Elizabeth Urish Portfolio
Invests via UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Managed by Elizabeth Urish, Saundra Gibson, Ken (Kennith L.) Urish
Invests via UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Managed by Elizabeth Urish, Saundra Gibson, Ken (Kennith L.) Urish
Automatically Tracked
Elizabeth Urish Profile
Veteran life-sciences investor and operating executive focused on commercialization and value-creation across biotech and medtech companies. Elizabeth Urish combines venture investing, corporate development and board experience to accelerate clinical-stage assets into strategic partnerships and exits. Background bridges scientific training and capital markets, with experience structuring licensing deals, syndicating rounds and advising management teams on go-to-market strategy. Regularly works with crossover investors and pharma corporates to de-risk programs and optimize capital allocation.
Veteran life-sciences investor and operating executive focused on commercialization and value-creation across biotech and medtech companies. Elizabeth Urish combines venture investing, corporate development and board experience to accelerate clinical-stage assets into strategic partnerships and exits. Background bridges scientific training and capital markets, with experience structuring licensing deals, syndicating rounds and advising management teams on go-to-market strategy. Regularly works with crossover investors and pharma corporates to de-risk programs and optimize capital allocation.
Investment Philosophy & Strategy
Focuses on late‑stage life‑sciences investments that bridge scientific validation and commercial exit, prioritizing clinical-stage biotech and medtech opportunities with clear de‑risking catalysts. Combines active board-level operational guidance with disciplined capital allocation, structuring licensing, syndication and pharma partnership pathways to shorten time horizon to strategic outcomes. Emphasizes clinical readouts, regulatory milestones and commercial fit as primary value drivers, maintains tight downside protection through staged financing, covenants and partner optioning while seeking asymmetric return profiles.
Focuses on late‑stage life‑sciences investments that bridge scientific validation and commercial exit, prioritizing clinical-stage biotech and medtech opportunities with clear de‑risking catalysts. Combines active board-level operational guidance with disciplined capital allocation, structuring licensing, syndication and pharma partnership pathways to shorten time horizon to strategic outcomes. Emphasizes clinical readouts, regulatory milestones and commercial fit as primary value drivers, maintains tight downside protection through staged financing, covenants and partner optioning while seeking asymmetric return profiles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
5.79%
Gain
Monthly
0.18%
Yearly
2.24%
Drawdown
42.94%
$162.55M
Equity
Holdings
$162.55M
Investment
$117.49M
$48.4M
Profit -$1.03M
Realized
$3.35M
Unrealized
$45.05M
Dividends
$4.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.03M
Win %
79%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$888,412.94
Win %
79%
This Month
Compared to last month
Gain
0.04%
Profit
$68,773.28
Win %
79%
This Year
Compared to last year
Gain
14.35%
Profit
$20.36M
Win %
78%
WM Waste Management, Inc.
+4.1%
+$10,871.75 
MRK Merck & Co., Inc.
+3.87%
+$15,587.58 
PLD Prologis Inc.
+3.67%
+$7,747.97 
UNP Union Pacific Corporation
+3.66%
+$9,567.37 
COR Cencora, Inc.
+3.35%
+$14,137.5 
ABBV AbbVie Inc.
+3.23%
+$26,059.92 
TELA Tela Bio Inc.
+3.15%
+$2,467.23 
UNH UnitedHealth Group Incorporated
+3.07%
+$17,810.1 
IBM International Business Machines Corporation
+3.04%
+$6,185.66 
T AT&T Inc.
+3%
+$8,152.06 
AMGN Amgen Inc.
+2.98%
+$6,927.12 
KO The Coca-Cola Company
+2.82%
+$13,929.08 
PEP PepsiCo, Inc.
+2.62%
+$4,547.55 
COST Costco Wholesale Corporation
+2.6%
+$32,269.46 
WMT Walmart Inc.
+2.56%
+$33,825.6 
MCD McDonald's Corporation
+2.32%
+$9,676.64 
GILD Gilead Sciences Inc.
+2.29%
+$14,147.05 
MA Mastercard Incorporated
+2.28%
+$22,588.07 
MTB M&T Bank Corporation
+2.25%
+$8,469.16 
MSFT Microsoft Corp.
+1.79%
+$67,977.29 
V Visa Inc. Class A
+1.77%
+$14,148.42 
PG Procter & Gamble Co
+1.77%
+$5,554.4 
CVS CVS Health Corporation
+1.51%
+$3,900.8 
AAPL Apple Inc.
+1.49%
+$106,403.52 
HD The Home Depot, Inc.
+1.46%
+$10,765 
LLY Eli Lilly and Company
+1.35%
+$20,841.1 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$10,802.12 
CVX Chevron Corporation
+1.15%
+$5,095.74 
JNJ Johnson & Johnson
+1.14%
+$7,929.82 
XOM Exxon Mobil Corporation
+0.82%
+$3,660.36 
WFC Wells Fargo & Company
+0.68%
+$2,885.75 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.66%
+$2,631.73 
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$4,681.3 
TMO Thermo Fisher Scientific Inc.
