Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Holistic Planning

Latest statistics and disclosures from Uptick Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, STXG, STXV, BUXX, FTSM, and represent 29.13% of Uptick Partners's stock portfolio.
Added to shares of these 10 stocks: SGVT, STRV, STXV, STXG, FTSM, VO, FBND, AVUV, NVDA, CGCB.
Started 20 new stock positions in SYY, FJUL, QMAG, PLTR, QCJL, DBEF, CAT, FBCG, DAUG, CSX. VXUS, SCHK, GE, NEE, PMMF, IJT, HDV, AIRR, CMA, SGVT.
Reduced shares in these 10 stocks: BUXX, USFR, VTV, IVE, WMT, SFM, STXK, EFA, DFEB, FMAY.
Sold out of its positions in CGBL, CMCSA, FSMD, XOCT, FMAY, EFA, NKTX, SFM.
Uptick Partners was a net buyer of stock by $13M.
Uptick Partners has $381M in assets under management (AUM), dropping by 9.03%.
Central Index Key (CIK): 0002005353

Tip: Access up to 7 years of quarterly data

Positions held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Uptick Partners

Uptick Partners holds 231 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	8.7	$33M		659k	50.27	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	5.4	$21M	+6%	410k	49.92	View chart
Ea Series Trust Strive 1000 Valu (STXV)	5.3	$20M	+6%	628k	32.35	View chart
Ea Series Trust Strive Enhanced (BUXX)	5.0	$19M	-5%	937k	20.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.7	$18M	+4%	301k	59.91	View chart
Ea Series Trust Strive 500 Etf (STRV)	3.7	$14M	+23%	325k	43.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$13M	+2%	21k	612.37	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$8.8M		18k	479.62	View chart
Microsoft Corporation (MSFT)	1.9	$7.4M	+3%	14k	517.94	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$6.7M	-5%	36k	186.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$6.5M		46k	140.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$6.4M	+4%	11k	600.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$6.2M		9.3k	669.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$6.2M	+10%	21k	293.74	View chart
Apple (AAPL)	1.6	$6.0M	+2%	23k	254.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	1.5	$5.7M	-3%	123k	46.54	View chart
Ea Series Trust Strive Mid Cap (STXM)	1.4	$5.3M	-2%	187k	28.24	View chart
Amazon (AMZN)	1.3	$5.0M		23k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$4.0M	-3%	6.1k	666.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$3.6M	-2%	17k	215.79	View chart
NVIDIA Corporation (NVDA)	0.9	$3.4M	+18%	18k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.3M	+6%	13k	243.10	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$3.1M	-2%	73k	42.03	View chart
Ea Series Trust Strive Total Ret (STXT)	0.8	$3.0M	+11%	150k	20.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.9M	+18%	8.9k	328.18	View chart
Schwab Strategic Tr Government Money (SGVT)	0.8	$2.9M	NEW	28k	100.62	View chart
Procter & Gamble Company (PG)	0.7	$2.8M		18k	153.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$2.6M		29k	89.34	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.7	$2.6M	-9%	78k	33.12	View chart
Wal-Mart Stores (WMT)	0.7	$2.5M	-10%	24k	103.06	View chart
Broadcom (AVGO)	0.6	$2.4M	+4%	7.3k	329.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.3M	+2%	19k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.1M	-13%	10k	206.51	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.1M	-5%	6.7k	315.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$2.1M	-2%	6.8k	307.88	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.1M		18k	112.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.1M	-4%	7.0k	293.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.5	$2.0M	-7%	51k	40.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.5	$2.0M		53k	38.05	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$1.9M		5.8k	332.85	View chart
Chevron Corporation (CVX)	0.5	$1.8M	+7%	12k	155.29	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.8M		11k	164.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.5	$1.8M	-2%	46k	38.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.8M		18k	99.95	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.7M	+2%	25k	67.26	View chart
Marathon Petroleum Corp (MPC)	0.4	$1.6M	-2%	8.5k	192.74	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$1.6M	+45%	62k	26.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.6M	+16%	6.7k	243.55	View chart
Tesla Motors (TSLA)	0.4	$1.6M	+44%	3.6k	444.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.6M	-3%	21k	76.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.4	$1.6M		38k	40.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.5M		3.1k	463.74	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.4	$1.4M	+13%	39k	36.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.4M	+59%	14k	99.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.4M	-4%	13k	110.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.4M	-2%	21k	68.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.4M	-3%	4.6k	297.62	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.4	$1.3M	-4%	10k	132.48	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	+33%	1.8k	734.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.3M		13k	99.11	View chart
Pfizer (PFE)	0.3	$1.3M	-5%	50k	25.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.2M	-5%	4.9k	254.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	-7%	2.3k	502.64	View chart
