Institutional Investor · CIK 0002066147
UPTOWN FINANCIAL ADVISORS LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
89
Total Value
$171.19M
Total Shares
1.92M
Latest Filing
Jul 10, 2026
CIK
0002066147
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 186,647 | $16.08M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 79,404 | $11.78M | 0.0105% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 139,720 | $11.26M | 0.0050% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,000 | $10.31M | 0.0020% | SH | PUT | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,000 | $10.31M | 1.4370% | SH | PUT | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 164,321 | $9.99M | 0.0282% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 155,992 | $8.08M | 0.0461% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 100,179 | $7.80M | 0.0111% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 47,799 | $5.69M | 0.0107% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 181,155 | $5.02M | 0.0076% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 18,712 | $4.08M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 52,739 | $4.05M | 0.0076% | SH | — | View | |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 25,298 | $3.80M | 0.0384% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 53,094 | $3.78M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 20,899 | $3.22M | 0.0227% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,624 | $2.71M | 0.0003% | SH | — | View |
Energy Transfer LP(ETPC) | Energy | Oil & Gas Energy | 2026-06-30 | 2026-07-10 | 128,774 | $2.46M | N/A | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 53,969 | $2.45M | 0.0104% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,646 | $2.13M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,646 | $2.13M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,631 | $1.97M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 16,282 | $1.78M | 0.0052% | SH | — | View | |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-10 | 48,051 | $1.77M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,000 | $1.47M | 0.0003% | SH | CALL | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,000 | $1.47M | 0.2053% | SH | CALL | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 29,794 | $1.44M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,752 | $1.13M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,333 | $1.11M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 6,490 | $1.03M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 20,066 | $1.01M | 0.0025% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,000 | $1.00M | 0.0000% | SH | PUT | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,000 | $1.00M | 0.0000% | SH | PUT | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,499 | $916.07K | 0.0013% | SH | — | View | |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 17,361 | $876.56K | 0.0031% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 8,409 | $860.26K | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 7,823 | $754.00K | 0.0102% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,905 | $719.61K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,273 | $717.07K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,273 | $717.07K | 0.0000% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 1,922 | $716.94K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 20,352 | $708.45K | 0.0044% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 1,700 | $634.13K | 0.0000% | SH | PUT | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,371 | $597.43K | 0.0073% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,518 | $593.85K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,914 | $585.37K | 0.0004% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 4,387 | $515.30K | 0.0001% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 4,387 | $515.30K | 0.0001% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 3,000 | $512.58K | 0.0000% | SH | PUT | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 734 | $504.12K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,956 | $499.66K | 0.0030% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,097 | $489.67K | 0.0004% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,913 | $481.39K | 0.0001% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,913 | $481.39K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,964 | $475.37K | 0.0003% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,837 | $466.54K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,837 | $466.54K | 0.0001% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 1,562 | $452.27K | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 1,562 | $452.27K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,788 | $434.47K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 12,750 | $404.30K | 0.0004% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,340 | $399.41K | 0.0001% | SH | — | View | |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,340 | $399.41K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,600 | $389.92K | 0.0017% | SH | CALL | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,476 | $388.35K | 0.0007% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 1,127 | $381.21K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,592 | $380.40K | 0.0002% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 3,200 | $375.87K | 0.0001% | SH | PUT | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 3,200 | $375.87K | 0.0001% | SH | PUT | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,900 | $358.19K | 0.0015% | SH | PUT | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,253 | $337.92K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,384 | $327.48K | 0.0003% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 958 | $313.58K | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 958 | $313.58K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,905 | $309.73K | 0.0086% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,603 | $297.61K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 5,961 | $286.84K | 0.0054% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 778 | $278.03K | 0.0000% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 250 | $266.23K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 21,930 | $265.79K | 0.0094% | SH | — | View | |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 3,600 | $257.04K | 0.0001% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 3,600 | $257.04K | 0.0001% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 2,940 | $242.96K | 0.0001% | SH | — | View | |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 2,940 | $242.96K | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 1,011 | $240.96K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 1,011 | $240.96K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,513 | $237.34K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 17,320 | $224.29K | 0.1330% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,345 | $222.95K | 0.0001% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,345 | $222.95K | 0.0001% | SH | — | View |
Kinder Morgan, Inc.(2KD.DE) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-10 | 6,952 | $222.25K | 0.0003% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 509 | $214.09K | 0.0000% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 509 | $214.09K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,115 | $213.52K | 0.0020% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,532 | $209.46K | 0.0000% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 743 | $208.94K | 0.0001% | SH | — | View | |
The Middleby Corporation(MIDD) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 1,200 | $206.41K | 0.0027% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 1,935 | $206.02K | 0.0018% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 232 | $170.84K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 232 | $170.84K | 0.0238% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,000 | $159.33K | 0.0005% | SH | CALL | View |
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