Uptown Financial Advisors LLC Purchases in Q2 2025

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
853
+ 2.79%
$329.49 - $438.4 $281K - $374K
31.4K $13.8B
SPYG
Spdr Portfolio

ETFs
5.04K
+ 11.36%
$71.83 - $95.32 $362K - $481K
49.4K $4.71B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.7K
+ 9.8%
$45.11 - $52.34 $572K - $664K
142K $7.44B
NVDA
Nvidia Corp

Technology
2.56K
+ 37.79%
$94.31 - $157.99 $241K - $404K
9.32K $1.47B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.48K
+ 5.24%
$90.56 - $109.49 $315K - $381K
69.8K $7.63B
ET
Energy Transfer LP

Energy
37.9K
+ 41.75%
$15.65 - $18.93 $593K - $717K
129K $2.33B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.17K
New
$96.84 - $99.46 $597K - $613K
6.17K $612M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.89K
New
$50.08 - $63.14 $445K - $561K
8.89K $561M
VEA
Vanguard Ftse Developed Market

ETFs
2.63K
+ 5.36%
$45.65 - $57.01 $120K - $150K
51.7K $2.95B
IEFA
Ishares Tr

ETFs
4.57K
New
$67.83 - $84.09 $310K - $384K
4.57K $381M
XLU
Utilities Sector Spdr

ETFs
3.72K
+ 29.1%
$73.09 - $82.77 $272K - $307K
16.5K $1.35B
META
Meta Platforms, Inc.

Communication Services
57
+ 4.79%
$484.66 - $738.09 $27.6K - $42.1K
1.25K $920M
MSFT
Microsoft Corp

Technology
2
+ 0.11%
$354.56 - $497.45 $709 - $995
1.88K $935M
IBM
International Business Machines Corp

Technology
743
New
$221.03 - $294.78 $164K - $219K
743 $219M
KMI
Kinder Morgan, Inc.

Energy
6.95K
New
$25.21 - $29.4 $175K - $204K
6.95K $204M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.76K
+ 2.17%
$77.74 - $78.78 $137K - $138K
82.6K $6.5B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
8.94K
+ 41.78%
$10.78 - $11.57 $96.4K - $103K
30.3K $343M
AMZN
Amazon Com Inc

Consumer Cyclical
226
+ 17.99%
$167.32 - $223.3 $37.8K - $50.5K
1.48K $325M
VDE
Vanguard Energy ETF

ETFs
2.48K
+ 11.68%
$105.87 - $130.56 $263K - $324K
23.7K $2.83B
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.26%
$174.82 - $215.79 $1.75K - $2.16K
3.84K $829M
VGT
Vanguard Information Technolog

ETFs
10
+ 2.13%
$470.37 - $663.28 $4.7K - $6.63K
480 $318M
BNDX
Vanguard Total International B

ETFs
513
+ 2.28%
$48.77 - $49.55 $25K - $25.4K
23.1K $1.14B
XLE
Energy Sector Spdr

ETFs
17
+ 0.61%
$76.44 - $94.13 $1.3K - $1.6K
2.82K $241M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 2 Puts 3
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