Uniting Wealth Partners, LLC Top Holdings and 13F Report (2026) About Uniting Wealth Partners, LLCInvestment ActivityUniting Wealth Partners, LLC has $469.71 million in total holdings as of March 31, 2026.Uniting Wealth Partners, LLC owns shares of 205 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 36.25% of the portfolio was purchased this quarter.About 7.47% of the portfolio was sold this quarter.This quarter, Uniting Wealth Partners, LLC has purchased 153 new stocks and bought additional shares in 62 stocks.Uniting Wealth Partners, LLC sold shares of 60 stocks and completely divested from 9 stocks this quarter.Largest Holdings WALMART INC $99,748,442First Trust Rising Dividend Achievers ETF $18,435,394Aptus Collared Investment Opportunity ETF $13,828,553ETF SER SOLUTIONS $12,661,540ETF SER SOLUTIONS $12,588,929 Largest New Holdings this Quarter 26922A222 - Aptus Collared Investment Opportunity ETF $13,828,553 Holding268961851 - ETF SER SOLUTIONS $12,661,540 Holding268961869 - ETF SER SOLUTIONS $12,588,929 Holding33740F755 - FT Vest Laddered Buffer ETF $12,567,573 Holding26922A388 - Aptus Defined Risk ETF $11,661,201 Holding Largest Purchases this Quarter Aptus Collared Investment Opportunity ETF 329,385 shares (about $13.83M)ETF SER SOLUTIONS 505,249 shares (about $12.66M)ETF SER SOLUTIONS 501,497 shares (about $12.59M)FT Vest Laddered Buffer ETF 372,152 shares (about $12.57M)Aptus Defined Risk ETF 425,551 shares (about $11.66M) Largest Sales this Quarter Nuveen ESG Large-Cap Growth ETF 56,371 shares (about $5.13M)WALMART INC 27,340 shares (about $3.40M)Invesco S&P MidCap Momentum ETF 16,960 shares (about $2.46M)VanEck Gold Miners ETF 23,120 shares (about $2.12M)Chevron 4,464 shares (about $923.54K) 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 PortfolioSectorWALMART INC$99,748,442$3,404,583 â–¼-3.3%801,01521.2%COMRDVYFirst Trust Rising Dividend Achievers ETF$18,435,394$313,337 â–²1.7%269,9973.9%ManufacturingACIOAptus Collared Investment Opportunity ETF$13,828,553$13,828,553 â–²New Holding329,3852.9%ETFETF SER SOLUTIONS$12,661,540$12,661,540 â–²New Holding505,2492.7%APTUS OCT BUFF EETF SER SOLUTIONS$12,588,929$12,588,929 â–²New Holding501,4972.7%APTUS JULY BUFRBUFRFT Vest Laddered Buffer ETF$12,567,573$12,567,573 â–²New Holding372,1522.7%ETFDRSKAptus Defined Risk ETF$11,661,201$11,661,201 â–²New Holding425,5512.5%ETFNVDANVIDIA$10,970,754$245,395 â–¼-2.2%62,9022.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$10,545,742$10,545,742 â–²New Holding127,4412.2%ETFETF SER SOLUTIONS$9,210,711$9,210,711 â–²New Holding367,0032.0%APTUS JAN BUFFERXOMExxonMobil$7,712,367$331,514 â–¼-4.1%45,4581.6%EnergySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$7,230,697$450,211 â–¼-5.9%183,3811.5%ETFSCHDSchwab US Dividend Equity ETF$7,148,532$337,081 â–²4.9%233,0031.5%ETFCHRWC.H. Robinson Worldwide$7,082,250$2,417,150 â–²51.8%42,4851.5%TransportationMSTBLHA Market State Tactical Beta ETF$7,007,465$7,007,465 â–²New Holding182,9631.5%ETFPPAInvesco Aerospace & Defense ETF$6,790,220$205,965 â–²3.1%40,9791.4%ETFETF