Uniting Wealth Partners

Uniting Wealth Partners as of June 30, 2025

Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 116 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 37.0 $96M 977k 97.78
Etf Ser Solutions Aptus Collrd Inv (ACIO) 6.7 $17M 416k 41.40
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 3.8 $9.9M 283k 35.16
NVIDIA Corporation (NVDA) 3.3 $8.6M 55k 157.99
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 3.1 $7.9M 56k 141.69
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 2.6 $6.6M 70k 93.95
Microsoft Corporation (MSFT) 2.3 $5.8M 12k 497.39
Etf Ser Solutions Aptus Defined (DRSK) 2.1 $5.3M 185k 28.74
Vaneck Etf Trust Gold Miners Etf (GDX) 1.9 $5.0M 97k 52.06
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 1.9 $5.0M 71k 71.12
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 1.9 $5.0M 127k 38.99
Exxon Mobil Corporation (XOM) 1.9 $4.8M 45k 107.80
Etf Ser Solutions Aptus Drawdown (ADME) 1.6 $4.1M 85k 48.20
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.6 $4.1M 165k 24.72
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.5 $3.9M 57k 68.02
Invesco Actively Managed Exc Var Rate Invt (VRIG) 1.2 $3.0M 119k 25.05
Etf Ser Solutions Aptus Enhanced (JUCY) 1.0 $2.6M 118k 22.23
Apple (AAPL) 1.0 $2.6M 13k 205.17
Palantir Technologies Cl A (PLTR) 0.9 $2.4M 18k 136.32
Ishares Gold Tr Ishares New (IAU) 0.9 $2.4M 39k 62.36
Coca-Cola Company (KO) 0.9 $2.3M 33k 70.75
Blackstone Group Inc Com Cl A (BX) 0.8 $2.1M 14k 149.58
Servicenow (NOW) 0.8 $2.1M 2.0k 1028.08
Amazon (AMZN) 0.8 $2.0M 9.0k 219.39
Proshares Tr Ultrpro S&p500 (UPRO) 0.7 $1.9M 21k 91.44
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $1.8M 18k 100.70
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.5M 5.1k 298.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.0k 485.77
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.6 $1.5M 29k 49.64
International Business Machines (IBM) 0.5 $1.4M 4.7k 294.81
Mastercard Incorporated Cl A (MA) 0.5 $1.2M 2.1k 561.94
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $1.2M 14k 83.00
Hess (HES) 0.4 $1.1M 8.0k 138.54
Kkr & Co (KKR) 0.4 $1.1M 8.3k 133.03
Philip Morris International (PM) 0.4 $1.1M 6.0k 182.14
Raymond James Financial (RJF) 0.4 $1.0M 6.6k 153.37
Applied Digital Corp Com New (APLD) 0.4 $963k 96k 10.07
JPMorgan Chase & Co. (JPM) 0.4 $954k 3.3k 289.91
Crowdstrike Hldgs Cl A (CRWD) 0.4 $942k 1.9k 509.31
Tesla Motors (TSLA) 0.4 $942k 3.0k 317.66
Chevron Corporation (CVX) 0.3 $840k 5.9k 143.18
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $824k 13k 62.74
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $773k 71k 10.92
Clean Harbors (CLH) 0.3 $740k 3.2k 231.18
Eaton Vance Municipal Bond Fund (EIM) 0.3 $736k 76k 9.67
Nextera Energy (NEE) 0.3 $721k 10k 69.42
Micron Technology (MU) 0.3 $702k 5.7k 123.25
Alphabet Cap Stk Cl C (GOOG) 0.3 $696k 3.9k 177.39
Palo Alto Networks (PANW) 0.2 $616k 3.0k 204.64
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.2 $606k 14k 42.55
At&t (T) 0.2 $593k 21k 28.94
Comstock Resources (CRK) 0.2 $540k 20k 27.67
Rockwell Automation (ROK) 0.2 $532k 1.6k 332.17
salesforce (CRM) 0.2 $527k 1.9k 272.69
