Uniting Wealth Partners

Latest statistics and disclosures from Uniting Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Uniting Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 199 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 20.4 $86M -14% 837k 103.06
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Etf Ser Solutions Aptus Collrd Inv (ACIO) 7.4 $31M +73% 723k 43.43
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.5 $15M +1567% 219k 67.26
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Etf Ser Solutions Aptus Defined (DRSK) 3.3 $14M +158% 479k 28.83
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NVIDIA Corporation (NVDA) 3.0 $13M +23% 68k 186.59
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.9 $12M NEW 363k 33.42
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $8.0M NEW 96k 84.11
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First Tr Exchange-traded Smid Risng Etf (SDVY) 1.8 $7.6M NEW 200k 38.02
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Microsoft Corporation (MSFT) 1.8 $7.5M +24% 15k 517.94
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.7 $7.0M NEW 52k 135.23
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First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV) 1.6 $6.8M NEW 275k 24.72
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Vaneck Etf Trust Gold Miners Etf (GDX) 1.6 $6.7M -8% 88k 76.40
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First Tr Exchange-traded Limited Duration (FSIG) 1.5 $6.4M NEW 333k 19.21
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.4 $6.1M -29% 39k 155.45
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $6.0M +302% 118k 50.47
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Apple (AAPL) 1.4 $5.9M +82% 23k 254.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $5.8M NEW 214k 27.30
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.3 $5.7M -18% 57k 99.45
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Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $5.5M NEW 21k 256.45
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 1.3 $5.5M 72k 76.66
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Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.3 $5.5M +24% 206k 26.67
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Etf Ser Solutions Aptus Drawdown (ADME) 1.3 $5.4M +25% 107k 51.06
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Exxon Mobil Corporation (XOM) 1.3 $5.4M +6% 48k 112.75
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 1.3 $5.3M +2% 131k 40.57
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 1.2 $5.3M NEW 167k 31.60
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.2 $5.0M NEW 272k 18.24
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $4.4M NEW 138k 31.91
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $4.3M NEW 109k 39.09
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Etf Ser Solutions Aptus Enhanced (JUCY) 0.8 $3.4M +27% 151k 22.29
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C H Robinson Worldwide Com New (CHRW) 0.8 $3.3M NEW 25k 133.02
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Amazon (AMZN) 0.8 $3.2M +64% 15k 219.57
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Ishares Gold Tr Ishares New (IAU) 0.7 $3.0M +6% 42k 72.77
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Palantir Technologies Cl A (PLTR) 0.7 $3.0M -9% 16k 182.42
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.6 $2.7M NEW 54k 50.70
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.7M +46% 26k 103.07
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John Hancock Exchange Traded Preferred Income (JHPI) 0.6 $2.7M NEW 115k 23.17
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.6M NEW 4.2k 614.17
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Applied Digital Corp Com New (APLD) 0.6 $2.5M +15% 110k 22.94
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Blackstone Group Inc Com Cl A (BX) 0.6 $2.5M 14k 170.85
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Proshares Tr Ultrpro S&p500 (UPRO) 0.6 $2.3M 21k 111.49
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Coca-Cola Company (KO) 0.6 $2.3M +7% 35k 66.83
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.5 $2.0M NEW 43k 46.70
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First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.5 $2.0M NEW 60k 33.03
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.0M NEW 17k 118.83
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Servicenow (NOW) 0.5 $1.9M +5% 2.1k 920.28
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Broadcom (AVGO) 0.4 $1.8M +256% 5.4k 329.91
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Chevron Corporation (CVX) 0.4 $1.7M +87% 11k 155.28
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Meta Platforms Cl A (META) 0.4 $1.7M +326% 2.3k 734.38
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Tesla Motors (TSLA) 0.4 $1.7M +25% 3.7k 444.72
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International Business Machines (IBM) 0.4 $1.7M +23% 5.9k 282.14
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JPMorgan Chase & Co. (JPM) 0.4 $1.6M +56% 5.1k 315.43
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Mastercard Incorporated Cl A (MA) 0.4 $1.6M +31% 2.8k 568.82
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.5M NEW 6.3k 243.08
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Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $1.4M 14k 103.40
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.4M +6% 5.5k 246.60
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.3M NEW 3.5k 365.48
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Ishares Tr Msci Acwi Etf (ACWI) 0.3 $1.2M NEW 8.9k 138.24
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Raymond James Financial (RJF) 0.3 $1.1M 6.6k 172.60
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Philip Morris International (PM) 0.3 $1.1M +16% 7.0k 162.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.1M +330% 3.9k 280.12
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Kkr & Co (KKR) 0.3 $1.1M 8.3k 129.95
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M -29% 2.1k 502.74
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.2 $1.0M NEW 42k 24.77
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Home Depot (HD) 0.2 $1.0M +172% 2.6k 405.19
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Micron Technology (MU) 0.2 $1.0M +6% 6.0k 167.32
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $944k NEW 23k 40.77
