Uniting Wealth Partners, LLC Top Holdings and 13F Report (2025) About Uniting Wealth Partners, LLCInvestment ActivityUniting Wealth Partners, LLC has $199.54 million in total holdings as of March 31, 2025.Uniting Wealth Partners, LLC owns shares of 108 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 13.05% of the portfolio was purchased this quarter.About 14.32% of the portfolio was sold this quarter.This quarter, Uniting Wealth Partners, LLC has purchased 110 new stocks and bought additional shares in 26 stocks.Uniting Wealth Partners, LLC sold shares of 28 stocks and completely divested from 20 stocks this quarter.Largest Holdings Walmart $88,094,735Invesco S&P 500 Equal Weight Utilities ETF $9,321,902Aptus Collared Investment Opportunity ETF $6,494,929Invesco Aerospace & Defense ETF $6,413,047NVIDIA $5,768,570 Largest New Holdings this Quarter 26922A222 - Aptus Collared Investment Opportunity ETF $6,494,929 Holding33740F771 - FT Vest U.S. Equity Deep Buffer ETF - February $3,131,155 Holding26922B444 - ETF SER SOLUTIONS $3,104,954 Holding26922A784 - Aptus Drawdown Managed Equity ETF $3,079,132 Holding464285204 - iShares Gold Trust $1,398,708 Holding Largest Purchases this Quarter Aptus Collared Investment Opportunity ETF 167,871 shares (about $6.49M)FT Vest U.S. Equity Deep Buffer ETF - February 74,286 shares (about $3.13M)ETF SER SOLUTIONS 134,059 shares (about $3.10M)Aptus Drawdown Managed Equity ETF 69,342 shares (about $3.08M)iShares Gold Trust 23,723 shares (about $1.40M) Largest Sales this Quarter Invesco S&P SmallCap Momentum ETF 88,158 shares (about $5.53M)Walmart 14,280 shares (about $1.25M)Cohen & Steers Infrastructure Fund 39,545 shares (about $1.01M)PALANTIR TECHNOLOGIES INC 7,650 shares (about $645.66K)Accenture 2,000 shares (about $624.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUniting Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMTWalmart$88,094,735$1,253,641 ▼-1.4%1,003,47144.1%Retail/WholesaleRSPUInvesco S&P 500 Equal Weight Utilities ETF$9,321,902$45,690 ▼-0.5%133,8394.7%ETFACIOAptus Collared Investment Opportunity ETF$6,494,929$6,494,929 ▲New Holding167,8713.3%ETFPPAInvesco Aerospace & Defense ETF$6,413,047$40,676 ▼-0.6%55,0243.2%ETFNVDANVIDIA$5,768,570$167,448 ▲3.0%53,2252.9%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$5,476,293$5,793 ▼-0.1%69,9582.7%ETFMSFTMicrosoft$5,330,701$115,999 ▼-2.1%14,2002.7%Computer and TechnologyXOMExxon Mobil$5,280,342$42,696 ▼-0.8%44,3992.6%EnergyDFEBFT Vest U.S. Equity Deep Buffer ETF - February$3,131,155$3,131,155 ▲New Holding74,2861.6%ETFETF SER SOLUTIONS$3,104,954$3,104,954 ▲New Holding134,0591.6%APTUS LRG CAP UPADMEAptus Drawdown Managed Equity ETF$3,079,132$3,079,132 ▲New Holding69,3421.5%ETFACNAccenture$3,010,874$624,080 ▼-17.2%9,6491.5%Computer and