Uniting Wealth Partners, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$258.6B
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJHISHARES TR | 3,432 | $212.9M | 0.08% | |
| 102 | MDBMONGODB INC | 1,000 | $210.0M | 0.08% | |
| 103 | VIGVANGUARD SPECIALIZED FUNDS | 1,008 | $206.3M | 0.08% | |
| 104 | SUXTD SYNNEX CORPORATION | 1,516 | $205.8M | 0.08% | |
| 105 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 900 | $203.8M | 0.08% | |
| 106 | PHYS/USPROTT PHYSICAL GOLD TR | 8,000 | $202.8M | 0.08% | |
| 107 | SEASEABRIDGE GOLD INC | 11,200 | $162.6M | 0.06% | |
| 108 | FFORD MTR CO | 14,927 | $162.0M | 0.06% | |
| 109 | GOFGUGGENHEIM STRATEGIC OPPORTU | 10,000 | $148.9M | 0.06% | |
| 110 | IIMINVESCO VALUE MUN INCOME TR | 11,353 | $132.2M | 0.05% | |
| 111 | CORZWCORE SCIENTIFIC INC NEW | 12,013 | $130.2M | 0.05% | |
| 112 | NZFNUVEEN MUNICIPAL CREDIT INC | 10,138 | $120.8M | 0.05% | |
| 113 | MMUWESTERN ASSET MANAGED MUNS F | 11,510 | $114.0M | 0.04% | |
| 114 | HUMAHUMACYTE INC | 39,284 | $82.1M | 0.03% | |
| 115 | FTFFRANKLIN LTD DURATION INCOME | 10,000 | $64.2M | 0.02% | |
| 116 | SLISTANDARD LITHIUM LTD | 20,000 | $39.2M | 0.02% |
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