CIK 2011649
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–87 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 624 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 851 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 880 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 935 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 869 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 259 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 648 | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 5K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 906 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 351 | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 760 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 828 | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| TELA | TELA BIO INC | 100K | $50K–$100K | SH |