TechnologyAAPLApple$2,987,426$56,199 ▼-1.8%13,4491.5%Computer and TechnologyVRIGInvesco Variable Rate Investment Grade ETF$2,851,320$69,823 ▼-2.4%113,6891.4%ETFKOCoca-Cola$2,371,7680.0%33,1161.2%Consumer StaplesBXBlackstone$1,978,726$1,127,605 ▲132.5%14,1561.0%FinanceAMZNAmazon.com$1,620,635$8,942 ▲0.6%8,5180.8%Retail/WholesaleNOWServiceNow$1,592,2800.0%2,0000.8%Computer and TechnologyGDXVanEck Gold Miners ETF$1,559,440$294,024 ▲23.2%33,9230.8%ETFPALANTIR TECHNOLOGIES INC$1,508,312$645,660 ▼-30.0%17,8710.8%CL AIAUiShares Gold Trust$1,398,708$1,398,708 ▲New Holding23,7230.7%FinanceBRK.BBerkshire Hathaway$1,341,036$11,184 ▲0.8%2,5180.7%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,330,621$839,430 ▲170.9%13,0220.7%ETFHESHess$1,277,840$39,933 ▲3.2%8,0000.6%EnergyIBMInternational Business Machines$1,174,570$1,243 ▼-0.1%4,7240.6%Computer and TechnologyMAMastercard$1,168,5920.0%2,1320.6%Business ServicesPMPhilip Morris International$984,663$31,907 ▲3.3%6,2030.5%Consumer StaplesKKRKKR & Co. Inc.$959,563$959,563 ▲New Holding8,3000.5%FinanceRJFRaymond James$917,6390.0%6,6060.5%FinanceCVXChevron$913,277$167 ▼0.0%5,4590.5%EnergyNEANuveen AMT-Free Quality Municipal Income Fund$786,190$633,544 ▲415.0%70,1950.4%Financial ServicesJPMJPMorgan Chase & Co.$771,468$21,586 ▲2.9%3,1450.4%FinanceNEENextEra Energy$736,122$31,901 ▼-4.2%10,3840.4%UtilitiesEATON VANCE MUN BD FD$686,655$686,655 ▲New Holding68,8720.3%COMPFEPfizer$654,885$37,883 ▼-5.5%25,8440.3%MedicalCLHClean Harbors$650,430$187,245 ▼-22.4%3,3000.3%Business ServicesCRWDCrowdStrike$617,015$35,258 ▲6.1%1,7500.3%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$615,197$392,160 ▲175.8%10,5090.3%ManufacturingGOOGAlphabet$613,2030.0%3,9250.3%Computer and TechnologyTAT&T$589,511$4,807 ▼-0.8%20,8460.3%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$579,880$163 ▲0.0%14,2230.3%ETFOXYOccidental Petroleum$569,471$68,463 ▲13.7%11,5370.3%EnergyTSLATesla$561,600$234,540 ▲71.7%2,1670.3%Auto/Tires/TrucksCRMSalesforce$518,740$12,345 ▲2.4%1,9330.3%Computer and TechnologyPANWPalo Alto Networks$513,6260.0%3,0100.3%Computer and TechnologyCOPConocoPhillips$478,829$315 ▲0.1%4,5590.2%EnergyMOAltria Group$476,680$13,925 ▼-2.8%7,9420.2%Consumer StaplesMCKMcKesson$452,9220.0%6730.2%MedicalCSQCalamos Strategic Total Return Fund$451,581$11,261 ▼-2.4%27,9100.2%Financial ServicesUPROProShares UltraPro S&P 500$443,400$443,400 ▲New Holding6,0000.2%ETFPAYCPaycom Software$436,9600.0%2,0000.2%Computer and TechnologyMHDBlackRock MuniHoldings Fund$421,302$421,302 ▲New Holding35,8860.2%Financial ServicesPSXPhillips 66$420,299$617 ▲0.1%3,4040.2%EnergyROKRockwell Automation$413,4080.0%1,6000.2%Computer and TechnologyNUWNuveen AMT-Free Municipal Value Fund$409,438$409,438 ▲New Holding29,7990.2%Financial ServicesGDGeneral