Top 50 Uptick Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 4.78% | 475.6K | $23.9M | -19.67%(-116.47K) | $50.27(+0.30%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4.6% | 386.0K | $23.1M | +23.45%(+73.32K) | $59.83(+0.05%) | 2026-03-31 | |
| BUXX | EA SERIES TRUST | 4.24% | 1.05M | $21.3M | +18.22%(+162.03K) | $20.27(-0.18%) | 2026-03-31 | |
| STRV | EA SERIES TRUST | 4.07% | 485.6K | $20.4M | +17.68%(+72.97K) | $38.75(+23.44%) | 2026-03-31 | |
| STXV | EA SERIES TRUST | 3.62% | 517.1K | $18.2M | -6.02%(-33.11K) | $28.81(+27.17%) | 2026-03-31 | |
| STXG | EA SERIES TRUST | 3.12% | 333.6K | $15.6M | -5.25%(-18.49K) | $40.05(+37.22%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.99% | 25.1K | $15.0M | +2.39%(+586) | $492.26(+38.63%) | 2026-03-31 | |
| SGVT | SCHWAB STRATEGIC TR | 2.38% | 118.4K | $11.9M | -18.10%(-26.17K) | $87.45(+15.03%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.31% | 151.5K | $11.6M | +34.56%(+38.91K) | $78.71(+11.00%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.71% | 147.1K | $8.6M | +50.84%(+49.59K) | $59.83(+11.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.19% | +30.18% |
| Top 20 Holdings Unweighted | +10.94% | +36.53% |
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