Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only.
- Positions
- 110
- No filing for Q3 2024
- Portfolio value
- $207.0M
- No filing for Q3 2024
Uniting Wealth Partners, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 1,017,751 | $92.0M | 44.4% | – | – | History |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 134,495 | $8.84M | 4.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 51,680 | $6.94M | 3.4% | – | – | History |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 55,373 | $6.35M | 3.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,509 | $6.12M | 3.0% | – | – | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 91,382 | $6.04M | 2.9% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 70,032 | $6.01M | 2.9% | – | – | – |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 103,572 | $5.74M | 2.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 44,758 | $4.81M | 2.3% | – | – | History |
| ACNAccenture plc | Stock | 11,649 | $4.10M | 2.0% | – | – | History |
| AAPLApple Inc. | Stock | 13,702 | $3.43M | 1.7% | – | – | History |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 116,473 | $2.93M | 1.4% | – | – | – |
| NOWServiceNow, Inc. | Stock | 2,000 | $2.12M | 1.0% | – | – | History |
| KOCoca Cola Co | Stock | 33,116 | $2.06M | 1.0% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 25,521 | $1.93M | 0.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 8,471 | $1.86M | 0.9% | – | – | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 38,325 | $1.73M | 0.8% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 21,951 | $1.42M | 0.7% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 17,525 | $1.40M | 0.7% | – | – | – |
| iShares Tr464288430 | ASIA 50 ETF | 20,513 | $1.39M | 0.7% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 30,624 | $1.33M | 0.6% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 51,080 | $1.23M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,497 | $1.13M | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 2,132 | $1.12M | 0.5% | – | – | History |
| BXBlackstone Inc. | COM | 6,089 | $1.05M | 0.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 4,729 | $1.04M | 0.5% | – | – | History |
| HESHess Corp | Stock | 7,750 | $1.03M | 0.5% | – | – | History |
| RJFRaymond James Financial Inc | COM | 6,606 | $1.03M | 0.5% | – | – | History |
| CLHClean Harbors Inc | COM | 4,250 | $978.1K | 0.5% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 27,527 | $933.4K | 0.5% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 27,380 | $874.8K | 0.4% | – | – | – |
| ILMNIllumina, Inc. | COM | 6,000 | $801.8K | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 5,460 | $790.9K | 0.4% | – | – | History |
| NEENextera Energy Inc | Stock | 10,834 | $776.7K | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 3,925 | $747.5K | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,057 | $732.8K | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 27,339 | $725.3K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 6,002 | $722.4K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 11,163 | $708.3K | 0.3% | – | – | – |
| MDBMongoDB, Inc. | CL A | 3,000 | $698.4K | 0.3% | – | – | History |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 10,953 | $653.5K | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,887 | $630.9K | 0.3% | – | – | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,219 | $575.6K | 0.3% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $564.6K | 0.3% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 3,010 | $547.7K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,262 | $509.6K | 0.2% | – | – | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 28,606 | $506.6K | 0.2% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 10,150 | $501.5K | 0.2% | – | – | History |
| Amplify Digital Payments ETF032108656 | ETF | 8,400 | $487.0K | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,807 | $478.6K | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 21,016 | $478.5K | 0.2% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 1,600 | $457.3K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 4,556 | $451.8K | 0.2% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 1,000 | $434.9K | 0.2% | – | – | History |
| TWLOTwilio Inc | CL A | 4,000 | $432.3K | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,174 | $427.4K | 0.2% | – | – | History |
| SNXTD Synnex Corp | COM | 3,514 | $412.1K | 0.2% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 2,000 | $409.9K | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,496 | $394.2K | 0.2% | – | – | History |
| PSXPhillips 66 | Stock | 3,399 | $387.3K | 0.2% | – | – | History |
| ADXAdams Diversified Equity Fund, Inc. | COM | 18,996 | $383.7K | 0.2% | – | – | History |
| MCKMcKesson Corp | Stock | 673 | $383.5K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 946 | $368.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,490 | $367.7K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 613 | $358.9K | 0.2% | – | – | History |
| CRKComstock Resources Inc | COM | 19,500 | $355.3K | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 969 | $351.5K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,420 | $329.2K | 0.2% | – | – | History |
| SHOPShopify Inc. | Stock | 3,000 | $319.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 2,743 | $317.4K | 0.2% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 2,162 | $301.6K | 0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 3,542 | $298.1K | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 1,000 | $295.6K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 3,583 | $295.0K | 0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1,322 | $266.0K | 0.1% | – | – | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,100 | $263.7K | 0.1% | – | – | History |
| PBProsperity Bancshares Inc | COM | 3,411 | $257.0K | 0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 8,160 | $255.9K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 6,380 | $255.1K | 0.1% | – | – | History |
| GEGeneral Electric Co | Stock | 1,521 | $253.7K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,481 | $246.8K | 0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,553 | $245.9K | 0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 4,000 | $241.3K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,375 | $230.5K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,000 | $230.1K | 0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,904 | $230.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 727 | $229.9K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 1,361 | $226.8K | 0.1% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 3,810 | $225.3K | 0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 3,864 | $221.9K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,432 | $213.8K | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 1,980 | $213.4K | 0.1% | – | – | History |
| EQTEQT Corp | Stock | 4,616 | $212.8K | 0.1% | – | – | History |
| ACADAcadia Pharmaceuticals Inc | COM | 11,000 | $201.8K | 0.1% | – | – | History |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 19,764 | $201.6K | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,746 | $201.2K | 0.1% | – | – | – |
| HUMAHumacyte, Inc. | COM | 39,554 | $199.7K | 0.1% | – | – | History |
| PMFPIMCO Municipal Income Fund | COM | 20,913 | $187.8K | 0.1% | – | – | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 14,181 | $172.6K | 0.1% | – | – | History |
| IIMInvesco Value Municipal Income Trust | COM | 13,787 | $163.9K | 0.1% | – | – | History |