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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX2.45K$455.92K
CVS Health Corp.CVS2.45K$243.04K
Texas Instruments IncorporatedTXN2.62K$726.24K
Visa Inc.V2.64K$973.68K
The Home Depot, Inc.HD2.7K$952.77K
Advanced Micro Devices, Inc.AMD2.7K$1.3M
Johnson & JohnsonJNJ2.82K$726.91K
Tesla, Inc.TSLA2.83K$910.95K
Zions Bancorporation, National AssociationZION2.91K$208.36K
Exxon Mobil CorporationXOM3.08K$466.37K
Merck & Co., Inc.MRK3.26K$417.9K
AbbVie Inc.ABBV3.29K$810.98K
The Procter & Gamble CompanyPG3.49K$512.06K
Alphabet Inc.GOOG3.63K$1.31M
NextEra Energy, Inc.NEE3.95K$339.6K
The Charles Schwab CorporationSCHW4.08K$440.51K
Broadcom Inc.AVGO4.12K$1.72M
Gilead Sciences, Inc.GILD4.7K$619.27K
Wells Fargo & CompanyWFC4.85K$432.48K
Intel Corp.INTC5.07K$511.97K