Uniting Wealth Partners, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$199.5M
Holdings
108
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (108 positions)
| Stock | Value |
|---|---|
WMTWALMART INC | $88.1M |
RSPUINVESCO EXCHANGE TRADED FD T | $9.3M |
ACIOETF SER SOLUTIONS | $6.5M |
PPAINVESCO EXCHANGE TRADED FD T | $6.4M |
NVDANVIDIA CORPORATION | $5.8M |
NULGNUSHARES ETF TR | $5.5M |
MSFTMICROSOFT CORP | $5.3M |
XOMEXXON MOBIL CORP | $5.3M |
DFEBFIRST TR EXCHNG TRADED FD VI | $3.1M |
UPSDETF SER SOLUTIONS | $3.1M |
ADMEETF SER SOLUTIONS | $3.1M |
ACNACCENTURE PLC IRELAND | $3.0M |
AAPLAPPLE INC | $3.0M |
VRIGINVESCO ACTIVELY MANAGED EXC | $2.9M |
KOCOCA COLA CO | $2.4M |
BXBLACKSTONE INC | $2.0M |
AMZNAMAZON COM INC | $1.6M |
NOWSERVICENOW INC | $1.6M |
GDXVANECK ETF TRUST | $1.6M |
PLTRPALANTIR TECHNOLOGIES INC | $1.5M |
IAU*ISHARES GOLD TR | $1.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.3M |
NOBLPROSHARES TR | $1.3M |
HESHESS CORP | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
4I1PHILIP MORRIS INTL INC | $985K |
KKRKKR & CO INC | $960K |
RJFRAYMOND JAMES FINL INC | $918K |
CVXCHEVRON CORP NEW | $913K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $786K |
JPMJPMORGAN CHASE & CO. | $771K |
NEENEXTERA ENERGY INC | $736K |
EIMEATON VANCE MUN BD FD | $687K |
PFEPFIZER INC | $655K |
CLHCLEAN HARBORS INC | $650K |
CRWDCROWDSTRIKE HLDGS INC | $617K |
RDVYFIRST TR EXCHANGE TRADED FD | $615K |
GOOGALPHABET INC | $613K |
TAT&T INC | $590K |
DIVOAMPLIFY ETF TR | $580K |
OXYOCCIDENTAL PETE CORP | $569K |
TSLATESLA INC | $562K |
CRMSALESFORCE INC | $519K |
PANWPALO ALTO NETWORKS INC | $514K |
COPCONOCOPHILLIPS | $479K |
MOALTRIA GROUP INC | $477K |
MCKMCKESSON CORP | $453K |
CSQCALAMOS STRATEGIC TOTAL RETU | $452K |
UPROPROSHARES TR | $443K |
PAYCPAYCOM SOFTWARE INC | $437K |
MHDBLACKROCK MUNIHOLDINGS FD IN | $421K |
PSXPHILLIPS 66 | $420K |
ROKROCKWELL AUTOMATION INC | $413K |
NUWNUVEEN AMT-FREE MUN VALUE FD | $409K |
GDGENERAL DYNAMICS CORP | $408K |
CRKCOMSTOCK RES INC | $397K |
TWLOTWILIO INC | $392K |
ADXADAMS DIVERSIFIED EQUITY FD | $387K |
ULTAULTA BEAUTY INC | $367K |
RTXRTX CORPORATION | $363K |
MDBMONGODB INC | $351K |
HDHOME DEPOT INC | $345K |
LOWLOWES COS INC | $336K |
SOSOUTHERN CO | $329K |
RSGREPUBLIC SVCS INC | $320K |
CATCATERPILLAR INC | $320K |
MPCMARATHON PETE CORP | $315K |
UBERUBER TECHNOLOGIES INC | $314K |
METAMETA PLATFORMS INC | $312K |
MUMICRON TECHNOLOGY INC | $308K |
SPYSPDR S&P 500 ETF TR | $306K |
GEGE AEROSPACE | $304K |
BPBP PLC | $302K |
UTFCOHEN & STEERS INFRASTRUCTUR | $295K |
SHOPSHOPIFY INC | $290K |
BACVERIZON COMMUNICATIONS INC | $288K |
EPDENTERPRISE PRODS PARTNERS L | $279K |
TTDTHE TRADE DESK INC | $274K |
TSNTYSON FOODS INC | $266K |
SHAKSHAKE SHACK INC | $265K |
ADSKAUTODESK INC | $262K |
EQTEQT CORP | $247K |
PBPROSPERITY BANCSHARES INC | $243K |
DUKDUKE ENERGY CORP NEW | $242K |
AVGOBROADCOM INC | $238K |
PGPROCTER AND GAMBLE CO | $234K |
ETENERGY TRANSFER L P | $233K |
VVISA INC | $233K |
TQQQPROSHARES TR | $229K |
BFKBLACKROCK MUN INCOME TR | $225K |
MMUWESTERN ASSET MANAGED MUNS F | $223K |
VIGVANGUARD SPECIALIZED FUNDS | $217K |
GISGENERAL MLS INC | $215K |
XSMOINVESCO EXCHANGE TRADED FD T | $202K |
IJHISHARES TR | $200K |
PDIPIMCO MUN INCOME FD | $185K |
ACADACADIA PHARMACEUTICALS INC | $183K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $156K |
FFORD MTR CO | $150K |
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