UPTICK PARTNERS, LLC
Q2 2025 13F Holdings
- Locationnacogdoches, TX
- Num holdings
219
- Value ($000)
$349,344
- Date Filed07/28/2025
- Form type13F-HR
- CIK0002005353
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $33.83M | 10 % | 672,397 | ||
BUXX EA SERIES TRUST | STRIVE ENHANCED | 02072L441 | $20.07M | 6 % | 987,926 | ||
STXV EA SERIES TRUST | STRIVE 1000 VALU | 02072L599 | $18.12M | 5 % | 587,680 | ||
STXG EA SERIES TRUST | STRIVE 1000 GRWT | 02072L615 | $17.73M | 5 % | 385,237 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $17.25M | 5 % | 288,092 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.86M | 3 % | 20,872 | ||
STRV EA SERIES TRUST | STRIVE 500 ETF | 02072L680 | $10.53M | 3 % | 262,950 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.11M | 2 % | 18,495 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.83M | 2 % | 13,727 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.75M | 2 % | 38,205 |
Rows Per Page
10
- 10
- 50
- 100