Uptown Financial Advisors LLC Portfolio Holdings by Sector
Uptown Financial Advisors LLC
- $117 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VO IJR SPYV BSV SPEM QQQ SPYG 50 stocks |
$100 Million
88.48% of portfolio
|
  18  
|
  17  
|
  5  
|
- |
0
Calls
2
Puts
|
Oil & Gas Midstream | Energy
ET EPD KMI 3 stocks |
$4.03 Million
3.55% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA NVDA AVGO TXN 4 stocks |
$2.91 Million
2.57% of portfolio
|
  1  
|
  1  
|
- | - |
1
Calls
0
Puts
|
Asset Management | Financial Services
NAD JPC BSL NEA 4 stocks |
$969,216
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$934,633
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$919,660
0.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$658,242
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$635,693
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$482,087
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP 1 stocks |
$359,490
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$325,136
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$320,065
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$304,370
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$219,022
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|