UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Elizabeth Urish - Managing Director
Location
Pittsburgh, PA
Holdings as of
31 Dec 2023
Value $
$54,815,650
Num holdings
58
Filing time
13 Feb 2024, 11:03:12 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VEA, SCHX, IWB, ITOT, and DFCF.
Next filing
Q1 2024 - 15 May 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Elizabeth Urish Managing Director Pittsburgh, Pennsylvania 13 Feb 2024