Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Up Strategic Wealth Investment Advisors Llc > Profile

Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Up Strategic Wealth Investment Advisors Llc
Portfolio Value $128,236,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 421,867 $24,050,638 18.75%
2.
Schwab Strategic Trust
 FNDF 644,696 $15,756,364 12.29%
3.
Ishares Trust
 IEF 21,509 $7,303,812 5.7%
4.
Nvidia Corp
 NVDA 42,748 $6,753,757 5.27%
5.
Vanguard Malvern Fds - CORE BD ETF
 80,885 $6,275,059 4.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)