Uptown Financial Advisors LLC Portfolio Holdings

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025

Uptown Financial Advisors LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $13.8B, Vanguard Mid Cap ETF with a value of $8.74B, Ishares Core S&P Sm Cap ETF with a value of $7.63B, Spdr Portfolio S&P 500 Value E with a value of $7.44B, and Vanguard Bd Index Fd Inc Short with a value of $6.5B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $98B to 117B.

Uptown Financial Advisors LLC is based out at Dallas, TX

Below you can find more details about Uptown Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $100 Billion
Technology: $4.69 Billion
Energy: $4.03 Billion
Financial Services: $1.99 Billion
Communication Services: $1.4 Billion
Healthcare: $636 Million
Consumer Cyclical: $325 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$343 Million 0.29% of portfolio
30,340
Q2 2025 Added 41.78%
$0
$253 Million 0.22% of portfolio
31,600
Q1 2025 Added 24.9%
$0
$248 Million 0.21% of portfolio
17,320
Q1 2025 Added 25.14%
$0
$126 Million 0.11% of portfolio
11,499
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $117 Billion
  • Prior Value $98 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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