UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC opened 10 positions, added to 21, reduced 12, sold out of 4 and left 31 unchanged. The largest increase in value was MU (+$690,385); the largest decrease was NVDA (-$1,090,839).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 1,956; Shares 2026-06-30 2,189.
- MSFT: Country of operation United States; Class COM; Shares 2026-03-31 9,581; Shares 2026-06-30 9,592.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 21,804; Shares 2026-06-30 21,972.
- HD: Country of operation United States; Class COM; Shares 2026-03-31 2,153; Shares 2026-06-30 2,698.
Two Form 13F-HR filings compared (SEC CIK 2011649): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.
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