Uptown Financial Advisors LLC Portfolio Holdings

Uptown Financial Advisors LLC

  • $92.7 Billion
  • Q4 2024

Uptown Financial Advisors LLC has filed its 13F form on April 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.7 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $12.1B, Vanguard Mid Cap ETF with a value of $7.77B, Ishares Core S&P Sm Cap ETF with a value of $7.12B, Spdr Portfolio S&P 500 Value E with a value of $6.48B, and Vanguard Bd Index Fd Inc Short with a value of $5.76B.

Examining the 13F form we can see an increase of $92.7B in the current position value.

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 $92.7 Billion
ETFs: $83.4 Billion
Energy: $3.28 Billion
Technology: $2.44 Billion
Financial Services: $1.62 Billion
Communication Services: $1.02 Billion
Healthcare: $694 Million
Consumer Cyclical: $229 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$199 Million 0.22% of portfolio
17,100
Q4 2024 New
$0
$198 Million 0.21% of portfolio
13,840
Q4 2024 New
$0
$199 Million 0.21% of portfolio
25,300
Q4 2024 New
$0
$130 Million 0.14% of portfolio
11,499
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $92.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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