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| Name: |
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15222 |
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data |
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| Holdings
Found :
28 |
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Menu
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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 |
|
AMZN |
Amazon.com Inc |
11 |
- |
$180.75 |
$1,120,000 |
6,207 |
1.83% |
177,000 |
0 |
0 |
Internet Software & S... |
|
|
UNH |
Unitedhealth Group Inc |
12 |
- |
$508.17 |
$1,104,000 |
2,232 |
1.81% |
-71,000 |
0 |
0 |
Health Care Plans |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
13 |
- |
$165.94 |
$1,063,000 |
6,278 |
1.74% |
72,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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GOOGL |
Alphabet Inc |
14 |
- |
$174.99 |
$897,000 |
5,943 |
1.47% |
67,000 |
0 |
0 |
Search Engines & Info... |
|
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VEU |
Vanguard FTSE All-World ETF |
15 |
- |
$57.31 |
$871,000 |
14,858 |
1.43% |
37,000 |
0 |
0.003 |
Closed - End Fund - F... |
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COST |
Costco Wholesale Corp |
17 |
- |
$809.73 |
$834,000 |
1,138 |
1.36% |
83,000 |
0 |
0 |
Discount, Variety Stores |
|
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HD |
Home Depot Inc |
18 |
- |
$325.10 |
$827,000 |
2,157 |
1.35% |
79,000 |
0 |
0 |
Home Improvement Stores |
|
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MA |
MasterCard Inc A |
20 |
- |
$451.18 |
$778,000 |
1,615 |
1.27% |
89,000 |
0 |
0 |
Business Services |
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JPM |
JP Morgan Chase & Co |
21 |
- |
$200.71 |
$675,000 |
3,370 |
1.1% |
102,000 |
0 |
0 |
Domestic Money Center... |
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PEP |
Pepsico Inc |
27 |
- |
$177.99 |
$516,000 |
2,951 |
0.84% |
15,000 |
0 |
0 |
Beverage Soft Drinks... |
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XLF |
SPDR Financial Sector |
28 |
- |
$41.61 |
$502,000 |
11,929 |
0.82% |
53,000 |
0 |
0 |
Closed - End Fund - E... |
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IXUS |
Ishares Core Msci Total Int... |
29 |
- |
$69.38 |
$500,000 |
7,367 |
0.82% |
22,000 |
0 |
0 |
N/A |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
30 |
- |
$92.88 |
$482,000 |
5,090 |
0.79% |
-9,000 |
0 |
0.002 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
32 |
- |
$176.33 |
$449,000 |
2,950 |
0.73% |
33,000 |
0 |
0 |
Search Engines & Info... |
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IWM |
iShares Tr Russell 2000 Indx |
33 |
- |
$205.44 |
$412,000 |
1,960 |
0.67% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
35 |
- |
$24.80 |
$382,000 |
15,409 |
0.63% |
0 |
0 |
0.005 |
N/A |
|
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MCD |
McDonalds Corp |
38 |
- |
$258.11 |
$359,000 |
1,275 |
0.59% |
-19,000 |
0 |
0 |
Restaurants |
|
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IBDR |
Ishares Ibonds Dec 2026 Ter... |
40 |
- |
$0.00 |
$335,000 |
14,054 |
0.55% |
-1,000 |
0 |
0.016 |
N/A |
|
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IBDS |
Ishares Ibonds Dec 2027 Ter... |
41 |
- |
$0.00 |
$334,000 |
14,030 |
0.55% |
-2,000 |
0 |
0.01 |
N/A |
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ABBV |
Abbvie Inc. |
44 |
- |
$157.06 |
$300,000 |
1,648 |
0.49% |
45,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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DWM |
WisdomTree Trust DIEFA Fund |
46 |
- |
$53.85 |
$274,000 |
4,998 |
0.45% |
12,000 |
0 |
0.042 |
Closed - End Fund - E... |
|
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WM |
Waste Management Inc |
50 |
- |
$208.81 |
$241,000 |
1,129 |
0.39% |
39,000 |
0 |
0 |
Waste Management |
|
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COWZ |
Pacer Us Cash Cows 100 Etf |
52 |
- |
$0.00 |
$234,000 |
4,023 |
0.38% |
25,000 |
0 |
0 |
N/A |
|
|
NKE |
Nike Inc B |
53 |
- |
$91.75 |
$231,000 |
2,459 |
0.38% |
-36,000 |
0 |
0 |
Textile - Apparel Foo... |
|
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TXN |
Texas Instruments Inc |
54 |
- |
$199.18 |
$226,000 |
1,300 |
0.37% |
4,000 |
0 |
0 |
Semiconductor- Broad... |
|
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UNP |
Union Pacific Corp |
55 |
- |
$232.05 |
$224,000 |
911 |
0.37% |
0 |
0 |
0 |
Railroads |
|
|
JNJ |
Johnson & Johnson |
57 |
- |
$146.97 |
$205,000 |
1,298 |
0.34% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
TELA |
Tela Bio, Inc. |
60 |
- |
$5.85 |
$62,000 |
11,000 |
0.1% |
-11,000 |
0 |
0.045 |
N/A |
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