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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 36 New $529.44 $377,000 721 0.62% 377,000 721 0    Closed - End Fund - E...
   (VST)1 Year Chart         VST Vistra Energy Corp 47 New $102.10 $273,000 3,924 0.45% 273,000 3,924 0.001    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 58 New $131.20 $205,000 1,552 0.34% 205,000 1,552 0    Drug Manufacturers - ...

      3 Records Found
  1    
Page 1 of 1
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