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:
87.54%
Gain -1.03%
Monthly
1.98%
Yearly
26.57%
Drawdown
23.66%
$166.77M
Equity
Holdings
$166.77M
Investment
$120.26M
$51.02M
Profit -$1.03M
Realized
$4.51M
Unrealized
$46.51M
Dividends
$4.41M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$1.03M
Win %
78%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$797,992.77
Win %
78%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.03M
Win %
78%
This Year
Compared to last year
Gain
0.93%
Profit
$1.4M
Win %
77%
PLTR Palantir Technologies Inc.
+10.31%
+$29,104.8 
NOW ServiceNow, Inc.
+6.4%
+$15,365.46 
SNOW Snowflake Inc.
+3.93%
+$15,812.65 
MRVL Marvell Technology, Inc.
+3.87%
+$12,885.17 
ADI Analog Devices, Inc.
+3.31%
+$10,937.5 
TSLA Tesla, Inc.
+2.83%
+$25,652.79 
TXN Texas Instruments Inc
+2.76%
+$20,083.19 
ORCL Oracle Corporation
+2.42%
+$6,200.89 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$8,642.39 
NVDA NVIDIA Corporation
+2.28%
+$178,317.29 
AMAT Applied Materials, Inc.
+2.24%
+$18,793.82 
INTC Intel Corporation
+1.84%
+$9,321.44 
LRCX Lam Research Corporation
+1.82%
+$4,737.12 
GILD Gilead Sciences Inc.
+1.77%
+$10,903.95 
HD The Home Depot, Inc.
+1.74%
+$16,376.89 
AVGO Broadcom Inc.
+1.65%
+$28,661.47 
IBM International Business Machines Corporation
+1.59%
+$3,913.44 
AMGN Amgen Inc.
+1.51%
+$3,947.72 
MDY SPDR S&P MidCap 400 ETF Trust
+1.36%
+$14,647.56 
PANW Palo Alto Networks, Inc.
+1.19%
+$2,462.47 
MS Morgan Stanley
+1.18%
+$4,571.28 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$11,861.56 
TELA Tela Bio Inc.
+1.15%
+$988.89 
EFA iShares MSCI EAFE ETF
+1.11%
+$5,245.52 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.1%
+$7,421.52 
IWM iShares Russell 2000 ETF
+1.09%
+$6,370 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$332,137.26 
EQAL Invesco Russell 1000 Equal Weight ETF
+1.04%
+$6,146.91 
SCHF Schwab International Equity ETF
+1.04%
+$2,165.43 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$3,071.39 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$12,777.88 
IXUS iShares Core International Stock ETF
+1.01%
+$4,890.74 
SCHE Schwab Emerging Markets Equity ETF
+0.98%
+$19,837.44 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$2,531.26 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$2,011.52 
JNJ Johnson & Johnson
+0.88%
+$6,349.5 
LMT Lockheed Martin Corporation
+0.87%
+$1,779.57 
ABBV AbbVie Inc.
+0.83%
+$6,653.88 
AMZN Amazon.com Inc
+0.8%
+$29,314.33 
UNH UnitedHealth Group Incorporated
+0.77%
+$4,282.74 
PM Philip Morris International Inc.
+0.76%
+$1,807.66 
IWB iShares Russell 1000 ETF
+0.74%
+$66,677.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.72%
+$12,965.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.72%
+$39,811.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$4,043.31 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$167,401.36 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$5,437.5 
PLD Prologis Inc.
+0.69%
+$1,414.09 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.68%
+$2,638.38 
GS The Goldman Sachs Group, Inc.
+0.64%
+$1,394.71 
BLK BlackRock, Inc.
+0.63%
+$1,689.79 
IVV iShares Core S&P 500 ETF
+0.6%
+$4,357.08 
VOO Vanguard S&P 500 ETF
+0.59%
+$9,311.31 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$3,470.16 
NFLX Netflix, Inc.
+0.58%
+$2,494 
CSCO Cisco Systems, Inc.
+0.45%
+$3,160.62 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.41%
+$2,697 
T AT&T Inc.
+0.36%
+$1,242.7 
JPM JPMorgan Chase & Co.
+0.33%
+$7,598.04 
META Meta Platforms Inc Class A
+0.33%
+$3,992.73 
AAPL Apple Inc.
+0.28%
+$19,554.86 
PGX Invesco Preferred ETF
+0.28%
+$351.75 
DFVX Dimensional US Large Cap Vector ETF
+0.26%
+$9,933.76 
BAC Bank of America Corporation
+0.25%
+$892.48 
KO The Coca-Cola Company
+0.24%
+$1,228.15 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.21%
+$3,433.5 
VCRB Vanguard Core Bond ETF
+0.19%
+$18,267.69 
MRK Merck & Co., Inc.
+0.16%
+$651.23 
MTB M&T Bank Corporation
+0.1%
+$377.75 
NEE NextEra Energy, Inc.
+0.06%
+$197.65 
PGR Progressive Corporation
+0.01%
+$29.49 
MSFT Microsoft Corp.
+0.01%
+$287.95 
MA Mastercard Incorporated
-2.29%
-$27,099.62 
V Visa Inc. Class A
-2.18%
-$21,320.97 
CAT Caterpillar Inc.
-1.72%
-$10,428.87 
CVX Chevron Corporation
-1.42%
-$6,555.28 
COR Cencora, Inc.
-1.39%
-$3,157.41 
XOM Exxon Mobil Corporation
-1.22%
-$5,828.99 
GE General Electric Company
-1.2%
-$4,005 
AMD Advanced Micro Devices, Inc.
