UPTICK PARTNERS, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
289
Quarter
2025 Q4
Top Holding
USFR (6.4%)
Top 10 Concentration
36.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 289
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
USFR
WISDOMTREE TR
ETF 6.35% 8.70% #1
Prev: #1
2.6 -67,134 -10.2%
P
S
592,111 $29,795,034 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 4.00% 4.73% #2 3
Prev: #5
3.6 11,872 3.9%
P
S
312,724 $18,741,520 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STXV
EA SERIES TRUST
Unknown 3.92% 5.33% #3
Prev: #3
1.6 -77,541 -12.4%
P
S
550,171 $18,407,513 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STRV
EA SERIES TRUST
ETF 3.88% 3.68% #4 2
Prev: #6
3.6 87,802 27.0%
P
S
412,666 $18,192,402 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUXX
EA SERIES TRUST
Unknown 3.84% 4.99% #5 1
Prev: #4
1.5 -47,841 -5.1%
P
S
889,079 $17,994,957 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STXG
EA SERIES TRUST
Warrant 3.82% 5.37% #6 4
Prev: #2
1.6 -57,793 -14.1%
P
S
352,079 $17,916,574 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 3.28% 3.43% #7
Prev: #7
3.4 3,178 14.9%
P
S
24,519 $15,376,374 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SGVT
SCHWAB STRATEGI...
Bond/Debt 3.10% 0.75% #8 18
Prev: #26
3.5 116,138 408.9%
P
S
144,540 $14,524,152 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.99% 2.32% #9 1
Prev: #8
2.8 664 3.6%
P
S
19,093 $9,314,800 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 1.93% 0.17% #10 95
Prev: #105
3.1 104,570 1303.4%
P
S
112,593 $9,032,236 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.65% 1.94% #11 2
Prev: #9
2.7 1,741 12.2%
P
S
15,995 $7,735,352 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VO
VANGUARD INDEX ...
ETF 1.57% 1.63% #12 2
Prev: #14
2.7 4,286 20.3%
P
S
25,360 $7,360,024 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.50% 1.56% #13 2
Prev: #15
2.6 2,408 10.3%
P
S
25,803 $7,014,830 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.47% 1.76% #14 4
Prev: #10
2.6 114 0.3%
P
S
36,051 $6,885,393 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.45% 1.64% #15 2
Prev: #13
2.6 610 6.6%
P
S
9,917 $6,792,613 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.32% 1.67% #16 4
Prev: #12
0.5 -531 -5.0%
P
S
10,070 $6,185,947 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 1.26% #17
Prev: #—
2.5 97,544 no change
NEW
97,544 $5,931,803 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGCB
CAPITAL GRP FIX...
Bond/Debt 1.21% 0.43% #18 29
Prev: #47
2.8 152,882 248.8%
P
S
214,333 $5,684,098 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD WHITEH...
ETF 1.19% 1.70% #19 8
Prev: #11
0.5 -7,048 -15.4%
P
S
38,769 $5,564,195 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.17% 1.31% #20 2
Prev: #18
2.5 1,148 5.1%
P
S
23,787 $5,490,430 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEB
FIRST TR EXCHNG...
ETF 1.14% 1.50% #21 5
Prev: #16
0.5 -10,949 -8.9%
P
S
111,876 $5,338,902 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLC
AMERICAN CENTY ...
Bond/Debt 1.06% #22
Prev: #—
2.4 63,148 no change
NEW
63,148 $4,964,718 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.93% 0.85% #23 1
Prev: #22
2.4 566 4.2%
P
S
13,957 $4,368,444 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STXM
EA SERIES TRUST
Unknown 0.90% 1.38% #24 7
Prev: #17
0.4 -38,060 -20.4%
P
S
148,677 $4,238,774 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.86% 1.06% #25 6
Prev: #19
0.4 -147 -2.4%
P
S
5,917 $4,035,173 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FAUG
FIRST TR EXCHNG...
ETF 0.00% 0.20%
Sold All 😨
(Was: #85)
0.3 -15,022 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
YMAR
FIRST TR EXCHNG...
Bond/Debt 0.00% 0.12%
Sold All 😨
(Was: #135)
0.3 -17,505 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DJAN
FIRST TR EXCHNG...
ETF 0.00% 0.09%
Sold All 😨
(Was: #170)
0.3 -8,315 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMA
COMERICA INC
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #171)
0.3 -5,077 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTWO
EA SERIES TRUST
Unknown 0.00% 0.09%
Sold All 😨
(Was: #172)
0.3 -8,829 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ISTB
ISHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #173)
0.3 -7,086 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBCG
FIDELITY COVING...
Warrant 0.00% 0.07%
Sold All 😨
(Was: #193)
0.3 -5,028 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FAPR
FIRST TR EXCHNG...
ETF 0.00% 0.06%
Sold All 😨
(Was: #205)
0.3 -5,315 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DAPR
FIRST TR EXCHNG...
ETF 0.00% 0.06%
Sold All 😨
(Was: #212)
0.3 -5,763 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJT
ISHARES TR
Warrant 0.00% 0.06%
Sold All 😨
(Was: #215)
0.3 -1,535 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #218)
0.3 -2,610 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 289 holdings

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