The Analysis of Uptown Financial Advisors LLC's Holdings

Currently, Uptown Financial Advisors LLC holds 70 types of securities in its portfolio with a total value $113.8M. In the most recent quarter, they have increased their positions in SPYV (+4.3K shares, valued at $238.7K), TSLA (+517 shares, valued at $229.9K), CVX (+1.3K shares, valued at $208.9K); decreased their positions in JAAA (-9.9K shares, valued at $500.9K), VUG (-227 shares, valued at $108.9K), BSV (-1.4K shares, valued at $106.8K); initiated new positions in TSLA (+517 shares, valued at $229.9K), CVX (+1.3K shares, valued at $208.9K), HD (+508 shares, valued at $205.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS31.2K shares-0.72%2025-09-302025-10-15

VO VANGUARD INDEX FDS31.4K shares0.54%2025-09-302025-10-15

IJR ISHARES TR71.1K shares1.82%2025-09-302025-10-15

SPYV SPDR SERIES TRUST146.5K shares3.03%2025-09-302025-10-15

SPEM SPDR INDEX SHS FDS141.2K shares0.90%2025-09-302025-10-15

BSV VANGUARD BD INDEX FDS81.3K shares-1.64%2025-09-302025-10-15

SPYG SPDR SERIES TRUST49.5K shares0.16%2025-09-302025-10-15

VTV VANGUARD INDEX FDS19.5K shares-1.23%2025-09-302025-10-15

Sponsored

BIV VANGUARD BD INDEX FDS45.5K shares-1.43%2025-09-302025-10-15

SCHF SCHWAB STRATEGIC TR152.0K shares2.21%2025-09-302025-10-15

VEA VANGUARD TAX-MANAGED FDS51.7K shares0.09%2025-09-302025-10-15

VDE VANGUARD WORLD FD24.1K shares1.33%2025-09-302025-10-15

VSS VANGUARD INTL EQUITY INDEX F18.7K shares1.54%2025-09-302025-10-15

SPY SPDR S&P 500 ETF TR3.6K shares0.17%2025-09-302025-10-15

ET ENERGY TRANSFER L P128.6K shares0.07%2025-09-302025-10-15

NVDA NVIDIA CORPORATION10.0K shares6.85%2025-09-302025-10-15

Sponsored

IVV ISHARES TR2.3K shares0.00%2025-09-302025-10-15

EPD ENTERPRISE PRODS PARTNERS L48.1K shares0.00%2025-09-302025-10-15

XLU SELECT SECTOR SPDR TR16.9K shares2.31%2025-09-302025-10-15

LQD ISHARES TR13.0K shares-3.84%2025-09-302025-10-15

BNDX VANGUARD CHARLOTTE FDS22.8K shares-1.07%2025-09-302025-10-15

VYM VANGUARD WHITEHALL FDS7.0K shares0.00%2025-09-302025-10-15

MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-10-15

JAAA JANUS DETROIT STR TR18.5K shares-34.79%2025-09-302025-10-15

Sponsored

META META PLATFORMS INC1.2K shares0.00%2025-09-302025-10-15

IWM ISHARES TR3.6K shares-5.02%2025-09-302025-10-15

IJH ISHARES TR13.0K shares-1.09%2025-09-302025-10-15

SPDW SPDR INDEX SHS FDS19.5K shares-0.40%2025-09-302025-10-15

JNK SPDR SERIES TRUST6.9K shares-3.67%2025-09-302025-10-15

VNQ VANGUARD INDEX FDS7.3K shares0.21%2025-09-302025-10-15

SCHV SCHWAB STRATEGIC TR21.9K shares0.00%2025-09-302025-10-15

AVGO BROADCOM INC1.9K shares0.00%2025-09-302025-10-15

Sponsored

AGG ISHARES TR6.1K shares-0.66%2025-09-302025-10-15

EMXC ISHARES INC8.7K shares-2.05%2025-09-302025-10-15

MUB ISHARES TR5.5K shares0.00%2025-09-302025-10-15

IJS ISHARES TR4.3K shares0.00%2025-09-302025-10-15

JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-10-15

VOO VANGUARD INDEX FDS734 shares-1.87%2025-09-302025-10-15

ABBV ABBVIE INC1.9K shares0.00%2025-09-302025-10-15

VWO VANGUARD INTL EQUITY INDEX F8.0K shares-2.84%2025-09-302025-10-15

Sponsored

NFLX NETFLIX INC360 shares0.00%2025-09-302025-10-15

IEFA ISHARES TR4.6K shares0.44%2025-09-302025-10-15

AAPL APPLE INC1.6K shares0.19%2025-09-302025-10-15

AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-09-302025-10-15

VBR VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-15

SCHG SCHWAB STRATEGIC TR11.5K shares0.00%2025-09-302025-10-15

SCHD SCHWAB STRATEGIC TR13.3K shares0.00%2025-09-302025-10-15

VGT VANGUARD WORLD FD485 shares1.04%2025-09-302025-10-15

Sponsored

NAD NUVEEN QUALITY MUNCP INCOME30.3K shares0.00%2025-09-302025-10-15

JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-10-15

EFA ISHARES TR3.6K shares0.00%2025-09-302025-10-15

VNQI VANGUARD INTL EQUITY INDEX F7.0K shares1.06%2025-09-302025-10-15

IEMG ISHARES INC4.6K shares0.00%2025-09-302025-10-15

CSCO CISCO SYS INC4.4K shares0.00%2025-09-302025-10-15

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-10-15

SCHC SCHWAB STRATEGIC TR6.3K shares0.00%2025-09-302025-10-15

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN31.6K shares0.00%2025-09-302025-10-15

XLE SELECT SECTOR SPDR TR2.8K shares-0.32%2025-09-302025-10-15

WFC WELLS FARGO CO NEW2.9K shares0.00%2025-09-302025-10-15

TXN TEXAS INSTRS INC1.3K shares0.00%2025-09-302025-10-15

BSL BLACKSTONE SENI FLTN RAT 20217.3K shares0.00%2025-09-302025-10-15

AMZN AMAZON COM INC1.1K shares-28.07%2025-09-302025-10-15

TSLA TESLA INC517 sharesnew addition2025-09-302025-10-15

SPSB SPDR SERIES TRUST7.1K shares0.00%2025-09-302025-10-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS743 shares0.00%2025-09-302025-10-15

CVX CHEVRON CORP NEW1.3K sharesnew addition2025-09-302025-10-15

SUB ISHARES TR1.9K shares0.00%2025-09-302025-10-15

HD HOME DEPOT INC508 sharesnew addition2025-09-302025-10-15

JBBB JANUS DETROIT STR TR4.3K shares-16.21%2025-09-302025-10-15

NEA NUVEEN AMT FREE QLTY MUN INC11.5K shares0.00%2025-09-302025-10-15

Call Option Holdings

CRWV Call CallCOREWEAVE INC16.8K shares1020.00%2025-09-302025-10-15

XLU Call CallSELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-10-15

Put Option Holdings

CRWV Put PutCOREWEAVE INC36.2K shares86.60%2025-09-302025-10-15

XLU Put PutSELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-10-15