Uptown Financial Advisors LLC Top Holdings and 13F Report (2025) About Uptown Financial Advisors LLCInvestment ActivityUptown Financial Advisors LLC has $97.98 million in total holdings as of March 31, 2025.Uptown Financial Advisors LLC owns shares of 69 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.79% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Uptown Financial Advisors LLC has purchased 65 new stocks and bought additional shares in 31 stocks.Uptown Financial Advisors LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $11,321,461Vanguard Mid-Cap ETF $8,159,978iShares Core S&P Small-Cap ETF $6,936,228SPDR Portfolio S&P 500 Value ETF $6,611,471Vanguard Short-Term Bond ETF $6,329,751 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $768,178 Holding46090E103 - Invesco QQQ $301,047 Holding17275R102 - Cisco Systems $270,722 Holding464287309 - iShares S&P 500 Growth ETF $225,587 Holding166764100 - Chevron $225,005 Holding Largest Purchases this Quarter NVIDIA 11,939 shares (about $1.29M)Vanguard Total Stock Market ETF 2,795 shares (about $768.18K)Vanguard Mid-Cap ETF 2,119 shares (about $548.03K)Utilities Select Sector SPDR Fund 6,495 shares (about $512.17K)Vanguard Short-Term Bond ETF 6,315 shares (about $494.34K) Largest Sales this Quarter AbbVie 500 shares (about $104.76K)Vanguard Short-Term Treasury Index ETF 863 shares (about $50.65K)Schwab International Small-Cap Equity ETF 994 shares (about $35.66K)Vanguard Value ETF 61 shares (about $10.54K)Vanguard Global ex-U.S. Real Estate ETF 219 shares (about $8.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUptown Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$11,321,461$402,351 ▲3.7%30,53011.6%ETFVOVanguard Mid-Cap ETF$8,159,978$548,033 ▲7.2%31,5518.3%ETFIJRiShares Core S&P Small-Cap ETF$6,936,228$470,990 ▲7.3%66,3307.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,611,471$144,274 ▲2.2%129,4586.7%ETFBSVVanguard Short-Term Bond ETF$6,329,751$494,341 ▲8.5%80,8606.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,620,264$218,623 ▲4.0%142,7545.7%ETFBIVVanguard Intermediate-Term Bond ETF$3,667,509$332,623 ▲10.0%47,8973.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,565,856$42,596 ▲1.2%44,3683.6%ETFVTVVanguard Value ETF$3,509,700$10,538 ▼-0.3%20,3173.6%ETFSCHFSchwab International Equity ETF$2,936,499$377,998 ▲14.8%148,4573.0%ETFVDEVanguard Energy ETF$2,757,956$46,826 ▲1.7%21,2622.8%ETFVEAVanguard FTSE Developed Markets ETF$2,493,094$76,449 ▲3.2%49,0472.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,198,481$54,219 ▲2.5%19,0172.2%ETFSPYSPDR S&P 500 ETF Trust$2,100,509$118,031 ▲6.0%3,7552.1%FinanceNVDANVIDIA$1,925,155$1,293,950 ▲205.0%17,7632.0%Computer and TechnologyETEnergy Transfer$1,685,9090.0%90,6891.7%EnergyEPDEnterprise Products Partners$1,640,4610.0%48,0511.7%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,552,310$103,589 ▲7.2%14,2811.6%FinanceJAAAJanus Henderson AAA CLO ETF$1,488,846$49,747 ▲3.5%29,3601.5%ETFIVViShares Core S&P 500 ETF$1,287,8750.0%2,2921.3%ETFBNDXVanguard Total International Bond ETF$1,100,305$45,990 ▲4.4%22,5371.1%ETFXLUUtilities Select Sector SPDR Fund$1,006,591$512,167 ▲103.6%12,7651.0%ETFVYMVanguard High Dividend