Stock Taper

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY1.33K$1.55M
Costco Wholesale CorporationCOST1.34K$1.26M
UnitedHealth Group IncorporatedUNH1.39K$572.07K
Waste Management, Inc.WM1.45K$325.02K
Prologis, Inc.PLD1.47K$207.34K
M&T Bank CorporationMTB1.51K$380.68K
Berkshire Hathaway Inc.BRK-B1.56K$810.96K
Vistra Corp.VST1.58K$221.55K
Marvell Technology, Inc.MRVL1.58K$333.62K
Applied Materials, Inc.AMAT1.59K$849.44K
Amphenol CorporationAPH1.63K$281.27K
McDonald's CorporationMCD1.71K$467.44K
Oracle CorporationORCL1.79K$258.03K
Palantir Technologies Inc.PLTR1.81K$286.76K
Morgan StanleyMS1.81K$395.94K
ServiceNow, Inc.NOW2.05K$239.83K
Mastercard IncorporatedMA2.05K$1.17M
Meta Platforms, Inc.META2.08K$1.23M
Micron Technology, Inc.MU2.19K$1.96M
RTX CorporationRTX2.43K$541.1K