UPTICK PARTNERS, LLC - Portfolio overview

UPTICK PARTNERS, LLC has 314 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 5.38%
2. FTSM - FIRST TR EXCHANGE-TRADED FD, 5.18%
3. BUXX - EA SERIES TRUST, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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