Uniting Wealth Partners, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$199.5B
Holdings
108
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 1,003,471 | $88.1B | 44.15% | |
| 2 | RSPUINVESCO EXCHANGE TRADED FD T | 133,839 | $9.3B | 4.67% | |
| 3 | ACIOETF SER SOLUTIONS | 167,871 | $6.5B | 3.25% | |
| 4 | PPAINVESCO EXCHANGE TRADED FD T | 55,024 | $6.4B | 3.21% | |
| 5 | NVDANVIDIA CORPORATION | 53,225 | $5.8B | 2.89% | |
| 6 | NULGNUSHARES ETF TR | 69,958 | $5.5B | 2.74% | |
| 7 | MSFTMICROSOFT CORP | 14,200 | $5.3B | 2.67% | |
| 8 | XOMEXXON MOBIL CORP | 44,399 | $5.3B | 2.65% | |
| 9 | DFEBFIRST TR EXCHNG TRADED FD VI | 74,286 | $3.1B | 1.57% | |
| 10 | UPSDETF SER SOLUTIONS | 134,059 | $3.1B | 1.56% | |
| 11 | ADMEETF SER SOLUTIONS | 69,342 | $3.1B | 1.54% | |
| 12 | ACNACCENTURE PLC IRELAND | 9,649 | $3.0B | 1.51% | |
| 13 | AAPLAPPLE INC | 13,449 | $3.0B | 1.50% | |
| 14 | VRIGINVESCO ACTIVELY MANAGED EXC | 113,689 | $2.9B | 1.43% | |
| 15 | KOCOCA COLA CO | 33,116 | $2.4B | 1.19% | |
| 16 | BXBLACKSTONE INC | 14,156 | $2.0B | 0.99% | |
| 17 | AMZNAMAZON COM INC | 8,518 | $1.6B | 0.81% | |
| 18 | NOWSERVICENOW INC | 2,000 | $1.6B | 0.80% | |
| 19 | GDXVANECK ETF TRUST | 33,923 | $1.6B | 0.78% | |
| 20 | PLTRPALANTIR TECHNOLOGIES INC | 17,871 | $1.5B | 0.76% | |
| 21 | IAU*ISHARES GOLD TR | 23,723 | $1.4B | 0.70% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,518 | $1.3B | 0.67% | |
| 23 | NOBLPROSHARES TR | 13,022 | $1.3B | 0.67% | |
| 24 | HESHESS CORP | 8,000 | $1.3B | 0.64% | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 4,724 | $1.2B | 0.59% | |
| 26 | MAMASTERCARD INCORPORATED | 2,132 | $1.2B | 0.59% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 6,203 | $984.7M | 0.49% | |
| 28 | KKRKKR & CO INC | 8,300 | $959.6M | 0.48% | |
| 29 | RJFRAYMOND JAMES FINL INC | 6,606 | $917.6M | 0.46% | |
| 30 | CVXCHEVRON CORP NEW | 5,459 | $913.3M | 0.46% | |
| 31 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 70,195 | $786.2M | 0.39% | |
| 32 | JPMJPMORGAN CHASE & CO. | 3,145 | $771.5M | 0.39% | |
| 33 | NEENEXTERA ENERGY INC | 10,384 | $736.1M | 0.37% | |
| 34 | EIMEATON VANCE MUN BD FD | 68,872 | $686.7M | 0.34% | |
| 35 | PFEPFIZER INC | 25,844 | $654.9M | 0.33% | |
| 36 | CLHCLEAN HARBORS INC | 3,300 | $650.4M | 0.33% | |
| 37 | CRWDCROWDSTRIKE HLDGS INC | 1,750 | $617.0M | 0.31% | |
| 38 | RDVYFIRST TR EXCHANGE TRADED FD | 10,509 | $615.2M | 0.31% | |
| 39 | GOOGALPHABET INC | 3,925 | $613.2M | 0.31% | |
| 40 | TAT&T INC | 20,846 | $589.5M | 0.30% | |
| 41 | DIVOAMPLIFY ETF TR | 14,223 | $579.9M | 0.29% | |
| 42 | OXYOCCIDENTAL PETE CORP | 11,537 | $569.5M | 0.29% | |
| 43 | TSLATESLA INC | 2,167 | $561.6M | 0.28% | |
| 44 | CRMSALESFORCE INC | 1,933 | $518.7M | 0.26% | |
| 45 | PANWPALO ALTO NETWORKS INC | 3,010 | $513.6M | 0.26% | |
| 46 | COPCONOCOPHILLIPS | 4,559 | $478.8M | 0.24% | |
| 47 | MOALTRIA GROUP INC | 7,942 | $476.7M | 0.24% | |
| 48 | MCKMCKESSON CORP | 673 | $452.9M | 0.23% | |
| 49 | CSQCALAMOS STRATEGIC TOTAL RETU | 27,910 | $451.6M | 0.23% | |
