Uniting Wealth Partners

Uniting Wealth Partners as of March 31, 2026

Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 205 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 21.2 $100M 801k 124.53
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.9 $18M 270k 68.28
Etf Ser Solutions Aptus Collrd Inv (ACIO) 2.9 $14M 329k 41.98
Etf Ser Solutions Aptus Oct Buff E (OCTB) 2.7 $13M 505k 25.06
Etf Ser Solutions Aptus July Bufr (JULB) 2.7 $13M 502k 25.10
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.7 $13M 372k 33.77
Etf Ser Solutions Aptus Defined (DRSK) 2.5 $12M 426k 27.40
NVIDIA Corporation (NVDA) 2.3 $11M 63k 174.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $11M 127k 82.75
Etf Ser Solutions Aptus Jan Buffer (JANB) 2.0 $9.2M 367k 25.10
Exxon Mobil Corporation (XOM) 1.6 $7.7M 46k 169.66
First Tr Exchange Traded Smid Risng Etf (SDVY) 1.5 $7.2M 183k 39.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $7.1M 233k 30.68
C H Robinson Worldwide In Com New (CHRW) 1.5 $7.1M 43k 166.70
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 1.5 $7.0M 183k 38.30
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.4 $6.8M 41k 165.70
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.4 $6.8M 265k 25.56
Putnam Etf Trust Focused Lar Cap (PVAL) 1.3 $6.3M 136k 46.40
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG) 1.3 $6.0M 194k 30.78
Vaneck Etf Trust Gold Miners Etf (GDX) 1.3 $5.9M 64k 91.77
Spdr Series Trust State Street Spd (SPYM) 1.2 $5.8M 76k 76.54
First Tr Exchange-traded Structured Cr In (SCIO) 1.2 $5.6M 272k 20.64
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.2 $5.6M 39k 145.02
Apple (AAPL) 1.2 $5.4M 21k 253.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $5.4M 107k 49.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $5.2M 179k 29.13
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.1 $5.1M 290k 17.75
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $4.7M 122k 38.85
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $4.5M 42k 106.01
First Tr Exchange-traded Wcm Intl Equity (WCMI) 1.0 $4.5M 266k 16.77
Microsoft Corporation (MSFT) 0.9 $4.4M 12k 370.18
Etf Ser Solutions Aptus Enhanced (JUCY) 0.9 $4.2M 190k 22.30
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $3.8M 75k 50.66
Ishares Gold Tr Ishares New (IAU) 0.8 $3.8M 43k 88.16
Bluerock Pvt Real Estate (BPRE) 0.7 $3.4M 202k 16.61
Amazon (AMZN) 0.7 $3.3M 16k 208.27
John Hancock Exchange Traded Preferred Income (JHPI) 0.7 $3.1M 139k 22.58
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.7 $3.1M 90k 34.13
Palantir Technologies Cl A (PLTR) 0.6 $2.9M 20k 146.28
Ea Series Trust Freedom 100 Em (FRDM) 0.6 $2.9M 53k 54.88
Coca-Cola Company (KO) 0.6 $2.7M 35k 76.58
Applied Digital Corp Com New (APLD) 0.5 $2.5M 107k 23.74
Proshares Tr Ultrpro S&p500 (UPRO) 0.5 $2.5M 26k 96.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.5M 4.2k 597.57
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.1M 17k 124.31
Micron Technology (MU) 0.4 $2.0M 6.1k 337.99
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $1.9M 17k 110.47
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.8M 34k 52.19
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 5.9k 287.56
Tesla Motors (TSLA) 0.3 $1.6M 4.4k 371.75
Texas Capital Funds Trust Govt Money Mkt (MMKT) 0.3 $1.6M 16k 100.23
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 5.3k 294.16
Broadcom (AVGO) 0.3 $1.5M 4.7k 309.52
Johnson & Johnson (JNJ) 0.3 $1.4M 5.8k 244.45
Kkr & Co (KKR) 0.3 $1.4M 15k 92.50
Mastercard Incorporated Cl A (MA) 0.3 $1.4M 2.8k 499.67
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $1.4M 27k 50.81
Blackstone Group Inc Com Cl A (BX) 0.3 $1.4M 12k 114.99
Chevron Corporation (CVX) 0.3 $1.4M 6.6k 206.89
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $1.3M 3.9k 338.95
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $1.3M 9.5k 138.37
