United Wealth Management, LLC Portfolio Holdings by Sector
United Wealth Management, LLC
- $297 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DUHP DFSV VGIT DFAR DFCF DISV 14 stocks |
$246 Million
99.71% of portfolio
|
14
|
- |
14
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$379,952
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$337,012
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|