Uptown Financial Advisors

Uptown Financial Advisors as of March 31, 2025

Portfolio Holdings for Uptown Financial Advisors

Uptown Financial Advisors holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.6 $11M 31k 370.83
Vanguard Index Fds Mid Cap Etf (VO) 8.3 $8.2M 32k 258.63
Ishares Tr Core S&p Scp Etf (IJR) 7.1 $6.9M 66k 104.57
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.7 $6.6M 130k 51.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.5 $6.3M 81k 78.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.7 $5.6M 143k 39.37
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $3.7M 48k 76.57
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.6 $3.6M 44k 80.37
Vanguard Index Fds Value Etf (VTV) 3.6 $3.5M 20k 172.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $2.9M 149k 19.78
Vanguard World Energy Etf (VDE) 2.8 $2.8M 21k 129.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $2.5M 49k 50.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.2 $2.2M 19k 115.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.1M 3.8k 559.39
NVIDIA Corporation (NVDA) 2.0 $1.9M 18k 108.38
Energy Transfer Com Ut Ltd Ptn (ET) 1.7 $1.7M 91k 18.59
Enterprise Products Partners (EPD) 1.7 $1.6M 48k 34.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $1.6M 14k 108.70
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.5 $1.5M 29k 50.71
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.3M 2.3k 561.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $1.1M 23k 48.82
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.0M 13k 78.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $909k 7.0k 128.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $768k 2.8k 274.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $767k 13k 58.35
Ishares Tr Russell 2000 Etf (IWM) 0.8 $764k 3.8k 199.49
Spdr Ser Tr Bloomberg High Y (JNK) 0.8 $748k 7.8k 95.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $717k 20k 36.41
Microsoft Corporation (MSFT) 0.7 $705k 1.9k 375.39
Meta Platforms Cl A (META) 0.7 $685k 1.2k 576.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $666k 7.4k 90.55
Ishares Tr National Mun Etf (MUB) 0.6 $582k 5.5k 105.44
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $581k 22k 26.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $418k 4.3k 97.48
Abbvie (ABBV) 0.4 $401k 1.9k 209.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $384k 748.00 513.91
Apple (AAPL) 0.4 $383k 1.7k 222.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $377k 8.3k 45.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $373k 13k 27.96
JPMorgan Chase & Co. (JPM) 0.4 $358k 1.5k 245.30
Netflix (NFLX) 0.3 $336k 360.00 932.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $333k 1.8k 186.29
Broadcom (AVGO) 0.3 $319k 1.9k 167.43
Johnson & Johnson (JNJ) 0.3 $305k 1.8k 165.84
American Express Company (AXP) 0.3 $303k 1.1k 269.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $301k 642.00 468.92
Ishares Tr Msci Eafe Etf (EFA) 0.3 $294k 3.6k 81.73
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $289k 1.5k 190.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $287k 12k 25.04
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $280k 6.9k 40.47
Cisco Systems (CSCO) 0.3 $271k 4.4k 61.71
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $269k 1.4k 193.99
Ishares Core Msci Emkt (IEMG) 0.3 $265k 4.9k 53.97
Select Sector Spdr Tr Energy (XLE) 0.3 $262k 2.8k 93.47
Vanguard World Inf Tech Etf (VGT) 0.3 $255k 470.00 542.38
Nuveen Multi-Strategy Income & Growth (JPC) 0.3 $252k 32k 7.96
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.3 $248k 5.1k 48.67
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $247k 21k 11.52
Blackstone Gso Flting Rte Fu (BSL) 0.2 $245k 17k 14.13
Texas Instruments Incorporated (TXN) 0.2 $241k 1.3k 179.70
Amazon (AMZN) 0.2 $239k 1.3k 190.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $228k 6.4k 35.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $226k 2.4k 92.83
Chevron Corporation (CVX) 0.2 $225k 1.3k 167.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $221k 3.8k 58.69
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $214k 7.1k 30.10
Wells Fargo & Company (WFC) 0.2 $211k 2.9k 71.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $204k 1.9k 105.60
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $129k 12k 11.20