Uptown Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NUVEEN AMT FREE QLTY MUN INC | $133.7K | 0.1% |
| PIMCO CORPORATE & INCOME STRATEGY FUNDPCN | $141.0K | 0.1% |
| INVESCO QQQ TR | $142.5K | 0.1% |
| JANUS DETROIT STR TR | $203.4K | 0.2% |
| CHEVRON CORP | $205.0K | 0.2% |
| iShares MSCI UAE ETF | $206.5K | 0.2% |
| SPDR SERIES TRUST | $214.9K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $220.1K | 0.2% |
| Tesla Inc | $228.9K | 0.2% |
| TEXAS INSTRUMENTS INC | $232.5K | 0.2% |
| BLACKSTONE SENI FLTN RAT 202 | $233.8K | 0.2% |
| Alphabet Inc. | $243.5K | 0.2% |
| Amazon.com Inc | $246.1K | 0.2% |
| SELECT SECTOR SPDR TR | $248.5K | 0.2% |
| Nuveen Preferred & Income Opportunities FundJPC | $256.3K | 0.2% |
| WELLS FARGO & COMPANY/MN | $274.0K | 0.2% |
| SOURCE CAPITAL | $276.5K | 0.2% |
| SCHWAB STRATEGIC TR | $289.0K | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $304.2K | 0.3% |
| JPMORGAN CHASE & CO | $308.7K | 0.3% |
| ISHARES INC | $311.3K | 0.3% |
| Netflix Inc | $337.5K | 0.3% |
| CISCO SYSTEMS, INC. | $337.9K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $339.7K | 0.3% |
| ISHARES TR | $341.2K | 0.3% |
| Nuveen Quality Municipal Income FundNAD | $364.7K | 0.3% |
| VANGUARD WORLD FD | $365.6K | 0.3% |
| SCHWAB STRATEGIC TR | $366.2K | 0.3% |
| BARINGS CORPORATE INVESTORSMCI | $373.8K | 0.3% |
| SCHWAB STRATEGIC TR | $374.3K | 0.3% |
| VANGUARD INDEX FDS | $378.7K | 0.3% |
| JOHNSON & JOHNSON | $380.2K | 0.3% |
| AMERICAN EXPRESS CO | $416.9K | 0.4% |
| ISHARES TR | $416.9K | 0.4% |
| Apple Inc. | $424.9K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $431.5K | 0.4% |
| AbbVie Inc. | $437.1K | 0.4% |
| VANGUARD INDEX FDS | $460.3K | 0.4% |
| ISHARES TR | $488.0K | 0.4% |
| ISHARES TR | $565.2K | 0.5% |
| ISHARES TR | $591.0K | 0.5% |
| SCHWAB STRATEGIC TR | $623.6K | 0.5% |
| Broadcom Inc. | $659.3K | 0.6% |
| SPDR SERIES TRUST | $695.0K | 0.6% |
| ISHARES INC | $707.2K | 0.6% |
| VANGUARD INDEX FDS | $716.9K | 0.6% |
| Meta Platforms Inc | $829.7K | 0.7% |
| SPDR INDEX SHS FDS | $893.6K | 0.8% |
| ISHARES TR | $898.2K | 0.8% |
| MICROSOFT CORP | $908.7K | 0.8% |