Stock Taper

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD1.71K$467.44K
Amphenol CorporationAPH1.63K$281.27K
Applied Materials, Inc.AMAT1.59K$849.44K
Marvell Technology, Inc.MRVL1.58K$333.62K
Vistra Corp.VST1.58K$221.55K
Berkshire Hathaway Inc.BRK-B1.56K$810.96K
M&T Bank CorporationMTB1.51K$380.68K
Prologis, Inc.PLD1.47K$207.34K
Waste Management, Inc.WM1.45K$325.02K
UnitedHealth Group IncorporatedUNH1.39K$572.07K
Costco Wholesale CorporationCOST1.34K$1.26M
Eli Lilly and CompanyLLY1.33K$1.55M
Philip Morris International Inc.PM1.27K$240.51K
Snowflake Inc.SNOW1.26K$400.49K
International Business Machines CorporationIBM1.05K$248.19K
The Progressive CorporationPGR983$209.14K
Union Pacific CorporationUNP906$267.76K
GE AerospaceGE890$339.15K
Analog Devices, Inc.ADI875$330.48K
American Express CompanyAXP871$303.97K