SER SOLUTIONS$6,776,284$389,844 â–²6.1%265,1111.4%APTUS LRG CAP UPPVALPutnam Focused Large Cap Value ETF$6,317,546$6,317,546 â–²New Holding136,1541.3%ETFFIRST TR EXCHNG TRADED FD VI$5,978,926$419,963 â–²7.6%194,2611.3%FT VEST US EQTGDXVanEck Gold Miners ETF$5,900,777$2,121,710 â–¼-26.4%64,3001.3%ETFSPLGSPDR Portfolio S&P 500 ETF$5,840,719$716,265 â–²14.0%76,3091.2%ETFFIRST TR EXCHANGE-TRADED FD$5,612,243$5,612,243 â–²New Holding271,9111.2%STRUCTURED CR INXMMOInvesco S&P MidCap Momentum ETF$5,585,789$2,459,563 â–¼-30.6%38,5171.2%ETFAAPLApple$5,426,634$689,306 â–¼-11.3%21,3821.2%Computer and TechnologyJMUBJPMorgan Municipal ETF$5,357,048$5,357,048 â–²New Holding107,1621.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,207,046$1,072,538 â–²25.9%178,7521.1%ETFFPEFirst Trust Preferred Securities and Income ETF$5,140,396$272,817 â–²5.6%289,6001.1%ETFHMOPHartford Municipal Opportunities ETF$4,731,182$4,731,182 â–²New Holding121,7691.0%ETFNOBLProShares S&P 500 Aristocrats ETF$4,484,334$500,156 â–²12.6%42,3011.0%ETFFIRST TR EXCHANGE-TRADED FD$4,465,247$4,465,247 â–²New Holding266,2641.0%WCM INTL EQUITYMSFTMicrosoft$4,374,767$899,163 â–¼-17.0%11,8180.9%Computer and TechnologyJUCYAptus Enhanced Yield ETF$4,226,532$4,226,532 â–²New Holding189,5430.9%ETFFMBFirst Trust Managed Municipal ETF$3,782,640$3,782,640 â–²New Holding74,6670.8%ManufacturingIAUiShares Gold Trust$3,756,938$42,405 â–²1.1%42,6150.8%FinanceBLUEROCK PVT REAL ESTATE FD$3,361,647$3,361,647 â–²New Holding202,3870.7%COMAMZNAmazon.com$3,323,573$220,766 â–²7.1%15,9580.7%Retail/WholesaleJHPIJohn Hancock Preferred Income ETF$3,147,968$3,147,968 â–²New Holding139,4140.7%ETFDBEMXtrackers MSCI Emerging Markets Hedged Equity ETF$3,063,078$3,063,078 â–²New Holding89,7600.7%ETFPALANTIR TECHNOLOGIES INC$2,924,576$499,546 â–²20.6%19,9930.6%CL AFRDMFreedom 100 Emerging Markets ETF$2,924,010$2,924,010 â–²New Holding53,2830.6%ETFKOCocaCola$2,669,448$7,964 â–¼-0.3%34,8580.6%Consumer StaplesAPLDApplied Digital$2,545,023$5,935 â–²0.2%107,2040.5%FinanceUPROProShares UltraPro S&P 500$2,521,480$484,900 â–²23.8%26,0000.5%ETFVOOVanguard S&P 500 ETF$2,503,823$237,236 â–²10.5%4,1900.5%ETFIJRiShares Core S&P Small-Cap ETF$2,051,985$2,859 â–²0.1%16,5070.4%ETFMUMicron Technology$2,045,853$1,690 â–¼-0.1%6,0530.4%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,895,002$1,895,002 â–²New Holding17,1540.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,772,946$1,772,946 â–²New Holding33,9710.4%ETFGOOGLAlphabet$1,692,003$85,118 â–¼-4.8%5,8840.4%Computer and TechnologyTSLATesla$1,622,689$192,567 â–²13.5%4,3650.3%Auto/Tires/TrucksTEXAS CAPITAL FUNDS TRUST$1,603,760$1,603,760 â–²New Holding16,0000.3%GOVT MONEY MKTJPMJPMorgan Chase & Co.$1,552,871$28,828 â–²1.9%5,2790.3%FinanceAVGOBroadcom$1,457,223$50,142 â–¼-3.3%4,7080.3%Computer and TechnologyJNJJohnson & Johnson$1,421,978$34,223 â–¼-2.4%5,8170.3%MedicalKKRKKR & Co. Inc.