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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Historic Quarter Change: USA Stocks, Reduced

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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC opened 88 positions, added to 223, reduced 132 and sold out of 42.

  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 42,197.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 1,330.
  • Q2 2026: Stock WMT; Country of operation United States; Class COM; Shares before 11,745.
  • Q2 2026: Stock NFLX; Country of operation United States; Class COM; Shares before 7,362.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011649), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-19); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM42,19735,735-6,462$8,924,666$7,833,827-$1,090,8392026-08-07
Q2 2026LLY
ELI LILLY & CO		United StatesCOM1,3301,328-2$1,296,664$1,553,945+$257,2812026-08-07
Q2 2026WMT
WALMART INC		United StatesCOM11,74511,492-253$1,529,199$1,291,011-$238,1882026-08-07
Q2 2026NFLX
NETFLIX INC.		United StatesCOM7,3625,800-1,562$649,697$430,360-$219,3372026-08-07
Q2 2026COR
CENCORA INC		United StatesCOM1,423697-726$363,804$221,102-$142,7022026-08-07
Q2 2026ABBV
ABBVIE INC		United StatesCOM3,3053,294-11$669,957$810,983+$141,0262026-08-07
Q2 2026COST
COSTCO WHOLESALE CORPORATION		United StatesCOM1,3571,340-17$1,373,365$1,262,267-$111,0982026-08-07
Q2 2026MRK
MERCK & CO INC		United StatesCOM3,2613,256-5$366,177$417,904+$51,7272026-08-07
Q2 2026AMGN
AMGEN INC		United StatesCOM648644-4$213,250$262,643+$49,3932026-08-07
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW1,7841,563-221$847,543$810,963-$36,5802026-08-07
Q2 2026NEE
NEXTERA ENERGY INC		United StatesCOM4,0193,953-66$375,053$339,602-$35,4512026-08-07
Q2 2026XOMXXXX
EXXON MOBIL CORP		COM3,1023,076-26$454,691$466,366+$11,6752026-08-07

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