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Johnson & Johnson (JNJ) 0.2 $938k NEW 5.1k 185.43
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $907k 1.9k 490.38
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Visa Com Cl A (V) 0.2 $879k +234% 2.6k 341.31
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Paychex (PAYX) 0.2 $876k NEW 6.9k 126.76
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Alphabet Cap Stk Cl C (GOOG) 0.2 $834k -12% 3.4k 243.55
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $833k NEW 41k 20.10
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Nextera Energy (NEE) 0.2 $827k +5% 11k 75.49
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $801k 70k 11.46
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $761k +239% 12k 65.26
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Eaton Vance Municipal Bond Fund (EIM) 0.2 $756k 76k 9.94
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Clean Harbors (CLH) 0.2 $743k 3.2k 232.22
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At&t (T) 0.2 $738k +27% 26k 28.24
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Ge Aerospace Com New (GE) 0.2 $723k +55% 2.4k 301.23
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Caterpillar (CAT) 0.2 $715k +54% 1.5k 477.15
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Intuitive Surgical Com New (ISRG) 0.2 $679k NEW 1.5k 447.23
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Raytheon Technologies Corp (RTX) 0.2 $656k +42% 3.9k 167.33
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General Dynamics Corporation (GD) 0.2 $654k +28% 1.9k 341.00
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Altria (MO) 0.2 $651k +18% 9.7k 67.12
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $649k +2% 15k 44.57
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Palo Alto Networks (PANW) 0.2 $636k +3% 3.1k 203.62
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salesforce (CRM) 0.1 $612k +33% 2.6k 237.41
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Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.1 $602k NEW 6.0k 100.25
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Occidental Petroleum Corporation (OXY) 0.1 $590k 12k 47.49
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Rockwell Automation (ROK) 0.1 $583k +4% 1.7k 349.53
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Oracle Corporation (ORCL) 0.1 $547k +42% 1.9k 281.29
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $545k +149% 2.5k 216.65
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Core Scientific (CORZ) 0.1 $527k 29k 17.94
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Oge Energy Corp (OGE) 0.1 $522k NEW 11k 46.27
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McKesson Corporation (MCK) 0.1 $521k 673.00 773.36
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Advanced Micro Devices (AMD) 0.1 $514k +60% 3.2k 161.79
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Procter & Gamble Company (PG) 0.1 $506k +139% 3.3k 153.67
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $500k NEW 4.7k 106.78
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Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $499k NEW 11k 45.57
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Adams Express Company (ADX) 0.1 $488k +2% 22k 22.30
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Netflix (NFLX) 0.1 $466k NEW 389.00 1198.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $466k +29% 698.00 668.01
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Verizon Communications (VZ) 0.1 $462k +58% 11k 43.95
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Uber Technologies (UBER) 0.1 $454k +7% 4.6k 97.97
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Ge Vernova (GEV) 0.1 $452k NEW 735.00 615.16
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Abbvie (ABBV) 0.1 $449k NEW 1.9k 231.60
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Nuveen Mun Value Fd 2 (NUW) 0.1 $424k 30k 14.23
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BlackRock MuniHoldings Fund (MHD) 0.1 $424k 36k 11.81
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Marathon Petroleum Corp (MPC) 0.1 $423k 2.2k 192.74
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $420k -14% 22k 19.29
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Twilio Cl A (TWLO) 0.1 $400k 4.0k 100.09
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $394k NEW 589.00 669.30
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Southern Company (SO) 0.1 $391k +15% 4.1k 94.77
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Comstock Resources (CRK) 0.1 $387k 20k 19.83
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Goldman Sachs (GS) 0.1 $385k NEW 484.00 796.35
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Lowe's Companies (LOW) 0.1 $385k +6% 1.5k 251.38
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Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $385k NEW 22k 17.48
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $374k -16% 2.5k 148.61
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BP Sponsored Adr (BP) 0.1 $369k NEW 11k 34.46
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ConocoPhillips (COP) 0.1 $368k +9% 3.9k 94.60
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American Express Company (AXP) 0.1 $368k NEW 1.1k 332.12
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Mongodb Cl A (MDB) 0.1 $357k +15% 1.2k 310.38
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Duke Energy Corp Com New (DUK) 0.1 $355k +44% 2.9k 123.73
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $354k NEW 18k 20.08
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Oneok (OKE) 0.1 $351k NEW 4.8k 72.96
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Pfizer (PFE) 0.1 $349k -13% 14k 25.48
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Honeywell International (HON) 0.1 $349k NEW 1.7k 210.50
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Autodesk (ADSK) 0.1 $349k +9% 1.1k 317.67
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $346k NEW 6.7k 51.91
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Merck & Co (MRK) 0.1 $336k NEW 4.0k 84.72
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Phillips 66 (PSX) 0.1 $330k -28% 2.4k 136.02
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Eli Lilly & Co. (LLY) 0.1 $330k NEW 432.00 763.00
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Ishares Tr Tips Bd Etf (TIP) 0.1 $308k NEW 2.8k 111.22
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Cyberark Software SHS (CYBR) 0.1 $305k NEW 632.00 483.15