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.3 $1.3M 53k 24.79
International Business Machines (IBM) 0.3 $1.3M 5.3k 242.40
Meta Platforms Cl A (META) 0.3 $1.3M 2.2k 572.18
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $1.2M 28k 41.68
Oracle Corporation (ORCL) 0.2 $1.1M 7.7k 147.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.3k 479.20
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $1.1M 6.7k 163.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 3.6k 286.89
Philip Morris International (PM) 0.2 $1.0M 6.1k 166.81
Coreweave Com Cl A (CRWV) 0.2 $992k 13k 77.47
Nextera Energy (NEE) 0.2 $981k 11k 92.88
First Tr Exchange-traded Vest 20 Plus Yea (LTTI) 0.2 $964k 51k 18.77
Caterpillar (CAT) 0.2 $957k 1.4k 708.46
Ge Aerospace Com New (GE) 0.2 $914k 3.2k 284.19
Raymond James Financial (RJF) 0.2 $870k 6.0k 144.79
Oge Energy Corp (OGE) 0.2 $852k 18k 47.96
Occidental Petroleum Corporation (OXY) 0.2 $822k 13k 65.26
Home Depot (HD) 0.2 $812k 2.5k 328.89
ConocoPhillips (COP) 0.2 $795k 6.0k 132.01
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $792k 70k 11.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $792k 19k 42.40
Visa Com Cl A (V) 0.2 $790k 2.6k 302.24
Ge Vernova (GEV) 0.2 $787k 901.00 873.79
Trinity Cap (TRIN) 0.2 $765k 52k 14.71
Raytheon Technologies Corp (RTX) 0.2 $748k 3.9k 192.88
Eaton Vance Municipal Bond Fund (EIM) 0.2 $744k 76k 9.77
Eli Lilly & Co. (LLY) 0.2 $731k 795.00 919.95
Intuitive Surgical Com New (ISRG) 0.2 $721k 1.6k 460.99
Palo Alto Networks (PANW) 0.2 $714k 4.5k 160.32
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $700k 16k 44.85
Advanced Micro Devices (AMD) 0.1 $690k 3.4k 203.43
At&t (T) 0.1 $655k 23k 28.99
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $655k 6.0k 109.10
Servicenow (NOW) 0.1 $654k 6.3k 104.55
BlackRock MuniHoldings Fund (MHD) 0.1 $640k 57k 11.34
Paychex (PAYX) 0.1 $622k 6.8k 92.11
General Dynamics Corporation (GD) 0.1 $613k 1.8k 343.22
Altria (MO) 0.1 $600k 9.0k 67.05
Rockwell Automation (ROK) 0.1 $595k 1.7k 358.88
Marathon Petroleum Corp (MPC) 0.1 $586k 2.4k 244.18
McKesson Corporation (MCK) 0.1 $583k 673.00 866.18
Abbvie (ABBV) 0.1 $568k 2.6k 217.50
Ishares Tr Rus 1000 Etf (IWB) 0.1 $561k 1.6k 356.56
Oneok (OKE) 0.1 $556k 6.2k 90.39
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $542k 2.5k 215.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $509k 7.5k 67.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $499k 4.7k 106.50
Adams Express Company (ADX) 0.1 $498k 23k 21.89
Spdr Series Trust State Street Spd (TFI) 0.1 $497k 11k 45.34
BP Sponsored Adr (BP) 0.1 $493k 11k 47.00
Sherwin-Williams Company (SHW) 0.1 $492k 1.5k 320.55
Merck & Co (MRK) 0.1 $491k 4.1k 121.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $468k 718.00 652.11
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $461k 24k 19.30
Phillips 66 (PSX) 0.1 $448k 2.5k 182.19
Verizon Communications (VZ) 0.1 $444k 8.8k 50.20
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $441k 4.4k 99.28
Seabridge Gold (SA) 0.1 $440k 16k 28.34
Core Scientific (CORZ) 0.1 $440k 29k 14.96
Nuveen Mun Value Fd 2 (NUW) 0.1 $429k 30k 14.38
Enterprise Products Partners (EPD) 0.1 $424k 11k 37.84
Applied Materials (AMAT) 0.1 $413k 1.2k 341.79
Comstock Resources (CRK) 0.1 $411k 20k 21.08
Southern Company (SO) 0.1 $399k 4.1k 96.52
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $394k 23k 17.12
Ishares Tr Core Msci Eafe (IEFA) 0.1 $393k 4.3k 90.53
Netflix (NFLX) 0.1 $392k 4.1k 96.15
Goldman Sachs (GS) 0.1 $392k 463.00 845.99
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $384k 22k 17.44
Pfizer (PFE) 0.1 $377k 13k 28.08
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.1 $368k 3.2k 115.24
Lowe's Companies (LOW) 0.1 $362k 1.5k 236.28
Duke Energy Corp Com New (DUK) 0.1 $360k 2.7k 130.96
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $352k 18k 19.96