$1,415,250$647,500 â–²84.3%15,3000.3%FinanceMAMastercard$1,414,563$11,992 â–²0.9%2,8310.3%Business ServicesPAVEGlobal X U.S. Infrastructure Development ETF$1,394,023$1,394,023 â–²New Holding27,4360.3%ETFBXBlackstone$1,386,319$11,499 â–¼-0.8%12,0560.3%FinanceCVXChevron$1,367,517$923,539 â–¼-40.3%6,6100.3%EnergyTSMTaiwan Semiconductor Manufacturing$1,322,261$63,384 â–¼-4.6%3,9010.3%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,308,012$82,745 â–²6.8%9,4530.3%ManufacturingFLMIFranklin Dynamic Municipal Bond ETF$1,305,020$1,305,020 â–²New Holding52,6430.3%ETFIBMInternational Business Machines$1,291,251$317,298 â–¼-19.7%5,3270.3%Computer and TechnologyMETAMeta Platforms$1,264,507$75,527 â–¼-5.6%2,2100.3%Computer and TechnologyTQQQProShares UltraPro QQQ$1,167,0400.0%28,0000.2%ETFORCLOracle$1,129,216$221,989 â–²24.5%7,6760.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,095,451$69,963 â–¼-6.0%2,2860.2%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,094,023$1,094,023 â–²New Holding6,6880.2%ETFGOOGAlphabet$1,035,658$1,434 â–²0.1%3,6100.2%Computer and TechnologyPMPhilip Morris International$1,016,360$103,754 â–¼-9.3%6,0930.2%Consumer StaplesCOREWEAVE INC$992,003$163,539 â–²19.7%12,8050.2%COM CL ANEENextEra Energy$980,999$464 â–²0.0%10,5620.2%UtilitiesFIRST TR EXCHANGE-TRADED FD$964,121$964,121 â–²New Holding51,3650.2%VEST 20 PLUS YEACATCaterpillar$957,129$51,718 â–¼-5.1%1,3510.2%IndustrialsGEGE Aerospace$914,247$11,652 â–¼-1.3%3,2170.2%AerospaceRJFRaymond James Financial$869,609$43,437 â–¼-4.8%6,0060.2%FinanceOGEOGE Energy$852,0090.0%17,7650.2%UtilitiesOXYOccidental Petroleum$822,240$9,462 â–²1.2%12,6000.2%EnergyHDHome Depot$811,701$43,085 â–¼-5.0%2,4680.2%Retail/WholesaleCOPConocoPhillips$795,213$2,112 â–¼-0.3%6,0240.2%EnergyNEANuveen AMT-Free Quality Municipal Income Fund$792,151$792,151 â–²New Holding70,1140.2%Financial ServicesDMARFT Vest U.S. Equity Deep Buffer ETF - March$792,032$792,032 â–²New Holding18,6800.2%ETFVVisa$790,357$23,272 â–²3.0%2,6150.2%Business ServicesGE VERNOVA INC$787,287$15,728 â–¼-2.0%9010.2%COMTRINTrinity Capital$764,920$764,920 â–²New Holding52,0000.2%FinanceRTXRTX$748,178$20,252 â–¼-2.6%3,8790.2%AerospaceEATON VANCE MUN BD FD$744,181$744,181 â–²New Holding76,1700.2%COMLLYEli Lilly and Company$731,363$53,357 â–²7.9%7950.2%MedicalISRGIntuitive Surgical$720,988$8,298 â–²1.2%1,5640.2%MedicalPANWPalo Alto Networks$713,905$212,905 â–²42.5%4,4530.2%Computer and TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$700,353$700,353 â–²New Holding15,6150.1%ETFAMDAdvanced Micro Devices$689,628$48,213 â–²7.5%3,3900.1%Computer and TechnologyTAT&T$655,078$43,339 â–¼-6.2%22,5970.1%Computer and TechnologyARESAres Management$654,600$654,600 â–²New Holding6,0000.1%FinanceNOWServiceNow$654,169$457,720 â–¼-41.2%6,2570.1%Computer and TechnologyMHDBlackRock MuniHoldings Fund$640,285$640,285 â–²New Holding56,4650.1%Financial ServicesPAYXPaychex$621,949$8,567 â–¼-1.4%6,7520.1%Computer and TechnologyGDGeneral Dynamics$613,334$44,619 â–¼-6.8%1,7870.1%AerospaceMOAltria Group$600,284$27,758 â–¼-4.4%8,9530.1%Consumer StaplesROKRockwell Automation$595,023$5,024 â–¼-0.8%1,6580.1%Computer and TechnologyShowing largest 100 holdings. 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