Uptown Financial Advisors LLC Options Holdings

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Coreweave Inc
PUT
$4.95 Billion
36.2K
Q3 2025
Added 86.6%
Coreweave Inc
CALL
$2.3 Billion
16.8K
Q3 2025
Added 86.6%
XLU
Utilities Sector Spdr

ETFs
CALL
$174 Million
2K
Q3 2025
New holding
XLU
Utilities Sector Spdr

ETFs
PUT
$174 Million
2K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $121 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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