Holdings
Up Strategic Wealth Investment Advisors LLC
As of Jun 30, 2026, Up Strategic Wealth Investment Advisors LLC reported 72 positions worth US$66.5M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 35,735 | US$7.83M | −6,462 | Jun 30, 2026 |
| Apple Inc | 21,972 | US$6.83M | +168 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,450 | US$5.61M | −32 | Jun 30, 2026 |
| Microsoft Corp. | 9,592 | US$4.68M | +11 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,447 | US$3.67M | +34 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,494 | US$2.33M | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 2,189 | US$1.96M | +233 | Jun 30, 2026 |
| Broadcom Inc. | 4,121 | US$1.72M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 1,328 | US$1.55M | −2 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 2,700 | US$1.3M | +2 | Jun 30, 2026 |