Uniting Wealth Partners, LLC Top Holdings and 13F Report (2025) About Uniting Wealth Partners, LLCInvestment ActivityUniting Wealth Partners, LLC has $207.05 million in total holdings as of December 31, 2024.Uniting Wealth Partners, LLC owns shares of 110 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings Walmart $91,953,844Invesco S&P 500 Equal Weight Utilities ETF $8,840,364NVIDIA $6,940,162Invesco Aerospace & Defense ETF $6,352,944Microsoft $6,115,368 Sector AllocationMap of 500 Largest Holdings ofUniting Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorWMTWalmart$91,953,8441,017,75144.4%Retail/WholesaleRSPUInvesco S&P 500 Equal Weight Utilities ETF$8,840,364134,4954.3%ETFNVDANVIDIA$6,940,16251,6803.4%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$6,352,94455,3733.1%ETFMSFTMicrosoft$6,115,36814,5093.0%Computer and TechnologyXSMOInvesco S&P SmallCap Momentum ETF$6,041,29591,3822.9%ETFNULGNuveen ESG Large-Cap Growth ETF$6,011,53370,0322.9%ETFXMVMInvesco S&P MidCap Value with Momentum ETF$5,739,963103,5722.8%ETFXOMExxon Mobil$4,814,62044,7582.3%Oils/EnergyACNAccenture$4,098,00211,6492.0%Computer and TechnologyAAPLApple$3,431,25513,7021.7%Computer and TechnologyVRIGInvesco Variable Rate Investment Grade ETF$2,925,219116,4731.4%ETFNOWServiceNow$2,120,2402,0001.0%Computer and TechnologyKOCoca-Cola$2,061,80233,1161.0%Consumer StaplesPALANTIR TECHNOLOGIES INC$1,930,15325,5210.9%CL AAMZNAmazon.com$1,858,4538,4710.9%Retail/WholesaleEPIWisdomTree India Earnings Fund$1,734,98738,3250.8%FinanceIDEViShares Core MSCI International Developed Markets ETF$1,415,18121,9510.7%ETFVIGIVanguard International Dividend Appreciation ETF$1,401,82517,5250.7%ETFAIAiShares Asia 50 ETF$1,391,42420,5130.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,331,22130,6240.6%FinanceUTFCohen & Steers Infrastructure Fund$1,227,97551,0800.6%Financial ServicesBRK.BBerkshire Hathaway$1,131,8402,4970.5%FinanceMAMastercard$1,122,6472,1320.5%Business ServicesBXBlackstone$1,049,8656,0890.5%FinanceIBMInternational Business Machines$1,039,4864,7290.5%Computer and TechnologyHESHess$1,030,8287,7500.5%Oils/EnergyRJFRaymond James$1,026,1106,6060.5%FinanceCLHClean Harbors$978,0954,2500.5%Business ServicesGDXVanEck Gold Miners ETF$933,44127,5270.5%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$874,79127,3800.4%ManufacturingILMNIllumina$801,7806,0000.4%MedicalCVXChevron$790,8775,4600.4%Oils/EnergyNEENextEra Energy$776,68910,8340.4%UtilitiesGOOGAlphabet$747,4773,9250.4%Computer and TechnologyJPMJPMorgan Chase & Co.$732,7933,0570.4%FinancePFEPfizer$725,30527,3390.4%MedicalPMPhilip Morris International$722,3636,0020.3%Consumer StaplesCIBRFirst Trust Nasdaq Cybersecurity ETF$708,29211,1630.3%ManufacturingMDBMongoDB$698,4303,0000.3%Computer and TechnologyXTiShares Exponential Technologies ETF$653,45610,9530.3%ManufacturingCRMSalesforce$630,8811,8870.3%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$575,57114,2190.3%ETFCRWDCrowdStrike$564,5641,6500.3%Computer and TechnologyPANWPalo Alto Networks$547,7003,0100.3%Computer and TechnologyTSLATesla$509,6461,2620.2%Auto/Tires/TrucksCSQCalamos Strategic Total Return Fund$506,61528,6060.2%Financial ServicesOXYOccidental Petroleum$501,52610,1500.2%Oils/EnergyAMPLIFY ETF TR$487,0328,4000.2%AMPLIFY DGTL PAYNOBLProShares S&P 500 Aristocrats ETF$478,5694,8070.2%ETFTAT&T$478,53721,0160.2%Computer and TechnologyROKRockwell Automation$457,2641,6000.2%Computer and TechnologyCOPConocoPhillips$451,7964,5560.2%Oils/EnergyULTAUlta Beauty$434,9301,0000.2%Retail/WholesaleTWLOTwilio$432,3204,0000.2%Computer and TechnologyMOAltria Group$427,4198,1740.2%Consumer StaplesSNXTD SYNNEX$412,1363,5140.2%Computer and TechnologyPAYCPaycom Software$409,9402,0000.2%Computer and TechnologyGDGeneral Dynamics$394,1811,4960.2%AerospacePSXPhillips 66$387,2913,3990.2%Oils/EnergyADXAdams Diversified Equity Fund$383,72618,9960.2%FinanceMCKMcKesson$383,5496730.2%MedicalHDHome Depot$367,9859460.2%Retail/WholesaleLOWLowe's Companies$367,7321,4900.2%Retail/WholesaleMETAMeta Platforms$358,9186130.2%Computer and TechnologyCRKComstock Resources$355,29019,5000.2%Oils/EnergyCATCaterpillar$351,5149690.2%Industrial ProductsAVGOBroadcom$329,2131,4200.2%Computer and TechnologySHOPShopify$318,9903,0000.2%Computer and TechnologyRTXRTX$317,4202,7430.2%AerospaceMPCMarathon Petroleum$301,5992,1620.1%Oils/EnergyMUMicron Technology$298,0953,5420.1%Computer and TechnologyADSKAutodesk$295,5701,0000.1%Computer and TechnologySOSouthern$294,9533,5830.1%UtilitiesRSGRepublic Services$265,9601,3220.1%Business ServicesELFe.l.f. Beauty$263,6552,1000.1%Consumer StaplesPBProsperity Bancshares$257,0193,4110.1%FinanceEPDEnterprise Products Partners$255,8988,1600.1%Oils/EnergyVZVerizon Communications$255,1366,3800.1%Computer and TechnologyGEGeneral Electric$253,6881,5210.1%TransportationMRKMerck & Co., Inc.$246,8102,4810.1%MedicalETEnergy Transfer$245,91312,5530.1%Oils/EnergyUBERUber Technologies$241,2804,0000.1%Computer and TechnologyPGProcter & Gamble$230,5191,3750.1%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$230,1204,0000.1%ETFAMDAdvanced Micro Devices$229,9841,9040.1%Computer and TechnologyVVisa$229,8817270.1%Business ServicesORCLOracle$226,7971,3610.1%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$225,3233,8100.1%ManufacturingTSNTyson Foods$221,9483,8640.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$213,8483,4320.1%ETFDUKDuke Energy$213,3591,9800.1%UtilitiesEQTEQT$212,8444,6160.1%Oils/EnergyACADACADIA Pharmaceuticals$201,85011,0000.1%MedicalMMUWestern Asset Managed Municipals Fund$201,59319,7640.1%FinanceIJRiShares Core S&P Small-Cap ETF$201,1741,7460.1%ETFHUMAHumacyte$199,74839,5540.1%MedicalPMFPIMCO Municipal Income Fund$187,79920,9130.1%Financial ServicesNZFNuveen Municipal Credit Income Fund$172,58614,1810.1%Financial ServicesIIMInvesco Value Municipal Income Trust$163,93013,7870.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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