Uniting Wealth Partners

Uniting Wealth Partners as of March 31, 2025

Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 44.1 $88M 1.0M 87.79
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 4.7 $9.3M 134k 69.65
Etf Ser Solutions Aptus Collrd Inv (ACIO) 3.3 $6.5M 168k 38.69
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 3.2 $6.4M 55k 116.55
NVIDIA Corporation (NVDA) 2.9 $5.8M 53k 108.38
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 2.7 $5.5M 70k 78.28
Microsoft Corporation (MSFT) 2.7 $5.3M 14k 375.40
Exxon Mobil Corporation (XOM) 2.6 $5.3M 44k 118.93
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 1.6 $3.1M 74k 42.15
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.6 $3.1M 134k 23.16
Etf Ser Solutions Aptus Drawdown (ADME) 1.5 $3.1M 69k 44.41
Accenture Plc Ireland Shs Class A (ACN) 1.5 $3.0M 9.6k 312.04
Apple (AAPL) 1.5 $3.0M 13k 222.13
Invesco Actively Managed Exc Var Rate Invt (VRIG) 1.4 $2.9M 114k 25.08
Coca-Cola Company (KO) 1.2 $2.4M 33k 71.62
Blackstone Group Inc Com Cl A (BX) 1.0 $2.0M 14k 139.78
Amazon (AMZN) 0.8 $1.6M 8.5k 190.26
Servicenow (NOW) 0.8 $1.6M 2.0k 796.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $1.6M 34k 45.97
Palantir Technologies Cl A (PLTR) 0.8 $1.5M 18k 84.40
Ishares Gold Tr Ishares New (IAU) 0.7 $1.4M 24k 58.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 2.5k 532.58
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $1.3M 13k 102.18
Hess (HES) 0.6 $1.3M 8.0k 159.73
International Business Machines (IBM) 0.6 $1.2M 4.7k 248.64
Mastercard Incorporated Cl A (MA) 0.6 $1.2M 2.1k 548.12
Philip Morris International (PM) 0.5 $985k 6.2k 158.74
Kkr & Co (KKR) 0.5 $960k 8.3k 115.61
Raymond James Financial (RJF) 0.5 $918k 6.6k 138.91
Chevron Corporation (CVX) 0.5 $913k 5.5k 167.30
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $786k 70k 11.20
JPMorgan Chase & Co. (JPM) 0.4 $772k 3.1k 245.30
Nextera Energy (NEE) 0.4 $736k 10k 70.89
Eaton Vance Municipal Bond Fund (EIM) 0.3 $687k 69k 9.97
Pfizer (PFE) 0.3 $655k 26k 25.34
Clean Harbors (CLH) 0.3 $650k 3.3k 197.10
Crowdstrike Hldgs Cl A (CRWD) 0.3 $617k 1.8k 352.58
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $615k 11k 58.54
Alphabet Cap Stk Cl C (GOOG) 0.3 $613k 3.9k 156.23
At&t (T) 0.3 $590k 21k 28.28
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $580k 14k 40.77
Occidental Petroleum Corporation (OXY) 0.3 $570k 12k 49.36
Tesla Motors (TSLA) 0.3 $562k 2.2k 259.16
salesforce (CRM) 0.3 $519k 1.9k 268.36
Palo Alto Networks (PANW) 0.3 $514k 3.0k 170.64
ConocoPhillips (COP) 0.2 $479k 4.6k 105.03
Altria (MO) 0.2 $477k 7.9k 60.02
McKesson Corporation (MCK) 0.2 $453k 673.00 672.99
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.2 $452k 28k 16.18
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $443k 6.0k 73.90
Paycom Software (PAYC) 0.2 $437k 2.0k 218.48
BlackRock MuniHoldings Fund (MHD) 0.2 $421k 36k 11.74
Phillips 66 (PSX) 0.2 $420k 3.4k 123.47
Rockwell Automation (ROK) 0.2 $413k 1.6k 258.38
Nuveen Mun Value Fd 2 (NUW) 0.2 $409k 30k 13.74
General Dynamics Corporation (GD) 0.2 $408k 1.5k 272.58
Comstock Resources (CRK) 0.2 $397k 20k 20.34
Twilio Cl A (TWLO) 0.2 $392k 4.0k 97.91
Adams Express Company (ADX) 0.2 $387k 20k 18.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $367k 1.0k 366.54
Raytheon Technologies Corp (RTX) 0.2 $363k 2.7k 132.46
Mongodb Cl A (MDB) 0.2 $351k 2.0k 175.40
Home Depot (HD) 0.2 $345k 940.00 366.49
Lowe's Companies (LOW) 0.2 $336k 1.4k 233.23
Southern Company (SO) 0.2 $330k 3.6k 91.95
Republic Services (RSG) 0.2 $320k 1.3k 242.16
Caterpillar (CAT) 0.2 $320k 969.00 329.80
Marathon Petroleum Corp (MPC) 0.2 $315k 2.2k 145.69
Uber Technologies (UBER) 0.2 $314k 4.3k 72.86
Meta Platforms Cl A (META) 0.2 $312k 541.00 576.36
Micron Technology (MU) 0.2 $308k 3.5k 86.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $306k 547.00 559.39
Ge Aerospace Com New (GE) 0.2 $304k 1.5k 200.15
BP Sponsored Adr (BP) 0.2 $302k 8.9k 33.79
Cohen & Steers infrastucture Fund (UTF) 0.1 $295k 12k 25.55
Shopify Cl A (SHOP) 0.1 $290k 3.0k 96.68
Verizon Communications (VZ) 0.1 $288k 6.3k 45.36
Enterprise Products Partners (EPD) 0.1 $279k 8.2k 34.14
The Trade Desk Com Cl A (TTD) 0.1 $274k 5.0k 54.72
Tyson Foods Cl A (TSN) 0.1 $266k 4.2k 63.81
Shake Shack Cl A (SHAK) 0.1 $265k 3.0k 88.17
Autodesk (ADSK) 0.1 $262k 1.0k 261.80
EQT Corporation (EQT) 0.1 $247k 4.6k 53.43
Prosperity Bancshares (PB) 0.1 $243k 3.4k 71.37
Duke Energy Corp Com New (DUK) 0.1 $242k 2.0k 121.95
Broadcom (AVGO) 0.1 $238k 1.4k 167.43
Procter & Gamble Company (PG) 0.1 $234k 1.4k 170.42
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $234k 13k 18.59
Visa Com Cl A (V) 0.1 $233k 664.00 350.33
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $229k 4.0k 57.30
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.1 $225k 23k 9.90
Western Asset Managed Municipals Fnd (MMU) 0.1 $223k 22k 10.29
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $217k 1.1k 193.99
General Mills (GIS) 0.1 $215k 3.6k 59.79
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $202k 3.2k 62.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $200k 3.4k 58.35
Pimco Municipal Income Fund (PMF) 0.1 $185k 21k 8.84
ACADIA Pharmaceuticals (ACAD) 0.1 $183k 11k 16.61
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $156k 10k 15.57
Ford Motor Company (F) 0.1 $150k 15k 10.03
Seabridge Gold (SA) 0.1 $142k 12k 11.67
Invesco Insured Municipal Income Trust (IIM) 0.1 $128k 11k 11.97
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $123k 10k 12.23
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.1 $106k 10k 10.40
Humacyte (HUMA) 0.0 $68k 40k 1.71
Franklin Templeton (FTF) 0.0 $65k 10k 6.46
Inspiremd (NSPR) 0.0 $27k 10k 2.69
Standard Lithium Corp equities (SLI) 0.0 $27k 21k 1.27