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Uhlmann Price Securities, LLC

All holdings · as of Mar 31, 2026

253 positions

CompanyClassValueShares% of portfolio
BHP Group LtdBHPADR$253.3K3,4820.0%
SELECT SECTOR SPDR TR$253.0K1,9030.0%
VANGUARD MUN BD FDS$252.5K5,0650.0%
Docusign Inc$252.0K5,4600.0%
THERMO FISHER SCIENTIFIC INC.$249.7K5090.0%
CHEVRON CORP$240.9K1,1640.0%
CAPITAL GRP FIXED INCM ETF T$240.3K10,7580.0%
VOYA EMERGING MKTS HIGH DIVI$238.1K35,7440.0%
ROYCE SMALL-CAP TRUST, INC.RVTClosed-End Fund$233.6K14,0740.0%
United Rentals Inc$231.5K3100.0%
Agilent Technologies Inc$230.7K2,0200.0%
Nuveen S&P 500 Dynamic Overwrite Fund$228.3K14,2070.0%
TCW STRATEGIC INCOME FUND INCTSIClosed-End Fund$225.6K50,2450.0%
abrdn Total Dynamic Dividend Fund$225.1K24,4400.0%
Eaton Corp plc$225.1K6280.0%
ARK 21SHARES BITCOIN ETF$221.7K9,6360.0%
FIRST TR EXCHANGE-TRADED FD$221.6K9470.0%
ALTRIA GROUP, INC.$218.6K3,3220.0%
GENERAL ELECTRIC CO$217.6K7580.0%
Aon plc$214.4K6640.0%
Corteva, Inc.$213.2K2,5500.0%
KROGER CO$211.0K2,9170.0%
CAPITAL GROUP EQUITY ETF TR$208.5K7,1000.0%
General Motors Co$204.7K2,7460.0%
American Tower Corp$204.3K1,1840.0%
Palo Alto Networks Inc$204.3K1,2750.0%
Marvell Technology, Inc.$203.1K2,0500.0%
First Trust Intermediate Duration Preferred & Income FundFPFClosed-End Fund$202.5K11,4880.0%
J P MORGAN EXCHANGE TRADED F$202.2K3,5740.0%
Liberty Energy Inc$201.6K7,0000.0%
Voya Asia Pacific High Dividend Equity Income FundIAEClosed-End Fund$201.3K27,3120.0%
FIRST TR SR FLTG RATE INCOME$195.2K20,2460.0%
ADVISORSHARES TR$188.3K53,0550.0%
HUNTINGTON BANCSHARES INC /MD$185.7K11,8650.0%
FIRST TR EXCHNG TRADED FD VI$179.6K10,5780.0%
Templeton Emerging Markets Income Fund$175.2K29,1470.0%
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.$173.5K34,2280.0%
CONAGRA BRANDS INC.$172.0K11,0550.0%
TELUS CORPORATION$167.4K13,0490.0%
TripAdvisor, Inc.$162.5K16,7150.0%
NUVEEN CORE PLUS IMPACT FUNDNPCTClosed-End Fund$157.2K15,4300.0%
WESTERN ASSET INFLT LNK INC$144.0K17,8180.0%
Viatris Inc$143.8K10,6630.0%
KKR Income Opportunities FundKIOClosed-End Fund$137.2K12,4730.0%
VOYA GLBL EQTY DIV & PREM OP$135.6K23,7860.0%
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$122.7K13,6530.0%
SABA CAPITAL INCOME & OPPORT$122.2K14,6880.0%
BLACKROCK INCOME TRUST, INC.BKTClosed-End Fund$116.4K11,0140.0%
PRINCIPAL REAL ESTATE INCOME$114.6K11,9260.0%
ARDAGH METAL PACKAGING S A$99.2K23,8550.0%
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