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $345k 14k 25.55
American Express Company (AXP) 0.1 $343k 1.1k 302.51
Uber Technologies (UBER) 0.1 $335k 4.7k 71.93
Crowdstrike Hldgs Cl A (CRWD) 0.1 $332k 850.00 390.41
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $326k 3.5k 92.74
Cohen & Steers infrastucture Fund (UTF) 0.1 $317k 12k 25.88
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $315k 14k 22.95
Etf Ser Solutions Bahl & Gaynor In (BGIG) 0.1 $312k 9.4k 33.26
Pepsi (PEP) 0.1 $311k 2.0k 155.31
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $311k 6.5k 47.54
Procter & Gamble Company (PG) 0.1 $311k 2.2k 144.46
Ishares Tr Tips Bd Etf (TIP) 0.1 $301k 2.7k 110.36
EQT Corporation (EQT) 0.1 $299k 4.7k 63.64
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $294k 5.6k 52.85
Apollo Global Mgmt (APO) 0.1 $291k 2.6k 111.42
Republic Services (RSG) 0.1 $290k 1.3k 219.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $288k 4.5k 64.08
McDonald's Corporation (MCD) 0.1 $286k 919.00 310.88
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $284k 8.0k 35.44
Honeywell International (HON) 0.1 $283k 1.3k 226.03
TJX Companies (TJX) 0.1 $280k 1.8k 159.70
Robinhood Mkts Com Cl A (HOOD) 0.1 $280k 4.0k 69.30
Northrop Grumman Corporation (NOC) 0.1 $276k 405.00 682.30
Costco Wholesale Corporation (COST) 0.1 $276k 277.00 996.79
Williams Companies (WMB) 0.1 $271k 3.7k 72.78
Cheniere Energy Com New (LNG) 0.1 $270k 950.00 283.76
Autodesk (ADSK) 0.1 $263k 1.1k 239.40
Cisco Systems (CSCO) 0.1 $262k 3.4k 77.59
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $262k 5.1k 51.78
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $261k 4.3k 61.26
Diamondback Energy (FANG) 0.1 $261k 1.3k 197.79
Amphenol Corp Cl A (APH) 0.1 $261k 2.1k 126.68
Tyson Foods Cl A (TSN) 0.1 $257k 4.0k 64.07
Medtronic SHS (MDT) 0.1 $255k 2.9k 87.36
Twilio Cl A (TWLO) 0.1 $252k 2.0k 125.82
salesforce (CRM) 0.1 $252k 1.3k 186.67
First Tr Exchange-traded SHS (FVD) 0.1 $251k 5.3k 47.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $251k 384.00 653.21
Simmons First Natl Corp Cl A $1 Par (SFNC) 0.1 $251k 13k 19.66
Illumina (ILMN) 0.1 $247k 2.0k 123.26
ACADIA Pharmaceuticals (ACAD) 0.1 $245k 11k 22.26
Kla Corp Com New (KLAC) 0.1 $240k 163.00 1472.41
Allstate Corporation (ALL) 0.1 $236k 1.1k 208.42
Datadog Cl A Com (DDOG) 0.1 $236k 2.0k 118.05
Bank of America Corporation (BAC) 0.0 $233k 4.8k 48.75
Prosperity Bancshares (PB) 0.0 $231k 3.4k 67.78
Dillards Cl A (DDS) 0.0 $229k 400.00 572.41
Halliburton Company (HAL) 0.0 $226k 5.8k 38.99
Lockheed Martin Corporation (LMT) 0.0 $226k 373.00 605.13
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $226k 2.5k 90.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $222k 734.00 302.25
Trane Technologies SHS (TT) 0.0 $218k 524.00 416.74
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $218k 2.0k 107.62
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $217k 757.00 287.18
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.0 $210k 7.9k 26.56
Valero Energy Corporation (VLO) 0.0 $205k 831.00 247.09
S&p Global (SPGI) 0.0 $204k 480.00 425.34
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $202k 4.0k 50.41
Kimbell Rty Partners Unit (KRP) 0.0 $175k 12k 14.47
Ford Motor Company (F) 0.0 $170k 15k 11.54
Invesco Insured Municipal Income Trust (IIM) 0.0 $169k 14k 12.16
Western Asset Managed Municipals Fnd (MMU) 0.0 $155k 15k 10.28
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.0 $127k 10k 12.26
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $110k 10k 11.02
Etf Opportunities Trust T-rex 2x Long (CRWU) 0.0 $83k 19k 4.43
Standard Lithium Corp equities (SLI) 0.0 $68k 20k 3.41
Franklin Templeton (FTF) 0.0 $58k 10k 5.83
Us Energy Corp Wyoming (USEG) 0.0 $40k 45k 0.88
Ocugen (OCGN) 0.0 $18k 10k 1.81
Humacyte (HUMA) 0.0 $10k 17k 0.61