Long-term investor
Up Strategic Wealth Investment Advisors LLC @upstrategicwealthinvestm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011649).
Record
- Tracked since 2025-06-30 (449 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +27.5% · 1 year n/a · all +39.3%
- Max drawdown n/a · win rate 63% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 18.3% · long · since 2025-06-30
- 808524201 · 14.1% · long · since 2025-06-30
- 922020748 · 5.8% · long · since 2025-06-30
- 464287622 · 5.4% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- 464287150 · 3.3% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- 25434V641 · 2.3% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- JPM · 1.4% · long · since 2025-06-30