Uptown Financial Advisors LLC
Net buyer this quarter
$152M
34
+$697K
13.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BSVN | $7.8M | 5.14% | 1.05% | Not reported | Q4 2024 |
 SPY | $2.71M | 1.78% | Not reported | -0.1% | Q4 2024 |
 ET | $2.46M | 1.62% | 0.00% | 0.0% | Q4 2024 |
 NVDA | $2.13M | 1.40% | 0.00% | +0.2% | Q4 2024 |
 EPD | $1.77M | 1.16% | 0.00% | Not reported | Q4 2024 |
 VYM | $1.03M | 0.68% | Not reported | Not reported | Q4 2024 |
 EMXC | $860K | 0.57% | Not reported | -11.5% | Q2 2025 |
 AVGO | $720K | 0.47% | 0.00% | Not reported | Q4 2024 |
 META | $717K | 0.47% | Not reported | +1.3% | Q4 2024 |
 MSFT | $717K | 0.47% | 0.00% | +1.7% | Q4 2024 |
 CSCO | $515K | 0.34% | 0.00% | Not reported | Q1 2025 |
 ABBV | $481K | 0.32% | 0.00% | Not reported | Q4 2024 |
 JNJ | $467K | 0.31% | 0.00% | Not reported | Q4 2024 |
 AAPL | $452K | 0.30% | 0.00% | Not reported | Q4 2024 |
 TXN | $399K | 0.26% | 0.00% | Not reported | Q4 2024 |
 AXP | $381K | 0.25% | 0.00% | Not reported | Q4 2024 |
 JPM | $314K | 0.21% | 0.00% | Not reported | Q4 2024 |
 GOOGL | $278K | 0.18% | 0.00% | Not reported | Q4 2025 |
 CAT | $266K | 0.18% | 0.00% | New | Q2 2026 |
 NAD | $266K | 0.18% | Not reported | -27.7% | Q4 2024 |
 NFLX | $257K | 0.17% | 0.00% | Not reported | Q4 2024 |
 WFC | $243K | 0.16% | 0.00% | Not reported | Q4 2024 |
 AMZN | $241K | 0.16% | 0.00% | -5.2% | Q4 2024 |
| SPMD | $237K | 0.16% | Not reported | Not reported | Q1 2026 |
 BSL | $224K | 0.15% | Not reported | Not reported | Q4 2024 |
 CVX | $223K | 0.15% | 0.00% | Not reported | Q1 2025 |
 KMI | $222K | 0.15% | 0.00% | Not reported | Q2 2025 |
 TSLA | $214K | 0.14% | 0.00% | Not reported | Q3 2025 |
 XOM | $209K | 0.14% | 0.00% | Not reported | Q1 2026 |
 IBM | $209K | 0.14% | 0.00% | Not reported | Q2 2025 |
 MIDD | $206K | 0.14% | 0.00% | New | Q2 2026 |
 QQQ | $171K | 0.11% | Not reported | Not reported | Q1 2025 |
| NEA | $135K | 0.09% | Not reported | Not reported | Q4 2024 |
 SPCX | $5.47K | 0.00% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| BSVN | $7.86M | 6.24% | 1.05% | +10.2% | Q4 2024 |
| ET | $2.48M | 1.97% | 0.00% | -1.1% | Q4 2024 |
| SPY | $2.36M | 1.87% | Not reported | -0.4% | Q4 2024 |
| NVDA | $1.85M | 1.47% | 0.00% | +8.1% | Q4 2024 |
| EPD | $1.82M | 1.44% | 0.00% | Not reported | Q4 2024 |
| VYM | $961K | 0.76% | Not reported | -8.3% | Q4 2024 |
| EMXC | $748K | 0.59% | Not reported | -2.3% | Q2 2025 |
| META | $719K | 0.57% | Not reported | Not reported | Q4 2024 |
| MSFT | $700K | 0.56% | 0.00% | +0.6% | Q4 2024 |
| AVGO | $590K | 0.47% | 0.00% | Not reported | Q4 2024 |
| JNJ | $449K | 0.36% | 0.00% | Not reported | Q4 2024 |
| ABBV | $416K | 0.33% | 0.00% | Not reported | Q4 2024 |
| AAPL | $397K | 0.32% | 0.00% | Not reported | Q4 2024 |
| NAD | $349K | 0.28% | Not reported | Not reported | Q4 2024 |
| NFLX | $346K | 0.27% | 0.00% | Not reported | Q4 2024 |
| AXP | $341K | 0.27% | 0.00% | Not reported | Q4 2024 |
| CSCO | $340K | 0.27% | 0.00% | Not reported | Q1 2025 |
| JPM | $282K | 0.22% | 0.00% | Not reported | Q4 2024 |
| CVX | $278K | 0.22% | 0.00% | Not reported | Q1 2025 |
| TXN | $260K | 0.21% | 0.00% | Not reported | Q4 2024 |
| XOM | $260K | 0.21% | 0.00% | New | Q1 2026 |
| WFC | $234K | 0.19% | 0.00% | Not reported | Q4 2024 |
| KMI | $233K | 0.19% | 0.00% | Not reported | Q2 2025 |
| BSL | $224K | 0.18% | Not reported | Not reported | Q4 2024 |
| GOOGL | $224K | 0.18% | 0.00% | Not reported | Q4 2025 |
| AMZN | $222K | 0.18% | 0.00% | Not reported | Q4 2024 |
| SPMD | $208K | 0.17% | Not reported | New | Q1 2026 |
