 | $416 | | INDEXIQ ETF TR (QAI) |
13,119 |
+13,119 |
$395 | | QAI | 13,119 | +13,119 | $395 | | ISHARES TR (IWM) |
1,960 |
+1,960 |
$393 | | IWM | 1,960 | +1,960 | $393 | | ELI LILLY & CO |
669 |
+669 |
$390 | | LLY | 669 | +669 | $390 | | ISHARES TR (IBDQ) |
15,409 |
+15,409 |
$382 | | IBDQ | 15,409 | +15,409 | $382 | | MCDONALDS CORP |
1,275 |
+1,275 |
$378 | | MCD | 1,275 | +1,275 | $378 | | VANGUARD ADMIRAL FDS INC (VIOO) |
3,646 |
+3,646 |
$362 | | VIOO | 3,646 | +3,646 | $362 | | ISHARES TR (IBDR) |
14,054 |
+14,054 |
$336 | | IBDR | 14,054 | +14,054 | $336 | | ISHARES TR (IBDS) |
14,030 |
+14,030 |
$336 | | IBDS | 14,030 | +14,030 | $336 | | ISHARES TR (EFA) |
4,347 |
+4,347 |
$328 | | EFA | 4,347 | +4,347 | $328 | | PROCTER AND GAMBLE CO |
2,065 |
+2,065 |
$303 | | PG | 2,065 | +2,065 | $303 | | ISHARES TR (SCZ) |
4,610 |
+4,610 |
$285 | | SCZ | 4,610 | +4,610 | $285 | | NIKE INC |
2,459 |
+2,459 |
$267 | | NKE | 2,459 | +2,459 | $267 | | WISDOMTREE TR |
4,998 |
+4,998 |
$262 | | DWM | 4,998 | +4,998 | $262 | | ABBVIE INC |
1,648 |
+1,648 |
$255 | | ABBV | 1,648 | +1,648 | $255 | | ISHARES TR (EEM) |
5,724 |
+5,724 |
$230 | | EEM | 5,724 | +5,724 | $230 | | THERMO FISHER SCIENTIFIC INC |
431 |
+431 |
$229 | | TMO | 431 | +431 | $229 | | UNION PAC CORP |
911 |
+911 |
$224 | | UNP | 911 | +911 | $224 | | TEXAS INSTRS INC |
1,300 |
+1,300 |
$222 | | TXN | 1,300 | +1,300 | $222 |
See Full List: All Stocks Held By UP Strategic Wealth Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By UP Strategic Wealth Investment Advisors LLC
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