Uptown Financial Advisors LLC Portfolio Holdings
Uptown Financial Advisors LLC
- $98 Billion
- Q1 2025
Uptown Financial Advisors LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $98 Billion distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $11.3B, Vanguard Mid Cap ETF with a value of $8.16B, Ishares Core S&P Sm Cap ETF with a value of $6.94B, Spdr Portfolio S&P 500 Value E with a value of $6.61B, and Vanguard Bd Index Fd Inc Short with a value of $6.33B.
Examining the 13F form we can see an increase of $5.25B in the current position value, from $92.7B to 98B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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