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:
88.78%
Gain +0.72%
Monthly
1.91%
Yearly
25.59%
Drawdown
23.66%
$167.42M
Equity
Holdings
$167.42M
Investment
$120.26M
$51.67M
Profit +$666,952.1
Realized
$4.51M
Unrealized
$47.16M
Dividends
$4.8M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$666,952.1
Win %
79%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.33M
Win %
79%
This Month
Compared to last month
Gain
0.61%
Profit
$1.02M
Win %
79%
This Year
Compared to last year
Gain
1.32%
Profit
$2.05M
Win %
78%
NOW ServiceNow, Inc.
+6.1%
+$17,472.84 
LLY Eli Lilly and Company
+4.71%
+$75,569.87 
BLK BlackRock, Inc.
+4.11%
+$10,493.41 
TMO Thermo Fisher Scientific Inc.
+3.9%
+$16,392.47 
HD The Home Depot, Inc.
+3.85%
+$30,676.02 
WM Waste Management, Inc.
+3.53%
+$11,034.14 
BNY BlackRock New York Municipal Income Trust
+3.47%
+$9,665.16 
GILD Gilead Sciences Inc.
+3.28%
+$23,641.05 
UNH UnitedHealth Group Incorporated
+3.26%
+$17,879.4 
NFLX Netflix, Inc.
+3.12%
+$12,789 
AMGN Amgen Inc.
+3.08%
+$8,442.85 
ORCL Oracle Corporation
+2.96%
+$6,906.76 
V Visa Inc. Class A
+2.9%
+$29,960.28 
WFC Wells Fargo & Company
+2.6%
+$10,185 
MA Mastercard Incorporated
+2.59%
+$32,108.92 
IBM International Business Machines Corporation
+2.48%
+$5,943.8 
AXP American Express Company
+2.34%
+$6,249.42 
ZION Zions Bancorporation, National Association
+2.28%
+$4,097.46 
CVS CVS Health Corporation
+1.89%
+$4,192.92 
LMT Lockheed Martin Corporation
+1.85%
+$3,395.93 
MCD McDonald's Corporation
+1.7%
+$6,892.24 
WMT Walmart Inc.
+1.66%
+$22,122.1 
T AT&T Inc.
+1.56%
+$5,263.2 
XLF Financial Select Sector SPDR Fund
+1.52%
+$9,801.47 
VST Vistra Corp
+1.48%
+$3,546.02 
ABBV AbbVie Inc.
+1.37%
+$12,714.51 
MTB M&T Bank Corporation
+1.37%
+$4,472.56 
COR Cencora, Inc.
+1.31%
+$3,070.28 
MSFT Microsoft Corp.
+1.28%
+$65,705.2 
RSP Invesco S&P 500 Equal Weight ETF
+1.27%
+$9,722.7 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.27%
+$4,539.2 
GS The Goldman Sachs Group, Inc.
+1.24%
+$2,306.23 
CB Chubb Limited
+1.22%
+$2,465.29 
IWM iShares Russell 2000 ETF
+1.15%
+$6,134.8 
PGR Progressive Corporation
+1.14%
+$2,398.51 
GE General Electric Company
+1.14%
+$3,119.44 
EQAL Invesco Russell 1000 Equal Weight ETF
+1.07%
+$6,049.34 
PGX Invesco Preferred ETF
+1%
+$1,172.5 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.87%
+$13,519.17 
EFA iShares MSCI EAFE ETF
+0.85%
+$3,834.96 
MDY SPDR S&P MidCap 400 ETF Trust
+0.82%
+$8,361.28 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$5,165.96 
BAC Bank of America Corporation
+0.77%
+$2,203.31 
UNP Union Pacific Corporation
+0.76%
+$1,975.08 
NEE NextEra Energy, Inc.
+0.71%
+$2,193.91 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.69%
+$4,557 
DFVX Dimensional US Large Cap Vector ETF
+0.68%
+$25,420.17 
VCRB Vanguard Core Bond ETF
+0.67%
+$62,912.15 
MU Micron Technology, Inc.
