Uniting Wealth Partners, LLC Top Holdings and 13F Report (2025) About Uniting Wealth Partners, LLCInvestment ActivityUniting Wealth Partners, LLC has $258.59 million in total holdings as of June 30, 2025.Uniting Wealth Partners, LLC owns shares of 116 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 20.10% of the portfolio was purchased this quarter.About 5.77% of the portfolio was sold this quarter.This quarter, Uniting Wealth Partners, LLC has purchased 108 new stocks and bought additional shares in 42 stocks.Uniting Wealth Partners, LLC sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings Walmart $95,559,436Aptus Collared Investment Opportunity ETF $17,219,210FIRST TR EXCHNG TRADED FD VI $9,938,467NVIDIA $8,626,959Invesco Aerospace & Defense ETF $7,894,542 Largest New Holdings this Quarter 33740U679 - FIRST TR EXCHNG TRADED FD VI $9,938,467 Holding26922A388 - Aptus Defined Risk ETF $5,319,285 Holding33740U737 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - February $4,963,739 Holding26922B642 - Aptus Enhanced Yield ETF $2,630,142 Holding46641Q647 - JPMorgan Municipal ETF $1,459,019 Holding Largest Purchases this Quarter Aptus Collared Investment Opportunity ETF 248,052 shares (about $10.27M)FIRST TR EXCHNG TRADED FD VI 282,697 shares (about $9.94M)Aptus Defined Risk ETF 185,083 shares (about $5.32M)FT Cboe Vest U.S. Equity Moderate Buffer ETF - February 127,308 shares (about $4.96M)Invesco S&P SmallCap Momentum ETF 53,424 shares (about $3.63M) Largest Sales this Quarter Invesco S&P 500 Equal Weight Utilities ETF 63,095 shares (about $4.49M)Walmart 26,181 shares (about $2.56M)Accenture 4,500 shares (about $1.35M)Microsoft 2,468 shares (about $1.23M)Pfizer 9,918 shares (about $240.42K) 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$95,559,436$2,559,979 ▼-2.6%977,29037.0%Retail/WholesaleACIOAptus Collared Investment Opportunity ETF$17,219,210$10,269,351 ▲147.8%415,9236.7%ETFFIRST TR EXCHNG TRADED FD VI$9,938,467$9,938,467 ▲New Holding282,6973.8%FT VEST US EQTNVDANVIDIA$8,626,959$217,870 ▲2.6%54,6043.3%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$7,894,542$98,191 ▲1.3%55,7173.1%ETFNULGNuveen ESG Large-Cap Growth ETF$6,603,730$31,191 ▲0.5%70,2902.6%ETFMSFTMicrosoft$5,835,398$1,227,562 ▼-17.4%11,7322.3%Computer and TechnologyDRSKAptus Defined Risk ETF$5,319,285$5,319,285 ▲New Holding185,0832.1%ETFGDXVanEck Gold Miners ETF$5,039,929$3,273,897 ▲185.4%96,8101.9%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$5,031,291$4,487,297 ▼-47.1%70,7441.9%ETFGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$4,963,739$4,963,739 ▲New Holding127,3081.9%ETFXOMExxon Mobil$4,841,519$55,301 ▲1.2%44,9121.9%EnergyADMEAptus Drawdown Managed Equity ETF$4,105,339$763,054 ▲22.8%85,1731.6%ETFETF SER SOLUTIONS$4,082,056$767,782 ▲23.2%165,1151.6%APTUS LRG CAP UPXSMOInvesco S&P SmallCap Momentum ETF$3,853,206$3,633,909 ▲1,657.1%56,6481.5%ETFVRIGInvesco Variable Rate Investment Grade ETF$2,974,888$126,978 ▲4.5%118,7581.2%ETFJUCYAptus Enhanced Yield ETF$2,630,142$2,630,142 ▲New Holding118,3151.0%ETFAAPLApple$2,615,302$144,029 ▼-5.2%12,7471.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,449,807$13,632 ▲0.6%17,9710.9%CL AIAUiShares Gold Trust$2,447,381$968,014 ▲65.4%39,2460.9%FinanceKOCocaCola$2,307,582$35,375 ▼-1.5%32,6160.9%Consumer StaplesBXBlackstone$2,147,370$29,916 ▲1.4%14,3560.8%FinanceNOWServiceNow$2,056,1600.0%2,0000.8%Computer and TechnologyAMZNAmazon.com$1,972,316$103,552 ▲5.5%8,9900.8%Retail/WholesaleUPROProShares UltraPro S&P 500$1,920,240$1,371,600 ▲250.0%21,0000.7%ETFNOBLProShares S&P 500 Aristocrats ETF$1,801,862$490,520 ▲37.4%17,8930.7%ETFACNAccenture$1,538,985$1,345,005 ▼-46.6%5,1490.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,466,054$242,885 ▲19.9%3,0180.6%FinanceJMUBJPMorgan Municipal ETF$1,459,019$1,459,019 ▲New Holding29,3920.6%ETFIBMInternational Business Machines$1,393,270$590 ▲0.0%4,7260.5%Computer and TechnologyMAMastercard$1,198,0560.0%2,1320.5%Business ServicesTQQQProShares UltraPro QQQ$1,162,000$830,000 ▲250.0%14,0000.4%ETFHESHess$1,108,3200.0%8,0000.4%EnergyKKRKKR & Co. Inc.