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  Name: UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
  City: PITTSBURGH
  State: PA
  Zip: 15222
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $61,119,000
  Total Value Change : $6,301,000
  Securities Held Change : 2
   
All Securities Held : 60
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 12
  Unchanged Positions : 28
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 4 - $117.95 $3,825,000 33,172 6.26% 257,000 -730 0.009    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 6 - $131.88 $2,551,000 2,823 4.17% 1,133,000 -40 0    Semiconductor - Speci...
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $212.49 $2,231,000 13,011 3.65% -298,000 -125 0    Personal Computers
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 8 - $0.00 $2,014,000 36,464 3.3% 64,000 -1,458 0.041    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 10 - $442.57 $1,709,000 4,061 2.8% 180,000 -4 0    Application Software
   (EQAL)1 Year Chart         EQAL Invesco Russell 1000 Equal ... 19 - $44.39 $784,000 16,963 1.28% -175,000 -4,784 0.121    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 23 - $266.69 $600,000 2,310 0.98% 33,000 -81 0    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 31 - $270.66 $475,000 1,701 0.78% 26,000 -23 0    Business Services
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 37 - $81.61 $372,000 4,548 0.61% -50,000 -600 0.001    Closed - End Fund - E...
   (VIOO)1 Year Chart         VIOO Vanguard S&P Small-Cap 600 Etf 39 - $96.32 $352,000 3,464 0.58% -10,000 -182 0.026    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 42 - $166.79 $333,000 2,052 0.54% 30,000 -13 0    Cleaning Products
   (QAI)1 Year Chart         QAI Index IQ ETF Trust 43 - $30.92 $305,000 9,875 0.5% -90,000 -3,244 0.042    Closed - End Fund - Debt
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 45 - $61.51 $282,000 4,449 0.46% -3,000 -161 0.003    Closed - End Fund - E...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 48 - $572.05 $246,000 423 0.4% 17,000 -8 0    Medical Laboratories ...
   (TGT)1 Year Chart         TGT Target Corp 49 - $141.16 $245,000 1,383 0.4% 43,000 -32 0    Discount, Variety Stores
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 56 - $73.25 $221,000 3,053 0.36% 6,000 -66 0    Investment Brokerage ...
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 59 - $11.59 $141,000 11,906 0.23% 0 -345 0.003    Closed - End Fund - Debt
      17 Records Found
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