Institutions / Up Strategic Wealth Investment Advisors LLC / Activity
Activity — Up Strategic Wealth Investment Advisors LLC
82 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922020748 Common stock | $2.76M | +36K +39.71% | 127,301 5.77% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $1.96M | +2K | 2,189 1.16% of portfolio | low |
| Q2 2026 as of | Add | 808524201 Common stock | $1.82M | +60K +8.34% | 778,611 14.08% 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 | Add | 921943858 Common stock | $1.33M | +18K +4.50% | 425,817 18.35% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $758.2K | +2K +12.48% | 21,972 4.07% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $745.5K | +2K +132.69% | 3,630 0.78% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $480.6K | +986 +11.46% | 9,592 2.78% of portfolio | low |
| Q2 2026 as of | Trim | 46137V357 Common stock | $-454.0K | -2K -36.46% | 3,601 0.47% of portfolio | low |
| Q2 2026 as of | Add | 25434V732 Common stock | $434.3K | +11K +31.55% | 46,304 1.08% 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 | Add | Amazon.com Inc Common stock | $380.6K | +1K +11.58% | 13,447 2.18% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $371.8K | +1K +18.96% | 6,494 1.39% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $347.1K | +720 +36.36% | 2,700 0.78% of portfolio | low |
| Q2 2026 as of | Add | 25434V641 Common stock | $340.9K | +4K +9.90% | 44,209 2.25% 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 | Trim | Cencora Inc Common stock | $-239.5K | -755 -52.00% | 697 0.13% 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 | Exit | Pepsico Inc Common stock | $-216.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Lowes Companies Inc Common stock | $-211.6K | -760 -100.00% | 0 | 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 |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $178.3K | +2K +70.18% | 4,850 0.26% of portfolio | low |
| Q2 2026 as of | Add | M&T Bank Corp Common stock | $126.0K | +500 +49.46% | 1,511 0.23% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $119.5K | +203 +10.79% | 2,085 0.73% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $109.1K | +500 +38.05% | 1,814 0.24% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $108.8K | +442 +15.50% | 3,294 0.48% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $100.8K | +1K +30.57% | 5,800 0.26% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-92.5K | -422 -1.17% | 35,735 4.66% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. Common stock | $-74.2K | -210 -7.22% | 2,698 0.57% of portfolio | low |
| Q2 2026 as of | Add | Waste Management Inc Common stock | $69.5K | +310 +27.22% | 1,449 0.19% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $66.7K | +57 +4.48% | 1,328 0.93% of portfolio | low |
| Q2 2026 as of | Add | Texas Instruments Inc Common stock | $65.3K | +235 +9.87% | 2,615 0.43% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $50.8K | +66 +9.50% | 761 0.35% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-45.5K | -270 -0.81% | 32,902 3.30% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-43.4K | -76 -3.57% | 2,053 0.70% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $43.2K | +2K +14.70% | 14,620 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-41.3K | -286 -13.80% | 1,787 0.15% of portfolio | low |