Uniting Wealth Partners, LLC
- SEC CIK
- 0002056414
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位。
- 持股檔數
- 110
- 2024 年第 3 季沒有申報
- 總值
- $2.07 億
- 2024 年第 3 季沒有申報
Uniting Wealth Partners, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 1,017,751 | $9,195 萬 | 44.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 134,495 | $884.0 萬 | 4.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 51,680 | $694.0 萬 | 3.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 55,373 | $635.3 萬 | 3.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,509 | $611.5 萬 | 3.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 91,382 | $604.1 萬 | 2.9% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 70,032 | $601.2 萬 | 2.9% | – | – | – |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 103,572 | $574.0 萬 | 2.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 44,758 | $481.5 萬 | 2.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 11,649 | $409.8 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 13,702 | $343.1 萬 | 1.7% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 116,473 | $292.5 萬 | 1.4% | – | – | – |
| NOWServiceNow, Inc. | Stock | 2,000 | $212.0 萬 | 1.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 33,116 | $206.2 萬 | 1.0% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 25,521 | $193.0 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,471 | $185.8 萬 | 0.9% | – | – | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 38,325 | $173.5 萬 | 0.8% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 21,951 | $141.5 萬 | 0.7% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 17,525 | $140.2 萬 | 0.7% | – | – | – |
| iShares Tr464288430 | ASIA 50 ETF | 20,513 | $139.1 萬 | 0.7% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 30,624 | $133.1 萬 | 0.6% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 51,080 | $122.8 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,497 | $113.2 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,132 | $112.3 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 6,089 | $105.0 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,729 | $103.9 萬 | 0.5% | – | – | 歷史 |
| HESHess Corp | Stock | 7,750 | $103.1 萬 | 0.5% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,606 | $102.6 萬 | 0.5% | – | – | 歷史 |
| CLHClean Harbors Inc | COM | 4,250 | $97.8 萬 | 0.5% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 27,527 | $93.3 萬 | 0.5% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 27,380 | $87.5 萬 | 0.4% | – | – | – |
| ILMNIllumina, Inc. | COM | 6,000 | $80.2 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,460 | $79.1 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 10,834 | $77.7 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,925 | $74.7 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,057 | $73.3 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 27,339 | $72.5 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,002 | $72.2 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 11,163 | $70.8 萬 | 0.3% | – | – | – |
| MDBMongoDB, Inc. | CL A | 3,000 | $69.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 10,953 | $65.3 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,887 | $63.1 萬 | 0.3% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 14,219 | $57.6 萬 | 0.3% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $56.5 萬 | 0.3% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,010 | $54.8 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,262 | $51.0 萬 | 0.2% | – | – | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 28,606 | $50.7 萬 | 0.2% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 10,150 | $50.2 萬 | 0.2% | – | – | 歷史 |
| Amplify Digital Payments ETF032108656 | ETF | 8,400 | $48.7 萬 | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,807 | $47.9 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 21,016 | $47.9 萬 | 0.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,600 | $45.7 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,556 | $45.2 萬 | 0.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,000 | $43.5 萬 | 0.2% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 4,000 | $43.2 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,174 | $42.7 萬 | 0.2% | – | – | 歷史 |
| SNXTD Synnex Corp | COM | 3,514 | $41.2 萬 | 0.2% | – | – | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,000 | $41.0 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,496 | $39.4 萬 | 0.2% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 3,399 | $38.7 萬 | 0.2% | – | – | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 18,996 | $38.4 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 673 | $38.4 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 946 | $36.8 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,490 | $36.8 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 613 | $35.9 萬 | 0.2% | – | – | 歷史 |
| CRKComstock Resources Inc | COM | 19,500 | $35.5 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 969 | $35.2 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,420 | $32.9 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 3,000 | $31.9 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,743 | $31.7 萬 | 0.2% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,162 | $30.2 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 3,542 | $29.8 萬 | 0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,000 | $29.6 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,583 | $29.5 萬 | 0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,322 | $26.6 萬 | 0.1% | – | – | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,100 | $26.4 萬 | 0.1% | – | – | 歷史 |
| PBProsperity Bancshares Inc | COM | 3,411 | $25.7 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,160 | $25.6 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,380 | $25.5 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,521 | $25.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,481 | $24.7 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,553 | $24.6 萬 | 0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,000 | $24.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,375 | $23.1 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,000 | $23.0 萬 | 0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,904 | $23.0 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 727 | $23.0 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,361 | $22.7 萬 | 0.1% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 3,810 | $22.5 萬 | 0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 3,864 | $22.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,432 | $21.4 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 1,980 | $21.3 萬 | 0.1% | – | – | 歷史 |
| EQTEQT Corp | Stock | 4,616 | $21.3 萬 | 0.1% | – | – | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,000 | $20.2 萬 | 0.1% | – | – | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 19,764 | $20.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,746 | $20.1 萬 | 0.1% | – | – | – |
| HUMAHumacyte, Inc. | COM | 39,554 | $20.0 萬 | 0.1% | – | – | 歷史 |
| PMFPIMCO Municipal Income Fund | COM | 20,913 | $18.8 萬 | 0.1% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 14,181 | $17.3 萬 | 0.1% | – | – | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 13,787 | $16.4 萬 | 0.1% | – | – | 歷史 |