Visa Com Cl A (V)	0.3	$1.2M		3.4k	341.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$1.1M	+2%	14k	78.37	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.1M		25k	43.92	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M		1.2k	925.78	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$1.1M	-5%	15k	73.29	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.1M	+5%	7.7k	139.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.1M	-2%	5.1k	208.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.0M	-4%	5.1k	203.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$994k	+2%	13k	74.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.3	$994k		32k	31.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.3	$965k	-8%	23k	41.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$965k		3.9k	247.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$956k	-8%	9.5k	100.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$891k	-6%	5.1k	174.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$884k	-11%	15k	59.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$860k	-10%	9.0k	95.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$850k	+169%	18k	46.24	View chart
Wells Fargo & Company (WFC)	0.2	$792k		9.4k	83.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$786k	-11%	11k	73.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$785k	+13%	21k	38.08	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.2	$783k	-4%	13k	62.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$780k	+4%	15k	51.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$772k	+25%	4.0k	194.50	View chart
Verizon Communications (VZ)	0.2	$769k	-4%	18k	43.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$759k	+24%	20k	38.61	View chart
Johnson & Johnson (JNJ)	0.2	$752k		4.1k	185.42	View chart
International Business Machines (IBM)	0.2	$750k	+22%	2.7k	282.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$733k		1.6k	468.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$730k	-2%	11k	65.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$723k	-4%	9.3k	78.09	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$717k	-7%	13k	56.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$714k		21k	33.42	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$711k	-10%	12k	60.03	View chart
Enbridge (ENB)	0.2	$711k	-4%	14k	50.46	View chart
Pepsi (PEP)	0.2	$708k	-3%	5.0k	140.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$685k		19k	36.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.2	$685k	+19%	17k	40.56	View chart
Union Pacific Corporation (UNP)	0.2	$657k		2.8k	236.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$655k	-3%	14k	46.82	View chart
McDonald's Corporation (MCD)	0.2	$652k		2.1k	303.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$629k	+4%	7.1k	88.96	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$629k	+32%	8.0k	78.34	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.2	$613k	-2%	17k	35.82	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$611k		16k	39.54	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$602k	-9%	19k	32.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$597k		6.2k	96.54	View chart
Merck & Co (MRK)	0.2	$595k		7.1k	83.93	View chart
Oracle Corporation (ORCL)	0.2	$592k	+10%	2.1k	281.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$588k	-8%	14k	43.30	View chart
Southern Company (SO)	0.2	$581k	+22%	6.1k	94.77	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.1	$571k	-8%	20k	28.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$564k	-10%	9.8k	57.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$564k	-4%	4.7k	118.83	View chart
Raytheon Technologies Corp (RTX)	0.1	$557k		3.3k	167.35	View chart
Cisco Systems (CSCO)	0.1	$555k	-17%	8.1k	68.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$535k	-11%	6.1k	87.32	View chart
Coca-Cola Company (KO)	0.1	$531k		8.0k	66.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$528k	+19%	4.3k	123.76	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$524k	-4%	13k	42.05	View chart
Lowe's Companies (LOW)	0.1	$520k	+4%	2.1k	251.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$509k		12k	43.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$500k	+86%	11k	46.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$498k	-4%	2.1k	241.95	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$491k		20k	24.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$486k	-15%	5.8k	84.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$481k	-14%	3.7k	129.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$476k		1.3k	355.47	View chart
Home Depot (HD)	0.1	$475k	+11%	1.2k	405.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$471k	+5%	12k	38.88	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$464k	-3%	6.7k	69.02	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$464k	+10%	18k	25.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$460k	-10%	18k	26.26	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$460k	NEW	20k	23.22	View chart
Eli Lilly & Co. (LLY)	0.1	$457k	+16%	598.00	763.59	View chart
Regions Financial Corporation (RF)	0.1	$456k	+12%	17k	26.37	View chart
Shell Spon Ads (SHEL)	0.1	$447k	-6%	6.2k	71.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$445k		1.6k	279.29	View chart
Old National Ban (ONB)	0.1	$445k		20k	21.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$444k	+4%	19k	23.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$437k	+7%	7.8k	55.95	View chart
Enterprise Products Partners (EPD)	0.1	$436k	+29%	14k	31.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$432k	-12%	13k	32.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$419k	-11%	3.1k	135.23	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$412k	-9%	9.0k	45.84	View chart
Valero Energy Corporation (VLO)	0.1	$402k		2.4k	170.24	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$401k	-15%	11k	37.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$395k		1.1k	365.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$392k	+14%	12k	31.91	View chart