| 50 | UPROPROSHARES TR | 6,000 | $443.4M | 0.22% | |
| 51 | PAYCPAYCOM SOFTWARE INC | 2,000 | $437.0M | 0.22% | |
| 52 | MHDBLACKROCK MUNIHOLDINGS FD IN | 35,886 | $421.3M | 0.21% | |
| 53 | PSXPHILLIPS 66 | 3,404 | $420.3M | 0.21% | |
| 54 | ROKROCKWELL AUTOMATION INC | 1,600 | $413.4M | 0.21% | |
| 55 | NUWNUVEEN AMT-FREE MUN VALUE FD | 29,799 | $409.4M | 0.21% | |
| 56 | GDGENERAL DYNAMICS CORP | 1,496 | $407.8M | 0.20% | |
| 57 | CRKCOMSTOCK RES INC | 19,500 | $396.6M | 0.20% | |
| 58 | TWLOTWILIO INC | 4,000 | $391.6M | 0.20% | |
| 59 | ADXADAMS DIVERSIFIED EQUITY FD | 20,386 | $387.1M | 0.19% | |
| 60 | ULTAULTA BEAUTY INC | 1,000 | $366.5M | 0.18% | |
| 61 | RTXRTX CORPORATION | 2,743 | $363.3M | 0.18% | |
| 62 | MDBMONGODB INC | 2,000 | $350.8M | 0.18% | |
| 63 | HDHOME DEPOT INC | 940 | $344.5M | 0.17% | |
| 64 | LOWLOWES COS INC | 1,440 | $335.9M | 0.17% | |
| 65 | SOSOUTHERN CO | 3,583 | $329.5M | 0.17% | |
| 66 | RSGREPUBLIC SVCS INC | 1,322 | $320.1M | 0.16% | |
| 67 | CATCATERPILLAR INC | 969 | $319.6M | 0.16% | |
| 68 | MPCMARATHON PETE CORP | 2,162 | $315.0M | 0.16% | |
| 69 | UBERUBER TECHNOLOGIES INC | 4,315 | $314.4M | 0.16% | |
| 70 | METAMETA PLATFORMS INC | 541 | $311.8M | 0.16% | |
| 71 | MUMICRON TECHNOLOGY INC | 3,542 | $307.8M | 0.15% | |
| 72 | SPYSPDR S&P 500 ETF TR | 547 | $306.0M | 0.15% | |
| 73 | GEGE AEROSPACE | 1,521 | $304.4M | 0.15% | |
| 74 | BPBP PLC | 8,932 | $301.8M | 0.15% | |
| 75 | UTFCOHEN & STEERS INFRASTRUCTUR | 11,535 | $294.7M | 0.15% | |
| 76 | SHOPSHOPIFY INC | 3,000 | $290.0M | 0.15% | |
| 77 | BACVERIZON COMMUNICATIONS INC | 6,347 | $287.9M | 0.14% | |
| 78 | EPDENTERPRISE PRODS PARTNERS L | 8,160 | $278.6M | 0.14% | |
| 79 | TTDTHE TRADE DESK INC | 5,000 | $273.6M | 0.14% | |
| 80 | TSNTYSON FOODS INC | 4,164 | $265.7M | 0.13% | |
| 81 | SHAKSHAKE SHACK INC | 3,000 | $264.5M | 0.13% | |
| 82 | ADSKAUTODESK INC | 1,000 | $261.8M | 0.13% | |
| 83 | EQTEQT CORP | 4,616 | $246.6M | 0.12% | |
| 84 | PBPROSPERITY BANCSHARES INC | 3,411 | $243.4M | 0.12% | |
| 85 | DUKDUKE ENERGY CORP NEW | 1,984 | $241.9M | 0.12% | |
| 86 | AVGOBROADCOM INC | 1,420 | $237.8M | 0.12% | |
| 87 | PGPROCTER AND GAMBLE CO | 1,375 | $234.3M | 0.12% | |
| 88 | ETENERGY TRANSFER L P | 12,560 | $233.5M | 0.12% | |
| 89 | VVISA INC | 664 | $232.6M | 0.12% | |
| 90 | TQQQPROSHARES TR | 4,000 | $229.2M | 0.11% | |
| 91 | BFKBLACKROCK MUN INCOME TR | 22,701 | $224.7M | 0.11% | |
| 92 | MMUWESTERN ASSET MANAGED MUNS F | 21,683 | $223.1M | 0.11% | |
| 93 | VIGVANGUARD SPECIALIZED FUNDS | 1,117 | $216.7M | 0.11% | |
| 94 | GISGENERAL MLS INC | 3,600 | $215.2M | 0.11% | |
| 95 | XSMOINVESCO EXCHANGE TRADED FD T | 3,224 | $202.3M | 0.10% | |
| 96 | IJHISHARES TR | 3,432 | $200.3M | 0.10% | |
| 97 | PDIPIMCO MUN INCOME FD | 20,913 | $184.9M | 0.09% | |
| 98 | ACADACADIA PHARMACEUTICALS INC | 11,000 | $182.7M | 0.09% | |
| 99 | GOFGUGGENHEIM STRATEGIC OPPORTU | 10,000 | $155.7M | 0.08% | |
| 100 | FFORD MTR CO | 14,927 | $149.7M | 0.08% |
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