Uptown Financial Advisors LLC Portfolio Holdings by Sector

Uptown Financial Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VO IJR SPYV BSV SPEM SPYG VTV 46 stocks	$83.4 Million 89.99% of portfolio	46	-	46	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET EPD 2 stocks	$3.28 Million 3.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN 3 stocks	$1.34 Million 1.45% of portfolio	3	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services NAD JPC BSL NEA 4 stocks	$726,419 0.78% of portfolio	4	-	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$712,757 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$696,172 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$694,457 0.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$556,003 0.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$387,399 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$334,483 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$320,876 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$229,482 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Uptown Financial Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Uptown Financial Advisors LLC with notifications on news.