Uniting Wealth Partners
Latest statistics and disclosures from Uniting Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, RDVY, NVDA, XMMO, GDX, and represent 42.27% of Uniting Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DLAG (+$5.6M), XME (+$5.5M), SPYM (+$5.4M), RDVY, NOW, MTUM, NOBL, UPSD, ORCL, CRWV.
- Started 11 new stock positions in CRWV, XME, CRWU, HOOD, APO, DLAG, NOC, AKRE, SPYM, SHW. SPGI.
- Reduced shares in these 10 stocks: ACIO (-$31M), DRSK (-$14M), BUFR (-$12M), , SNOV (-$6.8M), FSIG (-$6.4M), JMUB (-$6.0M), RSPU (-$5.5M), ADME (-$5.4M), GFEB (-$5.3M).
- Sold out of its positions in DIVO, BFK, MHD, BLDR, CDNS, LNG, Cohen & Steers Infrastructur, CORZW, ACIO, DRSK.
- Uniting Wealth Partners was a net seller of stock by $-107M.
- Uniting Wealth Partners has $326M in assets under management (AUM), dropping by -23.01%.
- Central Index Key (CIK): 0002056414
Tip: Access up to 7 years of quarterly data
Positions held by Uniting Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Uniting Wealth Partners
Uniting Wealth Partners holds 153 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 28.3 | $92M | 828k | 111.41 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 5.7 | $18M | +21% | 265k | 69.47 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $12M | -4% | 64k | 186.50 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 2.4 | $7.7M | +6% | 56k | 138.46 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.3 | $7.5M | 87k | 85.77 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.3 | $7.5M | -2% | 195k | 38.32 |
|
| Microsoft Corporation (MSFT) | 2.1 | $6.9M | -2% | 14k | 483.62 |
|
| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 2.1 | $6.7M | +21% | 250k | 26.78 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.0 | $6.6M | +22% | 26k | 250.31 |
|
| Apple (AAPL) | 2.0 | $6.6M | +3% | 24k | 271.86 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.9 | $6.2M | 40k | 156.63 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $6.1M | +3% | 222k | 27.43 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.8 | $5.8M | +2% | 59k | 97.80 |
|
| Exxon Mobil Corporation (XOM) | 1.7 | $5.7M | 47k | 120.34 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG) | 1.7 | $5.6M | NEW | 181k | 31.28 |
|
| Spdr Series Trust State Street Spd (XME) | 1.7 | $5.5M | NEW | 54k | 103.61 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.6 | $5.4M | NEW | 67k | 80.22 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.5 | $5.0M | 274k | 18.22 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $4.6M | +2% | 142k | 32.62 |
|
| C H Robinson Worldwide Com New (CHRW) | 1.4 | $4.5M | +11% | 28k | 161.39 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.2 | $3.9M | +43% | 38k | 104.07 |
|
| Amazon (AMZN) | 1.1 | $3.4M | 15k | 230.82 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $3.4M | 42k | 81.17 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.9 | $2.9M | +2% | 17k | 177.75 |
|
| Applied Digital Corp Com New (APLD) | 0.8 | $2.6M | -2% | 107k | 24.52 |
|
| Coca-Cola Company (KO) | 0.7 | $2.4M | 35k | 69.91 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.7 | $2.4M | 21k | 115.76 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.4M | -9% | 3.8k | 627.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.0M | 17k | 120.18 |
|
|
| International Business Machines (IBM) | 0.6 | $2.0M | +13% | 6.6k | 296.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.9M | -2% | 6.2k | 313.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $1.9M | -15% | 12k | 154.14 |
|
| Tesla Motors (TSLA) | 0.5 | $1.7M | +2% | 3.8k | 449.72 |
|
| Micron Technology (MU) | 0.5 | $1.7M | 6.1k | 285.52 |
|
|
| Chevron Corporation (CVX) | 0.5 | $1.7M | 11k | 152.41 |
|
|
| Broadcom (AVGO) | 0.5 | $1.7M | -10% | 4.9k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | 5.2k | 322.22 |
|
|
