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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| UP Strategic Wealth Investment Advisors LLC
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| CRD # | 166742 |
| SEC # | 801-130392 |
| CIK # | 0002011649 |
| AUM | $300.7 M (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-586-2060 |
| Address | 444 Liberty Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.8 | ||
| Apple Inc | 4.7 | ||
| Microsoft Corp | 4.7 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.3 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Mastercard Inc | 1.3 | ||
| Tesla Motors Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.5 |
| (b) Individuals (high net worth individuals) | 31 | 249.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 15 | 35.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 300.7 |
| By Discretionary | ||
| Discretionary | 232 | 290.7 |
| Non-Discretionary | 1 | 10.0 |
| Total | 233 | 300.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 71.0 | |
| United States Persons | 229.7 | |
| Total | 233 | 300.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011649] |
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