UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC quarter change: USA Stocks, Unchanged
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).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 11,861; Shares 2026-06-30 11,861.
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 6,494; Shares 2026-06-30 6,494.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 1,590; Shares 2026-06-30 1,590.
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 5,853; Shares 2026-06-30 5,853.
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.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 11,861 | 11,861 | 0 | $4,720,559 | $4,298,782 | -$421,777 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 6,494 | 6,494 | 0 | $1,988,917 | $2,332,905 | +$343,988 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 1,590 | 1,590 | 0 | $652,918 | $849,442 | +$196,524 |
|---|
CSCO
CISCO SYS INC | United States | COM | 5,853 | 5,853 | 0 | $539,412 | $711,140 | +$171,728 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 3,630 | 3,630 | 0 | $1,434,939 | $1,307,272 | -$127,667 |
|---|
RTX
RTX CORPORATION | United States | COM | 2,434 | 2,434 | 0 | $430,283 | $541,103 | +$110,820 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,822 | 2,822 | 0 | $627,913 | $726,907 | +$98,994 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 1,581 | 1,581 | 0 | $252,976 | $333,623 | +$80,647 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 4,078 | 4,078 | 0 | $364,981 | $440,506 | +$75,525 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 624 | 624 | 0 | $296,063 | $360,566 | +$64,503 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,386 | 1,386 | 0 | $512,460 | $572,072 | +$59,612 |
|---|
MTB
M & T BK CORP | United States | COM | 1,511 | 1,511 | 0 | $321,873 | $380,681 | +$58,808 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 5,578 | 5,578 | 0 | $294,240 | $352,809 | +$58,569 |
|---|
APH
AMPHENOL CORP | United States | CL A | 1,633 | 1,633 | 0 | $223,100 | $281,268 | +$58,168 |
|---|
BNY
BANK OF NY MELLON CORP | United States | COM | 2,022 | 2,022 | 0 | $264,217 | $320,986 | +$56,769 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 1,814 | 1,814 | 0 | $344,968 | $395,942 | +$50,974 |
|---|
KO
COCA COLA CO | United States | COM | 5,991 | 5,991 | 0 | $469,874 | $520,199 | +$50,325 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 4,850 | 4,850 | 0 | $383,926 | $432,475 | +$48,549 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 1,810 | 1,810 | 0 | $248,061 | $286,758 | +$38,697 |
|---|
UNP
UNION PAC CORP | United States | COM | 906 | 906 | 0 | $239,990 | $267,759 | +$27,769 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 875 | 875 | 0 | $357,455 | $330,479 | -$26,976 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 871 | 871 | 0 | $277,579 | $303,970 | +$26,391 |
|---|
AVGO
BROADCOM INC | United States | COM | 4,121 | 4,121 | 0 | $1,700,160 | $1,723,732 | +$23,572 |
|---|
VST
VISTRA CORP | United States | COM | 1,576 | 1,576 | 0 | $242,625 | $221,554 | -$21,071 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 2,615 | 2,615 | 0 | $745,903 | $726,238 | -$19,665 |
|---|
TELA
TELA BIO INC | United States | COM | 99,888 | 99,888 | 0 | $109,877 | $91,398 | -$18,479 |
|---|
CAT
CATERPILLAR INC | United States | COM | 708 | 708 | 0 | $634,149 | $616,725 | -$17,424 |
|---|
BLK
BLACKROCK INC | United States | COM | 238 | 238 | 0 | $254,122 | $269,792 | +$15,670 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 4,700 | 4,700 | 0 | $630,082 | $619,272 | -$10,810 |
|---|
GEV
GE VERNOVA INC | United States | COM | 197 | 197 | 0 | $205,989 | $200,538 | -$5,451 |
|---|
PLD
PROLOGIS INC. | United States | COM | 1,473 | 1,473 | 0 | $209,593 | $207,339 | -$2,254 |
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