Uniting Wealth Partners, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$207.0B
Holdings
110
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 1,017,751 | $92.0B | 44.41% | |
| 2 | RSPUINVESCO EXCHANGE TRADED FD T | 134,495 | $8.8B | 4.27% | |
| 3 | NVDANVIDIA CORPORATION | 51,680 | $6.9B | 3.35% | |
| 4 | PPAINVESCO EXCHANGE TRADED FD T | 55,373 | $6.4B | 3.07% | |
| 5 | MSFTMICROSOFT CORP | 14,509 | $6.1B | 2.95% | |
| 6 | XSMOINVESCO EXCHANGE TRADED FD T | 91,382 | $6.0B | 2.92% | |
| 7 | NULGNUSHARES ETF TR | 70,032 | $6.0B | 2.90% | |
| 8 | XMVMINVESCO EXCHANGE TRADED FD T | 103,572 | $5.7B | 2.77% | |
| 9 | XOMEXXON MOBIL CORP | 44,758 | $4.8B | 2.33% | |
| 10 | ACNACCENTURE PLC IRELAND | 11,649 | $4.1B | 1.98% | |
| 11 | AAPLAPPLE INC | 13,702 | $3.4B | 1.66% | |
| 12 | VRIGINVESCO ACTIVELY MANAGED EXC | 116,473 | $2.9B | 1.41% | |
| 13 | NOWSERVICENOW INC | 2,000 | $2.1B | 1.02% | |
| 14 | KOCOCA COLA CO | 33,116 | $2.1B | 1.00% | |
| 15 | PLTRPALANTIR TECHNOLOGIES INC | 25,521 | $1.9B | 0.93% | |
| 16 | AMZNAMAZON COM INC | 8,471 | $1.9B | 0.90% | |
| 17 | EPIWISDOMTREE TR | 38,325 | $1.7B | 0.84% | |
| 18 | IDEVISHARES TR | 21,951 | $1.4B | 0.68% | |
| 19 | VIGIVANGUARD WHITEHALL FDS | 17,525 | $1.4B | 0.68% | |
| 20 | AIAISHARES TR | 20,513 | $1.4B | 0.67% | |
| 21 | IHDGWISDOMTREE TR | 30,624 | $1.3B | 0.64% | |
| 22 | UTFCOHEN & STEERS INFRASTRUCTUR | 51,080 | $1.2B | 0.59% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,497 | $1.1B | 0.55% | |
| 24 | MAMASTERCARD INCORPORATED | 2,132 | $1.1B | 0.54% | |
| 25 | BXBLACKSTONE INC | 6,089 | $1.0B | 0.51% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 4,729 | $1.0B | 0.50% | |
| 27 | HESHESS CORP | 7,750 | $1.0B | 0.50% | |
| 28 | RJFRAYMOND JAMES FINL INC | 6,606 | $1.0B | 0.50% | |
| 29 | CLHCLEAN HARBORS INC | 4,250 | $978.1M | 0.47% | |
| 30 | GDXVANECK ETF TRUST | 27,527 | $933.4M | 0.45% | |
| 31 | BOTZGLOBAL X FDS | 27,380 | $874.8M | 0.42% | |
| 32 | ILMNILLUMINA INC | 6,000 | $801.8M | 0.39% | |
| 33 | CVXCHEVRON CORP NEW | 5,460 | $790.9M | 0.38% | |
| 34 | NEENEXTERA ENERGY INC | 10,834 | $776.7M | 0.38% | |
| 35 | GOOGALPHABET INC | 3,925 | $747.5M | 0.36% | |
| 36 | JPMJPMORGAN CHASE & CO. | 3,057 | $732.8M | 0.35% | |
| 37 | PFEPFIZER INC | 27,339 | $725.3M | 0.35% | |
| 38 | 4I1PHILIP MORRIS INTL INC | 6,002 | $722.4M | 0.35% | |
| 39 | CIBRFIRST TR EXCHANGE TRADED FD | 11,163 | $708.3M | 0.34% | |
| 40 | MDBMONGODB INC | 3,000 | $698.4M | 0.34% | |
| 41 | XTISHARES TR | 10,953 | $653.5M | 0.32% | |
| 42 | CRMSALESFORCE INC | 1,887 | $630.9M | 0.30% | |
| 43 | DIVOAMPLIFY ETF TR | 14,219 | $575.6M | 0.28% | |
| 44 | CRWDCROWDSTRIKE HLDGS INC | 1,650 | $564.6M | 0.27% | |
| 45 | PANWPALO ALTO NETWORKS INC | 3,010 | $547.7M | 0.26% | |
| 46 | TSLATESLA INC | 1,262 | $509.6M | 0.25% | |
| 47 | CSQCALAMOS STRATEGIC TOTAL RETU | 28,606 | $506.6M | 0.24% | |
| 48 | OXYOCCIDENTAL PETE CORP | 10,150 | $501.5M | 0.24% | |
| 49 | IPAYAMPLIFY ETF TR | 8,400 | $487.0M | 0.24% | |