Blackrock Etf Trust Ishares Prime Mo (PMMF)	0.1	$389k	NEW	3.9k	100.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$387k	+2%	518.00	746.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$382k	-13%	5.6k	67.83	View chart
General Motors Company (GM)	0.1	$381k		6.2k	60.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$379k	-7%	2.7k	142.41	View chart
Deere & Company (DE)	0.1	$377k		825.00	457.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$374k	-3%	9.2k	40.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$373k	-8%	3.9k	95.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$369k	-11%	1.3k	281.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$364k	-23%	13k	27.30	View chart
Emerson Electric (EMR)	0.1	$363k		2.8k	131.18	View chart
Ionq Inc Pipe (IONQ)	0.1	$363k	+5%	5.9k	61.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$362k		6.3k	57.52	View chart
Capital One Financial (COF)	0.1	$361k		1.7k	212.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$360k	NEW	16k	23.28	View chart
salesforce (CRM)	0.1	$355k	-13%	1.5k	236.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$354k	-2%	1.1k	320.14	View chart
Advanced Micro Devices (AMD)	0.1	$351k	+4%	2.2k	161.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$350k		8.3k	42.14	View chart
Comerica Incorporated (CMA)	0.1	$348k	NEW	5.1k	68.52	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$348k		8.8k	39.40	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$346k		7.1k	48.84	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$340k		7.8k	43.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$339k		7.9k	42.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$339k		8.4k	40.57	View chart
Blackrock (BLK)	0.1	$320k	-15%	275.00	1163.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$314k	-10%	3.0k	103.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$314k	NEW	7.2k	43.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$311k	+70%	18k	17.16	View chart
Abbvie (ABBV)	0.1	$309k	-2%	1.3k	231.63	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$307k		14k	22.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$301k		13k	23.31	View chart
Ge Aerospace Com New (GE)	0.1	$299k	NEW	995.00	300.71	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.1	$299k		1.7k	172.77	View chart
Servicenow (NOW)	0.1	$293k		318.00	920.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$290k	+14%	9.3k	31.05	View chart
Tractor Supply Company (TSCO)	0.1	$283k	-9%	5.0k	56.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$280k		8.0k	34.95	View chart
Netflix (NFLX)	0.1	$279k	+4%	233.00	1198.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$277k	-27%	2.4k	113.90	View chart
BP Sponsored Adr (BP)	0.1	$272k	+6%	7.9k	34.46	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$270k	NEW	5.0k	53.66	View chart
Altria (MO)	0.1	$269k	-3%	4.1k	66.06	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$264k	-2%	2.7k	97.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$263k		6.7k	39.22	View chart
At&t (T)	0.1	$262k	+9%	9.3k	28.24	View chart
Kkr & Co (KKR)	0.1	$259k	+4%	2.0k	129.97	View chart
Palantir Technologies Cl A (PLTR)	0.1	$254k	NEW	1.4k	182.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$253k	NEW	3.4k	73.46	View chart
Boston Scientific Corporation (BSX)	0.1	$250k		2.6k	97.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$249k		1.4k	183.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$235k	NEW	4.3k	54.73	View chart
3M Company (MMM)	0.1	$233k	+7%	1.5k	155.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$231k	-6%	5.3k	43.50	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$230k	-12%	4.9k	46.71	View chart
Lockheed Martin Corporation (LMT)	0.1	$230k	-8%	461.00	499.42	View chart
Caterpillar (CAT)	0.1	$228k	NEW	477.00	477.15	View chart
Nextera Energy (NEE)	0.1	$227k	NEW	3.0k	75.50	View chart
Qualcomm (QCOM)	0.1	$224k		1.3k	166.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$224k	-21%	4.5k	50.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$223k		5.8k	38.64	View chart
ConocoPhillips (COP)	0.1	$219k		2.3k	94.60	View chart
Walt Disney Company (DIS)	0.1	$219k	-12%	1.9k	114.49	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$217k	NEW	1.5k	141.52	View chart
Bank of America Corporation (BAC)	0.1	$216k	-26%	4.2k	51.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$216k	-16%	569.00	378.94	View chart
SYSCO Corporation (SYY)	0.1	$215k	NEW	2.6k	82.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$214k	+2%	4.3k	49.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$211k		5.4k	39.25	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$210k	NEW	6.5k	32.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$209k	NEW	1.7k	122.47	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$209k	NEW	4.5k	46.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$208k		365.00	569.03	View chart
Kinder Morgan (KMI)	0.1	$205k	-10%	7.2k	28.31	View chart
Honeywell International (HON)	0.1	$205k	-2%	974.00	210.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$204k	-9%	4.9k	41.67	View chart
CSX Corporation (CSX)	0.1	$203k	NEW	5.7k	35.51	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$201k	NEW	2.1k	96.69	View chart
Ford Motor Company (F)	0.0	$147k		12k	11.96	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$13k		11k	1.20	View chart

Past Filings by Uptick Partners

SEC 13F filings are viewable for Uptick Partners going back to 2024

Uptick Partners 2025 Q3 filed Nov. 4, 2025
Uptick Partners 2025 Q2 filed July 28, 2025
Holistic Planning 2025 Q1 filed April 24, 2025
Holistic Planning 2024 Q4 filed Jan. 24, 2025
Holistic Planning 2024 Q3 filed Nov. 1, 2024
Holistic Planning 2024 Q2 filed July 22, 2024
Holistic Planning 2024 Q1 filed May 1, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z