Uptown Financial Advisors LLC New Holdings in Q4 2024

Uptown Financial Advisors LLC

  • $92.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
29.4K
New
$378.79 - $428.11 $11.2M - $12.6M
29.4K $12.1B
VO
Vanguard Mid Cap ETF

ETFs
29.4K
New
$261.5 - $284.63 $7.7M - $8.38M
29.4K $7.77B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
61.8K
New
$113.92 - $127.38 $7.04M - $7.88M
61.8K $7.12B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
127K
New
$51.09 - $55.27 $6.47M - $7M
127K $6.48B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
74.5K
New
$77.02 - $78.58 $5.74M - $5.86M
74.5K $5.76B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
137K
New
$38.37 - $42.82 $5.26M - $5.87M
137K $5.26B
SPYG
Spdr Portfolio

ETFs
43.8K
New
$81.74 - $91.38 $3.58M - $4.01M
43.8K $3.85B
VTV
Vanguard Value ETF

ETFs
20.4K
New
$168.32 - $181.87 $3.43M - $3.71M
20.4K $3.45B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43.6K
New
$74.5 - $78.37 $3.24M - $3.41M
43.6K $3.25B
VDE
Vanguard Energy ETF

ETFs
20.9K
New
$116.67 - $136.78 $2.44M - $2.86M
20.9K $2.54B
VEA
Vanguard Ftse Developed Market

ETFs
47.5K
New
$47.57 - $52.44 $2.26M - $2.49M
47.5K $2.27B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
18.5K
New
$114.08 - $125.68 $2.12M - $2.33M
18.5K $2.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.54K
New
$567.81 - $607.81 $2.01M - $2.15M
3.54K $2.08B
ET
Energy Transfer LP

Energy
90.7K
New
$16.05 - $19.86 $1.46M - $1.8M
90.7K $1.78B
EPD
Enterprise Products Partners L.P.

Energy
48.1K
New
$28.66 - $34.43 $1.38M - $1.65M
48.1K $1.51B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.4K
New
$50.62 - $50.97 $1.44M - $1.45M
28.4K $1.44B
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.3K
New
$106.56 - $113.11 $1.42M - $1.51M
13.3K $1.42B
IVV
Ishares Core S&P 500 ETF

ETFs
2.29K
New
$570.51 - $610.59 $1.31M - $1.4M
2.29K $1.35B
BNDX
Vanguard Total International B

ETFs
21.6K
New
$48.91 - $50.61 $1.06M - $1.09M
21.6K $1.06B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.05K
New
$126.68 - $134.74 $893K - $950K
7.05K $899M
IWM
Ishares Russell 2000 ETF

ETFs
3.83K
New
$216.13 - $242.4 $828K - $929K
3.83K $847M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.1K
New
$61.68 - $67.87 $811K - $892K
13.1K $819M
NVDA
Nvidia Corp

Technology
5.82K
New
$117.0 - $148.88 $681K - $867K
5.82K $782M
MSFT
Microsoft Corp

Technology
1.69K
New
$406.35 - $454.46 $687K - $768K
1.69K $713M
META
Meta Platforms, Inc.

Communication Services
1.19K
New
$554.08 - $632.68 $659K - $752K
1.19K $696M
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.27K
New
$94.77 - $97.36 $689K - $708K
7.27K $694M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.7K
New
$34.13 - $37.35 $672K - $736K
19.7K $672M
VNQ
Vanguard Specialized Funds Van

ETFs
7.19K
New
$87.85 - $98.6 $632K - $709K
7.19K $641M
MUB
Ishares National Muni Bond ETF

ETFs
5.52K
New
$105.78 - $108.7 $584K - $600K
5.52K $588M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.9K
New
$25.79 - $80.4 $564K - $1.76M
21.9K $570M
XLU
Utilities Sector Spdr

ETFs
6.27K
New
$74.89 - $82.93 $470K - $520K
6.27K $475M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.29K
New
$104.59 - $118.05 $449K - $507K
4.29K $466M
ABBV
Abb Vie Inc.

Healthcare
2.41K
New
$164.99 - $203.87 $398K - $492K
2.41K $429M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
754
New
$521.84 - $558.82 $393K - $421K
754 $406M
AAPL
Apple Inc.

Technology
1.55K
New
$221.69 - $259.02 $343K - $400K
1.55K $387M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.4K
New
$26.93 - $84.95 $360K - $1.13M
13.4K $365M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.27K
New
$44.04 - $49.49 $364K - $409K
8.27K $364M
VBR
Vanguard Small Cap Value ETF

ETFs
1.79K
New
$197.36 - $217.3 $353K - $389K
1.79K $354M
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
New
$205.18 - $250.29 $299K - $365K
1.46K $349M
AXP
American Express CO

Financial Services
1.13K
New
$267.35 - $305.57 $301K - $344K
1.13K $334M
NFLX
Netflix Inc

Communication Services
360
New
$687.65 - $936.56 $248K - $337K
360 $321M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5K
New
$25.93 - $105.3 $298K - $1.21M
11.5K $320M
AVGO
Broadcom Inc.

Technology
1.34K
New
$159.67 - $250.0 $214K - $335K
1.34K $311M
VGT
Vanguard Information Technolog

ETFs
470
New
$571.78 - $647.97 $269K - $305K
470 $292M
VNQI
Vanguard Global Ex U.S. Real

ETFs
7.15K
New
$39.22 - $47.52 $280K - $340K
7.15K $283M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.6K
New
$75.1 - $82.99 $270K - $299K
3.6K $272M
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
New
N/A
1.38K $271M
VGSH
Vanguard

ETFs
4.63K
New
$58.02 - $58.88 $268K - $272K
4.63K $269M
JNJ
Johnson & Johnson

Healthcare
1.84K
New
$143.34 - $165.86 $263K - $305K
1.84K $266M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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