Uniting Wealth Partners, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$423.7B
Holdings
199
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (199 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NFLXNETFLIX INC | 389 | $466.4M | 0.11% | |
| 102 | SPYSPDR S&P 500 ETF TR | 698 | $466.3M | 0.11% | |
| 103 | BACVERIZON COMMUNICATIONS INC | 10,522 | $462.4M | 0.11% | |
| 104 | UBERUBER TECHNOLOGIES INC | 4,634 | $454.0M | 0.11% | |
| 105 | GEVGE VERNOVA INC | 735 | $452.1M | 0.11% | |
| 106 | ABBVABBVIE INC | 1,939 | $449.1M | 0.11% | |
| 107 | NUWNUVEEN AMT-FREE MUN VALUE FD | 29,799 | $424.0M | 0.10% | |
| 108 | MHDBLACKROCK MUNIHOLDINGS FD IN | 35,886 | $423.8M | 0.10% | |
| 109 | MPCMARATHON PETE CORP | 2,196 | $423.3M | 0.10% | |
| 110 | CSQCALAMOS STRATEGIC TOTAL RETU | 21,765 | $419.9M | 0.10% | |
| 111 | TWLOTWILIO INC | 4,000 | $400.4M | 0.09% | |
| 112 | IVVISHARES TR | 589 | $394.2M | 0.09% | |
| 113 | SOSOUTHERN CO | 4,129 | $391.3M | 0.09% | |
| 114 | CRKCOMSTOCK RES INC | 19,500 | $386.7M | 0.09% | |
| 115 | GSGOLDMAN SACHS GROUP INC | 484 | $385.4M | 0.09% | |
| 116 | LOWLOWES COS INC | 1,531 | $384.9M | 0.09% | |
| 117 | MLNVANECK ETF TRUST | 22,006 | $384.7M | 0.09% | |
| 118 | SHOPSHOPIFY INC | 2,517 | $374.1M | 0.09% | |
| 119 | BPBP PLC | 10,707 | $369.0M | 0.09% | |
| 120 | COPCONOCOPHILLIPS | 3,891 | $368.1M | 0.09% | |
| 121 | AXPAMERICAN EXPRESS CO | 1,108 | $368.0M | 0.09% | |
| 122 | MDBMONGODB INC | 1,150 | $356.9M | 0.08% | |
| 123 | DUKDUKE ENERGY CORP NEW | 2,869 | $355.0M | 0.08% | |
| 124 | FSMBFIRST TR EXCH TRADED FD III | 17,626 | $353.9M | 0.08% | |
| 125 | OKEONEOK INC NEW | 4,812 | $351.1M | 0.08% | |
| 126 | PFEPFIZER INC | 13,709 | $349.3M | 0.08% | |
| 127 | HONHONEYWELL INTL INC | 1,659 | $349.2M | 0.08% | |
| 128 | ADSKAUTODESK INC | 1,099 | $349.1M | 0.08% | |
| 129 | FAUGFIRST TR EXCHNG TRADED FD VI | 6,656 | $345.5M | 0.08% | |
| 130 | MRKMERCK & CO INC | 3,960 | $335.5M | 0.08% | |
| 131 | PSXPHILLIPS 66 | 2,426 | $330.0M | 0.08% | |
| 132 | LLYELI LILLY & CO | 432 | $329.6M | 0.08% | |
| 133 | TIPISHARES TR | 2,767 | $307.7M | 0.07% | |
| 134 | CYBRCYBERARK SOFTWARE LTD | 632 | $305.4M | 0.07% | |
| 135 | RSGREPUBLIC SVCS INC | 1,329 | $305.0M | 0.07% | |
| 136 | TTTRANE TECHNOLOGIES PLC | 697 | $294.1M | 0.07% | |
| 137 | URAGLOBAL X FDS | 6,151 | $293.2M | 0.07% | |
| 138 | UTFCOHEN & STEERS INFRASTRUCTUR | 11,735 | $291.0M | 0.07% | |
| 139 | DDOGDATADOG INC | 2,000 | $284.8M | 0.07% | |
| 140 | SHAKSHAKE SHACK INC | 3,000 | $280.8M | 0.07% | |
| 141 | SEASEABRIDGE GOLD INC | 11,530 | $278.4M | 0.07% | |
| 142 | MCDMCDONALDS CORP | 916 | $278.4M | 0.07% | |
| 143 | ETNEATON CORP PLC | 741 | $277.3M | 0.07% | |
| 144 | USMVISHARES TR | 2,885 | $274.5M | 0.06% | |
| 145 | CSCOCISCO SYS INC | 3,928 | $268.8M | 0.06% | |
| 146 | TJXTJX COS INC NEW | 1,793 | $259.2M | 0.06% | |
| 147 | AQLTISHARES TR | 2,942 | $256.9M | 0.06% | |
| 148 | ALSALLSTATE CORP | 1,185 | $255.5M | 0.06% | |
| 149 | AGGISHARES TR | 2,523 | $252.9M | 0.06% | |
| 150 | EQTEQT CORP | 4,616 | $251.2M | 0.06% | |
