Institutions / Up Strategic Wealth Investment Advisors LLC / Activity
Activity — Up Strategic Wealth Investment Advisors LLC
19 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Micron Technology Inc Common stock | $1.96M | +2K | 2,189 1.16% of portfolio | low |
| Q2 2026 as of | New | 922907712 Common stock | $1.61M | +21K | 21,459 0.96% of portfolio | low |
| Q2 2026 as of | New | Snowflake Inc. Common stock | $400.5K | +1K | 1,264 0.24% of portfolio | low |
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $333.6K | +2K | 1,581 0.20% of portfolio | low |
| Q2 2026 as of | New | Bank of New York Mellon Corp/The Common stock | $321.0K | +2K | 2,022 0.19% of portfolio | low |
| Q2 2026 as of | New | Palantir Technologies Inc Common stock | $286.8K | +2K | 1,810 0.17% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp Common stock | $261.9K | +852 | 852 0.16% of portfolio | low |
| Q2 2026 as of | New | CVS HEALTH Corp Common stock | $243.0K | +2K | 2,452 0.14% of portfolio | low |
| Q2 2026 as of | New | Philip Morris International Inc. Common stock | $240.5K | +1K | 1,273 0.14% of portfolio | low |
| Q2 2026 as of | New | ServiceNow Inc Common stock | $239.8K | +2K | 2,046 0.14% of portfolio | low |
| Q2 2026 as of | New | The Goldman Sachs Group, Inc. Common stock | $223.7K | +211 | 211 0.13% of portfolio | low |
| Q2 2026 as of | New | 464287614 Common stock | $222.5K | +2K | 1,796 0.13% of portfolio | low |
| Q2 2026 as of | New | 808524805 Common stock | $209.4K | +7K | 7,467 0.12% of portfolio | low |
| Q2 2026 as of | New | Progressive CORP/OH Common stock | $209.1K | +983 | 983 0.12% of portfolio | low |
| Q2 2026 as of | New | Zions Bancorp NA Common stock | $208.4K | +3K | 2,906 0.12% of portfolio | low |
| Q2 2026 as of | New | Palo Alto Networks Inc Common stock | $208.2K | +574 | 574 0.12% of portfolio | low |
| Q2 2026 as of | New | Prologis Inc Common stock | $207.3K | +1K | 1,473 0.12% of portfolio | low |
| Q2 2026 as of | New | Chubb Ltd Common stock | $203.1K | +576 | 576 0.12% of portfolio | low |
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $200.5K | +197 | 197 0.12% of portfolio | low |