Up-Strategic-Wealth-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
86
Total Value
112471109
Accession Number
0002011649-25-000004
Form Type
13F-HR
Manager Name
Up-Strategic-Wealth-Investment-Advisors
Data Enrichment
86% identified
74 identified12 unidentified

Holdings

86 positions • $112.5M total value
Manager:
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AMGEN INC
Shares:683
Value:$212.8K
% of Portfolio:0.2% ($212.8K/$112.5M)
NIKE, Inc.
Shares:3.3K
Value:$210.9K
% of Portfolio:0.2% ($210.9K/$112.5M)
INTUIT INC.
Shares:336
Value:$206.3K
% of Portfolio:0.2% ($206.3K/$112.5M)
464287234
Shares:4.7K
Value:$204.4K
% of Portfolio:0.2% ($204.4K/$112.5M)
46138E511
Shares:13.6K
Value:$152.2K
% of Portfolio:0.1% ($152.2K/$112.5M)
TELA Bio, Inc.
Shares:99.9K
Value:$121.9K
% of Portfolio:0.1% ($121.9K/$112.5M)