| 151 | ROCKGIBRALTAR INDS INC | 4,000 | $251.2M | 0.06% | |
| 152 | EPDENTERPRISE PRODS PARTNERS L | 7,998 | $250.1M | 0.06% | |
| 153 | SUXTD SYNNEX CORPORATION | 1,517 | $248.5M | 0.06% | |
| 154 | UNHUNITEDHEALTH GROUP INC | 715 | $246.9M | 0.06% | |
| 155 | FVDFIRST TR EXCHANGE-TRADED FD | 5,337 | $246.8M | 0.06% | |
| 156 | DDSDILLARDS INC | 400 | $245.9M | 0.06% | |
| 157 | TTDTHE TRADE DESK INC | 5,000 | $245.1M | 0.06% | |
| 158 | AMATAPPLIED MATLS INC | 1,194 | $244.5M | 0.06% | |
| 159 | VEAVANGUARD TAX-MANAGED FDS | 4,052 | $242.8M | 0.06% | |
| 160 | BLDRBUILDERS FIRSTSOURCE INC | 2,000 | $242.5M | 0.06% | |
| 161 | PHYS/USPROTT ASSET MANAGEMENT LP | 8,000 | $237.0M | 0.06% | |
| 162 | ACADACADIA PHARMACEUTICALS INC | 11,000 | $234.7M | 0.06% | |
| 163 | SPGPINVESCO EXCHANGE TRADED FD T | 2,066 | $234.7M | 0.06% | |
| 164 | PEPPEPSICO INC | 1,666 | $234.0M | 0.06% | |
| 165 | ETENERGY TRANSFER L P | 13,580 | $233.0M | 0.05% | |
| 166 | BACBANK AMERICA CORP | 4,488 | $231.5M | 0.05% | |
| 167 | COSTCOSTCO WHSL CORP NEW | 250 | $231.4M | 0.05% | |
| 168 | SFNCSIMMONS 1ST NATL CORP | 11,940 | $231.4M | 0.05% | |
| 169 | MDTMEDTRONIC PLC | 2,380 | $228.4M | 0.05% | |
| 170 | PBPROSPERITY BANCSHARES INC | 3,411 | $228.3M | 0.05% | |
| 171 | LNGCHENIERE ENERGY INC | 960 | $225.6M | 0.05% | |
| 172 | WMBWILLIAMS COS INC | 3,534 | $223.9M | 0.05% | |
| 173 | VTIVANGUARD INDEX FDS | 678 | $223.1M | 0.05% | |
| 174 | FJANFIRST TR EXCHNG TRADED FD VI | 4,404 | $220.9M | 0.05% | |
| 175 | VBKVANGUARD INDEX FDS | 734 | $218.8M | 0.05% | |
| 176 | TSNTYSON FOODS INC | 3,974 | $215.8M | 0.05% | |
| 177 | INTUINTUIT | 308 | $210.3M | 0.05% | |
| 178 | QCOMQUALCOMM INC | 1,255 | $208.8M | 0.05% | |
| 179 | VRIGINVESCO ACTIVELY MANAGED EXC | 8,311 | $208.6M | 0.05% | |
| 180 | EQWLINVESCO EXCHANGE TRADED FD T | 1,773 | $203.3M | 0.05% | |
| 181 | CDNSCADENCE DESIGN SYSTEM INC | 575 | $202.0M | 0.05% | |
| 182 | BUTIDAL TRUST II | 14,000 | $195.4M | 0.05% | |
| 183 | BFKBLACKROCK MUN INCOME TR | 17,940 | $181.2M | 0.04% | |
| 184 | FFORD MTR CO | 14,927 | $178.5M | 0.04% | |
| 185 | IIMINVESCO VALUE MUN INCOME TR | 13,686 | $171.8M | 0.04% | |
| 186 | KRPKIMBELL RTY PARTNERS LP | 11,876 | $160.2M | 0.04% | |
| 187 | MMUWESTERN ASSET MANAGED MUNS F | 14,835 | $154.2M | 0.04% | |
| 188 | GOFGUGGENHEIM STRATEGIC OPPORTU | 10,000 | $149.8M | 0.04% | |
| 189 | CORZWCORE SCIENTIFIC INC NEW | 12,013 | $139.7M | 0.03% | |
| 190 | NZFNUVEEN MUNICIPAL CREDIT INC | 10,215 | $129.1M | 0.03% | |
| 191 | AMDYTIDAL TRUST II | 11,130 | $111.1M | 0.03% | |
| 192 | SLISTANDARD LITHIUM LTD | 20,000 | $67.4M | 0.02% | |
| 193 | FTFFRANKLIN LTD DURATION INCOME | 10,000 | $63.7M | 0.02% | |
| 194 | USEGU S ENERGY CORP DEL | 45,000 | $53.1M | 0.01% | |
| 195 | NSPRINSPIREMD INC | 21,066 | $50.8M | 0.01% | |
| 196 | HUMAHUMACYTE INC | 16,609 | $28.9M | 0.01% | |
| 197 | XRPRETF OPPORTUNITIES TRUST | 26,500 | $24.4M | 0.01% | |
| 198 | OCGNOCUGEN INC | 10,000 | $16.3M | 0.00% | |
| 199 | UTF-RCOHEN & STEERS INFRASTRUCTUR | 11,735 | $915K | 0.00% |
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