$1,104,1490.0%8,3000.4%FinancePMPhilip Morris International$1,093,575$36,246 ▼-3.2%6,0040.4%Consumer StaplesRJFRaymond James Financial$1,013,1620.0%6,6060.4%FinanceAPLDApplied Digital$962,692$962,692 ▲New Holding95,6000.4%FinanceJPMJPMorgan Chase & Co.$953,804$42,037 ▲4.6%3,2900.4%FinanceCRWDCrowdStrike$942,224$50,931 ▲5.7%1,8500.4%Computer and TechnologyTSLATesla$941,862$253,493 ▲36.8%2,9650.4%Auto/Tires/TrucksCVXChevron$839,612$57,988 ▲7.4%5,8640.3%EnergyRDVYFirst Trust Rising Dividend Achievers ETF$823,971$164,631 ▲25.0%13,1330.3%ManufacturingNEANuveen AMT-Free Quality Municipal Income Fund$773,443$6,912 ▲0.9%70,8280.3%Financial ServicesCLHClean Harbors$739,776$23,118 ▼-3.0%3,2000.3%Business ServicesEATON VANCE MUN BD FD$736,024$70,030 ▲10.5%76,1140.3%COMNEENextEra Energy$720,8570.0%10,3840.3%UtilitiesMUMicron Technology$701,539$264,988 ▲60.7%5,6920.3%Computer and TechnologyGOOGAlphabet$696,2560.0%3,9250.3%Computer and TechnologyPANWPalo Alto Networks$615,9660.0%3,0100.2%Computer and TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$605,902$723 ▲0.1%14,2400.2%ETFTAT&T$593,216$10,071 ▼-1.7%20,4980.2%Computer and TechnologyCRKComstock Resources$539,5650.0%19,5000.2%EnergyROKRockwell Automation$531,4720.0%1,6000.2%Computer and TechnologyCRMSalesforce$527,1100.0%1,9330.2%Computer and TechnologyOXYOccidental Petroleum$519,785$35,120 ▲7.2%12,3730.2%EnergyCORE SCIENTIFIC INC NEW$501,500$501,500 ▲New Holding29,3790.2%COMTWLOTwilio$497,4400.0%4,0000.2%Computer and TechnologyMCKMcKesson$493,1610.0%6730.2%MedicalMOAltria Group$480,352$14,716 ▲3.2%8,1930.2%Consumer StaplesADXAdams Diversified Equity Fund$464,991$22,405 ▲5.1%21,4180.2%FinanceCSQCalamos Strategic Total Return Fund$463,741$45,345 ▼-8.9%25,4240.2%Financial ServicesPAYCPaycom Software$462,8000.0%2,0000.2%Computer and TechnologyGDGeneral Dynamics$436,3230.0%1,4960.2%AerospaceSHAKShake Shack$421,8000.0%3,0000.2%Retail/WholesaleAVGOBroadcom$418,988$27,565 ▲7.0%1,5200.2%Computer and TechnologyNUWNuveen AMT-Free Municipal Value Fund$407,6500.0%29,7990.2%Financial ServicesPSXPhillips 66$406,665$596 ▲0.1%3,4090.2%EnergyUBERUber Technologies$402,5900.0%4,3150.2%Computer and TechnologyMHDBlackRock MuniHoldings Fund$401,9230.0%35,8860.2%Financial ServicesRTXRTX$400,5330.0%2,7430.2%AerospaceMETAMeta Platforms$399,3070.0%5410.2%Computer and TechnologyGEGE Aerospace$398,022$6,436 ▲1.6%1,5460.2%AerospacePFEPfizer$386,051$240,415 ▼-38.4%15,9260.1%MedicalCATCaterpillar$376,1750.0%9690.1%IndustrialsTTDTrade Desk$359,9500.0%5,0000.1%Computer and TechnologyMPCMarathon Petroleum$359,1300.0%2,1620.1%EnergySHOPShopify$346,0500.0%3,0000.1%Computer and TechnologyHDHome Depot$344,6420.0%9400.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$333,639$4,325 ▼-1.3%5400.1%FinanceSOSouthern$329,0270.0%3,5830.1%UtilitiesRSGRepublic Services$326,0180.0%1,3220.1%Business ServicesLOWLowe's Companies$319,4930.0%1,4400.1%Retail/WholesaleCOPConocoPhillips$319,263$89,821 ▼-22.0%3,5580.1%EnergyUTFCohen & Steers Infrastructure Fund$316,258$5,390 ▲1.7%11,7350.1%Financial ServicesADSKAutodesk$309,5700.0%1,0000.1%Computer and TechnologyORCLOracle$297,555$297,555 ▲New Holding1,3610.1%Computer and TechnologyVZVerizon Communications$287,616$12,981 ▲4.7%6,6470.1%Computer and TechnologyAMDAdvanced Micro Devices$280,962$280,962 ▲New Holding1,9800.1%Computer and TechnologyVVisa$273,433$37,641 ▲16.0%7700.1%Business ServicesEQTEQT$269,2050.0%4,6160.1%EnergyDDOGDatadog$268,660$268,660 ▲New Holding2,0000.1%Computer and TechnologyEPDEnterprise Products Partners$253,0420.0%8,1600.1%EnergyPBProsperity Bancshares$239,5890.0%3,4110.1%FinanceACADACADIA Pharmaceuticals$237,2700.0%11,0000.1%MedicalDUKDuke Energy$234,487$354 ▲0.2%1,9870.1%UtilitiesTSNTyson Foods$232,9340.0%4,1640.1%Consumer StaplesURAGlobal X Uranium ETF$232,860$232,860 ▲New Holding6,0000.1%ETFETEnergy Transfer$227,845$127 ▲0.1%12,5670.1%EnergyPGProcter & Gamble$219,0650.0%1,3750.1%Consumer StaplesBFKBlackRock Municipal Income Trust$217,889$182 ▲0.1%22,7200.1%Financial ServicesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access