UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Position in LLY — ELI LILLY & Co

CIK 2011649 PITTSBURGH, PA

Position in LLY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,592,843

+$369,549 QoQ

Shares Held

1,328

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#2,711

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $4,383,847 across 6 Drug Manufacturers - General names. LLY ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,328	$1,592,843
2	ABBV	AbbVie Inc.	3,294	$828,902
3	JNJ	Johnson & Johnson	2,822	$716,703
4	GILD	Gilead Sciences, Inc.	4,700	$593,798
5	MRK	Merck & Co., Inc.	3,256	$418,396
6	AMGN	Amgen Inc	644	$233,205

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,843	1,328	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$1,223,294	1,330	+4.6%	Shares	Sole	2026-05-12
2025-12-31	$1,365,918	1,271	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$968,247	1,269	+3.8%	Shares	Sole	2025-11-19
2025-06-30	$953,365	1,223	+1.7%	Shares	Sole	2025-08-12
2025-03-31	$993,569	1,203	+66.9%	Shares	Sole	2025-05-15
2024-12-31	$556,612	721	-21.5%	Shares	Sole	2025-02-14
2024-09-30	$813,292	918	+27.3%	Shares	Sole	2024-11-14
2024-06-30	$652,778	721	0.0%	Shares	Sole	2024-08-12
2024-03-31	$560,909	721	+7.8%	Shares	Sole	2024-05-15
2023-12-31	$389,973	669	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.