Yield ETF$909,0390.0%7,0490.9%ETFVTIVanguard Total Stock Market ETF$768,178$768,178 ▲New Holding2,7950.8%ETFIJHiShares Core S&P Mid-Cap ETF$766,8360.0%13,1420.8%ETFIWMiShares Russell 2000 ETF$764,4460.0%3,8320.8%FinanceJNKSPDR Bloomberg High Yield Bond ETF$747,533$54,804 ▲7.9%7,8430.8%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$717,3860.0%19,7030.7%ETFMSFTMicrosoft$704,607$69,823 ▲11.0%1,8770.7%Computer and TechnologyMETAMeta Platforms$685,2920.0%1,1890.7%Computer and TechnologyVNQVanguard Real Estate ETF$666,103$14,851 ▲2.3%7,3560.7%ETFMUBiShares National Muni Bond ETF$581,8180.0%5,5180.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$580,7730.0%21,8500.6%ETFIJSiShares S&P Small-Cap 600 Value ETF$418,2870.0%4,2910.4%ETFABBVAbbVie$400,812$104,760 ▼-20.7%1,9130.4%MedicalVOOVanguard S&P 500 ETF$384,405$3,083 ▼-0.8%7480.4%ETFAAPLApple$382,507$39,118 ▲11.4%1,7210.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$376,790$2,354 ▲0.6%8,3250.4%ETFSCHDSchwab US Dividend Equity ETF$373,2660.0%13,3500.4%ETFJPMJPMorgan Chase & Co.$357,6470.0%1,4580.4%FinanceNFLXNetflix$335,7110.0%3600.3%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$333,0870.0%1,7880.3%ETFAVGOBroadcom$318,954$94,430 ▲42.1%1,9050.3%Computer and TechnologyJNJJohnson & Johnson$304,6480.0%1,8370.3%MedicalAXPAmerican Express$303,2190.0%1,1270.3%FinanceQQQInvesco QQQ$301,047$301,047 ▲New Holding6420.3%FinanceEFAiShares MSCI EAFE ETF$294,1460.0%3,5990.3%FinanceIVEiShares S&P 500 Value ETF$289,300$30,302 ▲11.7%1,5180.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$287,3590.0%11,4760.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$280,428$8,862 ▼-3.1%6,9300.3%ETFCSCOCisco Systems$270,722$270,722 ▲New Holding4,3870.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$268,4820.0%1,3840.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$264,831$7,016 ▲2.7%4,9070.3%ETFXLEEnergy Select Sector SPDR Fund$261,614$9,534 ▲3.8%2,7990.3%ETFVGTVanguard Information Technology ETF$254,9190.0%4700.3%ETFJPCNuveen Preferred & Income Opportunities Fund$251,536$50,148 ▲24.9%31,6000.3%Financial ServicesJBBBJanus Henderson B-BBB CLO ETF$247,7300.0%5,0900.3%ETFNADNuveen Quality Municipal Income Fund$246,528$49,536 ▲25.1%21,4000.3%Financial ServicesBSLBlackstone Senior Floating Rate 2027 Term Fund$244,732$49,172 ▲25.1%17,3200.2%Financial ServicesTXNTexas Instruments$240,7980.0%1,3400.2%Computer and TechnologyAMZNAmazon.com$238,967$39,955 ▲20.1%1,2560.2%Retail/WholesaleSCHCSchwab International Small-Cap Equity ETF$228,269$35,665 ▼-13.5%6,3620.2%ETFIVWiShares S&P 500 Growth ETF$225,587$225,587 ▲New Holding2,4300.2%ETFCVXChevron$225,005$225,005 ▲New Holding1,3450.2%EnergyVGSHVanguard Short-Term Treasury Index ETF$220,792$50,650 ▼-18.7%3,7620.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$214,1620.0%7,1150.2%ETFWFCWells Fargo & Company$211,0630.0%2,9400.2%FinanceSUBiShares Short-Term National Muni Bond ETF$204,3360.0%1,9350.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$128,7890.0%11,4990.1%Financial ServicesSPTISPDR Portfolio Intermediate Term Treasury ETF$0$202,102 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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