Uniting Wealth Partners, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$207.0M
Holdings
110
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
WMTWALMART INC | $92.0M |
RSPUINVESCO EXCHANGE TRADED FD T | $8.8M |
NVDANVIDIA CORPORATION | $6.9M |
PPAINVESCO EXCHANGE TRADED FD T | $6.4M |
MSFTMICROSOFT CORP | $6.1M |
XSMOINVESCO EXCHANGE TRADED FD T | $6.0M |
NULGNUSHARES ETF TR | $6.0M |
XMVMINVESCO EXCHANGE TRADED FD T | $5.7M |
XOMEXXON MOBIL CORP | $4.8M |
ACNACCENTURE PLC IRELAND | $4.1M |
AAPLAPPLE INC | $3.4M |
VRIGINVESCO ACTIVELY MANAGED EXC | $2.9M |
NOWSERVICENOW INC | $2.1M |
KOCOCA COLA CO | $2.1M |
PLTRPALANTIR TECHNOLOGIES INC | $1.9M |
AMZNAMAZON COM INC | $1.9M |
EPIWISDOMTREE TR | $1.7M |
IDEVISHARES TR | $1.4M |
VIGIVANGUARD WHITEHALL FDS | $1.4M |
AIAISHARES TR | $1.4M |
IHDGWISDOMTREE TR | $1.3M |
UTFCOHEN & STEERS INFRASTRUCTUR | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.1M |
MAMASTERCARD INCORPORATED | $1.1M |
BXBLACKSTONE INC | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
HESHESS CORP | $1.0M |
RJFRAYMOND JAMES FINL INC | $1.0M |
CLHCLEAN HARBORS INC | $978K |
GDXVANECK ETF TRUST | $933K |
BOTZGLOBAL X FDS | $875K |
ILMNILLUMINA INC | $802K |
CVXCHEVRON CORP NEW | $791K |
NEENEXTERA ENERGY INC | $777K |
GOOGALPHABET INC | $747K |
JPMJPMORGAN CHASE & CO. | $733K |
PFEPFIZER INC | $725K |
4I1PHILIP MORRIS INTL INC | $722K |
CIBRFIRST TR EXCHANGE TRADED FD | $708K |
MDBMONGODB INC | $698K |
XTISHARES TR | $653K |
CRMSALESFORCE INC | $631K |
DIVOAMPLIFY ETF TR | $576K |
CRWDCROWDSTRIKE HLDGS INC | $565K |
PANWPALO ALTO NETWORKS INC | $548K |
TSLATESLA INC | $510K |
CSQCALAMOS STRATEGIC TOTAL RETU | $507K |
OXYOCCIDENTAL PETE CORP | $502K |
IPAYAMPLIFY ETF TR | $487K |
NOBLPROSHARES TR | $479K |
TAT&T INC | $479K |
ROKROCKWELL AUTOMATION INC | $457K |
COPCONOCOPHILLIPS | $452K |
ULTAULTA BEAUTY INC | $435K |
TWLOTWILIO INC | $432K |
MOALTRIA GROUP INC | $427K |
SUXTD SYNNEX CORPORATION | $412K |
PAYCPAYCOM SOFTWARE INC | $410K |
GDGENERAL DYNAMICS CORP | $394K |
PSXPHILLIPS 66 | $387K |
ADXADAMS DIVERSIFIED EQUITY FD | $384K |
MCKMCKESSON CORP | $384K |
HDHOME DEPOT INC | $368K |
LOWLOWES COS INC | $368K |
METAMETA PLATFORMS INC | $359K |
CRKCOMSTOCK RES INC | $355K |
CATCATERPILLAR INC | $352K |
AVGOBROADCOM INC | $329K |
SHOPSHOPIFY INC | $319K |
RTXRTX CORPORATION | $317K |
MPCMARATHON PETE CORP | $302K |
MUMICRON TECHNOLOGY INC | $298K |
ADSKAUTODESK INC | $296K |
SOSOUTHERN CO | $295K |
RSGREPUBLIC SVCS INC | $266K |
ELFE L F BEAUTY INC | $264K |
PBPROSPERITY BANCSHARES INC | $257K |
EPDENTERPRISE PRODS PARTNERS L | $256K |
BACVERIZON COMMUNICATIONS INC | $255K |
GEGE AEROSPACE | $254K |
MRKMERCK & CO INC | $247K |
ETENERGY TRANSFER L P | $246K |
UBERUBER TECHNOLOGIES INC | $241K |
PGPROCTER AND GAMBLE CO | $231K |
JEPIJ P MORGAN EXCHANGE TRADED F | $230K |
AMDADVANCED MICRO DEVICES INC | $230K |
VVISA INC | $230K |
ORCLORACLE CORP | $227K |
RDVYFIRST TR EXCHANGE-TRADED FD | $225K |
TSNTYSON FOODS INC | $222K |
IJHISHARES TR | $214K |
DUKDUKE ENERGY CORP NEW | $213K |
EQTEQT CORP | $213K |
ACADACADIA PHARMACEUTICALS INC | $202K |
MMUWESTERN ASSET MANAGED MUNS F | $202K |
IJRISHARES TR | $201K |
HUMAHUMACYTE INC | $200K |
PDIPIMCO MUN INCOME FD | $188K |
NZFNUVEEN MUNICIPAL CREDIT INC | $173K |
IIMINVESCO VALUE MUN INCOME TR | $164K |
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