Uniting Wealth Partners

Uniting Wealth Partners as of Dec. 31, 2025

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 265k 69.47
NVIDIA Corporation (NVDA) 3.7 $12M 64k 186.50
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.4 $7.7M 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 195k 38.32
Microsoft Corporation (MSFT) 2.1 $6.9M 14k 483.62
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 2.1 $6.7M 250k 26.78
Ishares Tr Msci Usa Mmentm (MTUM) 2.0 $6.6M 26k 250.31
Apple (AAPL) 2.0 $6.6M 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 222k 27.43
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.8 $5.8M 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 181k 31.28
Spdr Series Trust State Street Spd (XME) 1.7 $5.5M 54k 103.61
Spdr Series Trust State Street Spd (SPYM) 1.6 $5.4M 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 142k 32.62
C H Robinson Worldwide Com New (CHRW) 1.4 $4.5M 28k 161.39
Proshares Tr S&p 500 Dv Arist (NOBL) 1.2 $3.9M 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 17k 177.75
Applied Digital Corp Com New (APLD) 0.8 $2.6M 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 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 6.6k 296.21
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.9M 6.2k 313.00
Blackstone Group Inc Com Cl A (BX) 0.6 $1.9M 12k 154.14
Tesla Motors (TSLA) 0.5 $1.7M 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 4.9k 346.10
JPMorgan Chase & Co. (JPM) 0.5 $1.7M 5.2k 322.22
Servicenow (NOW) 0.5 $1.6M 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 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 4.1k 304.69
Johnson & Johnson (JNJ) 0.4 $1.2M 6.0k 206.93
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.2M 4.6k 268.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.4k 502.65
Oracle Corporation (ORCL) 0.4 $1.2M 6.2k 194.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 3.6k 313.82
Philip Morris International (PM) 0.3 $1.1M 6.7k 161.87
Kkr & Co (KKR) 0.3 $1.1M 8.3k 127.48
Raymond James Financial (RJF) 0.3 $1.0M 6.3k 160.59
Ge Aerospace Com New (GE) 0.3 $1.0M 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 11k 80.28
Caterpillar (CAT) 0.3 $816k 1.4k 572.87
Eli Lilly & Co. (LLY) 0.2 $792k 737.00 1074.79
Paychex (PAYX) 0.2 $768k 6.8k 112.18
Coreweave Com Cl A (CRWV) 0.2 $766k 11k 71.61
Oge Energy Corp (OGE) 0.2 $759k 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 919.00 653.86
At&t (T) 0.2 $598k 24k 24.84
Abbvie (ABBV) 0.2 $597k 2.6k 228.46
Ishares Tr Rus 1000 Etf (IWB) 0.2 $588k 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 2.6k 219.78
Twilio Cl A (TWLO) 0.2 $569k 4.0k 142.24
ConocoPhillips (COP) 0.2 $565k 6.0k 93.61
McKesson Corporation (MCK) 0.2 $553k 673.00 821.11
Altria (MO) 0.2 $550k 9.4k 58.72
Adams Express Company (ADX) 0.2 $520k 22k 23.32
Occidental Petroleum Corporation (OXY) 0.2 $515k 13k 41.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $497k 7.5k 66.00
Sherwin-Williams Company (SHW) 0.2 $493k 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 24k 19.32
Comstock Resources (CRK) 0.1 $452k 20k 23.18
Merck & Co (MRK) 0.1 $452k 4.3k 106.11
Oneok (OKE) 0.1 $435k 5.9k 73.50
Marathon Petroleum Corp (MPC) 0.1 $433k 2.7k 162.63
Core Scientific (CORZ) 0.1 $428k 29k 14.56
Procter & Gamble Company (PG) 0.1 $428k 3.0k 143.33
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $422k 6.4k 65.51
Goldman Sachs (GS) 0.1 $411k 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 9.8k 40.73
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $389k 24k 16.49
Uber Technologies (UBER) 0.1 $380k 4.6k 81.71
Apollo Global Mgmt (APO) 0.1 $378k 2.6k 144.76
BP Sponsored Adr (BP) 0.1 $376k 11k 34.73
Seabridge Gold (SA) 0.1 $371k 13k 29.59
Lowe's Companies (LOW) 0.1 $369k 1.5k 241.22
Ishares Tr Core Msci Eafe (IEFA) 0.1 $369k 4.1k 89.46
Netflix (NFLX) 0.1 $365k 3.9k 93.76
Southern Company (SO) 0.1 $360k 4.1k 87.20
Enterprise Products Partners (EPD) 0.1 $359k 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 2.8k 117.22
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $318k 3.4k 94.16
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $316k 6.0k 52.95
Phillips 66 (PSX) 0.1 $314k 2.4k 129.05
Pepsi (PEP) 0.1 $314k 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 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 1.7k 153.61
Bank of America Corporation (BAC) 0.1 $264k 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 1.3k 195.09
Qualcomm (QCOM) 0.1 $253k 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 13k 19.06
S&p Global (SPGI) 0.1 $241k 461.00 522.59
Prosperity Bancshares (PB) 0.1 $238k 3.4k 69.71
Costco Wholesale Corporation (COST) 0.1 $237k 275.00 862.70
UnitedHealth (UNH) 0.1 $237k 718.00 330.11
Allstate Corporation (ALL) 0.1 $236k 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 2.1k 113.10
Northrop Grumman Corporation (NOC) 0.1 $231k 405.00 569.57
SYNNEX Corporation (SNX) 0.1 $228k 1.5k 150.25
Williams Companies (WMB) 0.1 $224k 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 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