+0.65%
+$13,024.55 
AMZN Amazon.com Inc
+0.54%
+$18,287.92 
GOOGL Alphabet Inc
+0.51%
+$21,112.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$142,648.7 
SCHF Schwab International Equity ETF
+0.47%
+$933.37 
GOOG Alphabet Inc
+0.46%
+$5,771.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$2,506.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.42%
+$23,195.91 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$3,376.08 
IWB iShares Russell 1000 ETF
+0.41%
+$36,565.3 
SCHX Schwab U.S. Large-Cap ETF
+0.36%
+$85,647.21 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,043.3 
VOO Vanguard S&P 500 ETF
+0.35%
+$5,453.84 
IVV iShares Core S&P 500 ETF
+0.34%
+$2,487.07 
KO The Coca-Cola Company
+0.34%
+$1,887.16 
VEU Vanguard FTSE All-World ex-US ETF
+0.34%
+$4,160.24 
IXUS iShares Core International Stock ETF
+0.28%
+$1,336.13 
PG Procter & Gamble Co
+0.27%
+$1,464.96 
PNC The PNC Financial Services Group, Inc.
+0.25%
+$451.26 
META Meta Platforms Inc Class A
+0.17%
+$2,606.29 
COST Costco Wholesale Corporation
+0.15%
+$1,933.08 
MS Morgan Stanley
+0.12%
+$399.08 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.01%
+$17.25 
IWF iShares Russell 1000 Growth ETF
0%
$0 
TELA Tela Bio Inc.
-6.39%
-$6,992.16 
AMAT Applied Materials, Inc.
-3.61%
-$25,630.78 
CSCO Cisco Systems, Inc.
-3.44%
-$22,885.23 
LRCX Lam Research Corporation
-3.31%
-$8,085.48 
PLD Prologis Inc.
-3.06%
-$5,877.28 
SCHW Charles Schwab Corporation
-2.92%
-$11,520.35 
PM Philip Morris International Inc.
-2.8%
-$7,332.48 
INTC Intel Corporation
-2.4%
-$11,905.1 
MRVL Marvell Technology, Inc.
-2.1%
-$8,142.15 
GEV GE Vernova Inc.
-1.85%
-$3,441.55 
CAT Caterpillar Inc.
-1.74%
-$9,200.46 
PANW Palo Alto Networks, Inc.
-1.59%
-$3,418.34 
XOM Exxon Mobil Corporation
-1.56%
-$8,489.76 
APH Amphenol Corporation
-1.54%
-$8,295.64 
CVX Chevron Corporation
-1.49%
-$8,071.8 
NVDA NVIDIA Corporation
-1.39%
-$109,885.12 
AMD Advanced Micro Devices, Inc.
-1.28%
-$19,669.58 
TSLA Tesla, Inc.
-1.18%
-$12,295.19 
AVGO Broadcom Inc.
-0.89%
-$12,754.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.8%
-$14,354.24 
EEM iShares MSCI Emerging Markets ETF
-0.79%
-$2,065.5 
SNOW Snowflake Inc.
-0.72%
-$3,071.52 
TXN Texas Instruments Inc
-0.61%
-$4,474.27 
PLTR Palantir Technologies Inc.
-0.37%
-$1,345.01 
RTX RTX Corporation
-0.36%
-$1,655.12 
MRK Merck & Co., Inc.
-0.24%
-$1,172.19 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$1,559.81 
ADI Analog Devices, Inc.
-0.15%
-$516.25 
JNJ Johnson & Johnson
-0.12%
-$888.93 
SCHE Schwab Emerging Markets Equity ETF
-0.08%
-$1,653.12 
JPM JPMorgan Chase & Co.
-0.06%
-$1,396.21 
AAPL Apple Inc.