-1.19%
-$15,659.97 
CB Chubb Limited
-1.05%
-$2,142.72 
GEV GE Vernova Inc.
-1.02%
-$2,005.46 
GOOGL Alphabet Inc
-0.98%
-$41,513.5 
GOOG Alphabet Inc
-0.91%
-$11,724.86 
APH Amphenol Corporation
-0.84%
-$2,351.52 
PG Procter & Gamble Co
-0.82%
-$4,203.04 
UNP Union Pacific Corporation
-0.78%
-$2,092.85 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$2,487.08 
MCD McDonald's Corporation
-0.64%
-$3,028.18 
WM Waste Management, Inc.
-0.58%
-$1,941.65 
LLY Eli Lilly and Company
-0.58%
-$9,110.06 
CVS CVS Health Corporation
-0.56%
-$1,324.08 
VST Vistra Corp
-0.55%
-$1,229.26 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$4,392.03 
AXP American Express Company
-0.47%
-$1,393.61 
MU Micron Technology, Inc.
-0.44%
-$8,558.92 
WFC Wells Fargo & Company
-0.41%
-$1,721.75 
ZION Zions Bancorporation, National Association
-0.37%
-$755.56 
XLF Financial Select Sector SPDR Fund
-0.33%
-$2,243.71 
WMT Walmart Inc.
-0.22%
-$2,873 
COST Costco Wholesale Corporation
-0.14%
-$1,822.45 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$264.95 
RTX RTX Corporation
-0.12%
-$657.18 
SCHW Charles Schwab Corporation
-0.07%
-$285.46 Events
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Dividends
Dividend Analysis
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| Trades 639 | Longs Won 479/639 74% | Profit Factor 20.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,873.7 |
| Average Win $111,957.58 | Best Trade (Aug 14) $3.79M | Sharpe Ratio -11.45 |
| Average Loss -$16,300.38 | Worst Trade (Dec 31) -$300,824.18 | Z-Score 12.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $79,842.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,972 | $4.88M | $6.88M | - | $2.01M | 41.2% | +0.285% |
| ABBV AbbVie Inc. | 3,294 | $589,924.33 | $809,961.66 | - | $220,037.33 | 37.3% | +0.828% |
| ADI Analog Devices, Inc. | 875 | $209,378.64 | $341,083.75 | - | $131,705.11 | 62.9% | +3.313% |
| AMAT Applied Materials, Inc. | 1,590 | $291,082 | $857,486.98 | - | $566,404.98 | 194.59% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 2,700 | $428,186.56 | $1.31M | - | $877,209.47 | 204.87% | -1.185% |
| AMGN Amgen Inc. | 644 | $210,787.64 | $264,671.13 | - | $53,883.49 | 25.56% | +1.514% |
| AMZN Amazon.com Inc | 13,447 | $2.49M | $3.69M | - | $1.2M | 48.37% | +0.801% |
| APH Amphenol Corporation | 3,266 | $205,104.8 | $276,254.61 | - | $71,149.81 | 34.69% | -0.844% |
| AVGO Broadcom Inc. | 4,121 | $820,131.07 | $1.76M | - | $941,699.41 | 114.82% | +1.654% |
| AXP American Express Company | 871 | $254,540.58 | $297,011 | - | $42,470.42 | 16.69% | -0.467% |
| BAC Bank of America Corporation | 5,578 | $242,721.52 | $352,306.48 | - | $109,584.96 | 45.15% | +0.254% |
| BLK BlackRock, Inc. | 238 | $240,595.77 | $270,463.2 | - | $29,867.43 | 12.41% | +0.629% |
| BNY BlackRock New York Municipal Income Trust | 2,022 | $239,869.86 | $318,646.98 | - | $78,777.12 | 32.84% | -0.774% |
| BRK-B Berkshire Hathaway Inc. | 1,563 | $753,025.31 | $815,573.4 | - | $62,548.09 | 8.31% | -0.536% |
| CAT Caterpillar Inc. | 708 | $253,209.23 | $596,298.83 | - | $343,089.6 | 135.5% | -1.719% |
| CB Chubb Limited | 576 | $203,063 | $201,778.56 | - | -$1,284.44 | -0.63% | -1.051% |
| COR Cencora, Inc. | 697 | $169,857.84 | $223,374.57 | - | $53,516.73 | 31.51% | -1.394% |
| COST Costco Wholesale Corporation | 1,340 | $970,910.04 | $1.27M | - | $299,128.53 | 30.81% | -0.143% |
| CSCO Cisco Systems, Inc. | 5,853 | $358,813.62 | $710,671.26 | - | $351,857.64 | 98.06% | +0.447% |
| CVS CVS Health Corporation | 2,452 | $176,484.84 | $234,607.36 | - | $58,122.52 | 32.93% | -0.561% |
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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 - $1.51M, Dimensional US Large Cap Vector ETF - $543,992.21, Vanguard Core Bond ETF - $541,850.17, and Apple Inc - $368,882.67. 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 - $304,686.47, ServiceNow, Inc - $94,861.5, PepsiCo, Inc - $92,124.5, Nike, Inc. - Class B - $74,049.22, and Merck & Co., Inc - $56,340.16. 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 $4.41M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.31M, Vanguard Core Bond ETF - $544,057.31, Schwab U.S. Large-Cap ETF - $318,254.7, iShares Russell 1000 ETF - $195,840.51, and iShares Core S&P Total U.S. Stock Market ETF - $131,752.4. 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.