| QQQ | $134K | 0.11% | Not reported | Not reported | Q1 2025 |
| NEA | $129K | 0.10% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| BSVN | $7.16M | 5.13% | 0.96% | +11.8% | Q4 2024 |
| SPY | $2.48M | 1.78% | Not reported | +0.8% | Q4 2024 |
| ET | $2.15M | 1.54% | 0.00% | +1.2% | Q4 2024 |
| NVDA | $1.83M | 1.31% | 0.00% | -1.3% | Q4 2024 |
| EPD | $1.54M | 1.10% | 0.00% | Not reported | Q4 2024 |
| VYM | $1.02M | 0.73% | Not reported | +0.4% | Q4 2024 |
| MSFT | $909K | 0.65% | 0.00% | Not reported | Q4 2024 |
| META | $830K | 0.59% | Not reported | +0.9% | Q4 2024 |
| EMXC | $707K | 0.51% | Not reported | +11.8% | Q2 2025 |
| AVGO | $659K | 0.47% | 0.00% | Not reported | Q4 2024 |
| ABBV | $437K | 0.31% | 0.00% | Not reported | Q4 2024 |
| AAPL | $425K | 0.30% | 0.00% | Not reported | Q4 2024 |
| AXP | $417K | 0.30% | 0.00% | Not reported | Q4 2024 |
| JNJ | $380K | 0.27% | 0.00% | Not reported | Q4 2024 |
 MCI | $374K | 0.27% | Not reported | New | Q4 2025 |
| NAD | $365K | 0.26% | Not reported | Not reported | Q4 2024 |
| CSCO | $338K | 0.24% | 0.00% | Not reported | Q1 2025 |
| NFLX | $338K | 0.24% | 0.00% | Not reported | Q4 2024 |
| JPM | $309K | 0.22% | 0.00% | -34.3% | Q4 2024 |
 SOR | $276K | 0.20% | Not reported | New | Q4 2025 |
| WFC | $274K | 0.20% | 0.00% | Not reported | Q4 2024 |
| JPC | $256K | 0.18% | Not reported | Not reported | Q4 2024 |
| AMZN | $246K | 0.18% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $244K | 0.17% | 0.00% | New | Q4 2025 |
| BSL | $234K | 0.17% | Not reported | Not reported | Q4 2024 |
| TXN | $232K | 0.17% | 0.00% | Not reported | Q4 2024 |
| TSLA | $229K | 0.16% | 0.00% | -1.6% | Q3 2025 |
| IBM | $220K | 0.16% | 0.00% | Not reported | Q2 2025 |
| CVX | $205K | 0.15% | 0.00% | Not reported | Q1 2025 |
| QQQ | $143K | 0.10% | Not reported | Not reported | Q1 2025 |
| PCN | $141K | 0.10% | Not reported | New | Q4 2025 |
| NEA | $134K | 0.10% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| BSVN | $6.41M | 5.28% | 0.86% | -1.6% | Q4 2024 |
| SPY | $2.41M | 1.98% | Not reported | +0.2% | Q4 2024 |
| ET | $2.21M | 1.82% | 0.00% | +0.1% | Q4 2024 |
| NVDA | $1.86M | 1.53% | 0.00% | +6.9% | Q4 2024 |
| EPD | $1.5M | 1.24% | 0.00% | Not reported | Q4 2024 |
| VYM | $994K | 0.82% | Not reported | Not reported | Q4 2024 |
| MSFT | $973K | 0.80% | 0.00% | Not reported | Q4 2024 |
| META | $915K | 0.75% | Not reported | Not reported | Q4 2024 |
| AVGO | $628K | 0.52% | 0.00% | Not reported | Q4 2024 |
| EMXC | $588K | 0.48% | Not reported | -2.1% | Q2 2025 |
| JPM | $460K | 0.38% | 0.00% | Not reported | Q4 2024 |
| ABBV | $443K | 0.36% | 0.00% | Not reported | Q4 2024 |
| NFLX | $432K | 0.36% | 0.00% | Not reported | Q4 2024 |
| AAPL | $398K | 0.33% | 0.00% | +0.2% | Q4 2024 |
| AXP | $374K | 0.31% | 0.00% | Not reported | Q4 2024 |
| NAD | $355K | 0.29% | Not reported | Not reported | Q4 2024 |
| JNJ | $341K | 0.28% | 0.00% | Not reported | Q4 2024 |
| CSCO | $300K | 0.25% | 0.00% | Not reported | Q1 2025 |
| JPC | $259K | 0.21% | Not reported | Not reported | Q4 2024 |
| WFC | $246K | 0.20% | 0.00% | Not reported | Q4 2024 |
| TXN | $246K | 0.20% | 0.00% | Not reported | Q4 2024 |
| BSL | $244K | 0.20% | Not reported | Not reported | Q4 2024 |
| AMZN | $234K | 0.19% | 0.00% | -28.1% | Q4 2024 |
| TSLA | $230K | 0.19% | 0.00% | New | Q3 2025 |
| IBM | $210K | 0.17% | 0.00% | Not reported | Q2 2025 |
| CVX | $209K | 0.17% | 0.00% | Not reported | Q1 2025 |
 HD | $206K | 0.17% | 0.00% | New | Q3 2025 |
| NEA | $131K | 0.11% | Not reported | Not reported | Q4 2024 |