Uptown Financial Advisors

Uptown Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Uptown Financial Advisors

Uptown Financial Advisors holds 71 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
Vanguard Index Fds Growth Etf (VUG) 12.3 $15M 31k 479.63
Vanguard Index Fds Mid Cap Etf (VO) 7.6 $9.2M 31k 293.74
Ishares Tr Core S&p Scp Etf (IJR) 7.0 $8.4M 71k 118.83
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 6.7 $8.1M 147k 55.33
Coreweave Com Cl A Call Option (CRWV) 6.0 $7.3M 53k 136.85
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.4 $6.6M 141k 46.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $6.4M 81k 78.91
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.3 $5.2M 50k 104.51
Vanguard Index Fds Value Etf (VTV) 3.0 $3.6M 20k 186.49
Vanguard Bd Index Fds Intermed Term (BIV) 2.9 $3.6M 46k 78.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $3.5M 152k 23.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $3.1M 52k 59.92
Vanguard World Energy Etf (VDE) 2.5 $3.0M 24k 125.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.2 $2.7M 19k 142.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.4M 3.6k 666.18
Energy Transfer Com Ut Ltd Ptn (ET) 1.8 $2.2M 129k 17.16
NVIDIA Corporation (NVDA) 1.5 $1.9M 10k 186.58
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.5 $1.8M 21k 87.21
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.5M 2.3k 669.30
Enterprise Products Partners (EPD) 1.2 $1.5M 48k 31.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $1.5M 13k 111.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $1.1M 23k 49.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $994k 7.0k 140.95
Microsoft Corporation (MSFT) 0.8 $973k 1.9k 517.95
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $939k 19k 50.78
Meta Platforms Cl A (META) 0.8 $915k 1.2k 734.38
Ishares Tr Russell 2000 Etf (IWM) 0.7 $883k 3.6k 241.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $846k 13k 65.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $836k 20k 42.79
Spdr Series Trust Bloomberg High Y (JNK) 0.6 $674k 6.9k 98.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $669k 7.3k 91.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $636k 22k 29.11
Broadcom (AVGO) 0.5 $629k 1.9k 329.91
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $614k 6.1k 100.25
Ishares Msci Emrg Chn (EMXC) 0.5 $588k 8.7k 67.51
Ishares Tr National Mun Etf (MUB) 0.5 $588k 5.5k 106.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $475k 4.3k 110.59
JPMorgan Chase & Co. (JPM) 0.4 $460k 1.5k 315.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $450k 734.00 612.38
Abbvie (ABBV) 0.4 $443k 1.9k 231.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $434k 8.0k 54.18
Netflix (NFLX) 0.4 $432k 360.00 1198.92
Ishares Tr Core Msci Eafe (IEFA) 0.3 $401k 4.6k 87.31
Apple (AAPL) 0.3 $398k 1.6k 254.79
American Express Company (AXP) 0.3 $374k 1.1k 332.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $373k 1.8k 208.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $366k 12k 31.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $365k 13k 27.30
Vanguard World Inf Tech Etf (VGT) 0.3 $362k 485.00 746.63
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $355k 30k 11.69
Johnson & Johnson (JNJ) 0.3 $341k 1.8k 185.42
Ishares Tr Msci Eafe Etf (EFA) 0.3 $336k 3.6k 93.37
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $333k 7.0k 47.75
Ishares Core Msci Emkt (IEMG) 0.3 $306k 4.6k 65.92
Cisco Systems (CSCO) 0.2 $300k 4.4k 68.42
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $299k 1.4k 215.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $289k 6.3k 45.51
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $259k 32k 8.20
Select Sector Spdr Tr Energy (XLE) 0.2 $251k 2.8k 89.37
Wells Fargo & Company (WFC) 0.2 $246k 2.9k 83.82
Texas Instruments Incorporated (TXN) 0.2 $246k 1.3k 183.73
Blackstone Gso Flting Rte Fu (BSL) 0.2 $244k 17k 14.06
Amazon (AMZN) 0.2 $234k 1.1k 219.57
Tesla Motors (TSLA) 0.2 $230k 517.00 444.72
Spdr Series Trust Portfolio Short (SPSB) 0.2 $216k 7.1k 30.29
International Business Machines (IBM) 0.2 $210k 743.00 282.16
Chevron Corporation (CVX) 0.2 $209k 1.3k 155.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $207k 1.9k 106.78
Home Depot (HD) 0.2 $206k 508.00 405.19
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.2 $205k 4.3k 48.17
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $131k 12k 11.39