-0.06%
-$4,613.9 Events
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Dividends
Dividend Analysis
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| Trades 639 | Longs Won 485/639 75% | Profit Factor 18.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,049.11 |
| Average Win $112,509.05 | Best Trade (Oct 15) $3.68M | Sharpe Ratio -11.45 |
| Average Loss -$18,828.6 | Worst Trade (Dec 31) -$300,824.18 | Z-Score 14.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $80,856.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,972 | $4.88M | $7.53M | - | $2.66M | 54.47% | -0.061% |
| ABBV AbbVie Inc. | 3,294 | $589,924.33 | $940,799.01 | - | $350,874.68 | 59.48% | +1.37% |
| ADI Analog Devices, Inc. | 875 | $209,378.64 | $352,607.5 | - | $143,228.86 | 68.41% | -0.146% |
| AMAT Applied Materials, Inc. | 1,590 | $291,082 | $684,510.92 | - | $393,428.92 | 135.16% | -3.609% |
| AMD Advanced Micro Devices, Inc. | 2,700 | $428,186.56 | $1.52M | - | $1.09M | 255.35% | -1.276% |
| AMGN Amgen Inc. | 644 | $210,787.64 | $282,857.68 | - | $72,070.04 | 34.19% | +3.077% |
| AMZN Amazon.com Inc | 13,447 | $2.49M | $3.43M | - | $947,558.51 | 38.1% | +0.535% |
| APH Amphenol Corporation | 6,532 | $205,104.8 | $531,835.44 | - | $326,730.64 | 159.3% | -1.536% |
| AVGO Broadcom Inc. | 4,121 | $820,131.07 | $1.41M | - | $594,010.68 | 72.43% | -0.894% |
| AXP American Express Company | 871 | $254,540.58 | $273,602.87 | - | $19,062.29 | 7.49% | +2.338% |
| BAC Bank of America Corporation | 5,578 | $242,721.52 | $288,856.73 | - | $46,135.21 | 19.01% | +0.769% |
| BLK BlackRock, Inc. | 238 | $240,595.77 | $266,055.44 | - | $25,459.67 | 10.58% | +4.106% |
| BNY BlackRock New York Municipal Income Trust | 2,022 | $239,869.86 | $287,983.35 | - | $48,113.49 | 20.06% | +3.473% |
| BRK-B Berkshire Hathaway Inc. | 1,563 | $753,025.31 | $826,061.13 | - | $73,035.82 | 9.7% | +0.41% |
| CAT Caterpillar Inc. | 708 | $253,209.23 | $521,077.38 | - | $267,868.15 | 105.79% | -1.735% |
| CB Chubb Limited | 576 | $203,063 | $204,151.68 | - | $1,088.68 | 0.54% | +1.222% |
| COR Cencora, Inc. | 697 | $169,857.84 | $237,380.77 | - | $67,522.93 | 39.75% | +1.31% |
| COST Costco Wholesale Corporation | 1,340 | $970,910.04 | $1.32M | - | $346,903.04 | 35.73% | +0.147% |
| CSCO Cisco Systems, Inc. | 5,853 | $358,813.62 | $642,249.69 | - | $283,436.07 | 78.99% | -3.441% |
| CVS CVS Health Corporation | 2,452 | $176,484.84 | $225,829.2 | - | $49,344.36 | 27.96% | +1.892% |
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FAQ
Which stocks have generated the highest profits for Elizabeth Urish?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.98M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.59M, Vanguard Core Bond ETF - $580,167.77, Dimensional US Large Cap Vector ETF - $555,154.98, and Schwab U.S. Large-Cap ETF - $382,100.8. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $301,470.95, ServiceNow, Inc - $94,861.5, PepsiCo, Inc - $92,124.5, Nike, Inc. - Class B - $74,049.22, and Merck & Co., Inc - $53,572.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth Urish's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.8M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.39M, Vanguard Core Bond ETF - $582,374.91, Schwab U.S. Large-Cap ETF - $382,100.8, iShares Russell 1000 ETF - $217,482.22, and iShares Core S&P Total U.S. Stock Market ETF - $146,646.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth Urish's monthly returns?
Elizabeth Urish's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Elizabeth Urish's strategy be considered aggressive or moderate?
Elizabeth Urish's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Elizabeth Urish's strategy?
Elizabeth Urish's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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