Stock Taper

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lam Research CorporationLRCX852$261.92K
The PNC Financial Services Group, Inc.PNC828$211.45K
Caterpillar Inc.CAT708$616.73K
Cencora, Inc.COR697$221.1K
Amgen Inc.AMGN644$262.64K
Thermo Fisher Scientific Inc.TMO624$360.57K
Chubb LimitedCB576$203.06K
Palo Alto Networks, Inc.PANW574$208.17K
Lockheed Martin CorporationLMT351$202.74K
BlackRock, Inc.BLK238$269.79K
The Goldman Sachs Group, Inc.GS211$223.74K
GE Vernova Inc.GEV197$200.54K