UPTOWN FINANCIAL ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 130K | $2.15M |
 | EPD | 48K | $1.54M |
 | MCI | 21K | $373.78K |
 | NVDA | 10K | $1.83M |
 | SOR | 6K | $276.48K |
 | CSCO | 4K | $337.93K |
 | NFLX | 4K | $337.54K |
 | WFC | 3K | $274.01K |
 | ABBV | 2K | $437.10K |
 | AVGO | 2K | $659.32K |
 | MSFT | 2K | $908.72K |
 | JNJ | 2K | $380.17K |
 | AAPL | 2K | $424.92K |
 | CVX | 1K | $204.99K |
 | TXN | 1K | $232.48K |
 | META | 1K | $829.73K |
 | AXP | 1K | $416.93K |
 | AMZN | 1K | $246.05K |
 | JPM | 958 | $308.69K |
 | GOOGL | 778 | $243.51K |
Energy Transfer LP
ET
Shares Held
130K
Value
$2.15M
Enterprise Products Partners L.P.
EPD
Shares Held
48K
Value
$1.54M
Barings Corporate Investors
MCI
Shares Held
21K
Value
$373.78K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.83M
Source Capital, Inc.
SOR
Shares Held
6K
Value
$276.48K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$337.93K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$337.54K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$274.01K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$437.10K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$659.32K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$908.72K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$380.17K
Apple Inc.
AAPL
Shares Held
2K
Value
$424.92K
Chevron Corporation
CVX
Shares Held
1K
Value
$204.99K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$232.48K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$829.73K
American Express Company
AXP
Shares Held
1K
Value
$416.93K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$246.05K
JPMorgan Chase & Co.
JPM
Shares Held
958
Value
$308.69K
Alphabet Inc.
GOOGL
Shares Held
778
Value
$243.51K