Occidental Petroleum Corporation (OXY) 0.2 $520k 12k 42.01
Core Scientific (CORZ) 0.2 $502k 29k 17.07
Twilio Cl A (TWLO) 0.2 $497k 4.0k 124.36
McKesson Corporation (MCK) 0.2 $493k 673.00 732.78
Altria (MO) 0.2 $480k 8.2k 58.63
Adams Express Company (ADX) 0.2 $465k 21k 21.71
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.2 $464k 25k 18.24
Paycom Software (PAYC) 0.2 $463k 2.0k 231.40
General Dynamics Corporation (GD) 0.2 $436k 1.5k 291.66
Shake Shack Cl A (SHAK) 0.2 $422k 3.0k 140.60
Broadcom (AVGO) 0.2 $419k 1.5k 275.65
Nuveen Mun Value Fd 2 (NUW) 0.2 $408k 30k 13.68
Phillips 66 (PSX) 0.2 $407k 3.4k 119.29
Uber Technologies (UBER) 0.2 $403k 4.3k 93.30
BlackRock MuniHoldings Fund (MHD) 0.2 $402k 36k 11.20
Raytheon Technologies Corp (RTX) 0.2 $401k 2.7k 146.02
Meta Platforms Cl A (META) 0.2 $399k 541.00 738.09
Ge Aerospace Com New (GE) 0.2 $398k 1.5k 257.45
Pfizer (PFE) 0.1 $386k 16k 24.24
Caterpillar (CAT) 0.1 $376k 969.00 388.21
The Trade Desk Com Cl A (TTD) 0.1 $360k 5.0k 71.99
Marathon Petroleum Corp (MPC) 0.1 $359k 2.2k 166.11
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $346k 3.0k 115.35
Home Depot (HD) 0.1 $345k 940.00 366.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $334k 540.00 617.85
Southern Company (SO) 0.1 $329k 3.6k 91.83
Republic Services (RSG) 0.1 $326k 1.3k 246.61
Lowe's Companies (LOW) 0.1 $320k 1.4k 221.87
ConocoPhillips (COP) 0.1 $319k 3.6k 89.73
Cohen & Steers infrastucture Fund (UTF) 0.1 $316k 12k 26.95
Autodesk (ADSK) 0.1 $310k 1.0k 309.57
Oracle Corporation (ORCL) 0.1 $298k 1.4k 218.63
Verizon Communications (VZ) 0.1 $288k 6.6k 43.27
Advanced Micro Devices (AMD) 0.1 $281k 2.0k 141.90
Visa Com Cl A (V) 0.1 $273k 770.00 355.11
EQT Corporation (EQT) 0.1 $269k 4.6k 58.32
Datadog Cl A Com (DDOG) 0.1 $269k 2.0k 134.33
Enterprise Products Partners (EPD) 0.1 $253k 8.2k 31.01
Prosperity Bancshares (PB) 0.1 $240k 3.4k 70.24
ACADIA Pharmaceuticals (ACAD) 0.1 $237k 11k 21.57
Duke Energy Corp Com New (DUK) 0.1 $235k 2.0k 118.01
Tyson Foods Cl A (TSN) 0.1 $233k 4.2k 55.94
Global X Fds Global X Uranium (URA) 0.1 $233k 6.0k 38.81
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $228k 13k 18.13
Procter & Gamble Company (PG) 0.1 $219k 1.4k 159.32
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.1 $218k 23k 9.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $213k 3.4k 62.02
Mongodb Cl A (MDB) 0.1 $210k 1.0k 209.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $206k 1.0k 204.67
SYNNEX Corporation (SNX) 0.1 $206k 1.5k 135.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $204k 900.00 226.49
Sprott Physical Gold Tr Unit (PHYS) 0.1 $203k 8.0k 25.35
Seabridge Gold (SA) 0.1 $163k 11k 14.52
Ford Motor Company (F) 0.1 $162k 15k 10.85
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $149k 10k 14.89
Invesco Insured Municipal Income Trust (IIM) 0.1 $132k 11k 11.64
Core Scientific *w Exp 01/23/202 (CORZW) 0.1 $130k 12k 10.84
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $121k 10k 11.92
Western Asset Managed Municipals Fnd (MMU) 0.0 $114k 12k 9.90
Humacyte (HUMA) 0.0 $82k 39k 2.09
Franklin Templeton (FTF) 0.0 $64k 10k 6.42
Standard Lithium Corp equities (SLI) 0.0 $39k 20k 1.96