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Republic Services (RSG) 0.1 $305k 1.3k 229.48
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Trane Technologies SHS (TT) 0.1 $294k NEW 697.00 421.96
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Global X Fds Global X Uranium (URA) 0.1 $293k +2% 6.2k 47.67
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Cohen & Steers infrastucture Fund (UTF) 0.1 $291k 12k 24.80
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Datadog Cl A Com (DDOG) 0.1 $285k 2.0k 142.40
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Shake Shack Cl A (SHAK) 0.1 $281k 3.0k 93.61
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Seabridge Gold (SA) 0.1 $278k +2% 12k 24.15
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McDonald's Corporation (MCD) 0.1 $278k NEW 916.00 303.93
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Eaton Corp SHS (ETN) 0.1 $277k NEW 741.00 374.25
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $275k NEW 2.9k 95.14
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Cisco Systems (CSCO) 0.1 $269k NEW 3.9k 68.42
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TJX Companies (TJX) 0.1 $259k NEW 1.8k 144.54
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $257k NEW 2.9k 87.31
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Allstate Corporation (ALL) 0.1 $256k NEW 1.2k 215.65
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $253k NEW 2.5k 100.25
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EQT Corporation (EQT) 0.1 $251k 4.6k 54.43
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Gibraltar Industries (ROCK) 0.1 $251k NEW 4.0k 62.80
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Enterprise Products Partners (EPD) 0.1 $250k 8.0k 31.27
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SYNNEX Corporation (SNX) 0.1 $249k 1.5k 163.78
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UnitedHealth (UNH) 0.1 $247k NEW 715.00 345.30
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First Tr Exchange-traded SHS (FVD) 0.1 $247k NEW 5.3k 46.24
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Dillards Cl A (DDS) 0.1 $246k NEW 400.00 614.78
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The Trade Desk Com Cl A (TTD) 0.1 $245k 5.0k 49.01
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Applied Materials (AMAT) 0.1 $245k NEW 1.2k 204.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $243k NEW 4.1k 59.92
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Builders FirstSource (BLDR) 0.1 $243k NEW 2.0k 121.25
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Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $237k 8.0k 29.62
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ACADIA Pharmaceuticals (ACAD) 0.1 $235k 11k 21.34
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $235k NEW 2.1k 113.62
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Pepsi (PEP) 0.1 $234k NEW 1.7k 140.43
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $233k +8% 14k 17.16
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Bank of America Corporation (BAC) 0.1 $232k NEW 4.5k 51.59
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Costco Wholesale Corporation (COST) 0.1 $232k NEW 250.00 925.80
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Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.1 $231k NEW 12k 19.38
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Medtronic SHS (MDT) 0.1 $228k NEW 2.4k 95.95
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Prosperity Bancshares (PB) 0.1 $228k 3.4k 66.93
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Cheniere Energy Com New (LNG) 0.1 $226k NEW 960.00 234.98
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Williams Companies (WMB) 0.1 $224k NEW 3.5k 63.35
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $223k NEW 678.00 329.08
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.1 $221k NEW 4.4k 50.15
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $219k NEW 734.00 298.05
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Tyson Foods Cl A (TSN) 0.1 $216k -4% 4.0k 54.30
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Intuit (INTU) 0.0 $210k NEW 308.00 682.91
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Qualcomm (QCOM) 0.0 $209k NEW 1.3k 166.36
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Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.0 $209k -93% 8.3k 25.10
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $203k NEW 1.8k 114.68
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Cadence Design Systems (CDNS) 0.0 $202k NEW 575.00 351.26
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Tidal Trust Ii Yieldmax Mstr Op (MSTY) 0.0 $195k NEW 14k 13.96
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $181k -21% 18k 10.10
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Ford Motor Company (F) 0.0 $179k 15k 11.96
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Invesco Insured Municipal Income Trust (IIM) 0.0 $172k +20% 14k 12.55
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Kimbell Rty Partners Unit (KRP) 0.0 $160k NEW 12k 13.49
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Western Asset Managed Municipals Fnd (MMU) 0.0 $154k +28% 15k 10.39
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $150k 10k 14.98
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Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $140k 12k 11.63
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $129k 10k 12.64
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Tidal Trust Ii Yieldmax Bitcoin (YBIT) 0.0 $111k NEW 11k 9.98
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Standard Lithium Corp equities (SLI) 0.0 $67k 20k 3.37
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Franklin Templeton (FTF) 0.0 $64k 10k 6.37
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Us Energy Corp Wyoming (USEG) 0.0 $53k NEW 45k 1.18
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Inspiremd (NSPR) 0.0 $51k NEW 21k 2.41
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Humacyte (HUMA) 0.0 $29k -57% 17k 1.74
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Etf Opportunities Trust T Rex 2x Inverse (NVDQ) 0.0 $24k NEW 27k 0.92
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Ocugen (OCGN) 0.0 $16k NEW 10k 1.63
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Cohen & Steers Infrastructur Right 10/16/2025 0.0 $915.330000 NEW 12k 0.08
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Past Filings by Uniting Wealth Partners

SEC 13F filings are viewable for Uniting Wealth Partners going back to 2024