Dynamics$407,7800.0%1,4960.2%AerospaceCRKComstock Resources$396,6300.0%19,5000.2%EnergyTWLOTwilio$391,6400.0%4,0000.2%Computer and TechnologyADXAdams Diversified Equity Fund$387,123$26,396 ▲7.3%20,3860.2%FinanceULTAUlta Beauty$366,5400.0%1,0000.2%Retail/WholesaleRTXRTX$363,3380.0%2,7430.2%AerospaceMDBMongoDB$350,800$175,400 ▼-33.3%2,0000.2%Computer and TechnologyHDHome Depot$344,501$2,199 ▼-0.6%9400.2%Retail/WholesaleLOWLowe's Companies$335,851$11,661 ▼-3.4%1,4400.2%Retail/WholesaleSOSouthern$329,4570.0%3,5830.2%UtilitiesRSGRepublic Services$320,1360.0%1,3220.2%Business ServicesCATCaterpillar$319,5760.0%9690.2%IndustrialsMPCMarathon Petroleum$314,9820.0%2,1620.2%EnergyUBERUber Technologies$314,391$22,951 ▲7.9%4,3150.2%Computer and TechnologyMETAMeta Platforms$311,811$41,498 ▼-11.7%5410.2%Computer and TechnologyMUMicron Technology$307,7640.0%3,5420.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$305,986$305,986 ▲New Holding5470.2%FinanceGEGE Aerospace$304,4280.0%1,5210.2%IndustrialsBPBP$301,797$301,797 ▲New Holding8,9320.2%EnergyUTFCohen & Steers Infrastructure Fund$294,719$1,010,374 ▼-77.4%11,5350.1%Financial ServicesSHOPShopify$290,0400.0%3,0000.1%Computer and TechnologyVZVerizon Communications$287,900$1,497 ▼-0.5%6,3470.1%Computer and TechnologyEPDEnterprise Products Partners$278,5820.0%8,1600.1%EnergyTTDTrade Desk$273,600$273,600 ▲New Holding5,0000.1%Computer and TechnologyTSNTyson Foods$265,705$19,143 ▲7.8%4,1640.1%Consumer StaplesSHAKShake Shack$264,510$264,510 ▲New Holding3,0000.1%Retail/WholesaleADSKAutodesk$261,8000.0%1,0000.1%Computer and TechnologyEQTEQT$246,6330.0%4,6160.1%EnergyPBProsperity Bancshares$243,4430.0%3,4110.1%FinanceDUKDuke Energy$241,949$488 ▲0.2%1,9840.1%UtilitiesAVGOBroadcom$237,7510.0%1,4200.1%Computer and TechnologyPGProcter & Gamble$234,3280.0%1,3750.1%Consumer StaplesETEnergy Transfer$233,485$130 ▲0.1%12,5600.1%EnergyVVisa$232,619$22,071 ▼-8.7%6640.1%Business ServicesTQQQProShares UltraPro QQQ$229,200$229,200 ▲New Holding4,0000.1%ETFBFKBlackRock Municipal Income Trust$224,740$63,330 ▲39.2%22,7010.1%Financial ServicesMMUWestern Asset Managed Municipals Fund$223,117$19,746 ▲9.7%21,6830.1%FinanceVIGVanguard Dividend Appreciation ETF$216,687$216,687 ▲New Holding1,1170.1%ETFGISGeneral Mills$215,244$215,244 ▲New Holding3,6000.1%Consumer StaplesXSMOInvesco S&P SmallCap Momentum ETF$202,306$5,531,915 ▼-96.5%3,2240.1%ETFIJHiShares Core S&P Mid-Cap ETF$200,2570.0%3,4320.1%ETFPMFPIMCO Municipal Income Fund$184,8710.0%20,9130.1%Financial ServicesACADACADIA Pharmaceuticals$182,7100.0%11,0000.1%MedicalGOFGuggenheim Strategic Opportunities Fund$155,7000.0%10,0000.1%Financial ServicesFFord Motor$149,7180.0%14,9270.1%Auto/Tires/TrucksShowing 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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