Uptown Financial Advisors LLC
Top Portfolio Positions
26 positions ·
$17,902,735 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
128,734 | $2,484,566 | 13.88% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,628 | $2,359,433 | 13.18% |
| NVDA |
Nvidia Corp
Technology
|
12,126 | $2,114,774 | 11.81% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
48,051 | $1,818,249 | 10.16% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,232 | $1,288,265 | 7.20% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,257 | $719,167 | 4.02% |
| MSFT |
Microsoft Corp
Technology
|
1,890 | $699,621 | 3.91% |
| AVGO |
Broadcom Inc.
Technology
|
2,105 | $651,518 | 3.64% |
| CSCO |
Cisco Systems, Inc.
Technology
|
7,587 | $588,675 | 3.29% |
| CRWV |
CoreWeave, Inc.
Technology
|
6,900 | $534,543 | 2.99% |
Holdings in ET
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,484,566 | 128,734 | Shares | Sole | 2026-04-13 | |
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