Uptown Financial Advisors LLC Incresed Positions in Q1 2025

Uptown Financial Advisors LLC

  • $98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.32K
+ 8.47%
$76.94 - $78.28 $486K - $494K
80.9K $6.33B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.1K
+ 14.77%
$18.36 - $20.51 $351K - $392K
148K $2.94B
XLU
Utilities Sector Spdr

ETFs
6.5K
+ 103.59%
$74.7 - $80.27 $485K - $521K
12.8K $1.01B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.34K
+ 9.97%
$73.78 - $76.59 $321K - $333K
47.9K $3.67B
VO
Vanguard Mid Cap ETF

ETFs
2.12K
+ 7.2%
$251.87 - $277.95 $534K - $589K
31.6K $8.16B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.55K
+ 4.05%
$37.07 - $40.63 $206K - $226K
143K $5.62B
VDE
Vanguard Energy ETF

ETFs
361
+ 1.73%
$119.14 - $132.76 $43K - $47.9K
21.3K $2.76B
VEA
Vanguard Ftse Developed Market

ETFs
1.5K
+ 3.16%
$47.4 - $52.99 $71.3K - $79.7K
49K $2.49B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.83K
+ 2.23%
$49.78 - $53.19 $141K - $150K
129K $6.61B
LQD
Ishares Iboxx $ Investment Gra

ETFs
953
+ 7.15%
$105.1 - $109.61 $100K - $104K
14.3K $1.55B
JNK
Spdr Bloomberg High Yield Bond

ETFs
575
+ 7.91%
$94.86 - $97.12 $54.5K - $55.8K
7.84K $748M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
6.3K
+ 24.9%
$7.89 - $8.07 $49.7K - $50.8K
31.6K $252M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
981
+ 3.46%
$50.48 - $51.04 $49.5K - $50.1K
29.4K $1.49B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.3K
+ 25.15%
$11.4 - $11.96 $49K - $51.4K
21.4K $247M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
3.48K
+ 25.14%
$14.03 - $14.65 $48.8K - $51K
17.3K $245M
BNDX
Vanguard Total International B

ETFs
942
+ 4.36%
$48.33 - $49.5 $45.5K - $46.6K
22.5K $1.1B
XLE
Energy Sector Spdr

ETFs
102
+ 3.78%
$85.7 - $93.96 $8.74K - $9.58K
2.8K $262M
IVE
Ishares S&P 500 Value ETF

ETFs
159
+ 11.7%
$185.78 - $198.58 $29.5K - $31.6K
1.52K $289M
VNQ
Vanguard Specialized Funds Van

ETFs
164
+ 2.28%
$85.55 - $94.34 $14K - $15.5K
7.36K $666M
SPY
Spdr S&P 500 ETF Trust

ETFs
211
+ 5.95%
$551.42 - $612.93 $116K - $129K
3.76K $2.1B
IEMG
Ishares Inc

ETFs
130
+ 2.72%
N/A
4.91K $265M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52
+ 0.63%
$42.5 - $46.71 $2.21K - $2.43K
8.33K $377M
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 20.08%
$190.26 - $242.06 $40K - $50.8K
1.26K $239M
AVGO
Broadcom Inc.

Technology
564
+ 42.06%
$167.43 - $244.7 $94.4K - $138K
1.91K $319M
AAPL
Apple Inc.

Technology
176
+ 11.39%
$209.68 - $247.1 $36.9K - $43.5K
1.72K $383M
MSFT
Microsoft Corp

Technology
186
+ 11.0%
$375.39 - $447.2 $69.8K - $83.2K
1.88K $705M
NVDA
Nvidia Corp

Technology
939
+ 16.12%
$106.98 - $149.43 $100K - $140K
6.76K $733M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.5K
+ 7.28%
$102.49 - $119.96 $462K - $540K
66.3K $6.94B
SPYG
Spdr Portfolio

ETFs
530
+ 1.21%
$80.05 - $92.39 $42.4K - $49K
44.4K $3.57B
VUG
Vanguard Growth ETF

ETFs
1.09K
+ 3.68%
$369.1 - $427.61 $400K - $464K
30.5K $11.3B
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 1 Puts 0
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