| Servicenow (NOW) | 0.5 | $1.6M | +405% | 11k | 153.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.6M | 2.8k | 570.89 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $1.5M | 2.3k | 660.12 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.5 | $1.5M | +100% | 28k | 52.72 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $1.3M | 8.9k | 141.49 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.2M | +5% | 4.1k | 304.69 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.2M | +17% | 6.0k | 206.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.2M | -16% | 4.6k | 268.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | +14% | 2.4k | 502.65 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.2M | +217% | 6.2k | 194.92 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | +5% | 3.6k | 313.82 |
|
| Philip Morris International (PM) | 0.3 | $1.1M | -3% | 6.7k | 161.87 |
|
| Kkr & Co (KKR) | 0.3 | $1.1M | 8.3k | 127.48 |
|
|
| Raymond James Financial (RJF) | 0.3 | $1.0M | -4% | 6.3k | 160.59 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.0M | +35% | 3.3k | 308.34 |
|
| Home Depot (HD) | 0.3 | $894k | 2.6k | 344.10 |
|
|
| Visa Com Cl A (V) | 0.3 | $890k | 2.5k | 350.76 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $876k | 1.5k | 566.36 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $867k | 1.9k | 468.76 |
|
|
| Nextera Energy (NEE) | 0.3 | $848k | -3% | 11k | 80.28 |
|
| Caterpillar (CAT) | 0.3 | $816k | -4% | 1.4k | 572.87 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $792k | +70% | 737.00 | 1074.79 |
|
| Paychex (PAYX) | 0.2 | $768k | 6.8k | 112.18 |
|
|
| Coreweave Com Cl A (CRWV) | 0.2 | $766k | NEW | 11k | 71.61 |
|
| Oge Energy Corp (OGE) | 0.2 | $759k | +57% | 18k | 42.70 |
|
| Clean Harbors (CLH) | 0.2 | $750k | 3.2k | 234.48 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $731k | 4.0k | 183.42 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $675k | 3.2k | 214.16 |
|
|
| salesforce (CRM) | 0.2 | $672k | 2.5k | 265.33 |
|
|
| Rockwell Automation (ROK) | 0.2 | $651k | 1.7k | 389.07 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $645k | 1.9k | 336.66 |
|
|
| Ge Vernova (GEV) | 0.2 | $601k | +25% | 919.00 | 653.86 |
|
| At&t (T) | 0.2 | $598k | -7% | 24k | 24.84 |
|
| Abbvie (ABBV) | 0.2 | $597k | +34% | 2.6k | 228.46 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $588k | -55% | 1.6k | 373.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $576k | 3.1k | 184.20 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $573k | +3% | 2.6k | 219.78 |
|
| Twilio Cl A (TWLO) | 0.2 | $569k | 4.0k | 142.24 |
|
|
| ConocoPhillips (COP) | 0.2 | $565k | +55% | 6.0k | 93.61 |
|
| McKesson Corporation (MCK) | 0.2 | $553k | 673.00 | 821.11 |
|
|
| Altria (MO) | 0.2 | $550k | -3% | 9.4k | 58.72 |
|
| Adams Express Company (ADX) | 0.2 | $520k | +2% | 22k | 23.32 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $515k | 13k | 41.36 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $497k | -35% | 7.5k | 66.00 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $493k | NEW | 1.5k | 324.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $477k | 698.00 | 683.91 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $454k | +8% | 24k | 19.32 |
|
| Comstock Resources (CRK) | 0.1 | $452k | 20k | 23.18 |
|
|
| Merck & Co (MRK) | 0.1 | $452k | +7% | 4.3k | 106.11 |
|
| Oneok (OKE) | 0.1 | $435k | +22% | 5.9k | 73.50 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $433k | +21% | 2.7k | 162.63 |
|
| Core Scientific (CORZ) | 0.1 | $428k | 29k | 14.56 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $428k | -9% | 3.0k | 143.33 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $422k | NEW | 6.4k | 65.51 |
|
| Goldman Sachs (GS) | 0.1 | $411k | -3% | 467.00 | 879.00 |
|
| American Express Company (AXP) | 0.1 | $410k | 1.1k | 369.95 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $403k | 589.00 | 684.94 |
|
|
| Verizon Communications (VZ) | 0.1 | $399k | -6% | 9.8k | 40.73 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $389k | +73% | 24k | 16.49 |
|
| Uber Technologies (UBER) | 0.1 | $380k | 4.6k | 81.71 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $378k | NEW | 2.6k | 144.76 |
|
| BP Sponsored Adr (BP) | 0.1 | $376k | 11k | 34.73 |