| 50 | NOBLPROSHARES TR | 4,807 | $478.6M | 0.23% | |
| 51 | TAT&T INC | 21,016 | $478.5M | 0.23% | |
| 52 | ROKROCKWELL AUTOMATION INC | 1,600 | $457.3M | 0.22% | |
| 53 | COPCONOCOPHILLIPS | 4,556 | $451.8M | 0.22% | |
| 54 | ULTAULTA BEAUTY INC | 1,000 | $434.9M | 0.21% | |
| 55 | TWLOTWILIO INC | 4,000 | $432.3M | 0.21% | |
| 56 | MOALTRIA GROUP INC | 8,174 | $427.4M | 0.21% | |
| 57 | SUXTD SYNNEX CORPORATION | 3,514 | $412.1M | 0.20% | |
| 58 | PAYCPAYCOM SOFTWARE INC | 2,000 | $409.9M | 0.20% | |
| 59 | GDGENERAL DYNAMICS CORP | 1,496 | $394.2M | 0.19% | |
| 60 | PSXPHILLIPS 66 | 3,399 | $387.3M | 0.19% | |
| 61 | ADXADAMS DIVERSIFIED EQUITY FD | 18,996 | $383.7M | 0.19% | |
| 62 | MCKMCKESSON CORP | 673 | $383.5M | 0.19% | |
| 63 | HDHOME DEPOT INC | 946 | $368.0M | 0.18% | |
| 64 | LOWLOWES COS INC | 1,490 | $367.7M | 0.18% | |
| 65 | METAMETA PLATFORMS INC | 613 | $358.9M | 0.17% | |
| 66 | CRKCOMSTOCK RES INC | 19,500 | $355.3M | 0.17% | |
| 67 | CATCATERPILLAR INC | 969 | $351.5M | 0.17% | |
| 68 | AVGOBROADCOM INC | 1,420 | $329.2M | 0.16% | |
| 69 | SHOPSHOPIFY INC | 3,000 | $319.0M | 0.15% | |
| 70 | RTXRTX CORPORATION | 2,743 | $317.4M | 0.15% | |
| 71 | MPCMARATHON PETE CORP | 2,162 | $301.6M | 0.15% | |
| 72 | MUMICRON TECHNOLOGY INC | 3,542 | $298.1M | 0.14% | |
| 73 | ADSKAUTODESK INC | 1,000 | $295.6M | 0.14% | |
| 74 | SOSOUTHERN CO | 3,583 | $295.0M | 0.14% | |
| 75 | RSGREPUBLIC SVCS INC | 1,322 | $266.0M | 0.13% | |
| 76 | ELFE L F BEAUTY INC | 2,100 | $263.7M | 0.13% | |
| 77 | PBPROSPERITY BANCSHARES INC | 3,411 | $257.0M | 0.12% | |
| 78 | EPDENTERPRISE PRODS PARTNERS L | 8,160 | $255.9M | 0.12% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 6,380 | $255.1M | 0.12% | |
| 80 | GEGE AEROSPACE | 1,521 | $253.7M | 0.12% | |
| 81 | MRKMERCK & CO INC | 2,481 | $246.8M | 0.12% | |
| 82 | ETENERGY TRANSFER L P | 12,553 | $245.9M | 0.12% | |
| 83 | UBERUBER TECHNOLOGIES INC | 4,000 | $241.3M | 0.12% | |
| 84 | PGPROCTER AND GAMBLE CO | 1,375 | $230.5M | 0.11% | |
| 85 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,000 | $230.1M | 0.11% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 1,904 | $230.0M | 0.11% | |
| 87 | VVISA INC | 727 | $229.9M | 0.11% | |
| 88 | ORCLORACLE CORP | 1,361 | $226.8M | 0.11% | |
| 89 | RDVYFIRST TR EXCHANGE-TRADED FD | 3,810 | $225.3M | 0.11% | |
| 90 | TSNTYSON FOODS INC | 3,864 | $221.9M | 0.11% | |
| 91 | IJHISHARES TR | 3,432 | $213.8M | 0.10% | |
| 92 | DUKDUKE ENERGY CORP NEW | 1,980 | $213.4M | 0.10% | |
| 93 | EQTEQT CORP | 4,616 | $212.8M | 0.10% | |
| 94 | ACADACADIA PHARMACEUTICALS INC | 11,000 | $201.8M | 0.10% | |
| 95 | MMUWESTERN ASSET MANAGED MUNS F | 19,764 | $201.6M | 0.10% | |
| 96 | IJRISHARES TR | 1,746 | $201.2M | 0.10% | |
| 97 | HUMAHUMACYTE INC | 39,554 | $199.7M | 0.10% | |
| 98 | PDIPIMCO MUN INCOME FD | 20,913 | $187.8M | 0.09% | |
| 99 | NZFNUVEEN MUNICIPAL CREDIT INC | 14,181 | $172.6M | 0.08% | |
| 100 | IIMINVESCO VALUE MUN INCOME TR | 13,787 | $163.9M | 0.08% |
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