+0.34%
+$1,135.67 
AXP American Express Company
+0.34%
+$1,049.65 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.32%
+$1,853.83 
GOOG Alphabet Inc
+0.25%
+$3,375.9 
MDY SPDR S&P MidCap 400 ETF Trust
+0.24%
+$2,543.74 
NFLX Netflix, Inc.
+0.23%
+$1,251.54 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.23%
+$1,500.64 
GOOGL Alphabet Inc
+0.21%
+$9,251.58 
AMZN Amazon.com Inc
+0.2%
+$6,840.63 
DFVX Dimensional US Large Cap Vector ETF
+0.17%
+$6,168.06 
BAC Bank of America Corporation
+0.03%
+$111.56 
AXTI AXT, Inc.
-14.71%
-$20,773.98 
MRVL Marvell Technology, Inc.
-9.57%
-$31,216.53 
INTC Intel Corporation
-7.08%
-$35,567.91 
AMD Advanced Micro Devices, Inc.
-7.03%
-$100,365.6 
MU Micron Technology, Inc.
-7.01%
-$124,069.08 
GE General Electric Company
-6.08%
-$19,289.6 
VST Vistra Corp
-5.81%
-$14,672.56 
LRCX Lam Research Corporation
-5.53%
-$15,759 
ORCL Oracle Corporation
-5.01%
-$6,957.31 
MS Morgan Stanley
-5.01%
-$20,770.3 
AVGO Broadcom Inc.
-4.61%
-$74,878.57 
CAT Caterpillar Inc.
-4.34%
-$28,128.84 
MSTR Strategy Inc.
-3.86%
-$5,237.68 
TXN Texas Instruments Inc
-3.78%
-$29,767.33 
GEV GE Vernova Inc.
-3.47%
-$7,220.05 
CEG Constellation Energy Corporation
-3.42%
-$5,680.9 
AMAT Applied Materials, Inc.
-3.23%
-$29,764.8 
ADI Analog Devices, Inc.
-3.17%
-$10,854.37 
NVDA NVIDIA Corporation
-3.08%
-$276,390.35 
CSCO Cisco Systems, Inc.
-2.77%
-$18,085.77 
APH Amphenol Corporation
-2.39%
-$6,140.08 
EEM iShares MSCI Emerging Markets ETF
-2.24%
-$5,953.5 
BNY BlackRock New York Municipal Income Trust
-2.05%
-$6,733.26 
META Meta Platforms Inc Class A
-1.92%
-$21,562.06 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$28,869.33 
TSLA Tesla, Inc.
-1.86%
-$20,638.8 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$15,158.24 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$15,910.38 
RTX RTX Corporation
-1.45%
-$6,912.58 
SCHE Schwab Emerging Markets Equity ETF
-1.37%
-$27,397.71 
IXUS iShares Core International Stock ETF
-1.2%
-$5,747.88 
SCHF Schwab International Equity ETF
-1.2%
-$2,464.86 
VEU Vanguard FTSE All-World ex-US ETF
-1.15%
-$14,186.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$329,868.8 
JPM JPMorgan Chase & Co.
-0.85%
-$19,222.18 
EFA iShares MSCI EAFE ETF
-0.82%
-$3,768.84 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.74%
-$4,838.54 
BLK BlackRock, Inc.
-0.68%
-$1,763.58 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.49%
-$1,432.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$25,663.56 
VOO Vanguard S&P 500 ETF
-0.47%
-$7,189 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,885.58 
IVV iShares Core S&P 500 ETF
-0.46%
-$3,249.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$2,541.15 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$95,463 
IWB iShares Russell 1000 ETF
-0.41%
-$36,027.57 
PLTR Palantir Technologies Inc.
-0.33%
-$805.45 
SCHW Charles Schwab Corporation
-0.25%
-$1,039.89 
PGX Invesco Preferred ETF
-0.23%
-$293.12 
IWM iShares Russell 2000 ETF
-0.17%
-$980 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$4,158.88 
NEE NextEra Energy, Inc.
-0.04%
-$160.76 
XLF Financial Select Sector SPDR Fund
-0.04%
-$295.23 
VCRB Vanguard Core Bond ETF
-0.03%
-$3,009.9 Events
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Dividends
Dividend Analysis
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| Trades 583 | Longs Won 428/583 73% | Profit Factor 22.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,589.51 |
| Average Win $118,315.65 | Best Trade (Jul 15) $3.49M | Sharpe Ratio -11.37 |
| Average Loss -$14,439.55 | Worst Trade (Dec 31) -$300,824.18 | Z-Score 10.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $83,020.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
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Returns
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