|
|
| Seabridge Gold (SA) | 0.1 | $371k | +8% | 13k | 29.59 |
|
| Lowe's Companies (LOW) | 0.1 | $369k | 1.5k | 241.22 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $369k | +40% | 4.1k | 89.46 |
|
| Netflix (NFLX) | 0.1 | $365k | +900% | 3.9k | 93.76 |
|
| Southern Company (SO) | 0.1 | $360k | 4.1k | 87.20 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $359k | +40% | 11k | 32.06 |
|
| Pfizer (PFE) | 0.1 | $342k | 14k | 24.90 |
|
|
| Autodesk (ADSK) | 0.1 | $325k | 1.1k | 296.01 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $325k | -3% | 2.8k | 117.22 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $318k | +17% | 3.4k | 94.16 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.1 | $316k | -10% | 6.0k | 52.95 |
|
| Phillips 66 (PSX) | 0.1 | $314k | 2.4k | 129.05 |
|
|
| Pepsi (PEP) | 0.1 | $314k | +29% | 2.2k | 144.94 |
|
| Applied Materials (AMAT) | 0.1 | $307k | 1.2k | 256.99 |
|
|
| Cisco Systems (CSCO) | 0.1 | $303k | 3.9k | 77.03 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $294k | 11k | 26.71 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $283k | +11% | 4.5k | 62.47 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $283k | 12k | 24.11 |
|
|
| Cyberark Software SHS (CYBR) | 0.1 | $282k | 632.00 | 446.06 |
|
|
| Republic Services (RSG) | 0.1 | $282k | 1.3k | 211.93 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $280k | 917.00 | 305.53 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $272k | 2.0k | 135.99 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $268k | 688.00 | 389.20 |
|
|
| TJX Companies (TJX) | 0.1 | $266k | -3% | 1.7k | 153.61 |
|
| Bank of America Corporation (BAC) | 0.1 | $264k | +7% | 4.8k | 55.00 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $264k | 8.0k | 33.02 |
|
|
| Dillards Cl A (DDS) | 0.1 | $255k | 400.00 | 636.64 |
|
|
| Honeywell International (HON) | 0.1 | $255k | -21% | 1.3k | 195.09 |
|
| Qualcomm (QCOM) | 0.1 | $253k | +18% | 1.5k | 171.07 |
|
| EQT Corporation (EQT) | 0.1 | $247k | 4.6k | 53.60 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $246k | 5.3k | 46.08 |
|
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $243k | +6% | 13k | 19.06 |
|
| S&p Global (SPGI) | 0.1 | $241k | NEW | 461.00 | 522.59 |
|
| Prosperity Bancshares (PB) | 0.1 | $238k | 3.4k | 69.71 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $237k | +10% | 275.00 | 862.70 |
|
| UnitedHealth (UNH) | 0.1 | $237k | 718.00 | 330.11 |
|
|
| Allstate Corporation (ALL) | 0.1 | $236k | -4% | 1.1k | 208.71 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $236k | 2.1k | 113.86 |
|
|
| Tyson Foods Cl A (TSN) | 0.1 | $233k | 4.0k | 58.62 |
|
|
| Medtronic SHS (MDT) | 0.1 | $233k | 2.4k | 96.77 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $232k | NEW | 2.1k | 113.10 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $231k | NEW | 405.00 | 569.57 |
|
| SYNNEX Corporation (SNX) | 0.1 | $228k | 1.5k | 150.25 |
|
|
| Williams Companies (WMB) | 0.1 | $224k | +5% | 3.7k | 60.11 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $222k | 734.00 | 302.11 |
|
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $210k | 1.8k | 118.16 |
|
|
| Intuit (INTU) | 0.1 | $205k | 309.00 | 662.42 |
|
|
| Ford Motor Company (F) | 0.1 | $196k | 15k | 13.12 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $141k | 12k | 11.76 |
|
|
| Standard Lithium Corp equities (SLI) | 0.0 | $89k | 20k | 4.47 |
|
|
| Etf Opportunities Trust T-rex 2x Long (CRWU) | 0.0 | $55k | NEW | 11k | 5.03 |
|
| Us Energy Corp Wyoming (USEG) | 0.0 | $42k | 45k | 0.92 |
|
|
| Humacyte (HUMA) | 0.0 | $16k | 17k | 0.96 |
|
|
| Ocugen (OCGN) | 0.0 | $14k | 10k | 1.35 |
|
Past Filings by Uniting Wealth Partners
SEC 13F filings are viewable for Uniting Wealth Partners going back to 2024
- Uniting Wealth Partners 2025 Q4 filed Feb. 13, 2026
- Uniting Wealth Partners 2025 Q3 filed Nov. 7, 2025
- Uniting Wealth Partners 2025 Q2 filed Aug. 5, 2025
- Uniting Wealth Partners 2025 Q1 filed April 25, 2025
- Uniting Wealth Partners 2024 Q4 filed Feb. 12, 2025